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Operations, Sales & Service

Trail-blazing operations drive culture and shape strategy to unite staff and grow membership.

Step Up: Trail-Blazing Ideas for Operations

CUNA offers training, networking opportunities and resources to help operations, sales & service professionals increase the efficiency and effectiveness of their credit union in order to make a more powerful impact for their members and the movement.


Constantly putting out fires gets tiresome. And frustrating. Move beyond reactive problem-solving into developing proactive solutions.

School & Conferences


CUNA FUSE: Branch Operations & Business Development School 
August 18-21, 2014 • San Diego, CA

CUNA Sales & Service Culture Institute 
September 8-10, 2014 • Nashville, TN

CUNA Operations, Sales & Service Council Conference 
September 21-24, 2014 • Las Vegas, NV

CUNA Leadership Institute 
December 7-12, 2014 • San Diego, CA

CUNA Creating Member Loyalty 
 Sneak Preview!


CUNA Seminars in a Box™ for Staff

CUNA Training Bundle

Credit Union Front Line Newsletter (print)

Credit Union Front Line Newsletter (PDF)

Webinars, Audios and eSchools


CUNA IRA eSchool 
July 7-August 25, 2014 • 11:00 a.m.-12:30 p.m. CT

Understanding and Processing Tranfers and Rollovers Webinar 
July 28, 2014 • 11:00 a.m.-12:30 p.m. CT

Identifying and Solving Problems Through Data Analytics Webinar 
July 21 &  28, 2014 • 1:00-2:00 p.m. CT

IRA Distributions Webinar 
August 4, 2014 • 11:00 a.m.-12:30 p.m. CT

CUNA Certified Financial Counselor Part 1 eSchool 
August 5-September 23, 2014 • 11:00 a.m.-12:30 p.m. CT

CUNA Succeeding in Member Sales eSchool 
August 13-September 3, 2014 • NOON-1:30 p.m. CT

CUNA Social Media Webinar Series 
August 19-September 30, 2014 • 1:00-2:30 p.m. CT






2014 Schools & Conferences