Fall Lending School with Julie Ferguson – Save the Date

Insurance Trust is gearing up for their semi-annual Lending School event to take place on September 12-13, 2017 at the America’s Credit Union Museum in Manchester, NH.  This credit union focused two-day event will be presented by guest speaker Julie Ferguson.

The lending school is split into two 1-day sessions. Day 1 is designed for CEOs and executive management and will explore sales culture, creative growth strategies and business development topics. Day 2 is designed for employees who interact with members on a regular basis. Topics will cover what it means to live the brand, be passionate about making a difference, defining needs, and providing solutions that help members achieve their financial goals and dreams. This will be a highly-interactive workshop. Attendees will have fun, learn, and leave with a renewed passion to make an impact.

About Julie Ferguson

Julie spent sixteen years at First Tech Federal Credit Union in the Pacific Northwest before  starting her credit union focused consultancy (JRF Consulting Services) in 2009. Her financial services career began as a part-time Teller and took her on a journey that included stops as a Loan Officer, Branch Manager, Director of Operations, and Business Development Director.  While at First Tech, she developed strong relationships with SEGs like Microsoft, Amazon.com and Google. When First Tech became Microsoft’s credit union, her CU grew the relationship from 0 to 15,000 members in 7 quick years. They were problem solvers for their SEGs and the community, and focused on building trust and creating opportunities to educate employers and their employees on a regular basis.

“I’m very passionate about helping credit unions around the country create and execute focused and results oriented business development strategies. I enjoy the challenge of providing new sales and service tools to front line staff and management to enhance existing member relationships.” – Julie Ferguson 

America’s Credit Union Museum

Located in Manchester, New Hampshire on the site where America’s first credit union opened its doors in 1908, America’s Credit Union Museum is an exciting and dynamic organization that is no mere repository of documents and artifacts. In addition to celebrating the remarkable efforts of the people who built the credit union movement over the past 100 years, it plays a leading role in documenting today’s achievements while helping to prepare credit unions for upcoming challenges.

Full details and registration info to follow!