Spring Performance Management and Lending Workshop – April 6-7, 2020

2020 Performance Management and Lending Workshop

with Chris Maynard and Valerie Lentz
April 6-7, 2020
Credit Union Service Center | Westbrook, ME

Guide Employees and Members Along the Path to Success

Insurance Trust and CUAlliance are pleased to host a Performance Management and Lending Workshop to be held at Maine Credit Union Service Center in Westbrook, ME on April 6-7, 2020. This dynamic workshop designed for CEOs, executive management, lending managers and loan staff and will be split into two focused 1-day sessions presented by credit union industry speakers, Chris Maynard and Valerie Lentz.


What’s New for 2020? Here’s a look at new topics and focuses:

  • Building an incentive program for member-facing staff that pays for itself
  • The role your front-line managers play in driving sales results
  • Case Studies – Examples of how credit unions are winning and why
  • Credit Score Education – How to use the score codes for your sales playbook


Monday, April 6th
Performance Management Workshop

  • How to implement an incentive program that moves the needle for your member-facing
    (frontline) employees
  • How to use metrics and effective benchmarking to measure results and promote
    accountability throughout the staff
  • How to use PPC’s Sales Manager model to drive results throughout the organization
  • How to grow ancillary product sales and increase non-interest income


Tuesday, April 7th
Taking Lending to the Next Level Workshop

  • Embracing our role as credit score educators
  • Key strategies to improve your member’s credit scores and the
    natural sales opportunities that come from improving them
  • Referrals and sales through advocacy. We all want to make a difference in
    your member’s lives
  • The 4 C’s of Lending. It’s so much more than Credit Score and DTI
  • How to take a conversational loan application using PPC’s 4 Step Loan Detector

About the Speakers

Chris Maynard – Chief Strategist, Performance Pros Consulting

Chris Maynard of Insurance TrustChris is a seasoned banking executive with proven results. He is an elite team builder with experience leading teams ranging from 20 to 130 staff members. Chris consults with clients from Maine to Florida and from the East Coast to the West Coast helping them become experts in risk-based lending. He will teach your staff how to connect with your members and to become an advocate for them through needs-based selling. His experience as a COO with multiple credit unions lends a real-world perspective as he works with clients, helping them become industry-leading managers and inspiring leaders. Chris holds a Bachelor of Science in Business Administration from West Virginia University.


Valerie Lentz – Vice President of Operations, Performance Pros Consulting

Valerie is a seasoned risk-based lender and is an expert at finding solutions for borrowers to make a difference in their lives. Valerie is an expert at reading credit reports and showing borrowers how to improve their credit score to pay less interest. She is passionate about working with lenders to develop their underwriting skills so they manage risk effectively, close more loans and communicate in a proactive manner with the borrower. She teaches lenders how to get the rest of the story and shows them how credit risk is more than just a score. Valerie holds a Bachelor of Arts in Sociology from Concordia University Chicago.


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