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Jim

"I want to thank you for your superb presentation at our conference... Your presentation was one of the highlights of the conference. Your approach was informative and realistic with a live demonstration. It allowed delegates to envision what can be done by credit unions; one does not have to be a follower of the competition." Credit Union Managers' Assn (of Ontario)
"Your presentation certainly helped make our conference a resounding success and the organizers look good." Credit Union Central Alberta
Special note! Jim gets credit union culture!

 
Credit union keynotes with Jim Carroll
 

Partial client list

• Hudson Valley Federal Credit Union • Canadian Association of Credit Unions • American Community Bankers • Farm Credit Cooperative • Credit Union Management Association • Credit Union Central Alberta • Credit Union Central Manitoba • Credit Union Directors Association of Ontario • Hepcoe Credit Union

How he can help you?

• board of director strategy workshops • business case issues for credit union staff -- how to cope with rapid financial industry change • motivational kickoff/keynote for staff events • staff training and motivation • innovation -- new business models, exploiting new opportunities in the banking and credit union sector • member oriented events• small workshops for key clients • a look to the future - how financial services will continue to change • member retention in the digital age • strategy sessions and executive brains

Highlights

  • provided a session for directors (Board of Directors) of a major credit union association. Goal was to help this senior crowd understand the volatility occurring within the industry, and why, as community and credit union leaders, they needed to help drive forward the digital business agenda of their credit union
  • afternoon workshop with senior executives of leading C.U., focussing on strategy and competition issues
    many keynotes for annual credit union association conferences, focussing on issues of digital business, change, innovation

Jim "gets" credit union culture

Jim has undertaken extensive research for each of the sessions; he's sensitive to the unique culture and issues of credit union organizations (members, instead of customers!), as well as being cognizant of the many community issues which are important to credit union business strategies
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