That’s a Wrap, Folks!
by CUAD Staff

Wednesday morning attendees saw the Summit coming to close with presentations from Karim Habib of CUNA Mutual Group and Scott Mautz, a well-known keynote speaker.

At CUNA Mutual Group, Karim Habib is the Director of Lending Solutions. As such, he is responsible for providing leadership and specialized knowledge of the Lender Development Program. Part of this responsibility includes coaching, training and mentoring lending and sales managers within the program. Habib is also part of the National LDP team which is accountable for achieving critical success factors related to credit union growth and penetration. Karim ensures that CUNA Mutual Group’s lending expertise is fully leveraged to support credit unions and their members, and on Wednesday, he brought that expertise to credit union decision makers at the Summit.

The focus of Habib’s presentation was on creating the “exceptional experience” for members. With the competitive landscape growing, from peer-to-peer lending and “virtual” banking, how can credit unions grow and retain membership? The key, says Habib, is to deepen the relationship. This can be done through financial “check ins” – which can be done through phone calls, emails, or in person. It is not selling, but rather solving or improving a financial situation. Does the member have payments settling via ACH for a car loan, mortgage, or credit card? Can the credit union offer a better rate and help save the member some money? Here is an interesting statistic: 84% of millennials say they WANT financial advice and guidance, even though they may not have a specific question. In that same group, only 15% are using a credit union as their primary account. This is an opportunity for credit unions to shine! Be a proactive, rather than reactive, source of information and solutions.

Finally, the closing keynote speaker was Scott Mautz, CEO of Profound Performance. His online training company helps organizations “Work, Lead, & Live Fulfilled.” As a passionate expert on employee engagement, inspiration, and workplace fulfillment, Mautz shared his positive message and insight into others-oriented leadership with the group. That message: It’s time to be intentional! Mautz asked the audience, “Do you ever think about your legacy?” He then went on to list five “footprints” of an intentional life.

These are:

  • Enduring results that make a real impact;
  • The transfer of knowledge,
  • Passing on values and life lessons,
  • Relationships and lives touched; and
  • Stories told about you.

How can we begin to create an intentional legacy? It starts with writing your legacy statement. What impact do you want to make in your personal and professional life? Then, once you have identified your specific legacy, prioritize your work to be in alignment with that goal.

Mautz closed the 2018 Summit with an inspirational and positive message for attendees. If you are interested in learning more about his methods, you can check out his book, Make it Matter: How Managers Can Motivate by Creating Meaning.

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