<![CDATA[Mitchell, Stankovic, and Associates - MEDIA ]]>Wed, 28 Jan 2015 10:07:00 -0800Weebly<![CDATA[Webinar: Millennials, Credit Unions and Consumer Education]]>Mon, 26 Jan 2015 21:43:08 GMThttp://mitchellstankovic.com/1/post/2015/01/webinar-millennials-credit-unions-and-consumer-education.html
Brandi Stankovic of MSA is participating in the CO-OP Financial Services Webinar about Millennials and Consumer Education. Join us: 

Wednesday, January 28 at 11am Pacific
Click Here to Register.

Are you teaching members what they need to know? Member education is taking on a new urgency with the constant introduction of new products and technology, such as Apple Pay and EMV, and a rising generation of members seeking financial literacy. 

How can credit unions present critical information that is lively and learnable?
How do you create financial literacy tools that truly engage?

Join us for a live webinar on Wednesday, January 28 at 11am Pacific / 2pm Eastern, featuring CO-OP’s Senior Manager of Market Analysis, Ryan Zilker in conversation with credit union leaders who will share their strategies and successes. They’ll unpack the new need for member education and discuss brand new ideas for making your “member ed” memorable.  Additionally, we'll feature tools to help educate your members on new technology, such as Apple Pay and EMV.

<![CDATA[MSA Launching Project with CU Direct to Enhance Lending Interface]]>Fri, 09 Jan 2015 00:18:12 GMThttp://mitchellstankovic.com/1/post/2015/01/msa-launching-project-with-cu-direct-to-enhance-lending-interface.html
With a commitment to customer service, CU Direct is working with MSA to review key programs and client interfaces to enhance the educational experience.  Knowing that their customers are focused on their members, CU Direct believes in creating business partnerships by listening to their client feedback, objectively analyzing their service delivery and building upon their organizational foundation of service.
<![CDATA[Letter from Chair of Global Women’s Leadership Network]]>Wed, 31 Dec 2014 00:31:57 GMThttp://mitchellstankovic.com/1/post/2014/12/letter-from-chair-of-global-womens-leadership-network.html
Happy Holidays to all and here’s to 2015
It is such a pleasure to share our excitement regarding the success of Global Women’s Leadership Network in 2014. Together, we have truly created a global movement to better the lives of people around the world.  Thank you so much for your belief and your support of this important World Council initiative. 

As Chair of GWLN, I am excited to provide you with some key stats of our five year strategic results and encourage you to share our success with your colleagues and organization:

World Council GWLN - 5 Year Strategic Results – 2009 - 2014

•      Total GWLN Members: 724 from 53 countries
•      Total Scholarships Given: 39
•      Forums Held in Spain, USA, Scotland, Poland, Canada, Australia
•      Total Women at 2014 Forum: 130 women, 19 countries
•      Total Funds Raised: $887,400
•      Founding and new Sponsors with long term commitments
•      Number of Sister Societies: 15 USA regional groups, 6 countries.  Five new societies planned in 2015.
•      GAC Breakfasts featuring political speakers beginning in 2009 through 2014, with record attendance and location move to convention center as integral part of program.  Please mark your calendar for March 11, 2015 in DC as we have an incredible program planned for all GWLN supporters and members.  
•      Susan Adams Scholarship formation
•      Women’s Empowerment Grant
•      Localized community outreach where GWLN has now donated hundreds of articles of professional clothing, educational materials and business tools to help women advance their situation.  The impact has been significant and we have received rewarding feedback on how we make a difference.
·        Pink Tie recognition throughout credit union movement globally
·        International development initiatives supported also include:

  • Post Tsunami recovery of Women’s community banks in Sri Lanka; introduction of agricultural lending and women management empowerment
  • Expansion of mobile financial access to remote mountain regions in Mexico through a Women managed credit union, Caja Zongolica
  • Expansion of credit union correspondent banking services to conflict areas in Colombia; peace accords just signed last week
  • Construction of an orphanage in Kenya and initiation of a digital community credit union in Kenya
  • Research on women’s access and obstacles to credit union leadership in Mexico
  • Leni SanRoque, CEO of the Association of Asian Confederation of Credit Unions (Thailand) will establish a business development center that will help advance women members' entrepreneurial and leadership skills, as well as access to markets and information for micro and small enterprise developments. 
  • Kristi Lozano, Financial Education Specialist at San Mateo Credit Union (USA),  aims to increase the financial and leadership skills of female high school credit union members, and assist in their preparation to enroll in a college or university.

As you know, World Council’s Annual Conference is combined with CUNA’s Conference in Denver in 2015.  It is an opportunity for all of us to share the global experience with new people, introduce GWLN to new credit unions, CUSOs and volunteers.  We expect our major fundraiser, the golf tournament, to be the best ever.  Please mark your calendars to arrive in Denver on July 10th, golf on the 11th, GWLN supporters reception the evening of the 11th and the Forum on the 12th.   There will be activities throughout the week for global networking.  Hope you can join us!

Thanks again for all your support – you have helped to create an initiative that is life changing!  

Warm regards for the holidays,


Chair of GWLN
<![CDATA[Global Leader, Nicole Bice, Receives the Flame Award]]>Tue, 23 Dec 2014 00:23:12 GMThttp://mitchellstankovic.com/1/post/2014/12/global-leader-nicole-bice-receives-the-flame-award.html
Mitchell, Stankovic and Associates would like to give Nicole Bice, WOCCU, special recognition for her belief in World Council of Credit Union’s Global Women’s Leadership Network.  We shared many moments, good times and tough times, together creating the foundation of what has become an international movement.  She is a rare, dedicated person and a woman of substance.  On behalf of all the members and leaders of GWLN, we present Nicole with the Flame Award in recognition of her passion and commitment to changing lives. Here’s to her next adventure and flame burning bright in the years ahead.  

<![CDATA[Credit Union All Star Training Makes Debut At CCUL/NCUL AMC!]]>Sun, 16 Nov 2014 00:26:09 GMThttp://mitchellstankovic.com/1/post/2014/11/credit-union-all-star-training-makes-debut-at-cculncul-amc.html
LOS ANGELES – New educational partnership announced between the California and Nevada Credit Union Leagues and Mitchell, Stankovic to provide member credit unions an exciting, multi-media educational service for professional development of all employees – Credit Union All Star Training!

Mark Klinkert, VP of Education and Training for the leagues stated, “The Credit Union All Star Training is live right now on the League Website [Link: http://www.ccul.org/education/all_star/ ] and is being formally introduced during the Leagues’ Annual Meeting and Convention.”  This comprehensive educational program covers topics from credit union history to sales and service.  Credit unions can now teach all staff in a relevant, efficient manner as the result of a collaboration between the CCUL/NCUL and Mitchell, Stankovic and Associates, a global educational and strategic consulting firm.

The CCUL and NCUL engaged their members and learned that they wanted to improve and modernize the training process. This enhancement to the relationship between the Leagues and their member credit unions differentiates League offerings from the marketplace.

Mitchell, Stankovic and Associates (MSA) has an intimate understanding of credit unions’ strategic goals, best practices and operational needs thanks to years of working inside CUs and being on the forefront of multi-media, online education. The firm has expertise in education, authoring, and knowledge management, as well as in relationship selling and joint marketing.
“At MSA, we are consultants who work in credit unions and see their needs,” offered Sue Mitchell, CEO. “We have extensive backgrounds in sales and education.”

Brandi Stankovic, senior partner with MSA and creator of the All Star Training series, is a credit union expert. She has starred in a number of training Webinars offered by the two Leagues.  In creating the All Star Training content, Stankovic said she took the large number of in-person training sessions she has produced over the years, refreshed and rewrote the content, and then made it fit with interactive nature of Web/multimedia.

The training is offered through eTrain Anytime, a League entity.

CCUL / NCUL Educational Modules

Important Facts & Figures: Everything you need to know about the All Star Training series!

Section 1: Credit Union Difference
Length: 20 minutes
  • The history of credit unions
  • Differences between credit unions and banks
  • Credit union motto and philosophy
  • The credit union system, from local to international
Section 2: Member Service
Length: 62 minutes
  • The credit union tradition of hallmark service
  • Elements of service excellence
  • Importance of teamwork
  • Communication strategies for service success
Section 3: Sales I
Length: 70 minutes
  • How your appearance makes a difference in sales success
  • Ways to develop a good rapport and build trust
  • Using open- and closed-ended questions to determine member needs
  • The keys to effective listening and communication
Section 4: Sales II
Length: 68 minutes
  • The difference between product features and benefits
  • The importance of product knowledge in the sales process
  • How your members benefit when you cross sell
  • Identifying and resolving member objections
  • Different ways to “ask for the business” and close the sale

Section 5: Teller Skills
Length: 43 minutes
  • Procedures for handling cash
  • Tips for identifying and dealing with counterfeit bills
  • Types and features of negotiable instruments
  • Importance of member identification
  • Spotting fraudulent checks and check kiting
Section 6: Robbery & Security
Length: 57 minutes
  • Security measures: deterrence, detection, and follow through
  • Opening and closing procedures
  • What to do before, during, and after a robbery
  • Workplace violence procedures

Informational Contact:
Contact Us for more information!
<![CDATA[Boulder Dam Credit Union Reaches the Millennials]]>Sat, 01 Nov 2014 23:21:00 GMThttp://mitchellstankovic.com/1/post/2014/11/boulder-dam-credit-union-reaches-the-millennials.html
Changing lives is the focus of Boulder Dam Credit Union’s high school money management program.  BDCU has over 80% penetration of the age group 18-29 in their field of membership due to their ten year investment in educating the youth on what it takes to become fiscally responsible.  Community recognition and member response has been amazing.  Brandi Stankovic has taught the class to hundreds of youth over this period averaging a class size of more than 40.  Great program, great results.
<![CDATA[Stankovic's Discussion on Social Media and Organizational Change]]>Fri, 17 Oct 2014 21:10:57 GMThttp://mitchellstankovic.com/1/post/2014/10/stankovics-discussion-on-social-media-and-organizational-change.html
<![CDATA[Happy International Credit Union Day from MSA!]]>Thu, 16 Oct 2014 22:13:38 GMThttp://mitchellstankovic.com/1/post/2014/10/happy-international-credit-union-day-from-msa.html]]><![CDATA[Strategic Planning with Ventura County CU]]>Sat, 27 Sep 2014 22:24:07 GMThttp://mitchellstankovic.com/1/post/2014/09/strategic-planning-with-ventura-county-cu.htmlWe love working with Joe Schroeder, CEO, executive team and VCCU Board. Awesome philosophy and community support.
<![CDATA[September 24th, 2014]]>Wed, 24 Sep 2014 22:21:40 GMThttp://mitchellstankovic.com/1/post/2014/09/september-24th-2014.html
Excellent strategic session today with the Board of SF RECREATION and PARKS FCU. These volunteers represent what credit union philosophy is all about and their leadership is all focused on their members. Proud to be a valued business partner. Thank you for the opportunity. Sue pictured with Michele Sosa, CEO