Experience the three-day online workshop that will transform the way you train sales at your credit union—and amplify product penetration.


In the workshop we will redefine how to best serve member needs, and instill a new perspective on the credit union team member’s role. Your team will have the permission and confidence to better serve members needs. 

Tools:  The Credit Union Sales Mindset & The SURPASS Sales Process

Employees will learn how to quickly engage members in value-adding sales discussions. More members will receive products and services which fit their needs. Product penetration deepens for the credit union.

Tools: Relationship Mapping & The Simple Offer Conversation Approach.

Get started quickly using an effective and proven training program created by an expert with 20+ years of credit union sales experience. Your team will quickly become experts by learning to sell products with approaches that work.

Tools: Online access to the workshop  & SalesCU Online Training Program

The Credit Union Sales Intensive is designed to provide the essential sales mindset, processes, and skills for all member-facing employees at your credit union. Send all of your sales leadership team and trainers to gain the tools necessary to build and support a sales program internally to move the entire organization forward to create more value for your members.  

Tools: Transformational Leadership Training &  SalesCU Coaching Calls

SalesCU understands that continued support and learning will be required  to build a sales program after the Intensive Workshop. You can get access to the SalesCU Online Sales Training Courses and follow-up coaching calls to assist with the unique questions, challenges, and needs of your credit union.

Tools: 4 step Coaching Formula, Online courses (add-on) & SalesCU coaching calls (add-on)


40-year CU Veteran,
{I have been through and used a number of sales training programs over my years. This system is one of the best I have seen so far. It makes selling easy and it clearly communicates how to sell in a way that is good for the member and the credit union.{
Vicki Loveless
Vice President, Beacon Federal Credit Union-TX
{This training gave us the tools necessary to develop a sales and service culture within our credit union. Good team building for tools for staff in group settings and one on one coaching. Also, the workshop gave us the sales techniques that our staff need to be confident when assisting members with products.{

Who should attend?

  • Regional leaders
  • Department leaders
  • Branch team leads
  • Contact center team leads
  • Managers
  • Assistant managers
  • Trainers

Assuming the credit union sends three employees for a total investment of $2,400, the credit union only needs to increase sales in ONE of these categories:

  • 13 additional checking accounts

  • $180,000 more in deposits

  • $90,000 more in recaptured loans

  • 17 additional assurance products

  • 12 additional active credit cards

It’s expected each attendee will sell each of the above TWICE in the first year, returning 30x the investment.

Special bonus offers!

Sign up here to receive these 2 extra bonus offers with the purchase of the Intensive Workshop. You must fill out this quick form to get the bonuses before you purchase the workshop.

Workshop Schedule

Only 25 seats available per event.

Mar 9-11, 2021

10am-3pm (CT)

Registration Closed

$999 $799*

*early bird pricing register by

Apr 6-8, 2021

10am-3pm (CT)

Registration Closes

$999 $799*

*early bird pricing register by

May 4-6, 2021

10am-3pm (CT)

Registration Closes

$999 $799*

*early bird pricing register by

Aug 17-19, 2021

1pm-5pm (CT)
Registration Closes

$999 $799*

*early bird pricing register by

Oct 5-7, 2021

10am-3pm (CT)
Registration Closes

$999 $799*

*early bird pricing register by

League and Association Workshop Schedule

You can only register if you are a member of the organization.

Cooperative Credit Union Association

Mar 30-Apr 1, 2021

Heartland Credit Union Association

Apr 27-29, 2021

Cornerstone Credit Union League

Sep 14-16, 2021