Beyond Core Values: Getting to the heart of "banking"

 Human Resources  Business Development/Marketing  Leadership/Management

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Registration Investment:
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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

There is no doubt. There was a time when honesty, integrity, respect and confidentiality were core values that raised the bar in “banking.” Today, they are table stakes. Basic, entry-level commitments of financial institutions with any hope of marketplace relevance. It’s time for savvy financial institutions to take stock. 

The industry is working through an era of intense transformation—not only digital transformation but a transformation in consumer expectations.  This is great news for agile financial institutions. By revisiting your aspirations—especially core values—financial institutions have an opportunity to change the game, raise the stakes again and separate themselves in a sea of increasingly competent competitors. Beyond Core Values will reveal the tools and techniques that help all stakeholders reimagine the potential and promise of the credit union movement and inspire all staff members to new levels of consumer and community.

Program Length: 40 Minutes

Meet The Presenter:

Matt Purvis, MBA, is a dynamic speaker and customer experience (CX) innovator focused on organizational health, development and differentiation. Matt speaks regularly across the country on these topics and their implications for business strategy, leadership, management, marketing and human resource development. Named a top twenty rising business leader by Oregon Business Magazine, Matt’s career synthesizes break-through insights on the “consumer condition” from presidential campaign management, bank and credit union leadership, financial securities sales, specialty retail and as the former CEO of Burley Design Cooperative, the award-winning, worker-owned sporting goods manufacturer.


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