Credit Union Leaders Speak Out!

Cheryl Bryne, Executive Director

Cu Source of Canada

Cheryl ByrneSeptember 17, 2003

CUSOURCE Highlights

• Phase I operational September 15th

• Phase II operational January 2004

• CUIC Course sales continue to rise

• Ontario CUSOURCE classroom course selection available

• Pilot testing successful

CUSOURCE Phase I• 60 credit union job positions and technical competencies• Learnings mapped, where available• On-line registration• CUSOURCE Live• Informal Knowledge – i.e. RMA Industry Analysis Tool• Courses

– 90 NETG e-learning courses– Harvard Mentor Manager courses – CUIC courses– Ontario classroom courses

CUSOURCE Phase IBenefits:• Performance management tool• Career pathing tool• On-line registration, tracking and reporting• E-learning opportunities• CUIC Designations

• Medicine Hat College• Athabasca University

• On-line branch meetings and product demos• On-line networking and topic discussions

Entering www.cusource.ca on your favourite browser presents the CUSOURCE

home page

Already registered?

Enter your ID and

Password

CUSOURCE Dynamic Customization

• Signing in tells the system:– Who you are– Your job position or whether you are a member– Your C.U. and province– Your CUSOURCE permissions– Courses taken or in progress– Areas of interest, subscriptions and favourites

• The CUSOURCE screens are then dynamically personalized just for you

Your Name

Your C.U.

My Profile allows you to update your name, address, email etc.

Make sure to keep this information up to date so the system, management

and CUSOURCE can communicate with you

– click to continue

Your Name

Your C.U.

Details of your own Learning Plan

Credit Unions Subscribers

Credit unions may subscribe for $300/yer and gain access to many more features including:

– Ability to manage their employee’s training

– A wide range of reporting

– 360º Evaluations

– The opportunity to be active participants in the sharing of knowledge

Under each of the options to the right is an explanation of

the functionality

CUSOURCE Phase IIJanuary 2004

• More e-learning available and mapped

• Commercial lender training modules

• All classroom training from Centrals

• Lending and Marketing Community of Practice Pilots

• CUIC exam registration on line

• Informal Knowledge Increasing

CUSOURCE Classroom Courses Fall 2003

• Governance - 3 sessions

• Project Management

• Win-Win Negotiations

CUSOURCE Ontario Representatives

• Kathy Clutterbuck, Sr. Mgr. Client Relations

• Joan Ellis, Sr. Mgr. CUIC

• Sharon Burkholder, CUSOURCE Rep

• Beth McElroy, Student Support Advisor

• Cheryl Byrne, Executive Director

Thank You