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The Achiever Newsletter

U of M Credit Union Finds Things that Make Members Go AHHHHHH!

By Kathleen J. Wheelihan

At their recent Columbus Day Training Event at the Eagle Crest Conference Resort in Ypsilanti, Michigan, employees of U of M Credit Union explored ways to enhance member service. 

Among the many tools and activities presented by Harry K. Jones and Kathleen J. Wheelihan at the custom-designed seminar, the credit union identified many trigger events that can prompt a positive or negative response from the credit union's members (customers) during various service situations. 

Later in the day, employees divided into groups and had the opportunity to rotate between three breakout sessions. Harry presented tools to help employees become more creative in providing member service in his session "Get Out of the Box: Tapping Your Creative Potential." 

In her session "Sacred Cows: Round 'Em Up and Move 'Em Out," Kathleen facilitated the groups in identifying obstacles to providing member service and creating action plans to deal with these barriers. 

And finally, U of M CU's Vice President of Marketing & Education, Mary Dahlke, led a session featuring their own version of the game show "Who Wants to be a Millionaire," where teams competed for prizes based on their ability to answer questions about credit union products, services, history and philosophy. 

Headquartered in Ann Arbor, Michigan, U of M Credit Union has three locations and nearly 80 employees serving University of Michigan students, faculty, alumni, staff, and their families. 

Publication Date: Fall 2000

Motivational speaker Kathleen J. Wheelihan has made presentations ranging from creative innovation to customer satisfaction strategies and leadership skills to teambuilding.Kathleen J. Wheelihan is a professional speaker and consultant for AchieveMax®, Inc., a firm specializing in custom-designed keynote presentations, seminars, and consulting services. Kathleen has made presentations ranging from creativity to customer service and leadership to teambuilding for a number of industries, including credit union, education, government, health care, manufacturing, and real estate.  For more information on AchieveMax® seminars, please call 800-886-2MAX or fill out our contact form.

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Professional, motivational speaker Harry K. Jones presents seminars and keynote presentations on change, customer service, creativity, employee retention, leadership, stress management, teamwork, time management, and more.

Professional speaker Jeffrey W. Drake, Ph.D., presents seminars on communication styles,  creative problem solving, goal setting, project management, stress management, time management, and more.

Professional, motivational speaker Kathleen J. Wheelihan presents seminar and keynote presentations on creativity, customer service,  leadership, project management, teamwork, teller training, and more.

Marketing specialist Melanie L. Drake focuses on publishing and online marketing.


The AchieveMax® team of motivational speakers celebrates its 32nd year in business in 2012.
Thank you to all our customers for allowing us to "Achieve the Maximum®" for their businesses and organizations.

For more information on our seminars and keynote presentations,
please call 800-886-2MAX or fill out our form.
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