“Branch Transformation Roundtable” Webinar Hosted By CO-OP on July 23

CO-OP Financial Services is hosting a webinar on July 23 for credit unions seeking to stay ahead of changing consumer demands for branch services, featuring a roundtable discussion with shared branching, call center and branch automation experts.

“Credit union branch services are rapidly evolving to meet changing consumer behavior, particularly to meet demands for greater self-service for routine transactions, and at the same time devote more personal attention to complex member needs,” said Stan Hollen, president/CEO, CO-OP Financial Services. “The need for transformation is critical as surveys continue to show branches are a key to retaining and attracting members, including younger people.”

The “Branch Transformation Roundtable” webinar is scheduled for Noon Pacific time/3 p.m. Eastern on Tuesday, July 23. Attendees will be given the opportunity to submit questions to the panelists as they register for the event.

The panelists include:

  • Sarah Canepa Bang, president/COO of FSCC, LCC, and chief strategy officer, CO-OP Shared Branching.
  • Craig Beach, president/COO of CUSC, a subsidiary of CO-OP Financial Services and a part of CO-OP Shared Branching.
  • Mark Chatfield, chief operating officer, CO-OP Member Center, a wholly-owned subsidiary of CO-OP Financial Services.
  • Christopher Gill, senior director, Diebold Consulting, Diebold Incorporated.
  • Terry Pierce, senior product manager, CO-OP Financial Services.
  • Tony Rasmussen, SVP, payments/business services, Mountain America Credit Union.
  • Jason Rogers, SVP, branch administration, Mountain America Credit Union.

To register for the event, visit: http://www.co-opfs.org/branchtransformation.

A companion white paper to this webinar is already available for immediate download. Entitled “Transforming the Branch: Understanding the Self-Service Consumer Landscape,” the paper examines best practices for maximizing branch efficiencies, introducing self-service and automated services and the changing roles of branch employees. The white paper, in addition to other resources, can be downloaded immediately at the same location: http://www.co-opfs.org/branchtransformation.

For more information, visithttp://www.co-opfs.org/branchtransformation.

About CO-OP Financial Services

Based in Rancho Cucamonga, Calif., and founded in 1981, CO-OP Financial Services is the nation’s largest credit union service organization in terms of number of credit unions, assets and members. The company helps credit unions thrive by providing products and services that make it more convenient for members to do business with them. With a motto of “Be There. Be More,” CO-OP’s products fall into three business lines, including “Locations,” (ATM, shared branching and call center services); “Card Payments” (debit and credit processing) and “Mobile/Virtual” (mobile, online, check imaging, bill pay services). To learn more, visit http://www.co-opfs.org.


Strategic Link is the NWCUA’s wholly-owned service corporation, using the power of aggregation to provide the Association’s member credit unions with exclusive high-quality, competitively-priced products and discounted services. Contact Director of Strategic Partnerships Craig Reed today to find out how Strategic Link can help your credit union save money while meeting its goals in 2013 and beyond: 206.340.4789, creed@nwcua.org.

Posted in Events.