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Vertex (Virtual Coaching)

Effective leadership is positively correlated with a credit union’s membership growth.

The impact of investing in growing leaders is real and tangible. It is not just a “nice to have.” This year-long program is more customized and affordable than sending a manager away to a week-long management training program.

Develop Leaders Who Coach and Inspire

As credit unions become more complex, the demand for stronger leaders is real. It is no longer enough to be a subject matter expert with long tenure. Credit union executives and managers must coach, inspire, and lead. In order to build strong cultures, provide more value to our members, and develop thriving teams, people leaders need resources, guidance, and coaching to understand how best to drive positive change.  

Join us for a webinar on March 7 with a panel discussion on leadership coaching!

Five Questions about Leadership Coaching

Our research demonstrates investing in leadership development has the potential to amplify credit unions’ bottom-line results.  Are you considering introducing leadership coaching at your credit union? Ask yourself the questions in this impact brief.

The more frequently you answer “yes,” the more ready your credit union is to put the research into action, and to introduce leadership coaching at your credit union.


The Vertex program will develop managers who have the ability to improve employee performance thus creating greater profitability. 

It is designed to:

  • Be flexible based on your credit union’s specific needs, including options for high potential future managers or options for all leaders across the organization.
  • Enable credit unions that have a group of participants going through Vertex at the same time to leverage the opportunity to build in internal meetings that will help foster a culture of leadership.  

Contact Us for a Customized Presentation

The Vertex program has enabled me to make great strides in my personal and professional development by providing clear and understandable definitions of complex issues and challenges. This clarity has allowed me to work with my supervisor, manager, and Vertex coach to create clear, actionable goals to directly address these challenges and work towards overcoming them."

Brian Stearns


Farmers Insurance Group Federal Credit Union


Tagged: 'management' 'training' 'filene research institute' 'michael neill & associates' 'virtual coaching' 'mid-managers' 'credit unions' 'credit union leaders'