Susan Toalson from the University of Illinois Employees Credit Union presented on how business development fits into an organization and strategies for building internal support. She outlined a 7 step process for building strategic bridges within an organization that includes understanding strategic goals, identifying influencers, thinking win-win, being a doer, learning persuasive communication, leveraging oneself, and sharing top ideas for implementation upon return. Attendees were asked to find someone new, share their top three ideas, switch partners, and repeat to brainstorm applications of the strategies.

1. Presented by:
Susan Toalson
University of Illinois
Employees
Credit Union

2. Where Does BD Fit?

4. BD = Funnel Fillers

5. Or As I Like To Say…
Acquire new business
Increase current member spend
Support timely follow-up

6. SWOOP
and POOP

7. 7 Steps
for Building Internal
Strategic Bridges

8. Build Internal Support

9. What are your credit unions strategic goals?

10. Who are the influencers?

11. Think Win-Win

12. Be A Doer

13. Learn to communicate persuasively!

14. Leverage Yourself

15. List List the top three ideas you heard today
and how you will implement them
upon your return.

16. • Find someone new
• Share your top three ideas
• Switch
• Repeat X 3

17. THANK
YOU
SUSAN TOALSON
University of Illinois
Employee’s Credit
Union