Credit Union Speaker

Patrick Galvin has delivered keynote presentations for credit unions from 29 states. He has spoken for the CU Business Group, American Credit Union Mortgage Association, Fannie Mae and regional credit union associations in California, Washington and Oregon. He is also the author of The Connector’s Way: A Story About Building Business One Relationship at a Time that has sold over 25,000 copies. Featuring seven simple yet powerful rules for building business one relationship at a time, the book has over 230 positive reviews from credit union professionals and business leaders in diverse industries.

Patrick Galvin Credit Union Speaker
Patrick Galvin Credit Union Speaker & Author

Video Testimonials

Larry Middleman, President/CEO of CU Business Group, talks about Patrick Galvin’s keynote at the company’s annual conference in both Portland, OR and Savannah, GA.

Fred Ferrell, VP of Real Estate at SchoolsFirst FCU, shares his thoughts on a business relationship building workshop that Patrick Galvin delivered for credit union employees.

Rachel Zillner, VP of Community Development at SAFE Credit Union, discusses Patrick Galvin’s workshops for credit union employees and community partners.

Popular Presentation Topics

The Virtual Connector’s Way: How to Build Business Relationships When You Can’t Meet Face to Face [ONLINE KEYNOTE]

Leveraging the timeless relationship building principles of The Connector’s Way book and coaching program, Patrick shares actionable strategies and practical tools for connecting virtually with clients, prospects and colleagues when geography, workplace structure or other circumstances make it difficult to meet face to face.

In this program, you will learn to:

  • Develop a plan for building strategic relationships while working remotely
  • Leverage technology to generate positive energy and enthusiasm required for authentic connection
  • Master video conferencing to build meaningful professional relationships
  • Create opportunities to connect with others online
  • Give reviews and recommendations that build a foundation of goodwill
  • Ask for and receive online referrals to grow your business
  • Show gratitude with low and high-tech approaches that inspire people to refer you

Note: Special pricing available for access to the audiobook version of The Connector’s Way (with bonus materials) for all attendees.

The Connector’s Way: Building Your Business One Relationship at a Time

Successful professionals build strong relationships with customers, prospects, team members, referral partners and more. In this interactive and dynamic presentation, Patrick shares seven simple yet powerful rules for building relationships in the real world and online following the principles of his bestselling book, The Connector’s Way.

In this presentation, you will learn how to:

  • Nurture body and mind create to positive energy and enthusiasm that allows you to build strong relationships and attract new business
  • Seek out individuals who you expose you to new ways of thinking
  • Ask your customers and professional connections how you can be of service
  • Serve others without consideration for how you will benefit
  • Exceed expectations
  • Let people know how they can help you succeed
  • Cultivate an attitude of gratitude

Note: Special pricing available for print copies of The Connector’s Way for all attendees.

The Connector’s Way: Focus on Relationship Building to Achieve Your Goals

Everything you want to achieve in business is connected to other people. Expert relationship builders—or connectors—know this. They start with the end in mind to align their relationship building activities with clear and specific goals that focus their efforts and increase their chances of success.

In this presentation, you will learn how to:

  • Use the S.M.A.R.T. (Specific, Measurable, Attainable, Relevant, Time-Bound) criteria to set clear and specific business goals
  • Develop a strategic and intentional approach to relationship building
  • Identify and manage your connections to achieve your goals
  • Create a personal roadmap for relationship building success
  • Stay accountable to the goals that you set for yourself

Beyond Networking: Cultivating Your Real World and Online Connections

Networking is an important way to build relationships with customers, prospects, and professional connections, but many people find it awkward and self-promotional. Connecting, on the other hand, is about developing and cultivating long term, meaningful relationships.

In this program, you will learn how to:

  • Find groups that offer the best opportunities to make connections
  • Maximize the value of the groups and organizations that you join
  • Develop an actionable and measurable plan for creating connections in the real world and online
  • Build long-term trust to increase repeat and referred business
  • Leverage underutilized yet highly effective online strategies for relationship building

Impact

Patrick will motivate your employees to build better relationships to increase member loyalty and boost referrals. For credit union members and local business groups (such as chambers of commerce or networking organizations), Patrick will tailor a keynote presentation or interactive workshop that will generate goodwill and boost member retention and attraction.

Interactivity & Support

Patrick’s highly interactive presentations make it easy for audiences to retain new ideas and put them into action. Participants might find themselves engaged in a one-on-one discussion, brainstorming best practices in a small group, or creating and committing to a personal action plan. Handouts can be provided with summary information, activities, and reading recommendations. Follow-up programs to ensure sustained impact can be custom-designed for your credit union.

Guarantee

When you hire Patrick as a speaker, he will:

  • Learn the priorities of your organization in general and your event in particular
  • Interview a cross-section of prospective attendees to assess their needs and include their stories
  • Deliver an engaging interactive presentation that provides lasting value
  • Interact with audience members after the presentation
  • Galvanize your audience to greater levels of success

Working with Patrick

Great relationships are what distinguish one financial institution from another. Credit union speaker Patrick Galvin will customize a speech or program for your credit union based on the powerful business relationship building lessons from his book, The Connector’s Way.

Read what these credit union professionals have to say about working with Patrick:

Patrick opened our annual conference with a lively one-hour keynote. Throughout the three-day event, speakers and attendees kept referring to his ideas about business relationship building. We want keynote speakers who make a lasting impact and Patrick certainly did that. I would highly recommend him as a keynote speaker for any conference.
Larry Middleman
President/CEO, CU Business Group

“Thanks again for a wonderful presentation and for copies of your book for everyone. Your message was well received and fit nicely with our program.”
Bob Dorsa
President, American Credit Union Mortgage Association (ACUMA)

“Patrick presented on real world and online networking to our entire mortgage sales force. His presentation was engaging, interactive and powerful to foster new ideas, change behaviors and grow our business. How do I know? Within two weeks of the presentation, multiple loan officers had gained new contacts, joined networking groups and/or directly received referrals as a result of their actions.”
Rob Walworth
Director of Mortgage Sales, BECU

“We had Patrick speak to all of our mortgage loan officers across the company about networking and leveraging social media to increase referrals. Patrick was easy to work with and met with us prior to the presentation to customize the content to meet our needs. After two days of back-to-back presentations, we asked our loan officers who their favorite speaker was and Patrick was at the top of the list. Many went home that weekend and implemented the recommendations that he provided. He is engaging, and provides clear, easy-to-implement ideas that any loan officer can take to enhance their business. I highly recommend Patrick as a speaker to any credit union or financial institution.”
Tony Ingram
Regional Director, First Tech Federal Credit Union

“Everybody enjoyed Patrick’s presentation and anybody that hires him to coach their team and drive their goals will be pleased.”
Fred Ferrell
Vice President of Real Estate Lending, SchoolsFirst FCU

“I’ve had the pleasure twice now to attend Patrick’s workshop and each event was very uplifting, encouraging and motivating! The first event was at the SoCal CUREN meeting in 2017, where he was a guest speaker. I was so impressed; I knew we had to have him as our guest speaker at our annual company team-building event. In 2018, he facilitated an interactive workshop for our team focused on his book The Connector’s Way: Building Your Business One Relationship at a Time. The event was a huge success, our employees raved about it for weeks, and it truly made a positive impact on our organization! I can’t thank him enough!”
Laura Roberts
CEO, Community Mortgage Funding

“Patrick’s presentation challenged the mortgage loan officers to view their LinkedIn and other social profiles from many vantage points. His presentation was personalized for our group, dynamic, and very interactive, thus, allowing our sales team to get the most out of his message. Most importantly, Patrick ardently followed up with individual coaching sessions for each sales person and provided personalized recommendations for each of their profiles to ensure that they were maximizing all opportunities in getting their personal message out. Patrick’s recommendations, coaching, and determination to help increase each sales person’s sales numbers have provided noticeable online activity resulting from their improved social profiles. I would highly recommend your team experiencing Patrick’s ‘Galvanizing Effect.’”
Casey Filburn
Director of Mortgage Lending, Advantis Credit Union

“Congratulations! You gave an outstanding speech at our mid-year managers meeting. Thank you for so eloquently describing the benefits of face-to-face and online networking and giving us so many great tips and ideas on how we can network more effectively. We are all looking forward to another chance to hear you.”
Lidia Dokter
Branch Manager, America’s Credit Union

“I have had the distinct pleasure of seeing Patrick Galvin present his excellent ideas and strategies twice now. Both times I took massive notes because it was so useful! His book of course covers many of his excellent points on how building relationships is rewarding for our business and our personal lives but you can’t get enough of a good message, especially with his personal examples and fun delivery.”
Todd Helmerson
Chief Sales Officer, Xceed Financial Credit Union

To learn more or customize a program for your organization, please contact Patrick here.