Curriculum Programs offered by Shannon Lindstrom of MSL Financial Counseling, LLC

To see which sessions are currently being offered, please click on the title of each training category.

Teller Development Academy
Tellers are the face of your credit union—and every day brings new challenges, questions, and opportunities to shine. This dynamic training program equips tellers with the confidence, skills and adaptability to handle anything that comes their way. Whether tellers are new to the role or ready to level up, this program is their launchpad for teller excellence.

● Modular programming: Complete all three parts to earn your Certified Teller Specialist Certification.
● Always evolving: Content is continuously refreshed based on real-time credit union feedback, ensuring relevance and impact.
● Celebrate success: Graduates are honored with a lunch in their honor, because growth deserves recognition.

The Teller Development Academy includes:
● Part One – Teller Basics
● Part Two – Service and Sales
● Part Three – Professionalism and graduation

Rising Leader Academy
Leadership isn’t just about titles, it’s about influence, integrity and the ability to bring out the best in others. The Rising Leader Academy is designed for credit union professionals who are ready to grow beyond their current roles and embrace leadership with clarity and confidence. By the end of the series, participants will be equipped to lead with purpose, foster positive workplace culture and confidently take the next step in their leadership journey while earning the Rising Leader Certification in the process.

Through five engaging instruction and peer-driven courses, participants will explore:
● Personality Insights: Understand your natural tendencies and how they influence
communication, decision-making and collaboration
● Professional Communication: Learn to adapt your message, listen actively,
present your ideas and build trust across diverse audiences
● Team Dynamics & Collaboration: Understand your role in team dynamics and
how to contribute with purpose
● Core Soft Skills: Build the soft skills that foster self awareness, resilience and a
future focused approach to workplace success.

The Rising Leader Academy includes the following courses:
● The Business Professional 1
● The Business Professional 2
● Communication 101
● Communication 102
● Developing Presentation Skills

Supervisor Excellence Academy
Lead with Confidence. Manage with Purpose. Whether you’re stepping into a supervisory role or looking to sharpen your leadership edge, this program equips you with the tools to succeed for yourself and your team. The Supervisor Excellence Academy blends practical management techniques with personal growth strategies to help you lead with clarity, empathy and impact. By the end of the series, you’ll understand how to apply your natural strengths to supervisory success and earn your Supervisor Leadership Certification in the process.

Through five focused courses, participants will explore:
● Core Leadership Traits: Build trust, inspire action and model accountability
● Emotional Intelligence: Navigate workplace dynamics with empathy and self-awareness
● Coaching & Development: Support employee growth through feedback, guidance and encouragement
● Essential Management Skills: Strengthen your approach to delegation, decision-making, and team performance

The Supervisor Excellence Academy includes the following courses:
● Managing Employees 101
● Managing Employees 102
● Emotional Intelligence in the Workplace
● Coaching for Success
● Change Management