Close

24th Annual CUNA Marketing & Business Development Council Conference

Marriott Rivercenter | San Antonio, TX | March 29 – April 1, 2017

Agenda

Download Agenda
Time
Session
 
10:00 a.m. – 7:30 p.m.

CONFERENCE REGISTRATION

7:30 a.m. – 12:30 p.m.

PRE-CONFERENCE WORKSHOP – Topgolf’s New Spin on Golf – Not Your Grandpa’s Game (off site)

Continental Breakfast

From collared shirts and quiet courses to selfie-snapping and casual swings – Topgolf has changed how we play the game of golf. This isn’t your grandpa’s game anymore… Topgolf is quickly becoming one of the hottest brands around by making golf accessible, social and FUN! Come take a swing for yourself, and learn how Topgolf is breathing life into a generations-old sport.

8:00 a.m. – 12:30 p.m.

PRE-CONFERENCE WORKSHOP – The Difference

Facilitator: Andy Reed, President/CEO, Texas People FCU, Ft. Worth, TX

Continental Breakfast

The CUNA Marketing & Business Development Council is excited to offer you a new conference experience called the Difference. We invite you to join your colleagues for a service learning project that will culminate in one of the most important days in the life of a child. During this hands-on leadership and collaboration workshop you will be paired with a team based upon a brief personality assessment. Then you’ll brainstorm and collaborate to solve a problem that impacts a child. While this is serious learning you’ll also have a lot of fun, too.

Due to logistical constraints the number of participants in this program is limited. Please sign-up early to ensure your space is secured.

3:15 – 4:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

4:15 – 4:30 p.m.

OPENING CEREMONIES – Kick Off from Emcee

Patrick Adams, President/CEO, St. Louis Community CU, St. Louis, MO

4:30 – 5:30 p.m.

KEYNOTE ADDRESS – Fostering Intrapreneurship and a Culture of Innovation

Kevin Harrington, Entrepreneur and Former Host of Shark Tank

Intrapreneurship is commonly known as the cultivation of culture and practices within a company which empower and encourage employees to internally develop their own innovations and ideas into plans and actions that benefit the organization.

In a world where disruption is the norm, there is one key component to staying ahead of the corporate curve, intrapreneurship: the practice of harnessing and channeling the entrepreneurial spirit of your employees to the benefit of your company. However, making such a drastic shift from old school business models to industry shaker is easier said than done. That’s why corporate giants like AT&T, UPS and Pfizer are calling on legendary entrepreneur Kevin Harrington to unleash their team members’ innovative energy and focus it into driving the company forward.

As Kevin explains, “When employees are afraid to make suggestions, come up with new ideas or tell their boss that ‘we are doing this the wrong way’, this is the time to say: ‘Okay, how can we do things better?”

In this insightful and empowering presentation, Kevin Harrington demonstrates how anyone, anywhere within a company can be an innovator and entrepreneur, regardless of title or position and, more importantly, how to foster a culture where innovation is everyone’s responsibility.

5:30 - 7:30 p.m.

WELCOME RECEPTION – Meet your Sponsors

Time
Session
 
7:30 a.m. – 4:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Diamond Award Kiosks

7:30 - 8:30 a.m.

BREAKFAST – Visit with Sponsors

8:30 – 9:30 a.m.

GENERAL SESSION – The Pitch

Back by Popular Demand - Join us as our top finalists in The Pitch contest present their Big Idea. Voting for the winner will take place during this session by the conference attendees. Watch live as the winning credit union takes home the $10,000 prize! The top finalists are: ANECA Federal Credit Union, Seattle Metropolitan Credit Union, and STAR Credit Union.

9:30 – 9:45 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:45 - 10:45 a.m.

Member Onboarding: Be More than a Good First Date (session does not repeat)

Bryn Conway, Principal, BC Consulting, LLC, Myersville, MD

Acquiring a new member is no easy feat. You spend precious resources trying to convey the value of your credit union to potential members. When they agree to membership; you are elated. You fantasize about all the products and services you’ll sell them and how you’ll increase their share of wallet. You are going to live happily ever after! But wait, it doesn’t seem to work out that way. Members join and you can’t seem to get beyond the basics. You need to think about on-boarding like dating. When a new member joins your organization, they have just agreed to a first date. In this session you’ll learn how to get the second date, the third and turn that membership into a mutually beneficial and satisfying relationship. You’ll also take-away ideas on how to re-kindle old flames by re-engaging with long-term members.

9:45 - 10:45 a.m.

Know Before You Grow: Understanding the Difference Between Marketing, Branding & Advertising (session repeats)

John Crilly, Account Director, Brand Innovation Group, Fort Wayne, IN

Branding. Marketing. Advertising. These words seem interchangeable and at times even synonymous with each other. Nothing could be further from the truth. Though they do work together, branding, marketing and advertising all serve different rolls in the life of your Credit Union.

This presentation is designed to provide a general overview of the concept of branding, the value of branding and the importance of differentiating your brand. We will also explore when to market a product or service, when we should advertise it and what the difference is.

Finally, we will look at real world examples of how national and local brands successfully execute their branding, marketing and advertising initiatives. This presentation will be interactive and entertaining and require some audience participation rather than a formal lecture format.

9:45 - 10:45 a.m.

Winning in Business Development: The 7 Musts (session repeats)

Andre Taylor, Thought-Leader, Author and Entrepreneur, Manhasset, NY

Based on Andre Taylor’s bestselling book, Winning in Sales, this workshop addresses the biggest challenge for federal credit unions; achieving consistent and profitable growth. In this riveting workshop Andre describes how business development success is predictable when you combine the 7 elements he defines as “MUSTS.”

There are many factors why business development professionals often find themselves in a position where it’s difficult to land new accounts and business. While the economy and competitive conditions is a factor, more often than not, the real reason is that the financial professional has become disconnected from the winning tactics that lead to success. Over time, it is easy to become complacent and neglect the approaches necessary to succeed.

9:45 - 10:45 a.m.

Engagement Strategies to Rock Your Member Experience (session repeats)

Lana Kaupert, Transformation Strategist, DBSI, Inc., Chandler, AZ
Joe Sump, Transformation Strategist, DBSI, Inc., Chandler, AZ

How can your branch experience reflect who you are while simultaneously engaging today’s visual consumer? The answer is simple, but the execution requires 6 highly-effective, experience-boosting strategies. Join this session to explore tips, designs, and digital technology other financial institutions have successfully deployed, and how to use them to your advantage.

10:45 –11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 a.m. – 12:15 p.m.

Brand Like the Big Boys: Developing a Strong and Recognizable Brand on a Budget (session does not repeat)

Bryn Conway, Principal, BC Consulting, LLC, Myersville, MD

Developing a strong and recognizable brand is about putting consistent visual representations and messages in front of your community at every interaction. Finding ways to deliver that consistency can be expensive and can feel out of reach when you have your eye on the bottom line. In this session, you will learn how to keep the pillars of your brand intact without breaking the budget and how to leverage sponsorships and vendor cost-sharing to keep your brand at the forefront without compromising the consistency or quality of the member experience.

11:15 a.m. – 12:15 p.m.

Know Before You Grow: Understanding the Difference Between Marketing, Branding & Advertising

John Crilly, Account Director, Brand Innovation Group, Fort Wayne, IN

Branding. Marketing. Advertising. These words seem interchangeable and at times even synonymous with each other. Nothing could be further from the truth. Though they do work together, branding, marketing and advertising all serve different rolls in the life of your Credit Union.

This presentation is designed to provide a general overview of the concept of branding, the value of branding and the importance of differentiating your brand. We will also explore when to market a product or service, when we should advertise it and what the difference is.

Finally, we will look at real world examples of how national and local brands successfully execute their branding, marketing and advertising initiatives. This presentation will be interactive and entertaining and require some audience participation rather than a formal lecture format.

11:15 a.m. – 12:15 p.m.

Winning in Business Development: The 7 Musts

Andre Taylor, Thought-Leader, Author and Entrepreneur, Manhasset, NY

Based on Andre Taylor’s bestselling book, Winning in Sales, this workshop addresses the biggest challenge for federal credit unions; achieving consistent and profitable growth. In this riveting workshop Andre describes how business development success is predictable when you combine the 7 elements he defines as “MUSTS.”

There are many factors why business development professionals often find themselves in a position where it’s difficult to land new accounts and business. While the economy and competitive conditions is a factor, more often than not, the real reason is that the financial professional has become disconnected from the winning tactics that lead to success. Over time, it is easy to become complacent and neglect the approaches necessary to succeed.

11:15 a.m. – 12:15 p.m.

Engagement Strategies to Rock Your Member Experience

Lana Kaupert, Transformation Strategist, DBSI, Inc., Chandler, AZ
Joe Sump, Transformation Strategist, DBSI, Inc., Chandler, AZ


How can your branch experience reflect who you are while simultaneously engaging today’s visual consumer? The answer is simple, but the execution requires 6 highly-effective, experience-boosting strategies. Join this session to explore tips, designs, and digital technology other financial institutions have successfully deployed, and how to use them to your advantage.

12:15 – 1:30 p.m.

MEMBERSHIP LUNCHEON (open to all attendees and sponsors)

1:30 – 1:45 p.m.

PASS TIME TO BREAKOUT SESSIONS

1:45 – 2:45 p.m.

Community Awareness: Big Ideas for Small Credit Unions (session does not repeat)

Chris Miller, VP Communications & Branding, Chesterfield FCU, Chesterfield, VA
Laura Miller, VP Marketing, cPort CU, Portland, ME
Stephanie Sievers, CEO, ANECA CU, Shreveport, LA

Moderator: Michelle Shelton, CMO, SCE FCU, Irwindale, CA

For small credit unions, being seen in a crowded community can be challenging.  Never fear! There are opportunities to showcase your credit union and get noticed with minimal cost.  Get practical insights from three credit unions that have seen tremendous success with building awareness in their community.  Learn innovative & creative ways to get your credit union’s name and message to stand out. 

1:45 – 2:45 p.m.

Strategic Marketing 2.0: Integrating Content, Engagement and Social Media Strategies into Your Marketing Plan (session repeat

Hilary Reed, Chief Strategy Officer, Empower Strategic Solutions, Yardley, PA

Strategic marketing 2.0 unlocks the secrets to creating a seamless integration of content, engagement and social media strategies into your marketing plan. Unifying all marketing efforts and channels is more important than ever in today’s evolving environment, but developing an all-encompassing plan that provides strategic direction for a variety of initiatives, is the key to success. Learn how to compile a multi-dimensional marketing plan that coordinates all of the necessary strategic elements.

1:45 – 2:45 p.m.

Blueprinting Your Business Development Strategic Plan (session repeats)

Jeremiah DeGollon, AVP Business Development, Summit CU, Madison, WI

Successful Business Development Departments have a well thought out strategy and plan. During this session we will blueprint a business development strategic plan and frame a business plan that supports organizational objectives and goals.

1:45 – 2:45 p.m.

Crisis Communications in a Digital World (session repeats)

Dallas Lawrence, Chief Communications Officer, Rubicon Project, Calabasas, CA

Crisis management expert Dallas Lawrence will share the best practices for building organizational reputations and how best to protect them during times of crisis. This interactive session will cover how to effectively use social and digital media before, during and after a crisis, how to navigate litigation, financial and regulatory restrictions, NGO challenges, external breaches and ultimately ensure you are equipped and ready for your inevitable moment in the crisis spotlight.

You'll learn how to: develop a strategic, aligned social and traditional media plan; identify and engage key stakeholders before you need them; understand the risks and expectations from the public during times of data breach and other high profile crises; and build and manage your crisis team (we will have a live crisis scenario for the group to manage through together in real time).

2:45 – 3:15 p.m.

NETWORKING BREAK – Visit with Sponsors

3:15 – 3:30 p.m.

PASS TIME TO BREAKOUT SESSIONS

3:30 – 4:30 p.m.

Relationship Marketing: A Driving Force behind Sales and Marketing Efforts (session does not repeat)

Steve Langley, SVP Member Services/Chief Retail Officer, Schools Financial CU, Sacramento, CA

What does 79% represent?  That's the percentage of members who generally look to their credit unions for low margin - simple type transactions such as share accounts and auto loans!  How do we get our members more deeply engaged to seek us out when looking for complex products and services - mortgages, investments, insurance services and more?  

While there is no one magic bullet - it's important that we look at relationship marketing and employee engagement as a strategy to deepen wallet share - and ultimately earning more of our member's business.  In this session we will discover ways to employ strong marketing tactics in collaboration with our retail teams to pay off in a really big way.  

Join me as we uncover practical ways to capitalize on both the strengths of your people and keen relationship marketing strategies that work in perfect harmony to enhance the share of wallet of your existing members while at the same time attract those new members that will bring future business to your organization.  

 

3:30 – 4:30 p.m.

Strategic Marketing 2.0: Integrating Content, Engagement and Social Media Strategies into Your Marketing Plan

Hilary Reed, Chief Strategy Officer, Empower Strategic Solutions, Yardley, PA

Strategic marketing 2.0 unlocks the secrets to creating a seamless integration of content, engagement and social media strategies into your marketing plan. Unifying all marketing efforts and channels is more important than ever in today’s evolving environment, but developing an all-encompassing plan that provides strategic direction for a variety of initiatives, is the key to success. Learn how to compile a multi-dimensional marketing plan that coordinates all of the necessary strategic elements.

3:30 – 4:30 p.m.

Blueprinting Your Business Development Strategic Plan

Jeremiah DeGollon, AVP Business Development, Summit CU, Madison, WI

Successful Business Development Departments have a well thought out strategy and plan. During this session we will blueprint a business development strategic plan and frame a business plan that supports organizational objectives and goals.

3:30 – 4:30 p.m.

Crisis Communications in a Digital World

Dallas Lawrence, Chief Communications Officer, Rubicon Project, Calabasas, CA
 

Crisis management expert Dallas Lawrence will share the best practices for building organizational reputations and how best to protect them during times of crisis. This interactive session will cover how to effectively use social and digital media before, during and after a crisis, how to navigate litigation, financial and regulatory restrictions, NGO challenges, external breaches and ultimately ensure you are equipped and ready for your inevitable moment in the crisis spotlight.

You'll learn how to: develop a strategic, aligned social and traditional media plan; identify and engage key stakeholders before you need them; understand the risks and expectations from the public during times of data breach and other high profile crises; and build and manage your crisis team (we will have a live crisis scenario for the group to manage through together in real time).

4:30 p.m. –

EVENING – On Your Own

Time
Session
 
7:15 a.m. – 3:00 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Diamond Award Kiosks

7:15 - 8:00 a.m.

BREAKFAST – Visit with Sponsors

8:00 – 8:15 a.m.

MORNING ANNOUNCEMENTS

8:15 – 9:15 a.m.

GENERAL SESSION – Tech Talks

John Best, CEO, Best Innovation Group, Denver CO
Priya Dozier, Head of Innovation, PSCU, St. Petersburg, FL
Sam Mallikarjunan, HubSpot, Principal, Marketing Strategy, Cambridge, MA

Pull up a chair next to our panel of TECHxperts as they share insights on the impact of marketing technology in the financial industry. You’ll learn how organizations can effectively integrate marketing technologies into their marketing strategy and operations. They will discuss what’s hot in digital payments, marketing automation, and how to thrive in the age of digitally-empowered consumers.

9:15 – 9:30 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:30 – 10:30 a.m.

Marketing Unplugged: 3 Thought Leaders Share Their Perspective (session does not repeat)

Amy Davis, Chief Marketing Officer, Red Canoe CU, Long View, WA
Joseph Jentgen, VP Marketing, Partners 1st FCU, Fort Wayne, IN
Michelle Shelton, CMO, SCE FCU, Irwindale, CA
Moderator: Royce Ngiam, AVP Marketing, Partners FCU, Burbank, CA


“What are your greatest marketing challenges?”
“How do you get retail and operations to support marketing strategies when they don’t report to you?” Join us for an interactive panel discussion on top trends, digital strategies, and improving your credit union's competitive position in a crowded market.  Bring your questions and leave with ideas.

9:30 – 10:30 a.m.

Innovation in Practice: Marketing & Business Development (session repeats)

Lamar Heyward, Innovation Strategist, Local Government Federal Credit Union, Raleigh, NC

We'll work through practical ways to create innovative solutions in marketing and business development using tools accessible to everyone. We'll look at cultivating a culture conducive to innovation and avoiding the traps that can torpedo your efforts. We'll also discuss the importance of diversity of thought in producing breakthrough solutions, and review useful tips for facilitating meetings and workshops that consistently result in a wealth of ideas. In the end, you will have the tools necessary to develop an innovation framework as you take on the challenge of differentiating your credit union, your marketing and business development and yourself.

9:30 – 10:30 a.m.

Six Free Google Tools for Better Auto Loan Campaigns (session repeats)

Chris Hall, Head of Customer Development, Onovative, Louisville, KY

From understanding the keywords people are using to search for things online to building beautiful pieces of collateral, you can use a number of free tools from Google to up your marketing game. In this session, you'll not only learn about the tools you can harness for free from Google - but more importantly, you'll learn how to use them together to develop a repeatable process of your own. If you can spell Google, you can start making beautiful and amazingly targeted campaigns.

9:30 – 10:30 a.m.

Differentiate or Die: How to Win in a Crowded Market (session repeats)

Tiffany Sauder, President, Element Three, Indianapolis, IN

Let’s face it. From your customer’s perspective, what you do isn’t any different than what your competitors do, no matter how many ways you try to spin your opinion that it is. You’re a commodity in a commodity market, and so is the credit union down the road. But that doesn’t mean you can’t differentiate yourself from the pack; in fact, you must if you have any hopes of being successful long-term.

In this talk, Element Three President Tiffany Sauder will share an actionable roadmap for how to build a discernible brand in a crowded market, using examples from companies that have achieved this same feat. You’ll walk away with a clear understanding of the impact of your brand on your business, the process her agency follows to help clients define their own brand, and how your brand is then realized through your sales, marketing, and customer service.

10:30 – 11:00 a.m.

NETWORKING BREAK – Visit with Sponsors

11:00 a.m. – Noon

Five Things You Can Do that will Make Your Credit Union Better (session does not repeat)

John Best, CEO, Best Innovative Group, Denver, CO (back by popular demand)

What will it take for CU’s to thrive in this increasingly digital world? Technology, you say? Think again. The future is about people, culture and habits. Come discuss concrete ways that you can make your credit union better in this changing landscape.

11:00 a.m. – Noon

Innovation in Practice: Marketing & Business Development

Lamar Heyward, Innovation Strategist, Local Government Federal Credit Union, Raleigh, NC

We'll work through practical ways to create innovative solutions in marketing and business development using tools accessible to everyone. We'll look at cultivating a culture conducive to innovation and avoiding the traps that can torpedo your efforts. We'll also discuss the importance of diversity of thought in producing breakthrough solutions, and review useful tips for facilitating meetings and workshops that consistently result in a wealth of ideas. In the end, you will have the tools necessary to develop an innovation framework as you take on the challenge of differentiating your credit union, your marketing and business development and yourself.

11:00 a.m. – Noon

Six Free Google Tools for Better Auto Loan Campaigns

Chris Hall, Head of Customer Development, Onovative, Louisville, KY

From understanding the keywords people are using to search for things online to building beautiful pieces of collateral, you can use a number of free tools from Google to up your marketing game. In this session, you'll not only learn about the tools you can harness for free from Google - but more importantly, you'll learn how to use them together to develop a repeatable process of your own. If you can spell Google, you can start making beautiful and amazingly targeted campaigns.

11:00 a.m. – Noon

Differentiate or Die: How to Win in a Crowded Market

Tiffany Sauder, President, Element Three, Indianapolis, IN

Let’s face it. From your customer’s perspective, what you do isn’t any different than what your competitors do, no matter how many ways you try to spin your opinion that it is. You’re a commodity in a commodity market, and so is the credit union down the road. But that doesn’t mean you can’t differentiate yourself from the pack; in fact, you must if you have any hopes of being successful long-term.

In this talk, Element Three President Tiffany Sauder will share an actionable roadmap for how to build a discernible brand in a crowded market, using examples from companies that have achieved this same feat. You’ll walk away with a clear understanding of the impact of your brand on your business, the process her agency follows to help clients define their own brand, and how your brand is then realized through your sales, marketing, and customer service. 

Noon – 1:15 p.m.

NETWORKING LUNCH with BONUS SESSION

CU Awareness Campaign Initiative

Michelle Hunter, SVP Marketing & Development, Credit Union of Southern California, Brea, CA
Douglas Kiker, Chief Strategic Communications Officer, Credit Union National Association, Washington, DC
Graeme Trayner, VP Brand & Communications Practice, Greenberg Quinlan Rosner Research, Inc., New York, NY

During this session, you’ll be presented up-to-the-second consumer research on what consumers know -- and don’t know -- about credit unions, the latest trends in consumer preferences for financial services, and how a group of credit union leaders is working to leverage this information to create top-of-mind consumer awareness of the credit union category in financial services. For the past few months, the Creating Awareness Advisory Group, a cross-section of credit union leaders and marketers from across the industry, has embarked on an effort to define the credit union category at the highest level in order to clarify the industry in the minds of consumers.

 

 

1:15 – 1:30 p.m.

PASS TIME TO BREAKOUT SESSIONS

1:30 – 2:30 p.m.

Winning in BD: 3 Peer Experts Reveal Their Tips and Tricks (session does not repeat)

Jeremiah DeGollon, AVP Business Development, Summit CU, Madison, WI
Kimberli Green, BD Manager, America’s First FCU, Ogden, UT
Karalee Misner, BD Manager, Land of Lincoln CU, Decatur, IL
Moderator: Mia Perez, CAO, Louisiana FCU, La Place, LA


Gripping, grinning, and holding babies. Business developers know it takes time and effort to be successful in business development. This panel discussion will offer tips, ideas and suggestions from seasoned business development experts. This session will cover best business development practices and practical tools you can use in your own BD efforts. This is your opportunity to ask the expert!

1:30 – 2:30 p.m.

Case Study: How to Grow Relationships by Leveraging Financial Education (session repeats)

Steve Rice, EVP, EverFi, Washington, DC
Todd Shickel, VP BD, Elements Financial CU, Indianapolis, IN


For most credit unions and banks, a financial education program is a central component of their content marketing strategy. But can it also contribute to the bottom line? Research has proven that financial education builds trust and loyalty with consumers, thereby providing valuable opportunities to deepen relationships. This session will illustrate how institutions can embrace financial education in ways that engage consumers and help capture greater value from them.

1:30 – 2:30 p.m.

Speed Chat with Executives (session does not repeat)

Moderator: James Marshall, The Cooperative Trust Manager, Filene Research Institute, Madison, WI

This is an interactive session between seasoned industry professionals and up and coming young professionals in marketing and business development. Facilitated by Crasher’s Coordinator, James Marshall of Cooperative Trust, young professionals and crashers alike will have an opportunity to get connected, get answers to career challenges, and garner insights from industry experts. Each expert will spend 15 minutes at each table before rotating, speed dating style!  

1:30 – 2:30 p.m.

Why Can’t We Be Friends? A Modern Guide to Teaming with Sales (session repeats)

Sam Mallikarjunan, HubSpot, Principal, Marketing Strategy, Cambridge, MA

Marketing professionals are less trusted than lawyers, politicians, and lobbyists. Most CEOs don't believe that marketing drives business growth, and 87% of the terms marketers and salespeople use to describe each other are negative.

It doesn't have to be this way. In this session, we'll discuss the issues facing misalignment in growth teams and cover specific ways you can help your team perform better. Learn how marketing can PROVE the value that it brings to the business while using that information to be the best at getting better.

Whether you have a large marketing team or no marketing team, learn how today's advanced marketers connect inside the business to drive more growth -- and show it. Whether you have a large sales team or a totally touch-less relationship with your customers, learn how close-loop data can help you reach your goals.

2:30 – 3:00 p.m.

NETWORKING BREAK – Sponsor drawings

3:00 – 4:00 p.m.

What Matters Now™: Insights from the Non-Member (session does not repeat)

Natalie Crain, Media and Marketing Strategy Director for TruStage, CUNA Mutual Group, Madison, WI
Mary Delaney, Senior Media Strategist, CUNA Mutual Group, Madison, WI


How well do you know your non-credit union members? Understanding the unique profile and mindset of non-members, including under-engaged members, helps you better attract and connect with this audience. So who are non-members? The answer may surprise you. Nearly 25% of those with credit union products do NOT identify as a member.* And more than half of non-members believe credit unions have limited locations, services and products.*

Learn what matters to this group with our new What Matters NowTM: Insights from the Non-Member research. We provide an in-depth look at the lifestyles and attitudes non-credit union members encompass and how to better engage with these potential customers to meet their needs, challenge their misconceptions and motivate them to consider making the switch.

*TruStage What Matters NowTM Consumer Survey, December 2016

3:00 – 4:00 p.m.

Case Study: How to Grow Relationships by Leveraging Financial Education

Steve Rice, EVP, EverFi, Washington, DC
Todd Shickel, VP BD, Elements Financial CU, Indianapolis, IN


For most credit unions and banks, a financial education program is a central component of their content marketing strategy. But can it also contribute to the bottom line? Research has proven that financial education builds trust and loyalty with consumers, thereby providing valuable opportunities to deepen relationships. This session will illustrate how institutions can embrace financial education in ways that engage consumers and help capture greater value from them.

3:00 – 4:00 p.m.

Why Can’t We Be Friends? A Modern Guide to Teaming with Sales

Sam Mallikarjunan, HubSpot, Principal, Marketing Strategy, Cambridge, MA

Marketing professionals are less trusted than lawyers, politicians, and lobbyists. Most CEOs don't believe that marketing drives business growth, and 87% of the terms marketers and salespeople use to describe each other are negative.

It doesn't have to be this way. In this session, we'll discuss the issues facing misalignment in growth teams and cover specific ways you can help your team perform better. Learn how marketing can PROVE the value that it brings to the business while using that information to be the best at getting better.

Whether you have a large marketing team or no marketing team, learn how today's advanced marketers connect inside the business to drive more growth -- and show it. Whether you have a large sales team or a totally touch-less relationship with your customers, learn how close-loop data can help you reach your goals.

3:00 – 4:00 p.m.

The Pitch in Review (session does not repeat)

Sarah Bacehowski, President, Mills Marketing, Des Moines, IA
Jessica Deines, VP Lending/Operations, White Crown FCU, Denver, CO
Kerry Spradling, President/CEO, White Crown FCU, Denver, CO

Join our 2016 Pitch winner as they present their award winning idea along with the results.

5:00 – 5:45 p.m.

COCKTAIL RECEPTION

5:45 – 9:00 p.m.

RECOGNITION DINNER & AWARDS

Friday evening will play host to the award’s reception and dinner. Join us as we celebrate the Recognition and Diamond Award winners.  Note: A ticket is included with all conference registrations. Tickets for guests ($115 each) are available for purchase during the registration process.

Time
Session
 
7:45 - 8:30 a.m.

BREAKFAST

8:30 – 9:00 a.m.

The Difference Workshop Presentation

Join us as we make some children very happy!

9:00 – 10:00 a.m.

CLOSING SESSION – Embrace the Shake: Transforming Limitations into Opportunities

Phil Hanson

Success, especially in today’s fast-changing business environment, depends on our ability to make "creativity and innovation" a continuous process. Leaders want to know how their teams can rise above any challenge and succeed
no matter what comes their way. Whether it’s to embrace change, overcome obstacles, sustain growth, or take your success to the next level, they want to “Embrace the Shake.”

The term “Embrace the Shake” is coined from Artist Phil Hansen’s personal story of transformation. After developing a career-ending tremor in his drawing hand, Phil embraced his “shake” both physically and metaphorically by redefining his limitation as an impetus for creativity. Phil not only restored his artistic abilities, he became a much more creative and innovative artist than ever before. Upon sharing his message on the TED stage and millions subsequently after, “Embrace the Shake” has become a motto for many businesses to approach their limitations in a new way.

Phil’s powerful message of finding creativity within limitations will inspire you to stop looking on the outside, and start looking inside yourself for resources that can transform your challenges into opportunities for success. Are you ready to Embrace your Shake?

10:00 – 10:30 a.m.

Bringing It All Together

Patrick Adams, President/CEO, St. Louis Community CU, St. Louis, MO