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21st Annual CUNA Marketing & Business Development Council Conference

2014 Caribe Royale | Orlando, FL | March 12-15

Agenda

Time
Session
 
7:30 a.m. - 8:00 p.m.

CONFERENCE REGISTRATION

Refreshments during Registration

-- Sponsored by Banzai

8:30 a.m. - 11:30 a.m.

The Bigger Picture: How to Develop a Strategic Marketing Plan

Marketing POWER! Workshop (Additional charge of $165 for Council members and $205 for non-members)

Randy Schultz, VP Marketing & Brand Strategist, Weber Marketing Group, Seattle, WA
Hilary Reed, VP Marketing & Strategic Initiatives, Bucks First FCU, Bristol, PA

-- Sponsored by CUNA E-scan

Expectations have never been higher for the credit union marketing professional to deliver a roadmap that integrates with your Credit Union’s Strategic Plan – with the ability to chart your marketing ROI and ROO every step of the way.

Join Hilary and Randy Schultz as they take you through this hands-on workshop that gives you the tools you need to write, implement and measure an effective strategic marketing plan.

5 steps to bringing your strategy and plans together.
What you’ll learn in this 3-hour, dialogue-packed workshop:

  • Proper research techniques, improve employee engagement and gain buy-in from the top
  • Understanding key financial ratios to assist in measuring your plans ROI and ROO
  • Defining target market lifestyles, segmentation and positioning
  • Acquisition and retention techniques that parallel your brand position and key messages
  • Integrating Board and Management’s Strategic Plan Key Success Factors for growth, profitability, and increased wallet share.

We will also discuss the most effective communication channels for you to carry out your brand experience at every member touch point – from social engagement to community involvement, and even in-branch marketing.

BONUS! Get rid of that “to-do” list of a marketing plan and head back to the office with a pre-built template to ensure your next marketing plan covers all aspects of what a “strategic” marketing plan should be.

Join us as we build a roadmap for your Strategic Marketing Plan – and discuss the importance of you being part of your credit unions Strategic Planning Session – as well as the part you should be playing in product and service development, technology introduction, and branch experience advancements.

1:00 - 4:00 p.m.

Public Relations “Why are you doing it all wrong?”

Business Development POWER! Workshop (Additional charge of $165 for Council members and $205 for non-members)

Public Relations “Why are you doing it all wrong?”
John MacDonald, President/CEO, Big Decisions, Lowell, MA
Gretchen Putman, PR Advisor, Big Decisions, Lowell, MA

-- Sponsored by NCM Media Networks

Pulitzer Prize winning and former Newspaper Editor Gretchen Putnam of Big Decisions LLC., and John MacDonald, President/CEO of Big Decisions, LLC., deliver a dynamic presentation on “Why marketing and public relations professionals are doing PR all wrong. While technology has made it easier to reach the media, it has made it harder for you to get noticed. Everyone has a web site. Everyone has an email. And everyone who puts out a press release thinks they deserve to get noticed. WRONG. To be noticed, you have to set the Flux Capacitor to 1993!

Key Points covered

  • Identify the wrong approaches in packaging press releases.
  • Identify the wrong way to deal with the press.
  • Suggestions of ways to get noticed and trade secrets on how to get noticed.

Tangible Benefits

  • Pick the brain of a former Pulitzer Prize winning news reporter and newspaper editor.
  • Hear helpful tips from an expert who realized over $3 million dollars of earned media.
  • Learn how to save your credit union money.
5:45 - 6:30 p.m.

FIRST-TIME ATTENDEE ORIENTATION

6:30 - 8:00 p.m.

WELCOME RECEPTION - Meet Your Sponsors

-- Sponsored by TracFone Wireless, Inc.

 

Time
Session
 
7:15 a.m. - 5:00 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café -- Sponsored by D+H
Diamond Award Kiosks -- Sponsored by AdQue Digital Display Systems

7:15 - 8:15 a.m.

BREAKFAST

BREAKFAST - Visit with Sponsors

-- Sponsored by WordCom Inc.

8:15 - 8:35 a.m.

OPENING CEREMONIES

Welcome to our new MC - Denise Gabel, COO, Northwest CU Association, Beaverton, OR

8:35 - 9:30 a.m.

The Communication Revolution: Driving Growth through Social Business

KEYNOTE ADDRESS

Ryan Estis, Business Performance Expert and One of the Top 100 Keynote Speakers in the US Ranked by Meetings & Conventions Magazine

-- Sponsored by Harland Clarke and CUNA Strategic Services

This keynote examines the business implications around the evolution in how we connect, communicate and collaborate to accomplish meaningful work. Globalization, economic, generational and technological drivers are accelerating change and challenging our traditional approach to productivity and performance in the workplace. Ryan will inspire breakthrough thinking on getting connected in the digital economy and offer compelling insights on culture, community, change and preparing to thrive in the increasingly transparent, hyper connected business environment we now know as the new normal.

This keynote experience will examine how progressive companies are winning by making their business more social. Ryan will challenge conventional thinking with an emphasis on preparing participants to leverage the social revolution and get connected to compete in the new world of work.

9:30 - 9:40 a.m.

PASS TIME TO BREAKOUTS

PASS TIME TO BREAKOUTS

9:40 - 10:40 a.m.

Understanding Your CU’s Financials: 11 Ratios Everyone Should Know

BREAKOUT SESSIONS (all sessions repeat)

Debbie Rightmire, VP Asset/Liability Management, Cornerstone CU League, Dallas, TX

-- Sponsored by SuccessQuest International

Asset/Liability Management ratios can be complex and overwhelming yet credit unions need ratios to analyze the past and make decisions for the future. The numerous software packages available provide a variety of ratios and produce stacks of reports and the results may be overwhelming. As decision maker, marketers need concise information to make sound decisions. This session begins with the goals of asset/liability management. It identifies the eleven primary ratios that highlight the critical areas of capital, asset quality and earnings. Included for each ratio is a definition, a formula for calculating the ratio, the desired outcome, and the impact factors of each. This enables participants to analyze performance and adjust strategies as needed. New credit union staff will benefit from this overview, seasoned professionals will appreciate a refresher in these challenging economic times.

9:40 - 10:40 a.m.

Bring ‘Em In! Business Development Strategies That WorkBring ‘Em In! Business Development Strategies That Work

BREAKOUT SESSIONS (all sessions repeat)

John MacDonald, President/CEO, Big Decisions, Lowell, MA

-- Sponsored by CU Ratecheck

John MacDonald, President/CEO of Big Decisions, LLC., delivers a dynamic presentation on how Credit Union Business Development Reps need to lead and generate sales. A former credit union business development executive, John know the challenges business development managers and reps face. Spending over 20 years managing marketing budgets and driving the bottom line in the financial services, restaurant, retail and real estate industries, John delivered the goods by generating over 28 million dollars in annual sales. John delivers his perspective on how a business development rep with the right message, the right tools and the right attitude can deliver their credit union to the promise land!

John will cover the following key points:

  • Most credit unions are only selling “I’m free” and why free isn’t good enough.
  • Sell why you’re different.
  • If you’re better, prove it!
9:40 - 10:40 a.m.

Modernizing Your Credit Union's Message

BREAKOUT SESSIONS (all sessions repeat)

Randy Smith, Co-Founder/Publisher, CUInsight.com, Greenville, SC

-- Sponsored by Raddon Financial Group

Every Credit Union has a story to tell. Making sure your story is relevant in today's market and is being delivered effectively is critical to your credit union. Is your credit union connecting with current members and attract new members? Do you need to modernize your credit union's message?

In this breakout session the credit union marketer will learn to craft their individual story that makes them unique. Once the story is crafted the credit union marketer will learn how to distribute it to the masses through industry, traditional and social media channels. Spreading the word in a digital and fast moving world.

9:40 - 10:40 a.m.

Selling Your Marketing Ideas to the CEO

BREAKOUT SESSIONS (all sessions repeat)

Sean McDonald, BD Director, Mid-State FCU, Cartaret, NJ

-- Sponsored by ContentMX

Do you ever get irritated at your CEO because he/she just doesn’t ‘get’ marketing? Just doesn’t understand how spending tens or even hundreds of thousands of dollars on marketing DIRECTLY adds to the bottom line? Does your CEO seem to be constantly ‘on you’ about ROI or profitability analysis, etc? Ever wonder how much you should push him/her on your idea? Come hear a CEO’s perspective on what turns a NO into a YES when proposing your marketing plans!

10:40 - 11:15 a.m.

NETWORKING BREAK

NETWORKING BREAK – Visit with Sponsors

-- Sponsored by Market Match Media

11:15 a.m - 12:15 p.m.

Understanding Your CU’s Financials: 11 Ratios Everyone Should Know

BREAKOUT SESSIONS

ebbie Rightmire, VP Asset/Liability Management, Cornerstone CU League, Dallas, TX

Asset/Liability Management ratios can be complex and overwhelming yet credit unions need ratios to analyze the past and make decisions for the future. The numerous software packages available provide a variety of ratios and produce stacks of reports and the results may be overwhelming. As decision maker, marketers need concise information to make sound decisions. This session begins with the goals of asset/liability management. It identifies the eleven primary ratios that highlight the critical areas of capital, asset quality and earnings. Included for each ratio is a definition, a formula for calculating the ratio, the desired outcome, and the impact factors of each. This enables participants to analyze performance and adjust strategies as needed. New credit union staff will benefit from this overview, seasoned professionals will appreciate a refresher in these challenging economic times.

11:15 a.m - 12:15 p.m.

Bring ‘Em In! Business Development Strategies That Work

BREAKOUT SESSIONS

John MacDonald, President/CEO, Big Decisions, Lowell, MA

-- Sponsored by image.works

John MacDonald, President/CEO of Big Decisions, LLC., delivers a dynamic presentation on how Credit Union Business Development Reps need to lead and generate sales. A former credit union business development executive, John know the challenges business development managers and reps face. Spending over 20 years managing marketing budgets and driving the bottom line in the financial services, restaurant, retail and real estate industries, John delivered the goods by generating over 28 million dollars in annual sales. John delivers his perspective on how a business development rep with the right message, the right tools and the right attitude can deliver their credit union to the promise land!

John will cover the following key points:

  • Most credit unions are only selling “I’m free” and why free isn’t good enough.
  • Sell why you’re different.
  • If you’re better, prove it!
11:15 a.m - 12:15 p.m.

Modernizing Your Credit Union's Message

BREAKOUT SESSIONS

Randy Smith, Co-Founder/Publisher, CUInsight.com, Greenville, SC

-- Sponsored by ContentMX

Every Credit Union has a story to tell. Making sure your story is relevant in today's market and is being delivered effectively is critical to your credit union. Is your credit union connecting with current members and attract new members? Do you need to modernize your credit union's message?

In this breakout session the credit union marketer will learn to craft their individual story that makes them unique. Once the story is crafted the credit union marketer will learn how to distribute it to the masses through industry, traditional and social media channels. Spreading the word in a digital and fast moving world.

11:15 a.m - 12:15 p.m.

Selling Your Marketing Ideas to the CEO

BREAKOUT SESSIONS

Sean McDonald, BD Director, Mid-State FCU, Cartaret, NJ

-- Sponsored by PSB Integrated Marketing

Do you ever get irritated at your CEO because he/she just doesn’t ‘get’ marketing? Just doesn’t understand how spending tens or even hundreds of thousands of dollars on marketing DIRECTLY adds to the bottom line? Does your CEO seem to be constantly ‘on you’ about ROI or profitability analysis, etc? Ever wonder how much you should push him/her on your idea? Come hear a CEO’s perspective on what turns a NO into a YES when proposing your marketing plans!

12:15 - 1:25 p.m.

MEMBERSHIP LUNCHEON

MEMBERSHIP LUNCHEON (Open to all attendees and sponsors)

1:25 - 1:35 p.m.

PASS TIME TO BREAKOUTS

PASS TIME TO BREAKOUTS

1:35 - 2:35 p.m.

Mobile Matters: Deploying A Mobile Strategy (session repeats)

BREAKOUT SESSIONS

John Best, Chief Technology Officer, Wescom CU, Denver, CO

-- Sponsored by DocuMatix

Join John as he presents information on pull through strategies that will keep your current members happy and entice the next generation of credit union members. John will touch on payments, loyalty programs and migrating home banking.
1:35 - 2:35 p.m.

Branding & Culture: How to Avoid an Organizational Identity Crisis (session repeats)

BREAKOUT SESSIONS

att Monge, Chief Cultural Officer, Mazuma CU, Kansas City, MO

-- Sponsored by Weber Marketing Group

Brand and culture are two major components of an organization's identity, and if either one is out of whack, it affects the other. Both components have to be strong, or neither of them will be. Organizations have to cultivate their own unique culture and brand, but building a strong culture and brand isn't just some warm and fuzzy thing--it's one of the few sustainable competitive advantages out there.

1:35 - 2:35 p.m.

Propelling Your Ideas Into Action (session repeats)

BREAKOUT SESSIONS

Tansley Stearns, Impact Director, Filene Research Institute, Madison, WI

-- Sponsored by BizActions, a Thomson Reuters Business

The shape of tomorrow’s credit unions will depend on the stealthy execution of innovative ideas developed to meet consumers’ increasingly complex financial needs. In this interactive session Stearns will share the framework for building a culture of innovation that transforms ideas into action, discuss how you can build discipline into the innovation cycle without killing creativity, present ideas for fitting innovation into an already busy day, and finally give some “real life” examples of how executed innovation actually works within credit unions. You’ll leave this session armed with ideas you can use to make your organization even more successful.

1:35 - 2:35 p.m.

Is Business Development Dead? A Panel Discussion

BREAKOUT SESSIONS 

Is Business Development Dead? A Panel Discussion (session does not repeat)
Moderator: Denyel ReneVillia, AVP/Community Engagement Manager, Tinker FCU, Tinker AFB, OK
Josh Allison, Relationship Development Manager, Horizon CU, Spokane, WA
Anne Hagman, Senior Community Development Officer, STCU, Liberty Lake, WA
Jack Moore, BD Administrator, American Airlines FCU, Dallas, TX

-- Sponsored by BizKid$

In the good old days of Business Development a credit union employee would be seated at a table in a SEG’s break room, opening accounts for the employees. Does that model still work today or do our SEGs view the CU as just another vendor? Panelists will discuss the pros and cons of this BD model and discuss new ways of engaging the community to grow membership.

 

 

 

2:35 - 3:05 p.m.

NETWORKING BREAK – Visit with Sponsors

NETWORKING BREAK – Visit with Sponsors

-- Sponsored by Kiosk & Display Inc.

3:05 - 3:15 p.m.

PASS TIME TO BREAKOUTS

PASS TIME TO BREAKOUTS

3:15 - 4:15 p.m.

Mobile Matters: Deploying A Mobile Strategy

BREAKOUT SESSION

John Best, Chief Technology Officer, Wescom CU, Denver, CO

Join John as he presents information on pull through strategies that will keep your current members happy and entice the next generation of credit union members. John will touch on payments, loyalty programs and migrating home banking.
3:15 - 4:15 p.m.

Branding & Culture: How to Avoid an Organizational Identity Crisis

BREAKOUT SESSIONS

Matt Monge, Chief Cultural Officer, Mazuma CU, Kansas City, MO

Brand and culture are two major components of an organization's identity, and if either one is out of whack, it affects the other. Both components have to be strong, or neither of them will be. Organizations have to cultivate their own unique culture and brand, but building a strong culture and brand isn't just some warm and fuzzy thing--it's one of the few sustainable competitive advantages out there.

3:15 - 4:15 p.m.

Propelling Your Ideas Into Action (session repeats)

BREAKOUT SESSIONS

Tansley Stearns, Impact Director, Filene Research Institute, Madison, WI

The shape of tomorrow’s credit unions will depend on the stealthy execution of innovative ideas developed to meet consumers’ increasingly complex financial needs. In this interactive session Stearns will share the framework for building a culture of innovation that transforms ideas into action, discuss how you can build discipline into the innovation cycle without killing creativity, present ideas for fitting innovation into an already busy day, and finally give some “real life” examples of how executed innovation actually works within credit unions. You’ll leave this session armed with ideas you can use to make your organization even more successful.

3:15 - 4:15 p.m.

Marketing Panel Discussion

BREAKOUT SESSIONS

Moderator: Lynn Roth, Communications Manager, DuTrac Community CU, Dubuque, IA
Michelle Hunter, VP Marketing & BD, CU of Southern California, Brea, CA
Toby Hayes, VP Marketing, Cabrillo CU, San Diego, CA
Trudi Mullins, VP Communications Á Team Development, Singing River FCU, Moss Point, MS

-- Sponsored by The Credit Union Advertisers

Join the conversation during an interactive "ask the panel" discussion with credit union marketing professionals as they discuss topics ranging from social media tactics, community sponsorship programs, emerging trends, media placement and communication/marketing strategies. Learn directly from their successes and failures. Take away new ideas, creative solutions and marketing tactics with proven results back to your credit union.

4:15 - 5:00 p.m.

NETWORKING RECEPTION

NETWORKING RECEPTION IN WELCOME CENTER – Visit with Sponsors

Time
Session
 
7:15 a.m. - 4:00 p.m.

WELCOME CENTER

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café -- Sponsored by D+H
Diamond Award Kiosks -- Sponsored by AdQue Digital Display Systems

7:15 - 8:00 a.m.

BREAKFAST

BREAKFAST – Visit with Sponsors

-- Sponsored by Breakaway Loyalty

8:00 - 8:15 a.m.

MORNING ANNOUNCEMENTS

MORNING ANNOUNCEMENTS

8:15 - 9:10 a.m.

Heroes, Villains, and Strange Old Men: Surviving This Crazy CU Life

GENERAL SESSION

Andy Janning, President/Founder, NO NET Solutions, Brownsburg, IN

-- Sponsored by Third Degree Advertising

You are going approximately eleventy-billion miles an hour each day, marketing and developing business like a proverbial boss while trying to listen well, fight fair, resolve conflicts, build relationships, and be unbelievably awesome.

But how do you do all that? How can you keep everybody in your personal and professional lives happy while not completely burning yourself out?

This session has the answers. It will share lessons from a former credit union executive, a Nobel Peace Prize-nominated leadership development program, every movie in your Netflix queue, and a motley crew of old men. You’ll leave with practical skills to transform your credit union…and your corner of the world.

9:10 - 9:20 a.m.

PASS TIME TO BREAKOUTS

PASS TIME TO BREAKOUTS

9:20 - 10:20 a.m.

Building A Virtual Branch

BREAKOUT SESSIONS (all sessions repeat)

Tom Glatt, President, Glatt Consulting, Wilmington, NC

Sponsored by Pannos Winzeler Marketing

For many, if not most credit unions, a future will exist where members never step foot in a branch facility. Such members will conduct all of their banking transactions, from account opening to transaction processing, online via computer and/or mobile devices. There are a few credit unions for which this future exists today. For every other credit union, it is time to prepare.

In this session we will go beyond the discussion of why online services are important, pushing instead into an exploration of the building blocks of a powerful virtual branch to include the functions, features and costs required to drive member interest and engagement in an online world.

9:20 - 10:20 a.m.

Advanced Social Media Strategies

BREAKOUT SESSIONS (all sessions repeat)

Matt Hodson, Digital Media Manager, Arizona State University Alumni Assn., Mesa, AZ

Social media is now part of your rotation but how do you really get it to work? Join us as we chat analytics, ads, and how to determine best times to post, content to share, and other best practices.

9:20 - 10:20 a.m.

Developing Strategic Partnerships for Better Business Development

BREAKOUT SESSIONS (all sessions repeat)

John Godwin, COO, Securityplus CU, Baltimore, MD

-- Sponsored by Welch ATM

Some of the most valuable relationships you can have go beyond a SEG partnership. Partnerships with government, other non-profits, area chambers of commerce, and corporations are a vital part of a robust growth plan. This session will help you identify key partnership opportunities, obtain those partnerships, and constantly improve those partnerships.

9:20 - 10:20 a.m.

Emerging Media

BREAKOUT SESSIONS (all sessions repeat)

Anne Legg, SVP, Business Strategies & Innovation, Third Degree Advertising, La Jolla, CA
Jared Miller, Digital Strategist, Third Degree Advertising, La Jolla, CA

-- Sponsored by IMN

It wasn’t long ago that media was defined in 2 categories, print and broadcast. With the advent of digital media, media channel choices have grown to overwhelmingly amounts. Participants will gain an understanding of emerging channels, what they are and how to use them to achieve desired results.

10:20 - 11:00 a.m.

NETWORKING BREAK

NETWORKING BREAK – Visit with Sponsors

-- Sponsored by Codigo

11:00 a.m. - Noon

Building A Virtual Branch

BREAKOUTS REPEAT

Tom Glatt, President, Glatt Consulting, Wilmington, NC

For many, if not most credit unions, a future will exist where members never step foot in a branch facility. Such members will conduct all of their banking transactions, from account opening to transaction processing, online via computer and/or mobile devices. There are a few credit unions for which this future exists today. For every other credit union, it is time to prepare.

In this session we will go beyond the discussion of why online services are important, pushing instead into an exploration of the building blocks of a powerful virtual branch to include the functions, features and costs required to drive member interest and engagement in an online world.

11:00 a.m. - Noon

Advanced Social Media Strategies

BREAKOUTS REPEAT

Matt Hodson, Digital Media Manager, Arizona State University Alumni Assn., Mesa, AZ

Social media is now part of your rotation but how do you really get it to work? Join us as we chat analytics, ads, and how to determine best times to post, content to share, and other best practices.

11:00 a.m. - Noon

Developing Strategic Partnerships for Better Business Development

BREAKOUTS REPEAT

John Godwin, COO, Securityplus CU, Baltimore, MD

Some of the most valuable relationships you can have go beyond a SEG partnership. Partnerships with government, other non-profits, area chambers of commerce, and corporations are a vital part of a robust growth plan. This session will help you identify key partnership opportunities, obtain those partnerships, and constantly improve those partnerships.

11:00 a.m. - Noon

Emerging Media

BREAKOUTS REPEAT

Anne Legg, SVP, Business Strategies & Innovation, Third Degree Advertising, La Jolla, CA
Jared Miller, Digital Strategist, Third Degree Advertising, La Jolla, CA

It wasn’t long ago that media was defined in 2 categories, print and broadcast. With the advent of digital media, media channel choices have grown to overwhelmingly amounts. Participants will gain an understanding of emerging channels, what they are and how to use them to achieve desired results.

Noon - 1:00 p.m.

NETWORKING LUNCH

NETWORKING LUNCH

Pick up a box lunch in the Welcome Center and spend some time conversing with your peers and  sponsors.

1:10 - 2:10 p.m.

SEG Inreach: Creating Internal Advocates within your SEGs and Business Partners

BREAKOUT SESSIONS

Josh Allison, Relationship Development Manager, Horizon Credit Union, Spokane Valley, WA

1:10 - 2:10 p.m.

The Power of Predictions

BREAKOUT SESSION (session does not repeat)

Simon Gao, VP Consumer Analytics, CUNA Mutual Group, Madison, WI
Jay Nadboralski, Sr. Manager, Direct Marketing Analytics, CUNA Mutual Group, Madison, WI

What do marketing, fraud detection and crime prediction have in common? Across the globe, public and private companies along with government institutions are using predictive analytics to make better decisions - driving sales, reducing risk and spending dollars wisely. Predictive analytics is changing the way we think and operate in today's data-oriented world Learn what's behind the power to predict consumer behavior using past experiences and knowing the probability of what's next. You'll walk away from this session understanding the power of predictions.

1:10 - 2:10 p.m.

Big Data: Putting Your Data to Work for You and Your Members (session repeats)

BREAKOUT SESSION (session repeats)

Nancy Crouch, Director Relationship Management, Saylent Technologies, Franklin, MA

-- Sponsored by MARQUIS

Want to grow loans, deepen relationships, increase profitable behaviors, decrease expenses? You have all of the information you need to achieve these goals the question is, are you using it? In this session, we will dive into the concept of Big Data - what it is and more importantly, why it is important to your credit union.

1:10 - 2:10 p.m.

Optimizing Social Media for Lending (session does not repeat)

BREAKOUT SESSION (session does not repeat)

Joseariel Gomez, CEO, Shastic, Berkeley, CA

Social media as lending media? Facebook is rapidly becoming a platform for lending at some credit unions. In this session, Joseariel Gomez, CEO of Shastic will talk about how to optimize Facebook to become much more than an updating service for members and instead, use it as a means of marketing and driving loans.

2:10 -2:40 p.m.

NETWORKING BREAK – SPONSOR DRAWINGS

NETWORKING BREAK – SPONSOR DRAWINGS

-- Sponsored by Buzz Points, Inc. and CUNA Strategic Services

2:40 - 3:40 p.m.

SEG Inreach: Creating Internal Advocates within your SEGs and Business Partners

BREAKOUT SESSION (session repeats)

Josh Allison, Relationship Development Manager, Horizon Credit Union, Spokane Valley, WA

2:40 - 3:40 p.m.

Big Data: Putting Your Data to Work for You and Your Members

BREAKOUT SESSION

Nancy Crouch, Director Relationship Management, Saylent Technologies, Franklin, MA

-- Sponsored by AccuData Integrated Marketing

Want to grow loans, deepen relationships, increase profitable behaviors, decrease expenses? You have all of the information you need to achieve these goals the question is, are you using it? In this session, we will dive into the concept of Big Data - what it is and more importantly, why it is important to your credit union.

2:40 - 3:40 p.m.

Telling Your Credit Union’s Story (session does not repeat)

BREAKOUT SESSION (session does not repeat)

Bo McDonald, President, Your Marketing Company, Greenville, SC

Word of mouth marketing isn’t something new. Learn the history of it and how your credit union can leverage PR opportunities using little to no budget to break through the media clutter or boring advertising.

2:40 - 3:40 p.m.

Let’s Make a Deal

BREAKOUT SESSION  (session does not repeat)

Samantha Strickland, CEO, The Pod Advertising, Tallahassee, FL
Brian Ramos, Principle/CMO, The Pod Advertising, Tallahassee, FL

-- Sponsored by Are You Money Smart? presented by Compass Partners

Here’s the deal: You can’t break through if you’re doing what everyone else is doing. So, how do you cut through the crowded, noisy marketplace of today?

The average American is exposed to over 3000 marketing messages every day. Of those, they remember 8. So, how do you make the cut? It takes 4 steps:

(D)isruption, (E)ngagement, (A)ction and (L)oyalty

Attention spans (like life) are too short and you have to grab the attention of your audience in a second.

In this session, we’ll walk you through the DEAL process of developing creative strategy and marketing tactics you can take back to implement at your financial institution.

5:00 – 5:45 p.m.

COCKTAIL RECEPTION

COCKTAIL RECEPTION

5:45 – 9:00 p.m.

RECOGNITION DINNER & AWARDS

RECOGNITION DINNER & AWARDS

-- Sponsored by CU Direct Corporation and The Pod Advertising

Marketing Professional of the Year, Business Development Professional of the Year, and Diamond/Merit award winners will be announced.

Time
Session
 
8:30 - 10:30 a.m.

WELCOME CENTER

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café -- Sponsored by D+H
Diamond Award Kiosks -- Sponsored by AdQue Digital Display Systems

8:30 - 9:00 a.m.

BREAKFAST

BREAKFAST

9:00 - 10:00 a.m.

Folding Time™: Achieve Twice As Much in Half the Time

GENERAL SESSION  

Neen James, Productivity Expert and Thought Leader, Doylestown, PA

-- Sponsored by BlueSpire Strategic Marketing

You don’t have time to do everything you only have time to do everything that matters! If we can get clear about those activities that make the biggest difference to our productivity we can get more done in less time and free ourselves up to get on with whatever else we choose.

Never underestimate the freedom to choose what you work on. By ridding ourselves of obligation, poor work methods or egocentric practices we can get more done in less time. Often our work is an ‘unconscious doing’ rather than a ‘conscious choosing’. If you need more hours in the day, work back after everyone has gone home, or find yourself taking work home almost every day then you may be stuck in a productivity trap – this keynote is for you.

10:00 – 10:30 a.m.

BRINGING IT ALL TOGETHER/CLOSING SESSION

Our MC Extraordinaire - Denise Gabel, COO, Northwest CU Association, Beaverton, OR