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20th Annual CUNA Marketing & Business Development Council Conference

2013 Disneyland Hotel | Anaheim, CA | March 24-27

Agenda

Time
Session
 
9:00 a.m. - 8:00 p.m.

CONFERENCE REGISTRATION

7:30 a.m. - 5:00 p.m.

THE APPRENTICE WORKSHOP (offsite)

CUNA Marketing & Business Development Council
and
The Blind Children’s Learning Center

For half a century, the Blind Children’s Learning Center has been providing early intervention, education, and multi-disciplinary services for blind, visually-impaired and deaf-blind children and their families in Orange County, California. Among the services provided are parent training, Braille instruction, orientation & mobility training, life skills training, and counseling services, as well as occupational, speech and physical therapy. Additionally, for the past 20 years, the Center has offered a small, but very high quality, preschool for the children of staff and siblings of its visually-impaired students. Both the sighted children and the Center’s visually-impaired students experience significant benefits from this inclusive learning environment. Plus, the private pay preschool yields revenue that helps to offset the Center’s reliance on charitable donations – a funding source that can be unreliable.

In celebration and recognition of the Center’s 50th anniversary, the Credit Union National Association (CUNA) Marketing & Business Development Council is partnering with BCLC to help the organization craft a new business model that will help to sustain the BCLC’s mission for decades to come. Drawing on the Council’s diverse resources and marketing savvy, the goal is to assist BCLC in crafting a plan that will formalize and grow the Center’s sighted peer preschool program to include more children from the community. By cultivating this more stable funding source, the Council hopes to reduce BCLC’s dependence on charitable funding and increase its long-term financial stability.

2:00 - 5:00 p.m.

Marketing Plans, Budgets and Strategies

PRE-CONFERENCE WORKSHOP (Separate fee required)

Susie Fair, CCUE, CMS, VP, Louisiana CU League, Harahan, LA

Sponsored by NCM Media Networks

This session will offer an overview of creating a marketing plan and budget.  Attendees will explore ways to analyze what and when they must market for the credit union's financial well- being.  A number of templates and forms will be incorporated into the process that help attendees create a plan, a budget, analyze relationship index, return on investment, and profitability of the marketing efforts.  Forms will be provided in a format that attendees can utilize in Word or Excel.

To get the most out of this workshop attendees should bring your marketing/BD financials and your 2011 and 2012 marketing plans with you.

2:00 - 5:00 p.m.

Got Brand? Successful Business Development Branding Strategies

PRE-CONFERENCE WORKSHOP (Separate fee required)

Mark Arnold, President, On the Mark Strategies, Dallas, TX

Sponsored by Leadfusion

Branding is not just marketing’s role—business development plays a critical element as well. But does your credit union’s business development area have a strong brand identity? When potential members at your SEGs see your credit union’s logo or hear the credit union’s name, does a consistent image come to mind? By giving your brand distinctive qualities, brand business development officials create loyalty for the products, services and credit union. This session provides:

  • A Branding Overview
  • Business Development’s Role in Branding
  • Maintaining Brand Consistency and Momentum
  • Developing a Value Proposition for Your Credit Union
  • Living the Brand
  • Getting Members To Experience the Brand
5:45 - 6:30 p.m.

FIRST TIME ATTENDEE ORIENTATION

6:00 - 8:00 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Area
Diamond Award Display
Internet Café

6:30 - 8:00 p.m.

WELCOME RECEPTION - Meet Your Sponsors

Time
Session
 
7:30 a.m. - 5:00 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Area
Diamond Award Display
Internet Café

7:30 - 8:15 a.m.

BREAKFAST

Visit with Sponsors

Sponsored by Banzai

8:15 - 8:35 a.m.

OPENING CEREMONIES

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

8:35 - 9:30 a.m.

KEYNOTE ADDRESS

Grow: How Ideals Power Growth and Profit at the World’s Greatest Companies
Jim Stengel, Author, Professor, Speaker, The Jim Stengel Company LLC, Cincinnati, OH

Sponsored by Harland Clarke and CSS

The recession and the tumult we have all faced in its aftermath has solidified some companies as market leaders while others have been forced to shutter their doors forever. What did Chipotle, Apple and Red Bull do right that Circuit City, Linens ’n Things and Borders did wrong, ultimately leading to their failure? Jim Stengel argues the companies that have and will continue to grow sustainably are the ideals-driven brands that inspire their customers, inspire their employees, and in the end, outperform their competitors. In a presentation based on his book Grow: How Ideals Power Growth and Profit at the World’s Greatest Companies, Stengel uses the ten years of empirical research involving 50,000 companies to show how the world’s 50 best businesses—as diverse as Method, Discovery Communications, Pampers and Petrobras—have a cause-and-effect relationship between financial performance and their ability to connect with fundamental human emotions, hopes, values and greater purposes. In this informative presentation, Stengel shows:

- How to infuse an organization with the passion needed to win in any market condition
- What skills leaders needs to attract buyers, retain employees and capture market share
- How to effectively leverage technology to build an organization culture

9:30 - 9:40 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:40 - 10:40 a.m.

It’s a Member – Not Just a Credit Score!

BREAKOUT SESSION   (session repeats)

Tim Vogler, President, CEO, United Labor CU, Kansas City, MO

Sponsored by Marquis Software Solutions

Kansas City’s United Labor Credit Union (ULCU) is a $9.7M institution that has achieved record loan growth for three consecutive years, and with already much more lent out in 2012 over last year’s record (a +13.3 percent pace), there’s simply no end in sight. What flavor Kool-Aid is fueling Tim Vogler (CEO), his marketing and loan departments to achieve record loan growth, a 71 percent loan-to-share ratio AND killer ROA? To find out, you won’t want to miss this session where Tim will offer the unique ULCU perspective on taking advantage of each and every member-loan opportunity. CreditUnions.com reported ULCU’s success in “One Way To Record-Breaking Loan Growth,” in July, but you’ll hear tips and tactics direct from the source!

9:40 - 10:40 a.m.

A Marketing Department of One: Strategies to Succeed with Limited Marketing Resources

BREAKOUT SESSION  (session does not repeat)

Stephen Pagenstecher, VP Member Relations, Valley CU, Salem OR

Sponsored by IMN Inc.

We all wear many hats and have many responsibilities, no matter what the size of our marketing team. In this interactive session, Steve will share his experiences and successful strategies as a one-person marketing department at Valley Credit Union in Salem, OR.

9:40 - 10:40 a.m.

Leveraging Technology Correctly With the Right Message, Can be the Game Changer that Seals the Deal

BREAKOUT SESSION (session repeats)

Trevor Hendrickson, Founder/Marketing Guru, the WEBcentrics, Cedar Falls, IA

Sponsored by DocuMatix

In this session, Trevor will identify opportunities where technology can play a role in effective business development. Examples of implementation strategies will be shared along with hands on exercises and demonstrations. If you are still curious about QR Codes or want to know how NFC technology can be used don’t miss this session! Trevor likes to keep things conversational, so bring your questions and ideas. By the time it is over you will walk away with a new winning strategy!

9:40 - 10:40 a.m.

Ask the BD Experts: A Panel Discussion

BREAKOUT SESSION (session does not repeat)

Panelists: Mia Perez, CAO, Louisiana FCU, LaPlace, LA
Andy Reed, BD Manager, American Airlines FCU, Dallas, TX
Sean MacDonald, VP Marketing & BD, Mid-State FCU, Carteret, NJ
Moderator: Mark Arnold, President, On the Mark Strategies, Dallas, TX

Sponsored by Cabot Creamery

We can all learn from each other.  In fact, many of the best conference takeaways come from ideas other colleagues are successfully implementing.  This panel discussion will offer tips, ideas and suggestions from seasoned business development experts.  We will also engage the audience to generate methods that work and don’t work.  This session will cover:  best business development practices, practical tools to use in your business development efforts, and business development methodology efforts.  As an award winning marketing executive and author, Arnold will guide the peer discussion to ensure everyone walks away with practical ideas to improve their business development skills.  Come learn from the experts and your peers. 

10:40 - 11:15 a.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by BlueSpire Strategic Marketing

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

It’s a Member – Not Just a Credit Score!

BREAKOUT SESSION

Tim Vogler, President, CEO, United Labor CU, Kansas City, MO

Sponsored by Marquis Software Solutions

Kansas City’s United Labor Credit Union (ULCU) is a $9.7M institution that has achieved record loan growth for three consecutive years, and with already much more lent out in 2012 over last year’s record (a +13.3 percent pace), there’s simply no end in sight. What flavor Kool-Aid is fueling Tim Vogler (CEO), his marketing and loan departments to achieve record loan growth, a 71 percent loan-to-share ratio AND killer ROA? To find out, you won’t want to miss this session where Tim will offer the unique ULCU perspective on taking advantage of each and every member-loan opportunity. CreditUnions.com reported ULCU’s success in “One Way To Record-Breaking Loan Growth,” in July, but you’ll hear tips and tactics direct from the source!

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

Media Buying for Credit Unions

BREAKOUT SESSION (session does not repeat)

Stefi Olson, Former Media Planner/Supervisor and NCM Sales Director, National Cinemedia, Centennial, CO

Sponsored by CU Solutions Group

A presentation focused on how credit unions can learn the art and science of buying media. It is a little of both so analytics and creativity come into play. Advertising puts your CU message in front of potential customers, but what medium works best? Print, broadcast, cable, out-of-home? We’ll examine a variety of media types, pluses and minuses; working with media vendors, getting the most for your money and measuring success. Whether you are an experienced buyer or a novice, there will be something for everyone who plans or buys media for their CU!

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

Leveraging Technology Correctly With the Right Message, Can be the Game Changer that Seals the Deal

BREAKOUT SESSION

Trevor Hendrickson, Founder/Marketing Guru, the WEBcentrics, Cedar Falls, IA

Sponsored by DocuMatix

In this session, Trevor will identify opportunities where technology can play a role in effective business development. Examples of implementation strategies will be shared along with hands on exercises and demonstrations. If you are still curious about QR Codes or want to know how NFC technology can be used don’t miss this session! Trevor likes to keep things conversational, so bring your questions and ideas. By the time it is over you will walk away with a new winning strategy!

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

Business Development for Community Chartered Credit Unions

BREAKOUT SESSION (session does not repeat)

Sean McDonald, VP Marketing & BD, Mid-State FCU, Carteret, NJ 

Sponsored by Cabot Creamery

Business Development isn't just for SEGs anymore!  The principles of outstanding and effective business development can be applied to community development as well.  This session suggests methods to build lasting and meaningful relationships with centers-of-influence in the community.  We'll also discuss tactics to create awareness, build momentum, and attract new members from within your credit union's community service area.

12:15 - 1:25 p.m.

MEMBERSHIP LUNCHEON

(open to all attendees and sponsors)

Sponsored by PSB Integrated Marketing

1:25 - 1:35 p.m.

PASS TIME TO BREAKOUT SESSIONS

1:35 - 2:35 p.m.

Marketing Through the Ages

BREAKOUT SESSION (session repeats)

Kathryn Davis, SVP, Xceed Financial CU, El Segundo, CA
Melanie Riedl, Marketing Manager, University of Louisiana FCU, Lafayette, LA
Eric Foster, Community Relations Director, Burbank City FCU, Burbank, CA

Sponsored by Biz Kid$

Join us for a panel discussion with three credit union’s that take on marketing to specific age groups – students, Gen Y, and GenX/Boomers. Each of our panelists will detail how they market to a specific generation.

1:35 - 2:35 p.m.

Marketing and Compliance It’s all about the Do’s & Don’ts

BREAKOUT SESSION (session repeats)

Marcia Lewis, Compliance and Audit Consultant, Minnesota CU Network, St. Paul, MN

Sponsored by Mills Financial Marketing

This session will help you solve your compliance issues, you’ll hear from an industry expert on the compliance challenges that we in marketing are facing in the credit union industry. Plus Marcia will give you the tools to walk away and conquer these challenges. Marcia has over 25 years of financial institution experience and a real hands-on knowledge and experience.

1:35 - 2:35 p.m.

Starting and Enhancing a Business Development Department

BREAKOUT SESSION (session repeats)

Claudine Oriani, Chief Creative Officer, As If Productions, Albany, OR

Sponsored by SuccessQuest International

Whether your credit union has been involved in BD for a while or only now contemplating adding this marketing adjunct to your growth and retention "tool kit," there are tried and true steps that every credit union needs to take to ensure success with their BD efforts.  Join Claudine Oriani as she provides the crucial building blocks that lead to membership growth and retention as well as the sustainability of your credit union.  Subjects discussed will include:

Introspection: What you must identify and create before stepping out the door
Innovation: Creative ways to leverage your CU's BD efforts
Implementation: Gaining internal/external buy-in and creating measurements to ensure your efforts are "on point."

1:35 - 2:35 p.m.

Sweet Credit Union Business Development: More than Donuts

BREAKOUT SESSION (session repeats)

James Robert Lay, CEO, PTP New Media, LLC, Pasadena, TX

Sponsored by Welch ATM

In today’s highly social and interconnected world, credit union business development must be viewed as much more than just coffee and donuts. To continue to grow relationships through networking both offline and online, you must view yourself as a brand, the face of the credit union to the relationships you are nurturing, growing and developing. Attend this interactive session lead by James Robert Lay, Grower of Relationships for PTP NEW MEDIA, for the latest thoughts, ideas and best practices of business development from within and outside the credit union industry to help you to continue to develop new business for your credit union.

2:35 - 3:05 p.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by Breakaway Incentives

3:15 - 4:15 p.m.

Marketing Through the Ages

BREAKOUT SESSION

Kathryn Davis, SVP, Xceed Financial CU, El Segundo, CA
Melanie Riedl, Marketing Manager, University of Louisiana FCU, Lafayette, LA
Eric Foster, Community Relations Director, Burbank City FCU, Burbank, CA

Sponsored by Biz Kid$

Join us for a panel discussion with three credit union’s that take on marketing to specific age groups – students, Gen Y, and GenX/Boomers. Each of our panelists will detail how they market to a specific generation.

3:15 - 4:15 p.m.

Marketing and Compliance It’s all about the Do’s & Don’ts

BREAKOUT SESSION

Marcia Lewis, Compliance and Audit Consultant, Minnesota CU Network, St. Paul, MN

Sponsored by Mills Financial Marketing

This session will help you solve your compliance issues, you’ll hear from an industry expert on the compliance challenges that we in marketing are facing in the credit union industry. Plus Marcia will give you the tools to walk away and conquer these challenges. Marcia has over 25 years of financial institution experience and a real hands-on knowledge and experience.

3:15 - 4:15 p.m.

Starting and Enhancing a Business Development Department

BREAKOUT SESSION

Claudine Oriani, Chief Creative Officer, As If Productions, Albany, OR

Sponsored by CU Solutions Group

Whether your credit union has been involved in BD for a while or only now contemplating adding this marketing adjunct to your growth and retention "tool kit," there are tried and true steps that every credit union needs to take to ensure success with their BD efforts.  Join Claudine Oriani as she provides the crucial building blocks that lead to membership growth and retention as well as the sustainability of your credit union.  Subjects discussed will include:

Introspection: What you must identify and create before stepping out the door
Innovation: Creative ways to leverage your CU's BD efforts
Implementation: Gaining internal/external buy-in and creating measurements to ensure your efforts are "on point."

3:15 - 4:15 p.m.

Sweet Credit Union Business Development: More than Donuts

BREAKOUT SESSION

James Robert Lay, CEO, PTP New Media, LLC, Pasadena, TX

Sponsored by Welch ATM

In today’s highly social and interconnected world, credit union business development must be viewed as much more than just coffee and donuts. To continue to grow relationships through networking both offline and online, you must view yourself as a brand, the face of the credit union to the relationships you are nurturing, growing and developing. Attend this interactive session lead by James Robert Lay, Grower of Relationships for PTP NEW MEDIA, for the latest thoughts, ideas and best practices of business development from within and outside the credit union industry to help you to continue to develop new business for your credit union.

4:15 - 5:00 p.m.

NETWORKING RECEPTION IN WELCOME CENTER

Visit with Sponsors

Beverages and snacks will be available

5:15 p.m.

List Serve Gathering & Tweet up

List Serve Gathering & Tweet up
Trader Sam’s, Disneyland Hotel

Time
Session
 
7:15 a.m. - 4:00 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Area
Diamond Award Display
Internet Café

7:15 - 8:00 a.m.

BREAKFAST

Visit with Sponsors

Sponsored by Kiosk & Display Co., LLC

8:00 - 8:15 a.m.

Morning Announcements

8:15 - 9:10 a.m.

Economic Update

GENERAL SESSION

Economic Update
Mike Schenk, VP Economics, Credit Union National Association, Madison, WI

Sponsored by Third Degree Advertising

Few times in our nation’s history have we encountered economic challenges like we face today. What we all seek is information that will help prepare, enlighten and guide us as we look forward to the coming years. What’s the outlook for the economy and credit unions for the next year? How long and deep will the economic slowdown be, and how will it affect credit unions as a whole and the role of operations and technology professionals? What are the best economic indicators to focus on to get a sense of “where were at” moving forward?

9:10 - 9:20 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:20 - 10:20 a.m.

Branding: How Credit Unions are Handling it

BREAKOUT SESSION  (session repeats)

Fred Brown, Director Marketing/Member Development, Northeast Family FCU, Manchester, CT
Tracy Downs, Director of Marketing & Communcations, WinSouth CU, Gadsden, AL
Lynn Roth, Communications/Marketing Manager, DuTrac Community CU, Dubuque, IA
Cisco Malpartida Smith, AVP Sr. Strategic Planning, GTE Financial, Tampa, FL

Sponsored by The Pod Advertising

Do you need to define your brand or create a new one? Hear from credit unions with assets from $75M to $1B. Learn from their successes & failures. Bring an open mind and a boatload of questions.

9:20 - 10:20 a.m.

Marketing Analytics – What’s the Bottom Line?

BREAKOUT SESSION  (session repeats)

Kevin Stang, Area Vice President, Raddon Financial Group, Lombard, IL

Sponsored by IMN Inc.

Spend less, get greater returns, and maximize your marketing ROI through optimizing market/institution research.  In this session, you’ll learn best practices for maximizing the use of industry research to improve your target marketing efficiency.  Also, find out what information is easily accessible and best to use when tracking the success of your campaigns. 

9:20 - 10:20 a.m.

Communicating Effectively through a Crisis

BREAKOUT SESSION (session repeats)

Jeanne Ouellette, Principal, Winly Communications, Los Angeles, CA

Whenever a crisis strikes, it creates an unstable state of affairs for the organization involved.  The ability to recognize a crisis in the making, deploy resources to meet the challenge quickly and efficiently, and react under pressure in a cohesive, responsible and caring way are what determine a credit union’s direction at this turning point.  This session will provide practical advice on the steps credit unions can take now to effectively plan for communicating through a crisis.  The session will also include crisis communications best practices, do’s and don’ts for communicating with key stakeholders, and step-by-step guidelines to help ensure your brand and reputation are protected through a crisis situation.

9:20 - 10:20 a.m.

Aligning Business Development and Marketing Efforts to Deepen Relationships and Drive Growth

BREAKOUT SESSION (session repeats)

Jen Joly, Marketing/Communications Director, BlueSpire Strategic Marketing, Minneapolis, MN
Kathy Meyer, Business Development Resource Manager, BlueSpire Strategic Marketing, Minneapolis, MN

Sponsored by image.works

Business development teams are often disconnected from marketing, but by joining forces you can grow membership through existing SEGs and cultivate relationships with new members. Current trends and ideas for growing membership through better alignment of marketing and business development with a focus on targeting existing SEGs and new members utilizing social media and digital marketing, thought leadership and event marketing will be shared.

10:20 - 11:00 a.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by Codigo

11:00 a.m. - Noon

Branding: How Credit Unions are Handling it

BREAKOUT SESSION

Fred Brown, Director Marketing/Member Development, Northeast Family FCU, Manchester, CT
Tracy Downs, Director of Marketing & Communcations, WinSouth CU, Gadsden, AL
Lynn Roth, Communications/Marketing Manager, DuTrac Community CU, Dubuque, IA
Cisco Malpartida Smith, AVP Sr. Strategic Planning, GTE Financial, Tampa, FL

Sponsored by The Pod Advertising

Do you need to define your brand or create a new one? Hear from credit unions with assets from $75M to $1B. Learn from their successes & failures. Bring an open mind and a boatload of questions.

11:00 a.m. - Noon

Marketing Analytics – What’s the Bottom Line?

BREAKOUT SESSION

Kevin Stang, Area Vice President, Raddon Financial Group, Lombard, IL

Sponsored by SuccessQuest International

Spend less, get greater returns, and maximize your marketing ROI through optimizing market/institution research.  In this session, you’ll learn best practices for maximizing the use of industry research to improve your target marketing efficiency.  Also, find out what information is easily accessible and best to use when tracking the success of your campaigns.  

11:00 a.m. - Noon

Communicating Effectively through a Crisis

BREAKOUT SESSION

Jeanne Ouellette, Principal, Winly Communications, Shadow Hills, CA

Whenever a crisis strikes, it creates an unstable state of affairs for the organization involved.  The ability to recognize a crisis in the making, deploy resources to meet the challenge quickly and efficiently, and react under pressure in a cohesive, responsible and caring way are what determine a credit union’s direction at this turning point.  This session will provide practical advice on the steps credit unions can take now to effectively plan for communicating through a crisis.  The session will also include crisis communications best practices, do’s and don’ts for communicating with key stakeholders, and step-by-step guidelines to help ensure your brand and reputation are protected through a crisis situation.

11:00 a.m. - Noon

Aligning Business Development and Marketing Efforts to Deepen Relationships and Drive Growth

BREAKOUT SESSION

Jen Joly, Marketing/Communications Director, BlueSpire Strategic Marketing, Minneapolis, MN
Kathy Meyer, Business Development Resource Manager, BlueSpire Strategic Marketing, Minneapolis, MN

Sponsored by image.works

Business development teams are often disconnected from marketing, but by joining forces you can grow membership through existing SEGs and cultivate relationships with new members. Current trends and ideas for growing membership through better alignment of marketing and business development with a focus on targeting existing SEGs and new members utilizing social media and digital marketing, thought leadership and event marketing will be shared.

Noon - 1:00 p.m.

NETWORKING LUNCH

1:10 - 2:10 p.m.

Above and Beyond Service

BREAKOUT SESSION  (session does not repeat)

Angela Prestil, Director Sales Culture Development, Credit Union National Association, Madison, WI

Sponsored by Weber Marketing Group

Every interaction with a member is a chance to solidify their allegiance and propel them to spread good word-of-mouth about your credit union. Whether it’s through telephone, email, or face-to-face contact, your staff must realize their roles in connecting with members. Learn skills to connect with members and create consistency across all member channels to elevate service throughout the credit union.

1:10 - 2:10 p.m.

Channel Surfing – How Technology is Changing Customer Behavior

BREAKOUT SESSION  (session repeats)

Chris Fleischer, Market Research Manager, Harland Financial Solutions, Cary, NC

Sponsored by Pannos Winzeler

With the growth of online and mobile transactions, financial institutions of all sizes are re-evaluating their channel strategies.  Traditional channels are now alternative, and alternative channels are becoming mainstream.  Through it all, financial institutions are reconciling decades-old customer activities with new-age opportunities to reach clients.  In this session, we’ll look at how channel usage has changed over the years and how new technology offerings will impact how consumers manage their finances. 

1:10 - 2:10 p.m.

Going Beyond Grips, Grins and Giveaways

BREAKOUT SESSION  (session repeats)

Dr. Michael Hudson, Founder & Principal, Credit Union Strategy.com, Rehoboth Beach, DE

Sponsored by Redbeard Communications, Inc.

It takes more to convince a prospect to join your credit union than a firm handshake, a nice smile, and some SWAG they can take home with them.  Yet for too long that has been the focus of much of what passes for business development within the industry.

In this dynamic, engaging, interactive session we’ll explore how you can turn your business development efforts upside down to increase your impacts.  We’ll identify specific tactics you can use to disqualify suspects so you can focus your time on prospects you can convert to profitable members. 

Bring your best ideas, come prepared to share, and you’ll leave with tools you can leverage to immediately increase the success of your business development initiatives.

1:10 - 2:10 p.m.

How to Set Goals for your BD Staff

BREAKOUT SESSION  (session repeats)

Greg Inman, SVP, Neighbors FCU, Baton Rouge, LA

Sponsored by BizActions, a Thomas Reuters Business

Participants in this session will explore the metrics used to define business development success.

2:10 -2:40 p.m.

NETWORKING BREAK

SPONSOR DRAWINGS

Sponsored by Buzz Points, a fisoc, Inc. Company and CSS

2:40 - 3:40 p.m.

An Environmental Scan for Strategic Marketing

BREAKOUT SESSION (session does not repeat)

Kristina Grebener, Director Editorial Staff and Strategic Development, Credit Union National Association, Madison, WI

Sponsored by Weber Marketing Group

Environmental scanningis the process of collecting information about forces in the marketing environment. Analyzing this information can be the difference between success and failure as it enables marketers to identify opportunities and threats and plan accordingly. In this session we’ll identify the most important social, economic, technological, competitive, and regulatory trends to give your marketing plans a strategic edge.

2:40 - 3:40 p.m.

Channel Surfing – How Technology is Changing Customer Behavior

BREAKOUT SESSION

Chris Fleischer, Market Research Manager, Harland Financial Solutions, Cary, NC

Sponsored by Pannos Winzeler

With the growth of online and mobile transactions, financial institutions of all sizes are re-evaluating their channel strategies.  Traditional channels are now alternative, and alternative channels are becoming mainstream.  Through it all, financial institutions are reconciling decades-old customer activities with new-age opportunities to reach clients.  In this session, we’ll look at how channel usage has changed over the years and how new technology offerings will impact how consumers manage their finances. 

2:40 - 3:40 p.m.

Going Beyond Grips, Grins and Giveaways

BREAKOUT SESSION

Dr. Michael Hudson, Founder & Principal, Credit Union Strategy.com, Rehoboth Beach, DE

Sponsored by Redbeard Communications, Inc.

It takes more to convince a prospect to join your credit union than a firm handshake, a nice smile, and some SWAG they can take home with them.  Yet for too long that has been the focus of much of what passes for business development within the industry.

In this dynamic, engaging, interactive session we’ll explore how you can turn your business development efforts upside down to increase your impacts.  We’ll identify specific tactics you can use to disqualify suspects so you can focus your time on prospects you can convert to profitable members. 

Bring your best ideas, come prepared to share, and you’ll leave with tools you can leverage to immediately increase the success of your business development initiatives.

2:40 - 3:40 p.m.

How to Set Goals for your BD Staff

BREAKOUT SESSION

Greg Inman, SVP, Neighbors FCU, Baton Rouge, LA

Sponsored by BizActions, a Thomas Reuters Business

Participants in this session will explore the metrics used to define business development success.

5:00 – 5:45 p.m.

COCKTAIL RECEPTION

Sponsored by Augeo

5:45 – 9:00 p.m.

RECOGNITION DINNER & AWARDS

Join us for an evening of recognition as we unveil the Marketing and Business Development Professionals of the Year, along with all of our Diamond Award winners.

Time
Session
 
8:30 - 10:30 a.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Area
Diamond Award Display
Internet Café

8:30 - 9:00 a.m.

BREAKFAST

Visit with Sponsors

Sponsored by WordCom Inc.

9:00 - 10:00 a.m.

Disney’s Approach to Creativity and Innovation

GENERAL SESSION                   

Disney’s Approach to Creativity and Innovation
Bruce Kimbrell, Site Leader, Disney Institute West Coast, Anaheim, CA

Sponsored by iDiz, Inc.

In today’s increasingly complex, global marketplace, change is occurring at a dizzying pace. In order to ensure success in this frenetic climate, leaders must foster an environment where new ideas are not only safe and encouraged, but also expected. Walt Disney knew that success as a company relied on his ability to encourage and actively support creative thinking and innovation.
At Disney, we not only encourage the creative process, we manage it in order to produce maximum returns. This program is designed to demonstrate the business case for increased creativity and innovation. Our facilitators will showcase the importance of a collaborative corporate culture, and use organizational identity as a guide to show you how to put systems in place that will bring new ideas to life.

Disney Institute will help you unleash the creative potential of your organization, providing you with a lasting competitive edge in today’s changing business world. These principles are examined and supported with time tested
results:

  • Fostering a collaborative environment enables leaders to tap the creative resources of the entire organization.
  • Establishing effective systems will help leaders make better decisions about new ideas.
  • Focusing employees’ creativity on the goals of your organization increases innovation.
  • Implementing new ideas improves productivity and morale while creating a positive upward spiral of creativity and innovation.
10:00 – 10:30 a.m.

BRINGING IT ALL TOGETHER

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