Roundtable Event

New Member Onboarding - You've got them, now what do you do?

08.02.2016 - 08.02.2016 (M & BD)

1pm CT Online via Adobe Connect

The Marketing & BD mind often focuses on the acuisition phase of the member lifecycle.  But with that new member in hand, do you have a plan to to engage, grow, and maintain grow that relationship?  

Join our panel of credit union experts as they share the tools and strategies they've used to build a strong member onboarding program.  Come hear more about:

  • Workflows, metrics and messaging
  • Products & service stats and how to define success
  • New member segmentation to maximize onboarding efforts
  • Inside sales as a function of onboarding
  • Sample marketing pieces for onboarding

Our Credit Union Speakers:

  • Sandi Carangi, CEO of Mercer County Community FCU
  • Royce Ngiam, AVP Marketing of Partners FCU
  • Josh McAfee, VP Marketing of  Leaders Credit Union   

Register

 

August

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
08.02.2016
M & BD
 

New Member Onboarding - You've got them, now what do you do?

ROUNDTABLEFree for Council membersRegister
 
 
08.10.2016
CFO
 

How CFOs use Thomson Reuters Checkpoint

ROUNDTABLEFree for Council membersRegister
 
 
08.18.2016
LENDING
 

Surviving in the Compliance Jungle of Collections webinar

WEBINAR$219, Council members get 10% offMore Info
 
08.23.2016
TECH
 

FinTech Disruption: Threats & Opportunities

ROUNDTABLEFree for Council membersRegister
 
 
08.24.2016
HR & OD
 

Increasing Member Loyalty

ROUNDTABLEFree for Council membersRegister
 
 
08.25.2016
LENDING
 

How the Rocket Mortgage is Quickening Industry Adoption of Paperless Lending

ROUNDTABLEFree for Council membersRegister