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
Additional Q&A from the session
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
May
Cross Council Event Schedule
Date | Discipline | Title | Type | Tuition | ||||||
05.03.2016 | TECH | What's Lurking in the Dark? Recovering from a Data Breach | ROUNDTABLE | Free to Council Members | ||||||
05.04.2016 07.06.2016 | CFO | CUNA Fundamentals of Investment eSchool | ESCHOOL | $1,990 CUNA non-member price $995 CUNA member price | Register More Info | |||||
05.05.2016 | CFO | CECL Models: How They Work and What You Will Need | ROUNDTABLE | Free for Council members | ||||||
05.09.2016 | LENDING | Go Beyond the No: Coaching Members to Become Loan-Ready in the Future webinar | WEBINAR | $219, Council members get 10% off | More Info | |||||
05.12.2016 | LENDING | In The Mind of the Millennial Home Buyer | ROUNDTABLE | Free for Council Members | ||||||
05.17.2016 | LENDING | CFPB Controls on Rate Spread Yields in Indirect Auto Lending webinar | WEBINAR | $219, Council members get 10% off | More Info | |||||
05.25.2016 | TECH O & ME M & BD LENDING CFO HR & OD | Beyond the Basics: Councils Community 201 | ROUNDTABLE | Free for Council members | Register | |||||