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

Watch the Video
 

Download the Slides
 

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   

 

June

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
06.01.2016
M & BD
 

BD and ROI - Measuring, Reporting, Succeeding

ROUNDTABLEFree to Council Members 
 
06.13.2016
LENDING
 

Regulation Z – It’s More Than Mortgage Rules

WEBINAR$438 non-member price, $219 CUNA member price, Council members get 10% offRegister
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06.14.2016
LENDING
 

Elder Abuse and Financial Exploitation of Elderly Members webinar

WEBINAR$219, Council members get 10% offMore Info
 
06.22.2016 12.31.2016
LENDING
 

CUNA Lending eSchool (recorded)

ESCHOOL$1,295, Council members get 10% offMore Info
 
06.28.2016
O & ME
 

The OpSS Oscars: Great Ideas from the Excellence Awards

ROUNDTABLEFree for Council members