Roundtable Event

Member Onboarding: Be More than a Good First Date

03.27.2018 - 03.27.2018 (o & me)

1 pm central Online via Adobe Conenct

Acquiring a new member is no easy feat. You spend precious resources trying to convey the value of your credit union to potential members. When they agree to membership; you are elated. You fantasize about all the products and services you’ll sell them and how you’ll increase their share of wallet. You are going to live happily ever after! But wait, it doesn’t seem to work out that way. Members join and you can’t seem to get beyond the basics.

You need to think about on-boarding like dating. When a new member joins your organization, they have just agreed to a first date. In this session you’ll learn how to get the second date, the third and turn that membership into a mutually beneficial and satisfying relationship. You’ll also take-away ideas on how to re-kindle old flames by re-engaging with long-term members.

The webinar will close with a round table discussion on Best Practices. Come prepared to compare notes on all aspects of onboarding - what works, what doesn’t common challenges, and how to make the most of everyday opportunities.

Bryn ConwayMeet Your Speaker:  Bryn Conway, Principal BC Consulting

Bryn offers more than 15 years of experience as a former credit union executive with extensive background in strategic planning, brand development, retail delivery and public relations for credit unions from $100 million to billions in assets. She received her MBA from Regis University with an emphasis in Market Strategy, and a BA from the University of Wyoming. She is a Credit Union Development Educator (CUDE), Co-Chair of the Global Women’s Leadership Network Washington DC Chapter, Credit Union Cherry Blossom 10-Mile Run participant, and a member of the American Marketing Association. Bryn served on the executive committee of the CUNA Marketing and Business Development Council and on the New England Financial Marketing Association Board of Directors.


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January

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