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Schedule

Tuesday, March 23, 2021 - 10:00 – 11:00 AM CT

Sponsored by Glia

Angie Bastian, Co-Founder, BoomChickaPop

Angie Bastian, entrepreneur, co-founder, and namesake of Angie’s BOOMCHICKAPOP, took a kernel of an idea and popped it into one of the fastest growing brands of natural popcorn. On her entrepreneurial journey from Main Street to main stage, Angie grew a garage popcorn business into a global snack food leader.  

Bastian will provide experience-driven insights on making a brand stand out, excelling in a competitive marketplace, surviving and thriving through a rebrand, and female leadership and empowerment. She’ll discuss why authenticity matters, and how to weigh big marketing, sales, and branding decisions. Bastian will motivate you to bring the fiery BOOMCHICKAPOP spirit alive in your own world.

Tuesday, March 23, 2021 - 11:00 – 11:15 AM CT

Sponsored by Feathr

Check out the amazing sponsors in the Solutions Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.  And give a shoutout in chat on their site. 

Tuesday, March 23, 2021 - 11:15 AM – 12:00 PM CT

Growth & Retention Panel – There are no Magic Beans!

Sponsored by Prisma Campaigns

Mike Dinneen, VP Marketing, American Heritage Credit Union – moderator

Nikki Doherty, Marketing Director, Explorer’s Credit Union

Howard Lowell, VP Marketing, Evergreen Credit Union

Wouldn’t it be great if you could just wave a magic wand and have members come flocking into your branch, or better yet, never leave! Well, we all know that may not happen. But our panel of Credit Union experts will be discussing great ideas, how to strategize, and how to measure and report on progress as well as some unique programs that worked for them. After sharing their experiences, we’ll open the floor for participants to share, ask questions, and gain some insight into what other credit unions are doing when it comes to building membership and entice those members to become raving fans.

Beyond Zoom: Practical Tips to Boost Virtual Engagement

Jordan Christopher, SVP of Global Sales, Glia

We all know about digital natives and senior surfers, but what about other members -- especially older folks who aren’t all that into Facebook, Insta and Zoom? Our panelists will share tips and techniques you can use to engage virtually to build business, encourage video banking, and deliver kick-a#@ [or @mazing] virtual member service.

Level Up:  Artificial Intelligence Data – Exploring Top Credit Union Use Cases For Artificial Intelligence (AI)

Cory Albert, Account Manager, IntelliFi Powered by Faraday (in partnership with EMPOWERFi),

Kelly Hellickson, President/CXO, EMPOWERFi

Hilary Reed, CEO/Chief Strategist, EMPOWERFi

In this use-case oriented session, we will deliver actionable insights from credit unions working on the front lines of AI in our industry. The session provides a common framework for thinking about what AI means to the Credit Union industry and delivers case studies that progress understanding at any stage of a Credit Union’s AI journey.

  • Attendees will learn how other organizations utilize artificial intelligence data and machine learning.
  • Attendees will see and hear firsthand case studies from marketers just like themselves
  • Attendees will learn if their organization is ready for AI, and how to start their own journey towards AI-driven growth.

Tuesday, March 23, 2021 - 12:00 – 1:00 PM CT

Take a quick snack break and make sure to visit all our solution providers in the Marketplace. 

Don’t forget to “Scan Badge” when you arrive on their page.  If you want to set up an appointment with a solution provider scroll to the bottom of their page and click on “Meeting Scheduler.” 

Tuesday, March 23, 2021 - 1:00 – 1:45 PM CT

Winning with Multicultural Consumers: What the Fastest Growing Population Segment Values Most from their Financial Institution

Maricela Castillo, Research Specialist, Multicultural Business Strategy, CUNA Mutual Group

Opal Tomashevska, Director, Multicultural Center of Expertise, CUNA Mutual Group

Since 2012, 100% of U.S. population growth has come from people of color. Does your credit union understand what they value most as you shape your experience? In this session, you will gain a greater understanding of multicultural consumer values and trends you can take back to your credit union to shape your experience for the fastest growing segment of our population.

2025 Chasing the Opportunities: What will Business Development be Like?

Sponsored by: Nancy Hutchinson, Nancy C Hutchinson, LLC Consultant

Pre-COVID, it was predicted that by 2025, 95% of all consumer goods will be home-delivered. Now, with WFH and near-immediate home delivery of pretty much everything the norm, that forecast seems almost quaint! In this session, we’ll examine how top competitors are getting into homes and delivering financial services remotely and pull out the crystal ball for a look at how Business Development fits in to this new future.

“Now What!”  The Art of Going Deep with Data

Sponsored by Synergent

Lee Allen, Director of Technology, Strum Agency

Randy Schultz, VP Marketing, Strum Agency

How marketers become a pivotal revenue generator for the organization - and make sure everyone knows it. Making it work – AI, BI, segmentation, building personas, personalized & branded content, a life stage roadmap, and marketing automation, at MY credit union. Collecting and unifying data for marketing to use is top priority for 2021. Join Randy Schultz, VP Marketing, and Lee Allen, Director of Technology, Strum, for a discussion on what’s next, as we dive deep into helping you target, track and turn marketing into an organizational revenue generator.

Let’s talk about…

  • The right kind of roadmap for onboarding and reboarding.
  • Collecting and unifying data – breaking down silos, for a successful data-driven market personalization strategy.
  • Utilizing data and AI to further personalization.
  • How will you meet new expectations of consumers on speed and choice – anticipating their wants and needs?

Tuesday, March 23, 2021 - 1:45 – 2:00 PM CT

Engage in one more conversation with a solution provider in the Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.

Tuesday, March 23, 2021 - 2:00 - 3:00 PM CT

Participating sponsors ChannelNet, EMPOWERFi and Lucidpress
Moderated by Royce Ngiam, VP Marketing & Business Development, Partners FCU

Ever watch a demo and think of questions you should have asked after you walk away? Ever wish a case study told the whole story rather than the successful highlights? Then our Inaugural Solutions Spotlight event is for you. Focusing on just three sponsors selected as providers of services our attendees have asked for, let’s see how they fare as they run through their rehearsed demo/case study, then answer a series of unscripted questions. How are we sure the questions will be the right ones? Because our host is someone like you - a member of our Executive Committee, a VP of Marketing and Business Development, and someone who enjoys digging into a product to discern its real value. And you’ll get to ask questions, too, because one question usually results in another, and another, and another!

Tuesday, March 23, 2021 - 3:15 - 4:00 PM


The Flying Ivories

It’s a wrap! Well….almost. Let’s end our day together with lively entertainment and musical fun! Stick around for a dueling piano experience that will land your 2021 Marketing and Business Development Council conference on a (literal) high note! The Flying Ivories belt out an all-request, rock and roll dueling piano show that's part music, part comedy and all fun. From Billy Joel to Aretha Franklin, from Sinatra to Metallica, from Johnny Cash to Katy Perry, they’ve got it covered. Get ready to sing along and feel free to request a song or two in the chat—no tip required.

Wednesday, March 24, 2021 - 10:00 – 11:00 AM CT

Sponsored by Pannos Marketing

Mia Perez, Chief Administrative Office, Louisiana FCU – Moderator

Fabio Biasell, SVP/Chief Marketing Officer, Travis Credit Union

Steven Bugg, CEO, Great Lakes Credit Union

The CMO Exchange is a great opportunity for credit union marketing professionals to discuss current events, issues and best practices in the industry. This year we have invited a great panel of C-suite executives to discuss collaboration and partnership with marketing to achieve the greatest outcomes. Break down the wall and understand questions like “Why do CEOs and CFOs want ROI on the image campaign?” “How can Marketing and Branch Operations work together to achieve campaign success?”  Come converse with a Credit Union CEO, CMO, CFO and COO and get ready for some great conversations during this interactive segment.

Wednesday, March 24, 2021 - 11:00 AM – 11:30 AM CT

Did you let the Solutions Providers know you stopped by their site?  Start a Chat or Scan your Badge on their page.

Wednesday, March 24, 2021 - 11:30 AM – 12:30 PM CT

Credit unions have always run the extra mile for their members, and even that level of service was put to the test in 2020! The health and economic crisis presented new member needs, and the social distancing environment presented new challenges and opportunities for outreach. Credit unions came through! Join your MDB Council colleagues on the virtual Recognition Awards red carpet as we shine the spotlight on the Credit Union Movement’s brightest stars! The honors to be presented include:

  • Marketing Professional of the Year;
  • Business Development Professional of the Year;
  • Rising Star;
  • Lifetime Achievement;
  • Excellence Awards, honoring teams for outstanding work; and
  • Volunteer of the Year, honoring a professional for giving unselfishly of their time to bring value and content to the council

Wednesday, March 24, 2021 - 12:30 – 1:30 PM CT

Learn more about what our Solutions Providers have to offer by scheduling a meeting. Click on their page and scroll to the bottom to the Meeting Scheduler.  It’s that easy!

Wednesday, March 24, 2021 - 1:30 – 2:30 PM CT

Amber Fielder, Vice President, Marketing, USE Credit Union 

Kristin Llewelyn, Affinity Partnership Manager, BECU

Michael Mattone, VP of Community Impact, Mid-Hudson Valley FCU

Moderator:  Antonio Neves, Internationally Recognized Speaker, Author and Award-Winning Journalist

Whether they are behemoth in asset size, serving just one SEG, serving rural or metropolitan communities, credit unions as financial institutions have one north star: their People Helping People mission. How that was put to the test last year, and what we learned, can guide us into the new age of connecting with members.

Exchange ideas. Engage in the CU Chat Challenge. Make new connections.

Wednesday, March 24, 2021 - 2:30 – 3:00 PM CT

Make a quick stop in the Solutions Marketplace to chat with the providers.

Wednesday, March 24, 2021 - 3:00 – 4:00 PM CT

Join a Red Cross representative to guide us through the Missing Maps experience.  Digital volunteers trace satellite imagery that helps disaster responders and humanitarian organizations measure damage, identify priority areas, navigate around damaged roadways and more efficiently deliver aid to people in need. No experience is needed to participate. Red Cross will give a quick overview of the Missing Maps project and how it fits into international disaster planning and response work, do a 10 min mapping tutorial, and then provide additional support as we dive into the project together all while having a little bit of fun. 

The American Red Cross name and emblem are used with its permission, which in no way constitutes an endorsement, express or implied, of any product, service, company, opinion or political position.

Thursday, March 25, 2021 - 10:00 - 11:00 AM CT

Sponsored by KOFE, a product of Consolidated Credit

Jennifer Donohue, Vice President, Sales Strategy, Disney Ad Sales

Adam Sands, Vice President, Client Partnerships, The Walt Disney Company

Faye Trapani, Head of Self Service Platform Sales, The Walt Disney Company

Moderator:  Jason Lindstrom, President/CEO, Evergreen Credit Union

How Disney leverages its portfolio as one of the world’s most powerful media brands to provide one stop for advertisers trying to capture audiences everywhere they consume content.

Thursday, March 25, 2021 - 11:00 - 11:15 AM CT

Check out the amazing sponsors in the Solutions Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.  And give a shoutout in chat on their site.

Thursday, March 25, 2021 - 11:15 AM - 12:15 PM CT

Sponsored by ChannelNet

Panelists:

Chase Lesher, Co-Owner, Chronicles Distilling

Dave Mevoli, Lead National Key Accounts Manager, Bell’s Brewery

Shaun Belongie, VP of Marketing, New Belgium Brewing

Moderators:

Tansley Stearns, Chief People & Strategy Officer, Canvas Credit Union

Cheers to being a credit union employee! Enjoy this one-of-a-kind panel featuring guests well outside of financial services. Lorrell Walter & Tansley Stearns will raise a glass and engage with a panel including Bells Brewery, Chronicles Distilling and New Belgium Brewing.  You'll learn more about how they've built their brands, what they did to survive the pandemic, how they tackle business development, and of course, hear about the beverages they brew, distill, bottle, and more. You'll leave this session with new ideas you can implement and great new ideas for your next toast (and your next pour). 

Thursday, March 25, 2021 - 12:15 - 1:15 PM CT

Check out the amazing sponsors in the Solutions Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.  And give a shoutout in chat on their site.

Thursday, March 25, 2021 - 1:15 - 2:00 PM CT

Is your Website an E-Brochure or Digital Resource?

Sponsored by CU Solutions Group

Eric Gagliano, SVP Sales & Marketing, River Valley Credit Union

Your website is the alpha and omega of your member’s buying journey. It is their first impression and it’s where they turn to open accounts online. It is arguably your most important marketing resource. 

In this session, you will learn:

  • Strategic planning and your site
  • Mobile optimization 
  • From brochure to sales: Making your site engaging 
  • Analytics and measurement
  • ADA basics

Making People Helping People Work Virtually

Even in pandemic times, you want your Business Development efforts to live up to credit unions’ people helping people credo, and you don’t want to fall back on checkbook charity. In this session, we’ll explore creative ways credit unions can still forge genuine human connections and make a real difference in the lives of our members and communities.

DEI—from Buzzword to Mandate: How to Get There Authentically

Jill Nowacki, President/CEO, Humanidei + O’Rourke

You know that a real commitment to diversity, equity and inclusion is vital to your credit union’s future, but how do you sustain that commitment over the long haul, weaving it into the fabric of who you are? In this practical and engaging session, we’ll explore the why’s and how’s of keeping DEI alive and effective in the face of competing pressures and priorities, across your whole organization. 

Thursday, March 25, 2021 - 2:00 - 2:15 PM CT

Last chance to visit the Solutions Marketplace during the conference to leave your information with our solution providers.

Thursday, March 25, 2021 - 2:15 - 3:15 PM CT

Sponsored by AppOne

Gian Paul Gonzales

Public Speaker, Motivator & Executive Director Hope & Future Youth Center, Gian Paul Gonzalez will use dynamic examples, vivid mental pictures and unforgettable analogies to convey timeless lessons for success and motivation. “ALL IN” is not just a slogan, it’s a lifestyle. The concept of “ALL IN” will challenge you to examine your lives at work, with family and in the community, and how you can become fully committed and take it to the next level of commitment.

Download Agenda

Register Now

CUNA Marketing & Business Development Council Virtual Conference

March 23 - March 25, 2021

Council Member Price:$449.00

CUNA Member Price:$598.00

Non-Member Price:$1196.00

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