It's Credit Union Spirit Day! Today is the day to show your credit union pride and show off your very best credit union logo wear.
7:30 a.m. - 6:15 p.m. - Registration & Welcome Center/Exhibit Hall
Location: Octavius 1-11, 25
7:30 – 8:15 a.m. - Breakfast
Sponsored by: 360 View, Engageware, Lightstream, and Sogolytics
Location: Octavius 1-11, 25
8:30 – 10:15 a.m. - Announcements + General Session
Revolutionizing Leadership: Three Essential Strategies for Creating a Thriving Organizational Culture
Sponsored by: SavvyMoney
Coffee Stations Sponsored by: Brand Graphic Solutions LLC and Homebot
Speaker: Laurie Maddalena, Leadership Expert & Professional Speaker, Envision Excellence
Location: Octavius 12-24
It’s never been more challenging to be a leader than it is in today’s organizations. There are five generations in the workplace, and employee expectations have evolved and changed. The leadership practices of just a couple of decades ago are outdated and ineffective. Employees have different values and expectations for work than previous generations, and organizations that want to attract and retain the best employees need to shift their leadership approach.
In this impactful session, Laurie Maddalena will share the most important elements of successful leadership, the common behaviors and actions that hold leaders back from success, and the one thing credit unions can do now to immediately upgrade the organizational culture.
We will explore:
- Business trends and the key strategic focuses of thriving organizations.
- The five most common saboteurs that hold leaders back.
- The three pillars of exceptional leadership and where leaders should focus their time and energy for success.
- One important (and often neglected) area all leaders should focus on to ensure employee engagement now and in the future.
10:15 – 10:45 a.m. - Networking Break
Location: Octavius 1-11, 25
Sponsored by: EPICOSITY and Kane Graphical
11:00 a.m. - 12:00 p.m. - Concurrent Breakouts
Reimagining Event and Venue Sponsorships: Maximizing These Opportunities Regardless of Your Budget
Speakers
- Stephen Adams, Chief Marketing Officer, Pillar Credit Union
- Scott Erdmann, Sr. Director, Partnership Sales, Las Vegas Raiders | Allegiant Stadium
- Sarah Haertl, Vice President Marketing, Business Development and Sales, Colorado Credit Union
Location: Milano VII-VIII
With experts from both the venue and credit union perspective, this panel will dive into the array of opportunities for sponsorships at everything from NFL stadiums to local arts festivals to help you choose the best partners to align with your brand and your budget. We’ll cover strategies to negotiate deals that provide unique opportunities regardless of your credit union’s size and help you develop mutually beneficial partnerships. This panel will provide suggestions on how to scale your presence at events and within local communities. Learn how to stand out at venues, fairs, concerts, and other events that are excellent branding opportunities for your credit union.
Off the Wall: Operationalizing Your Workplace Culture
Speaker: Katelynn Hatch, Director of Brand and Culture, Northern Skies Federal Credit Union
Location: Milano V-VI
Unlock the transformative potential of your organizational culture by moving beyond mere rhetoric and diving into actionable strategies that breathe life into your core values, mission, and vision. Learn how to integrate these guiding principles seamlessly into everyday operations, fostering a dynamic workplace culture. Explore tangible methods for aligning employee behaviors with your organizational ethos, driving operational excellence. This session goes beyond the slogans, offering practical insights to operationalize your culture and create an environment where your values are not just words on a wall but catalysts for sustained success.
Brand Recognition: Why Fit in When You Were Born to Stand Out
Speaker: Andrew Gratzer, Business Development Supervisor, iQ Credit Union
Location: Milano I-II
In this session, we will dive into what to do, and what not to do, when it comes to giveaways, booth activation ideas, promotional items, and brand recognition. What are some things you should be doing when you're not working an event? How can you make sure that people not only want to come to your booth, but will remember their interaction with you days later? In a crowded marketplace, we must make sure that we stand out. When the time comes when somebody with whom you've interacted with is in the market for what you are offering, make sure that you are top of mind and are the first person or organization that they think of.
Impact of Generative AI on Financial Services
Sponsored by: Nettra Media
Speakers
- Sam Das, Managing Director, TruStage
- Karan Kashyap, CEO & Co-founder, Posh AI
Location: Milano III-IV
Generative AI has significant potential to transform the financial services industry. It already allows increased automation of financial analysis and reporting, enhancement of risk mitigation efforts, and optimization of financial operations. Technology is beginning to play an increasingly decisive role in addressing a range of financial, regulatory, and competitive challenges. As AI capabilities become available to everyone, credit unions should consider building intelligent solutions to provide these revolutionary new capabilities for both employees and customers. Attendees will learn how credit unions are implementing AI capabilities, and what solutions fintechs have and will continue to create.
12:00 – 1:00 p.m. - Networking Lunch
Sponsored by: Alpharank
Location: Octavius 1-11, 25
1:15 – 2:15 p.m. - Concurrent Breakouts
Is There Really Another P of Marketing? There is...Pivoting
Sponsored by: Alkami
Speaker: Adam Stewart, VP of Strategic Growth & Marketing, PSECU
Location: Milano VII-VIII
In today's environment, even the best plans and strategies typically require changes and pivots. In this session, we will cover strategies to help you remain agile with your planning and execution of marketing campaigns. We will share our marketing planning and brief process to help you define campaign plans, media channels, desired and suggested meeting cadence between teams, media partners and vendors. We will share an example of a recent campaign pivot that was made in response to economic changes with lessons learned and outcomes achieved as a result. Join us to learn how you can plan and prepare for changes and pivots with nearly every campaign.
Elevating Leadership Influence: Inspiring Peak Performance and Cultivating Thriving Teams
Speaker: Laurie Maddalena, Leadership Expert & Professional Speaker, Envision Excellence
Location: Milano V-VI
How can you be an exceptional leader when you are running from meeting to meeting, have a never ending to do list, and experience constant interruptions? Join Laurie Maddalena for this session where we will focus on:
- How to overcome the top five common saboteurs that keep leaders from success.
- Implementing habits that increase focus and efficiency, while reducing overwhelm, burnout, and stress.
- Instilling accountability and ownership, and coaching employees to become more action oriented.
- Specific language to use when handling tough employee conversations that will dramatically improve the interaction and subsequent results.
- You will leave this short, impactful session with strategies you can implement immediately to leverage your time, improve results, and elevate your leadership and your team.
Engaging the Media to Build Brand Awareness & Elevate Small & Large Credit Unions
Sponsored by: KOFE
Speaker: Vanessa Coria, VP Communications, Chartway Credit Union
Location: Milano I-II
In this session, Vanessa pulls from her 20 years of experience as a journalist and eight years of PR agency experience to showcase how communications professionals at credit unions of any size can translate business priorities, culture, values, and beliefs into a comprehensive public relations strategy that supports your credit union's goals, including: identifying and building relationships with local and industry media partners, highlighting the importance of storytelling and how to develop your credit union's unique story, securing interview opportunities through effective pitching, the importance and how-to’s of preparing your leaders & team members for interviews, developing and adapting media outreach strategies using an array of methods and tools (PR agencies, your in-house team, media databases, etc.), managing crisis communications and reputation issues with local and industry media quickly and effectively, monitoring media and developing reporting to demonstrate your impact.
The Power of Data and How It Can Build Growth and Member Loyalty
Sponsored by: Creatio
Speaker: Andi Tonietti-Caldwell, Senior Sales Director, SavvyMoney
Location: Milano III-VI
Data is more important than ever, especially when it comes to ROI. Even the most efficient credit unions may be missing some key data points that can help them with their business development or may be using archaic member-reaching processes that could be holding them back. SavvyMoney, a leader in credit score solutions and analytics to over 1,200 financial institutions across the country, has mastered the process of just how powerful analytics, data, and efficient processes can be. Join Andi Tonietti-Caldwell, Senior Sales Director of SavvyMoney, as she gives some best practices and case studies on how the credit union partners SavvyMoney support utilize the powerful data they can get to build their deposit growth, loan growth, and member loyalty.
2:15 – 2:45 p.m. - Networking Break
Location: Octavius 1-11, 25
Sponsored by: ORIGENCE and ReconMR
3:00 – 4:00 p.m. - Concurrent Breakouts
Unleashing Impact: Crafting Your Credit Union's Marketing Plan
Sponsored by: Feathr
Speaker: Ben Bauer, Executive Director, Exclamation Services
Location: Milano VII-VIII
Let's roll up our sleeves and dig into the basics of building a marketing plan that aligns with your budget (and a lot more). We'll explore budgeting and discover how to prioritize spending for maximum impact while navigating the unique landscape of a credit union. Dive into the world of Return on Investment (ROI) with a smile, demystifying metrics to make your marketing decisions clear and effective. Unwind the thread that ties your marketing strategy to company goals, creating harmony between promotional efforts and organizational objectives. Whether you're a budgeting beginner or a marketing maven, this session promises a friendly and approachable guide to creating a credit union marketing plan that's both effective and aligned with your company's goals. Let's make marketing magic together!
Unlocking the Culture-Brand Jackpot: Building a Top-Notch Team
Speaker: Kristen Johnson, Senior Vice President, Employee and Brand Experience, Direct Federal Credit Union
Location: Milano V-VI
Discover the keys to unlocking the Culture-Brand Jackpot that will propel your Credit Union to success. We will explore:
1. The Power of Alignment: Learn how aligning your CU's culture and brand can create a winning formula for a cohesive and motivated team.
2. Recruitment Excellence: Gain insights into how to attract and recruit to seamlessly fit with your culture and embody your brand's values.
3. Building Team Unity: Discover strategies for fostering unity and collaboration among your employees by nurturing a culture that reflects your brand's identity.
4. Empowering Brand Ambassadors: Understand how to turn your employees into enthusiastic brand ambassadors who live and breathe your mission. Whether you're looking to refresh your team's dynamics, attract top talent, or reinforce your brand's core values, we will provide actionable strategies and insights to hit the Culture-Brand Jackpot and build a top-notch team that stands out in any setting.
Unveiling the Value of Business Development: Data-Driven Insights
Speaker: Greg Gillespie, Principal, Collectiv
Location: Milano I-II
Explore how data analytics elevates the value of business development (BD). Uncover tracked data points, including customer engagement metrics, market insights, and pipeline/revenue data. Learn effective data gathering and analysis options, such as CRM integration, third-party sources, and platforms like Power BI. Master optimal data presentation through visual dashboards, customized reports, and interactive presentations. Understand the significance of community impact reports in showcasing the broader BD value and aligning with stakeholder interests. Discover how quantifiable metrics drive BD value, influencing decision-making. Navigate key considerations like contextual relevance, effective visualization, and narrative storytelling to enhance your BD strategy in this concise exploration.
Advocacy is a Differentiator!
Speaker: Trish Shermot, Director Government Affairs/Urban Development, Visions Federal Credit Union
Location: Milano III-VI
Why your team and board need to understand its importance and how to make it fun!
With impact documents, tools and a splash of creativity to keep your teams and board engaged and updated on issues important to members and the credit union community.
4:15 – 5:15 p.m. - Unleashing Impact: Mastering Influencer Marketing Strategies for Credit Unions of ALL Sizes
Sponsored by: Zogo
Speakers
- Mia Perez, CAO, Coastal CU
- Stephanie Potter, Director of Marketing, Peoples Advantage Federal Credit Union
- Katie Rammer, Marketing Coordinator, Kohler Credit Union
- Ondar Tarlow, Chief Marketing Officer, Kinecta Federal Credit Union
Location: Octavious 12-24
Influencer marketing plays a pivotal role in fostering brand awareness, credibility and consumer trust for a variety of companies, but it is not a one-size-fits-all marketing strategy.
Join your credit union peers as they discuss how they've engaged with influencers to drive brand success. They will discuss proven strategies for identifying and partnering with influencers. You'll hear from a credit union representative who is currently exploring options, as well as from representatives who have signed agreements with influencers. This panel of credit union professionals represents a wide range of credit unions from small ($96 MM) to large ($6.7B), demonstrating that influencer marketing is attainable by all credit unions, regardless of asset size!
Uncover the latest trends and technologies shaping the influencer marketing landscape and gain insights into measuring and maximizing ROI. Whether you're a seasoned marketer or just starting out, this session promises valuable takeaways to elevate your marketing efforts and establish lasting connections with your target audience.
5:15 – 6:15 p.m. - Networking Reception
Location: Octavius 1-11, 25
