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Marketing & Business Development Council Conference


All times listed in local time.


Thank you to our Signature Sponsor MARQUIS


Sunday, March 26 – Wednesday, March 27 - Welcome Center/Exhibit Hall

Conference Registration – Sponsored by Prisma Campaigns and CUNA Strategic Services
Diamond Award Kiosks – Sponsored by AdQue® Digital Display Systems
Charging Station – Sponsored by Travelers
Charging Station – Sponsored by Vericast and CUNA Strategic Services

8:00 a.m. – 12:00 p.m. - Pre-Conference Workshop: Real. Amazing. Behind the Scenes Tour at SeaWorld

Pre-registration and separate fees and required. Space is limited to conference credit union attendees only

A guided tour of SeaWorld’s state-of-the-art facility to learn more about their animal hospital and surgical suite; on-site laboratory and pharmacy; medical pools and recovery areas for animals undergoing rehabilitation.  Tour also includes a Dolphin Encounter, Behind the Scenes at Shark Encounter and Reserved Seats at Dolphin Adventures Show.  

Tour requires a lot of walking.

8:00 a.m. – 12:00 p.m. -  Pre-Conference Workshop: Get Relatable: Maximizing Engagement with Practical Personalization

Pre-registration and separate fees and required. Space is limited to conference credit union attendees only.  Must register by March 10 to receive your materials.

Kelly Hellickson, President, CXO, EmpowerFi
Hilary Reed, CEO, EmpowerFi
Andy Rossmeissl, CEO, Faraday

Looking for new members? Trying to grow deposits? Wondering how to engage your members in a noisy world?

Whatever the channel, the fuel for your growth engine is engagement. But engaging your overwhelmed members is harder than ever. You need relevant offers, creative, and other content to stay at the top of the proverbial inbox.

Personalization offers a straightforward approach to achieving greater relevance: determine your personas, assign each contact to one of them, and use relevant outreach variants with each contact according to their persona.
But while the promise of personalization is widely understood, many credit unions struggle to get initial efforts off the ground. How do I determine my personas? What do I do with them?

In this session, you’ll learn practical steps to personalize your growth engine.  Space is limited and attendees will receive a persona analysis unique to their organization.  Instructions on how to receive this information will be sent to you separately.

10:00 a.m. – 7:15 p.m. - Registration

Refreshments during Registration - Sponsored by Lightstream

1:30 – 3:00 p.m. - Giveback Session

Join us for an impact-filled giveback event that you won't want to miss! Join many M&BD professionals as we hear from the "Clean the World" staff, help assemble hygiene kits, and collaborate to help make a difference locally and in your credit unions! "Clean the World " is a global impact organization whose mission is to save millions of lives worldwide by recycling and distributing soap. In addition to hearing from the staff and assembling hygiene kits, we will reconvene for inspiration and collaboration to find impactful and creative ways to foster how you can impact your credit union and your community.  For more information about Clean the World, check out their site.

3:15 – 4:00 p.m. - Treats & Trivia (first-time or solo attendees’ session)

Whether you are a first-time attendee or you are traveling solo (the only person representing your CU), you are invited to join us for treats and trivia to meet new colleagues and get your conference experience started off on the right foot. We’ll feed your competitive spirit and put a little food in your belly, all in the name of networking!

4:15 – 5:45 p.m. - Opening General Session: How The Imagination Reaches Outside the Box

Sponsored by ORIGENCE

Speaker: Vince Kadlubek, Co-Founder, Meow Wolf

The days of brick and mortar have been uprooted by the internet. Younger generations engage with brands and commerce in completely new ways. Entire industries are having to question their role in this new landscape

In an era of so much upheaval, the imagination has emerged as the key to unlocking out-of-the-box solutions

Vince Kadlubek, co-founder of the arts production company Meow Wolf, shares insights into the imagination; how to access it, the variables that restrict it, and why consumers have such a desire to experience it.

5:45 – 7:15 p.m. - Welcome Reception

Sponsored by Sogolytics

7:30 a.m. – 5:30 p.m. - Registration & Welcome Center/Exhibit Hall

Conference Registration – Sponsored by Prisma Campaigns and CUNA Strategic Services
Diamond Award Kiosks – Sponsored by AdQue® Digital Display Systems
Charging Station – Sponsored by Travelers
Charging Station  – Sponsored by Vericast and CUNA Strategic Services

7:30 – 8:15 a.m. - Breakfast

Sponsored by 360 View, Alpharank, Spectrio, and Westamerica Communications

Fuel up for the day while you visit with our sponsors and chat with fellow attendees.

8:30 – 10:00 a.m. - General Session: Financial Wellbeing: The Case for Digital Transformation

View recording

Sponsored by SavvyMoney

Coffee Stations – Sponsored by IMN and Total Expert

Moderator: Royce Ngiam, VP Marketing, Financial Partners Credit Union

Gigi Hyland, Executive Director, The National Credit Union Foundation
Christopher Lorence, Executive Director, CU Awareness LLC
Amy McGraw, VP Marketing/Chief Experience Officer, Tropical Financial Credit Union
Mike Schenk, Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist. CUNA

In the last few years, credit unions have seen measurable results of tactically led initiatives designed to elevate consumer awareness and consideration of credit unions while emphasizing the impact mission-driven credit unions have on the financial well-being of their members and communities. While attracting new members and connecting with them in a meaningful way is key to long-term market share development, so is the ability to meet members where they are in life with affordable and appropriate services and advice as well as exceed their delivery expectations. The movement is being heavily influenced to deliver key products and services both digitally and in-person for 24/7 accessibility. Digital transformation isn’t just solutions and delivery, it requires adjustments to strategies, mindsets, and even personnel.  Hear from researchers, practitioners, and implementers on how to create an environment in which your current and future members thrive.

10:00 – 10:45 a.m. - Networking Break

Sponsored by Kane Graphical and Onovative

Grab a snack and say hello to the sponsors that made this conference possible.

10:45 a.m. – 12:00 p.m. - General Session: Your Leadership Path Forward

Sponsored by Zogo and CUNA Strategic Services

Moderator: Tansley Stearns, President & CEO, Community Financial Credit Union

Mike Akers, President/CEO, Bay Credit Union, FLAG Credit Union, a division of Bay CU
Whitney Anderson-Harrell, CEO, Elements Financial Credit Union
Paris Chevalier, President & Chief Executive Officer, South Bay Credit Union
Nader Moghaddam, President/CEO, Financial Partners Credit Union
Andy Reed, President & CEO, Security First Credit Union

The world is your oyster! Whatever your level, it’s possible to move up from marketing or business development from any level to CEO, if you chart your path correctly. Hear from panelists who have done just that. This mainstage event is for seasoned CU professionals and features individuals who’ve been in your shoes and made it to CEO. Listen to their stories, ask your questions, and walk away with a plan to build your career. The sky is the limit if you have a plan. 

Perhaps you feel like your career has hit a lull, or maybe you’re just not sure what your next step should be on your way to the top. Get real action steps from people who’ve traveled the pathway to the top successfully.

12:00 – 1:15 p.m. - Networking Lunch

Sponsored by Credit Union Travel

Enjoy a delicious meal while connecting (or re-connecting) with your fellow marketers and business development peers.

1:15 – 2:00 p.m. - Concurrent Breakouts (4 total)

Keep Purpose Constant. Using Mentorship and Growth Opportunities to Create Your Own Path!

Ben Bauer, Executive Director, Exclamation Services, Simplicity Credit Union
Cania Infante, Chief Marketing Officer, Municipal Credit Union

Are you a marketing professional unsure about your next move up the corporate ladder? If you’re feeling stuck, there may be opportunities in your organization to discover a path that will lead to fulfillment and purpose. Organizations have discovered that mentors play an important role in the professional development and growth of employees, which is why many have attempted to structure formal mentoring programs to recreate what is often an informal process. In this session, we'll discuss ways that you can create your own path by leveraging established and hidden professional development opportunities through mentor/mentee relationships. In addition, we’ll discuss what steps you can take to facilitate relationship-building among an increasingly diverse workforce. Hear real-life stories and gain knowledge that promises to make a difference the first day you're back at your desk.

Make it, Don't Fake it: How to Make a Real Difference in your Community!

Moderator: Sarah Haertl, Vice President Marketing, Business Development and Sales, Colorado Credit Union

Panelist: Chandler Elmore, Community Engagement & Development Lead, Blue Federal Credit Union

Jessica Emert, Director of Community & Public Relations, ORNL Federal Credit Union
Betsy Sibley, Chief Marketing Officer, Community Credit Union
Seth Spiro, SVP/Chief Marketing Officer, Tyndall Federal Credit Union

Community drives the credit union movement in almost every way. Four different-sized credit unions highlight how the power of mission-centric work improves your community and your CU's bottom line. Hear stories of impact, ways to measure that impact, engagement strategies and how to find practical solutions without compromising mission for margin.

You Can't Eat Clicks - Digital that Drives Account Openings Online and In-Branch

Rick Claypoole, EVP, Senior Strategist, Infusion Marketing Group
Janelle Herrera, VP of Marketing & Business Development, On Tap Credit Union

Hear from an industry leader in executing an intentional omni-channel marketing strategy that uses digital marketing to drive member growth across channels - both online and in the branch.  The presenters will walk through a practical case study on how digital activity inspires humans to take action which includes opening accounts in branches.  The case study will include examples of real campaign tracking that shows the impact on member growth, account opening, balances generated, and "new money" production from digital marketing campaigns.

Stop Selling. Start Storytelling.

Nick Chiamardas, CXO, The Pod Advertising
Samantha Strickland, CEO, The Pod Advertising

This session focuses on the power of storytelling and how it can create meaningful connections with current and prospective members. We’ll share real case studies where we built brand stories from the inside out and helped credit unions find their core identity, including one example where DEI became the central element of the brand. We'll explore the different ways to build brand consistency through shared lexicon, and we'll discuss how to create a 30-second elevator pitch every employee can use daily!

2:00 – 2:15 p.m. - Pass time to the next session

2:15 – 3:00 p.m. - Concurrent Breakouts (4 total)

Buffalo Plaid, Bouldering & Beer

Sponsored by Pannos Marketing

Moderator: Ariel Bilskey, Sr. Director, Learning Strategy, Credit Union National Association

Alana Kelly, Director of Marketing, On Tap Credit Union
Evan Strandberg, Community Impact Manager, IQ Credit Union
Whitney Thomas, Senior Marketing & Business Development Specialist, Colorado Credit Union

What do these unique things have in common and what do they mean for you? They represent our panelists from three distinctly different credit unions, founded on and guided by the same principle of people helping people, and is thriving each in their own exceptional way. What this means for you is getting the opportunity to hear different perspectives from our panel of emerging leaders on what motivates them to help leaders engage and retain young professionals. They’ll also tackle questions and provide proven advice for other emerging leaders that will help clear their leadership path forward.

Financial Wellness: Does One Size Fit All?

Sponsored by RESEDA GROUP

Kirsten Coenen, Community Development Manager, Kohler Credit Union
Jessica Sharon, AVP Financial Outreach, Pelican State Credit Union

Looking to begin or expand your financial wellness program but unsure where to start? Wondering how you can justify the expense? Then this panel discussion is for you! Join two financial wellness leaders from similar sized credit unions and hear them discuss their two different (but similar!) approaches. From differing team sizes to distance between branches, Jessica and Kirsten will walk you through how each of their credit unions have found success in the promotion of their financial wellness programs across various social media channels. Walk away from this session with ideas on how you can apply what they’ve done at your credit union.

Mapping (and Building) the Ultimate User Experience

Speaker: Sarah Bacehowski, VP Business Development, forbinfi

Blending high tech and high touch isn’t easy - but it can be done! Learn how to build a UX strategy that meets people and businesses where THEY are.

Evolving Credit Union Business Development

Speaker: Kristin Llewelyn, Senior Manager, Affinity Partnerships, BECU

Let's discuss the progression of credit union business development and how to adapt in an ever-changing environment to meet the needs of our partners and SEG's. We'll discuss practical opportunities for credit unions of all asset sizes to amplify their business development efforts and strategies for growth.

3:00 – 3:30 p.m. - Networking Break

Sponsored by Feathr and Rain

Say hello to a few solution providers while you stretch your legs.

3:30 – 4:30 p.m. - General Session - The House that Credit Unions Built

Sponsored by Digital Onboarding

Moderator: Valerie Renk, CEO, Habitat for Humanity of Dane County

Michele Bolkovatz, Vice President of Public Relations and Membership Development (Business Development), Blue Federal Credit Union
Dan Dorsch, Executive Director, Habitat for Humanity of Laramie County
Adele Gardner, Chief Retail Officer, Meridian Trust FCU
Thomas Redding, Veteran Recipient, Homeowner
Lorrell Walter, Chief Marketing Officer, Western Vista Credit Union

When the eight credit unions in Cheyenne, Wyoming learned that Habitat for Humanity of Laramie County was looking to create an opportunity for a local veteran to become a homeowner, they knew it was a perfect opportunity to take part in the "House that Credit Unions Built." Together, they donated the funds to purchase the property. Throughout the summer, employees of the credit unions volunteered on-site to build strength, stability and self-reliance for someone who has faithfully served our nation. It's a story of the credit union movement and the cooperative principles pairing together in the truest form of people helping people.

4:30 – 5:30 p.m. - Networking Reception

Enjoy pre-dinner refreshments while you make plans for the night.

7:30 a.m. – 3:30 p.m. - Registration & Welcome Center/Exhibit Hall

Conference Registration – Sponsored by Prisma Campaigns and CUNA Strategic Services
Diamond Award Kiosks – Sponsored by AdQue® Digital Display Systems
Charging Station – Sponsored by Travelers
Charging Station  – Sponsored by Vericast and CUNA Strategic Services


7:30 – 8:15 a.m. - Breakfast

Sponsored by Banzai, Egg to Apples, Pulsate, and REGROUP

Kick off your day with a hearty breakfast with your fellow marketers and solution providers.

8:30 – 10:00 a.m. General Session: Credit Unions Unlocking the Power of University Naming Rights and Name, Image & Likeness (NIL)

Sponsored by Amsive

Coffee Stations – Sponsored by BlastPoint and ALM First

Solly Fulp, Executive Vice President, LEARFIELD
Erika Gunerman, VP, Channel Partnerships, Opendorse
Owen Shull, Executive Vice President, ISE PROPERTIES
Susie Taylor, Sr. Manager of Business Development, LEARFIELD

Join us for a fascinating discussion on the latest trends in college athletics partnerships. In recent years, naming rights have become an increasingly popular marketing and branding tool for companies in the financial services sector, and this strategy has now been extended to college and university facilities.

Credit unions have been at the forefront of this trend, redefining college sponsorship activation and securing university naming rights. We will discuss the implications of these changes, and how brands can use these partnerships to connect with college students and fans.

In addition, we'll also explore the recent developments in student-athlete Name, Image and Likeness (NIL) rights, which have captured the attention of the media and are prompting discussions about the power of influencer marketing, the use of intellectual property rights, and the potential for creative new partnership engagement opportunities.

This session will provide invaluable insights for anyone interested in the future of college athletics partnerships and how to create innovative partnerships that connect with college students and fans.

10:00 – 10:30 a.m. - Networking Break

Sponsored by EPICOSITY and KOFE by Consolidated Credit

Make sure to visit all the solution providers in the Welcome Center – see what’s new!

10:30 – 11:15 a.m. - Concurrent Breakouts (4 total) 

From Seed to Sale: A CU Guide to Cannabis

Speaker: Frank Espinoza, EVP, Chief Risk Officer, South Bay South Credit Union

While nearly half of U.S. states have legalized the recreational use of cannabis, cannabis entrepreneurs remain an underserved segment of the business community. If you see that as an excellent potential growth and revenue opportunity for your credit union, but aren’t sure how to get started, this is the session for you. You’ll learn from a credit union pioneer in the cannabis space about the key characteristics of the cannabis industry, its entrepreneurs, and their financial service needs. The session will provide an overview of the cannabis industry, including the legal and regulatory landscape, the challenges, and opportunities for credit unions in this space, and the potential benefits to credit union members. Whether you are a credit union executive, business development leader or marketing professional, this session is a must-attend for anyone interested in the future of credit union business development in the cannabis industry.

Building an Inclusive Marketing Strategy

Sponsored by forbinfi

Maricela Castillo, Research Consultant, Multicultural Business Strategy, CUNA Mutual Group
Opal Tomashevska, Director of Multicultural Business Strategy, CUNA Mutual Group

With multicultural consumers being the growing force, and as Gen Z and Millennials continue to change life stages, we need to understand all parts of their identity and serve them with intentionality. In this interactive session, we’ll discuss how you can apply insights from CUNA Mutual’s latest research, “What Matters Now: A Multicultural and Multigenerational Consumer Lens.”   We’ll share cultural insights, industry best practices, credit union success stories and lessons learned in the areas of print, television, social media and digital marketing to help you start building an inclusive marketing plan using best practices in multicultural marketing to engage your membership and surrounding communities. 

Credit Unions and Social Media: How to get Your Members to See You

Jenna Amato, Assistant Vice President, Marketing, Bethpage Federal Credit Union
Cody Cid, Graphic Designer & Digital Channels, Maps Credit Union

Credit Unions have a unique opportunity to leverage social media to connect with our members, build trust, market our products, and increase engagement. In this session, we will discuss how to use social channels to create meaningful connections with members. We will also examine best practices for creating and sharing content, successful campaigns to drive member engagement, how to grow followers, all while staying true to our authentic brand. Additionally, we will discuss strategies for measuring the effectiveness of your social media campaigns, including tracking member engagement and using analytics to optimize your social media performance. Whether you’re small size or mid-size, have a team of one or a team of 20, this session will provide you with practical insights and social media knowledge to help your members See You.

Combining Human & Artificial Intelligence

Speaker: Nadine Hohnke, Member Experience Manager, Public Service Credit Union

Artificial intelligence plays a crucial role in maximizing efficiencies within the credit union. Implementing artificial intelligence without a human touch can do just the opposite and set the tone for a frustrated membership. This session will discuss how you can combine the two to develop a lasting impression on the member by giving them efficient, consistent service that the members trust.

11:15 – 11:30 a.m. - Pass time to the next session

11:30 a.m. – 12:15 p.m. - Concurrent Breakouts (4 total) 

The Cash Back Story - How DFCU’s Cash Back Offer Stayed Fresh Through Compelling Storytelling

Andre Mello, Director of Marketing and Growth, REGROUP
Andy Sheibar, Chief Marketing Officer, DFCU Financial

In 2006, DFCU Financial positioned themselves as “The Cash Back Credit Union” when they decided to reward members’ loyalty by paying them 0.5% back on their entire relationship. Members with mortgages, auto loans, checking and savings accounts, even IRAs, can often receive substantial refunds each January. What makes the program unique is that DFCU rewards members on not only what they have or spend, but on the money that DFCU lends. In January of 2023, they returned more than $38 million in Cash Back.
DFCU has partnered with their agency REGROUP, to continuously reinvent the Cash Back story over the years through marketing campaigns. The campaigns reinforce the value proposition to members while educating prospects about the benefits of membership, Cash Back being one. Join DFCU and REGROUP on their journey to develop compelling stories for their audience and how you can apply the insights gained in your marketing initiatives.

Tools for Financial Inclusion

Cynthia Colon, AVP Multicultural Inclusion Strategy, GTE Financial
Pablo DeFilippi, EVP, Inclusiv

More than half of the credit union industry has received the low-income designation and around 1 out of 10 CUs is minority designated and or CDFI certified. Our movement’s growing focus on DEI is helping CUs better reflect the communities we serve. The clock is ticking! Six states already have a predominantly diverse population. Five additional states will follow suit this decade. The US will become a much more diverse nation by 2050. The extent to which we embrace and adapt to these demographic trends may very well determine our future and relevance.
How can CUs take the DEI and financial inclusion conversation to the next level to better serve these segments of the population? Fortunately, our industry has several effective tools that can help us respond in a way that is both responsible and sustainable. Learn about these tools can become drivers of growth and relevance for your institution.

Creative Disruption for Credit Unions: Harnessing the Power of Liquid Expectations to Inspire Your Brand

Speaker: Brian Elkins, Executive Director, Monigle

If there is one defining feature of today’s consumers, it’s that their expectations are no longer confined to experiences within a particular industry but are shaped by a broader set of interactions and experiences that they have across their life with a diverse cross-section of brands and industries. In this interactive session, Brian Elkins from Monigle, the country’s largest independent brand consultancy, will share how seemingly unrelated brands are disrupting brand experience and marketing, what these shifts mean for financial services, and workshop together on how to put these examples and the concept of liquid expectations to work to inspire your organization. Get out of the financial service digital sameness and walk away with an edge by sourcing inspiration from unconventional places to create brand experiences and marketing that unlock member growth, satisfaction, and loyalty.

Relationships Matter – What Happens When You Choose the Right FinTech Partner? 

Chris Fraenza, SVP, Sales & Partnerships, SavvyMoney
Tansley Stearns, President & CEO, Community Financial Credit Union

Community Financial Credit Union has always had a focus of helping members' dreams come true by offering them the tools, transparency, and unwavering support to accelerate financial progress and feel good about their financial future. Join Tansley Stearns, of Community Financial, and Chris Fraenza of SavvyMoney for a fireside chat about their longstanding partnership from credit unions to fintech, and what that means for the financial future of CFCU and their membership.   

12:15 – 1:15 p.m. - Networking Lunch

Grab some lunch and swap a story or two with fellow attendees.

1:30 – 3:30 p.m. - Deep Dive Workshops (4 total) 

Deep Dive Workshop – Diamond Awards 7-in-7

Sponsored by Synergent

Katie Rammer, Marketing Coordinator, Kohler Credit Union

Diamond Panel:
Lyndsey Delatte, Digital Marketing Specialist, Louisiana Federal Credit Union
Mike Dinneen, Senior Vice President Marketing, American Heritage Credit Union
Jason Duplant, Chief Marketing Officer, Neches, FCU
Toni Nichols, Public Relations Manager, Texas Trust Credit Union
Ericka Reder, Social Media and Graphics Designer, Diversified Members Credit Union
Kellie Swiger, Creative Director, LAFCU

Josh Wilson, Senior Vice President of Marketing, Whitefish Credit Union

Listen to 7 past Diamond Award recipients as they discuss their award-winning project in 7 minutes or less. Each panelist will share their process from research to results with insightful takeaways adaptable to your Credit Union. 

Deep Dive Workshop - Podcasting For Credit Unions – An Interactive Discussion to Get You Started on Your Podcast Journey

Yeosh Bendayan, Founder and Partner, Push Button Creative Audio
Tiffany Mutchler, Marketing Manager, Voyage Federal Credit Union
Valerie Sampson, CEO + Creative Director, The Sampson House

Join Yeosh with Push Button Productions as he outlines the fundamentals needed to develop your branded credit union podcast. From creating an editorial calendar to targeting your desired audiences, all the way through producing, marketing, and measuring KPI’s to ensure your podcast efforts are successful. 

Additionally, learn how a credit union in South Dakota is finding success with this marketing approach. Yeosh will be joined by Tiffany Mutchler from Voyage Federal Credit Union and Valerie Sampson, from The Sampson House digital marketing agency who will share what they’ve learned in their own podcast journey over the past three years. 

Deep Dive Workshop – Customer Centricity: The Winning Formula for Uncertain Times

Speaker: Chester Pearce, Team Lead, Learning Experience Designer, HubSpot

Power has shifted to consumers and companies are now struggling to build long-term relations with their customers. Putting customers as the focal point of all decisions is not an option anymore…in fact, is the only possible way to delight them while creating advocacy. This session will address the importance of customer centricity in uncertain times and how to turn your customers into your best marketing channel.

Deep Dive Workshop: Business Development Exchange

Session is open to credit union attendees only

Komal Ahmed, Director of Strategic Alliances and Engagement, Kinecta Federal Credit Union
Sara Freeman, VP Business Development, Truity Credit Union

This session offers credit union attendees an opportunity to gain in-depth knowledge and practical skills related to business development. The session is designed to be interactive and collaborative, allowing participants to learn from one another and exchange ideas. The workshop typically covers topics such as identifying business development opportunities, developing effective business plans, building strong relationships with members, SEG's and community partners, and implementing successful marketing strategies. Participants can expect to engage in group discussions, exchanging ideas and best practices to enhance their learning experience. The session is suitable for anyone interested in business development, including business developers, marketers, and community engagement professionals. It is an excellent opportunity for attendees to expand their knowledge and network with like-minded professionals in their field.

Networking Break – Solution Provider Drawings for Great Giveaways

Sponsored by Monigle

Take a break from the Deep Dive Workshops and stop by the Welcome Center for a snack.  While you are there, be sure to check the sponsor drawing prize winner list to see if it is your lucky day! 

3:30 – 5:00 p.m. - Free time

5:00 – 5:45 p.m. - Diamond Reception

Sponsored by EmperFi, Engageware and Infusion Marketing Group

Kick off the evening in style as we gather for the Diamond Awards celebration.

6:00 – 9:00 p.m. - Diamond Dinner & Awards Ceremony

Sponsored by, Strum Agency, and The Pod

Join your fellow Marketers and BD professionals as we honor the successes of the past year.

9:00 – 11:45 p.m. - Diamond Soiree

The celebration continues!  Feel free to show off your dance moves.

8:00 – 8:30 a.m. - Breakfast

Grab a bite and say farewell to new friends and old acquaintances before you head into the final general session.

8:30 – 10:00 a.m. - Closing General Session: Booze & Branding: Storytelling Lessons Pour Abundantly

Dave Mevoli, Chief Operating Officer, Fisher Island Lemonade
Tansley Stearns, President & CEO, Community Financial Credit Union

Cheers to being a credit union employee! In this exciting interview-style discussion, Tansley Stearns will raise a glass and engage with Dave Mevoli, Chief Operations Officer from Fishers Island Lemonade.

You’ll learn more about how they’ve built their brand, how they tackle business development, and of course, hear about the beverages they bring to life and share in new and creative ways. You’ll leave this session with new ideas you can implement and great new ideas for your next toast (and your next pour).

Additional Conference Sponsors:

  • Conference APP
    Co-Sponsored by CUSG and Finalytics
  • Conference Giveaway
    Sponsored by Business Innovations; CUNA Mutual Group/CUNA Strategic Services; Kasasa; and Social Assurance
  • Conference Hydration Station
    Sponsored by Corporate One FCU
  • Conference Lanyards
    Sponsored by inLighten


  • Conference Podcasts
    Sponsored by CUNA Publishing and Push Button Creative Audio
  • Conference Scholarships
    Sponsored by Adificial; Lemonade Day; Mission Disrupt; PixelSpoke; and Reseda Group
  • Conference Wireless Internet Service
    Sponsored by MeridianLink