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Marketing & Business Development Council Conference


2025 details are being finalized. See 2024 schedule below. 

8:00 a.m. – 12:00 p.m. - Pre-Conference Workshop #1 (separate fee required)

IMPROV Your Leadership: How to Build Teams that Trust

Speaker: James Robilotta, Leadership Author, Motivational Speaker, and Trained Improv Comedian
Location: Milano I

Teamwork and communication are the backbone of any effective organization. This highly interactive pre-con workshop will focus on highlighting best practices and common pitfalls that leaders exhibit when trying to motivate their team. Attendees will learn where they fall on an innovative supervision spectrum and identify ways to balance performance and team dynamics using a mixture of improv comedy games and small group discussions. We will break down the barriers that often hold us back from authentic and supportive workplaces. At the same time we will create a safe place for people to laugh at themselves and process their leadership style. This workshop is for leaders at all levels and folks who are excited to move into leadership roles in the near future. 

8:00 a.m. – 12:00 p.m. - Pre-Conference Workshop #2 (separate fee required)

Market Like a Human: Building Bridges Beyond Transactions

Speaker: Dustin Brackett, Author of Market Like a Human, CEO and Founder of HIVE Strategy
Location: Milano V

In an industry dominated by transactions, the true essence of marketing often gets lost in the numbers. This workshop will help you discover the transformative power of building human connections with the six pillars of human-centric marketing. We'll also explore practical strategies to humanize your credit union as well as how to utilize artificial intelligence to create a genuine connection that extends beyond the point of sale.

Join us for an immersive session that delves into the heart of marketing like a human, where members are not just transactions, but humans navigating a new economic environment with unique needs, experiences, and questions.

Each attendee will receive a workbook and will have time within the workshop to complete exercises to embrace marketing like a human for their unique credit union.

10:00 a.m. - 7:30 p.m. - Registration & Welcome Center/Exhibit Hall

Location: Octavius 1-11, 25

Sponsored by: Kadince

Refreshments during Registration
Sponsored by: Prisma Campaigns

1:30  3:00 p.m. - Giveback Session - Solar Sparks: Ignite Positive Change!

Speaker: Speaker:

- Max Jansen, Volunteer Engagement Manager, United Way of Southern Nevada
- Tiffany Mutchler, Marketing Manager​, ​​Voyage Federal Credit Union​ 
- Ashley Switzer, ​​​​Marketing Representative, CUCME, CUBDP​, ​​Financial Security Credit Union

Location: Milano VII-VIII

Join us for a transformative give-back session in partnership with the United Way of Southern Nevada! Dive into an empowering experience as we come together to build solar kits for communities in need. This hands-on session goes beyond the conference walls, allowing you to make a direct impact on sustainability and energy access. Guided by experts, you'll assemble solar kits that will provide sun-powered energy. No prior experience required – just bring your enthusiasm and willingness to contribute to a brighter future. Connect with like-minded individuals, engage in meaningful conversations, and leave with a sense of accomplishment knowing you've played a part in harnessing the power of the sun for positive change. Let's unite, build, and shine a light on a more sustainable tomorrow!

3:15 – 4:00 p.m. - Mix, Mingle, Connect: An Interactive Conference Kickoff for First-Time Attendees & Solo Travelers

Sponsored by: Triad Connected TV

Speaker: James Robilotta, Leadership Author, Motivational Speaker, and Trained Improv Comedian
Location: Neopolitan

Start your conference experience on the right foot—with friendship and fun! Ask almost any conference veteran and they'll tell you that the connections they make are one of the most invaluable take aways from attending. Whether it's your first time attending or you're the only representative from your credit union, this interactive session will help you break the ice and begin creating new friendships from day one.

4:15 – 5:45 p.m. - Opening General Session - Raise the Bar: Be Better for Your Business AND for Yourself

Sponsored by: Digital Onboarding

Speaker: Jon Taffer - Hospitality Thought leader, Entrepreneur, Executive Producer & Host of Bar Rescue, Founder of Taffer’s Tavern & Taffer’s Mixologist
Location: Octavius 12-24

Embark on a transformative journey as Jon Taffer, host of Bar Rescue and NY Times best-selling author,  delivers profound insights for business and personal growth. Taffer reveals common pitfalls and emphasizes self-assessment strategies focusing on what truly matters. His engaging storytelling and real-life anecdotes inspire authenticity and integrity, essential qualities for achieving sustainable success.

5:45 – 7:30 p.m. - Welcome Reception

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 

- 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

- 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

- 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

7:30 a.m. - 4:00 p.m. - Registration & Welcome Center/Exhibit Hall

Location: Octavius 1-11, 25

7:30 – 8:15 a.m. - Breakfast

Sponsored by:  Banzai, Spectrio, Stukent, and The Small Business Company

Location: Octavius 1-11, 25

8:30 – 10:15 a.m. - AI, Automation, and the Future of Meaningful Human Experience

Sponsored by:  Amsive
Beverage Stations Sponsored by:  BlastPoint and Union Credit

- Tyler Disburg, Chief Executive Officer, Pathfinder Federal Credit Union
- Kate O'Neill, Found of KO Insights, Author
Location: Octavious 12-24

AI and intelligent automation are evolving rapidly, but what does it mean for business? For associations and organizations? For us as a society? In this continually-updating keynote address, Kate O'Neill — widely known as the "Tech Humanist" — examines both the implications of adapting business strategy around exponential technologies. She also offers practical insights on how businesses can harness what is fundamental about data and technology to create innovative experiences that form the basis of more meaningful and profitable relationships with customers — and how they can avoid scaling the unintended consequences of poorly-thought-out designs and technologies.

10:15 – 10:45 a.m. - Networking Break

Sponsored by:  AmpliFI and Credit Union Travel

Location: Octavius 1-11, 25

11:00 a.m. – 12:30 p.m. - Skills Based Learning Concurrent Breakouts

Empowering Marketers with Financial Fluency: Navigating Call Reports for Strategic Impact

Speaker: Hilary Reed, CEO, EmpowerFi
Location: Milano VII-VIII

In this dynamic session, we will empower marketers with the essential skills needed to navigate and leverage call reports and key performance data effectively. Led by industry experts, Tyler Disburg (CEO, Pathfinder FCU - and former CU marketer!), and Hilary Reed (CEO, EmpowerFi - and former CU marketer!), you will gain proficiency in deciphering the key pieces of your call report - a critical skill for credit union marketers. Learn how to extract actionable insights from financial data and use it to lead impactful conversations that drive strategic initiatives. Discover the key link between marketing strategies and financial objectives, enabling you to align your efforts with broader organizational goals.

Supercharge Your Marketing With AI

Speaker: Dave Martin, CEO, Nettra Media
Location: Milano I-II

Transform your digital marketing strategy with AI-enhanced SEO, content marketing, and financial literacy. Bring your laptop to this hands-on AI-marketing session to learn how to create human-written, AI-guided high-quality content! Learn how to create email marketing campaigns designed to significantly boost conversions. Gain valuable insights into streamlining digital ad creation and management to maximize efficiency and impact.  

Key Points: 

  1. Get a hands-on demonstration of how to leverage proven AI processes to create and publish high quality content marketing and financial literacy. 
  2. Bolster your SEO efforts by creating keyword-focused content that aligns with how potential members search for CU products. 
  3. Skyrocket conversion rates of your email marketing campaigns. 
  4. Maximize your ad campaign performance AND save time!

If attending this session, you must bring a laptop.

From Ideas to Impact: Collaborative Strategies for Business Development Success

- Komal Ahmed, Director of Strategic Alliances and Engagement, Kinecta FCU
- Sara Freeman, Vice President of Business Development, Truity Credit Union
Location: Milano III-VI

Join Komal and Sara as they facilitate a group ideation and thought exchange for your business development efforts. We will deep dive into two major themes including Innovation and Impact! How can you drive engagement and accelerate growth with new and innovative ideas? What are your strategies for moving from basic implementation to organizational impact? We will touch on these topics and more through large and small group conversation!

  • Innovate to Elevate: Discuss the importance of fostering innovative strategies to drive engagement and accelerate growth.
  • Implement to Impact: Outline the significance of implementing great ideas and strategies to achieve a meaningful impact on key performance metrics or organizational priorities.

You CANva Do It!

Speaker: Chelsea Schnyer, Director of Marketing, Southwest Airlines Federal Credit Union
Location: Milano V-VI

Dive into the vibrant world of graphic design and marketing using Canva. In this hands-on session you'll design eye-catching creative, building the foundation for a successful marketing campaign. In addition, you’ll learn the best tools and integrations to use, and leave with a promotion that you can use at your own credit union. Walk away with insider tips and tricks to elevate your creative and streamline your graphic design process. *This may not be 100% print ready as you may need to swap out imagery, rates and disclosures.

If attending this session, you must bring a laptop.

12:30 – 1:30 p.m. - Networking Lunch

Sponsored by:  Infusion Marketing Group

Location: Octavius 1-11, 25

1:45 – 2:45 p.m. - Concurrent Breakouts

How Credit Unions Use AI to Drive Deposits and Compete with Big Fintech

Tomer Borenstein, CTO & Co-Founder, BlastPoint
Josh Wilson, Senior Vice President of Marketing, Whitefish Credit Union
Location: Milano III-IV

Join BlastPoint and Whitefish Credit Union and explore the power of AI and machine learning models in understanding and predicting member behavior. Learn how this data-driven technique leverages historical member data, statistical analysis, and machine learning to uncover patterns and preferences. Discover how Whitefish Credit Union successfully applied AI and machine learning modeling to enhance customer engagement, optimize marketing strategies, and ultimately grow deposits and member acquisition. We will share how AI is assisting credit unions in making real-time impactful decisions based on accurate member intelligence. Whether you’re new to the concept or looking to refine your approach, this presentation offers valuable insights and real-world examples to help you harness the potential of AI and ML modeling for your business growth.

Leverage Your Credit Union Superpowers to Maximize Member Growth, Engagement, and Impact

Speaker: Kerala Taylor, Co-owner & Senior Marketing Manager, PixelSpoke
Location: Milano VII-VIII

The only thing we feel certain about these days is that uncertainty is here to stay. With increasingly frequent extreme weather events, ongoing supply chain challenges, and continued economic volatility, it can feel hard to proactively pursue a growth-oriented focus. The values that are baked into the credit union difference and cooperative principles are what set credit unions apart from other players in the financial services industry, and now is the time to make the most of them.

This interactive session is jam-packed with examples of innovative, inspiring initiatives your credit union peers have embarked on to supercharge their marketing and impact efforts in the midst of ongoing volatility. You'll learn how to lean into your credit union superpowers to:

  • Grow your membership and loans
  • Increase community impact
  • Improve the financial well-being of your membership
  • Avoid getting stuck in the reactivity trap

Unleashing the Power of Embedded Lending for Gen Z Member Acquisition

Speaker: Barry Kirby, Co-founder & Chief Revenue Officer, Union Credit
Location: Milano V-VI

Attendees will explore fintech industry insights and member acquisition strategies tailored to attract Gen Z consumers. They'll gain insight into evolving financial technology and its impact on credit unions targeting this demographic. Proven acquisition strategies will be shared, focusing on resonating with Gen Z's preferences and expectations. Actionable tactics will be uncovered to enhance the credit union's appeal to Gen Z, considering their digital inclinations. The session will also delve into leveraging technology and innovation for a seamless financial.

The Future of Credit Unions: Lessons from the Cable Industry

Speaker: Tanya Van Court, CEO and Founder, Goalsetter
Location: Milano I-II

Over the past decade, the cable industry has suffered a massive blow, losing nearly 30% of its market share. This is due to the rise of streaming platforms, which have managed to capture the hearts of the next generation of consumers. 44% of all adults - over 35 million people - have never had cable, demonstrating that cable brands are quickly becoming irrelevant to younger generations. The financial services industry is now facing a similar disruption from new next-generation focused digital players. Credit unions and financial institutions must take this threat seriously and take action in order to remain relevant. By looking at the lessons learned from the cable industry, credit unions can innovate and adapt to the needs of Generation Z and beyond.

2:45 – 3:15 p.m. - Networking Break

Sponsored by:  Nook and The Financial Literacy Coach

Location: Octavius 1-11, 25

3:15 – 4:00 p.m. - Swag Exchange

Speaker: Lorrell Walter, Chief Marketing Officer, Western Vista Credit Union
Location: Neopolitan I-II

Do you ever find yourself looking for the next “big thing” to give to your members? Join us for a light-hearted “show and tell” session where you will share how your credit union used a specific promotional item at a credit union event or activity. Attendees should bring 5 of the same item that they are prepared to exchange with other credit union employees.

We want to see the item that your members absolutely LOVED! Remember – the better your item is, the more likely you are to go home with something super cool yourself! Tell your story (in 30-60 seconds) and hear from your peers on selecting and designing swag that aligns with your brand identity, resonates with diverse demographics and leaves a lasting impression.

Join us for practical tips, creative ideas and a collaborative exploration of how swag can become a powerful tool in your arsenal!

5:00 – 5:45 p.m. - Diamond Reception

Sponsored by Datatrac, Egg to Apples, and EmpowerFi

Location: Octavius East Promenade & Balcony

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

Sponsored by:, Pulsate, Strum Agency, and The Pod

Location: Octavius 12-24

9:30 – 11:45 p.m. - Diamond Soiree (Dance Party)

Sponsored by:  SavvyMoney

Location: Octavius 12-24

7:30 – 8:30 a.m. - Breakfast

Sponsored by:  Finalytics and Roaming Hunger

Location: Octavius 1-11, 25

8:30 – 10:00 a.m. - Closing General Session - People Helping People through the Gift of GAB

Location: Octavius 12-24

Sponsored by:  Goalsetter

Conor Cunneen, Consultant, IrishmanSpeaks

The Irish are famous for the gift of GAB. Join IrishmanSpeaks – Conor Cunneen as he demonstrates how you can create a great member and employee experience through the gift of GAB.

You will learn how Goals, Attitude, Behavior (GAB) can positively impact internal and member marketing. Attendees will learn through powerful examples, storytelling and a dollop of Irish humor:

  • Goals: How simple daily micro-goals create a win-win situation for your credit union
  • Attitude: Learn how to choose your attitude and how that can positively impact the member experience and CU brand
  • Behavior: Your behavior creates your brand and determines what members/co-workers say about you. We’ll explore simple behaviors to further enhance your personal brand.

Conor promises attendees that they will leave with a smile on their face, a spring in their step and memorable takeaways to create an even better member experience (and that’s no blarney!)

Additional Conference Sponsors:

Conference APP
Sponsored by:  CUSG and PixelSpoke

Conference Giveaways
Sponsored by Business Innovations, Kasasa, and TruStage

Conference Lanyards
Sponsored by inLighten

Conference Scholarships
Sponsored by Adificial LLC, Allstate Identity Protection, ASA, Collectiv, Computershare Communication Services, Exagens, Homebot, iDiz, Mission Disrupt, Odenza, Push button Creative Audio, RelPro, Inc., Reseda Group, Silvur, Social Assurance, Webstrategies and Windfall.

Diamond Award Kiosks
Sponsored by:  AdQue Digital Display Systems


Thank you to our Signature Sponsor, Marquis!