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Virtual Roundtable

Unleashing Impact: Crafting Your Credit Union's Marketing Plan

Event Date: June 05, 2024 | Time: 12:00 PM - 01:00 PM CDT

All sessions are recorded and posted to our archive under the Resources dropdown within a couple business days. Use the handy filters to sort by Council and/or content type.  

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!

PLEASE NOTE: You cannot "register a colleague" for Council member-only events unless they are also a member or choose to join. The system currently offers this option and we are working to remove it to eliminate confusion. Thank you. 

Meet your speaker

Speaker Image

Ben Bauer Ben Bauer

Executive Director at ​​Exclamation Services​

VP Marketing Simplicity CU

Marshfield, WI

Ben is the Executive Director at Exclamation Services, a creative marketing agency and Credit Union Service Organization (CUSO) that is wholly owned by Simplicity Credit Union. Ben and his team lead the marketing and public relations efforts at Simplicity CU as well as several external Credit Union and non-Credit Union clients. Ben and his wife Katie love to spend as much time possible with their two children and in their spare time enjoying Wisconsin in the great outdoors, biking, running, hiking and camping. Ben is an active member of Rotary and strives daily to live by the motto of “Service above Self”.

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Product Code: RTMBD060524

Unleashing Impact: Crafting Your Credit Union's Marketing Plan

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. 

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