CUNA Marketing Management School: Part 2

June 14–17, 2010
Orlando, FL

Cost: $1,395

CUNA Council members receive a $100 discount.

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About This Event

Make your credit union marketing 3D!
Three dimensional that is - by attending the three parts
of CUNA Marketing Management Schools.

Dimension 2: Beyond the Basics
Mark Arnold, lead speaker and facilitator, will guide you through CUNA Marketing Management School's 2nd dimension of marketing training.

By attending this school, you will gain an ideal blend of strategy and tactics. Effective credit union marketing requires you to develop and articulate a comprehensive strategic marketing plan. However, crafting a plan is only the first step. You must also know tactical ways to implement your strategic ideas. Through this school, you will gain a comprehensive overview on strategic issues marketers encounter along with practical tips to improve your marketing efforts. This event is in conjunction with the CUNA Marketing & Business Development Council.

Through CUNA Marketing Management School's 2nd dimension, you will:

  • Build a credit union brand
  • Learn how to stay compliant
  • Examine how to market on a shoestring budget
  • Identify how to effectively use social media
  • Learn how to implement emerging technologies
  • Develop an overall media plan
  • Explore how to leverage the "credit union" difference

KEYNOTE SPEAKER - BILL CAPODAGLI!
While studying credit union marketing trends, ideas and strategy in Disney's backyard, CUNA's 2010 Marketing Management School attendees will take their marketing efforts to Infinity & Beyond as they hear from Opening Keynoter, Bill Capodagli!


Bill Capodagli, best-selling author and internationally acclaimed keynote speaker will wow attendees as he presents Dreams & Dreamers: Walt Disney & the Pixarians based on the book, "Innovate the Pixar Way: Business Lessons from the World's Most Creative Corporate Playground."


Not only will attendees hear from Bill, they will receive a copy of his book, "Innovate the Pixar Way."
Hear Bill talk about his book!

"Details how this playful organization provides a working environment that encourages imagination, inventiveness, and joyful collaboration. If you dream of creating a more positive climate in your company, this book might just make your dreams come true."
—Ken Blanchard, author of One-Minute Manager and management expert

Looking for a great Father's Day event? When you attend CUNA Marketing Management School, you'll be minutes from Disney and the conference wraps up just a few days before Father's Day...think of the fun you'll have together by extending your stay and celebrating the Disney Way!


Location Information

CUNA Marketing Management School: Part 2: June 14–17, 2010

CUNA Marketing Management School: Part 1:  June 14–17, 2010

CUNA Marketing Management School: Part 3:  June 14–17, 2010


HYATT REGENCY GRAND CYPRESS HOTEL
1 Grand Cypress Blvd
Orlando, FL 32836-6734
Phone: (888) 421-1442
Fax: (407) 239-3000


Airline Information


Delta Airlines is pleased to offer special discounted airfare for CUNA. To reserve your tickets at the discounted rate, please visit www.delta.com/booking and enter meeting event code NM7EF. Then complete the booking process. Or, call Delta Meeting Network® Reservations at 800-328-1111, Monday through Friday, 7:30 a.m. - 7:30 p.m. (Central Time), and refer to File Meeting code NM7EF.

Shuttle and Airport Information
Arrive at Orlando International Airport. Available transportation options include:
Mears Transportation — 407-423-5566, Roundtrip - $33.00 / One way - $20.00. (Pickup baggage in lower area at airport, Hyatt Regency Grand Cypress is the first hotel drop off.) Other options include: Mears Towncar: $58.00 - One way OR Taxi is approx. $50 one-way (subject to change).

Preview the schedule

Preview the schedule

Session Descriptions

GENERAL SESSIONS

Dreams & Dreamers: Walt Disney & the Pixarians (Opening General Session)

Hear from Bill Capodagli, best-selling author and internationally acclaimed keynote speaker as he presents Dreams & Dreamers: Walt Disney & the Pixarians based on the book, “Innovate the Pixar Way: Business Lessons from the World’s Most Creative Corporate Playground.” Attendees will also receive a copy of this book. Bill will address attendees about how they can:

  • Dream Like a Child
  • Believe in Your Playmates
  • Dare To Jump in the Water & Make Waves
  • Unleash Your Childlike Potential

What’s a Credit Union? The Marketers Time to Shine (General Session)

Hear from: Randy Schultz, Mark Arnold, and Jeff Rendel
With bank bailouts, corporate bonuses, and a sluggish economy in the headlines, you have the perfect opportunity to shine a light on what makes credit unions the best choice for consumers. Through this fun, high-energy session, you’ll kick the week into gear by:

  • Meeting all three of the lead facilitators and begin networking with your peers
  • Answering the question, "What’s a Credit Union?"
  • Breaking out into teams and conduct market research
  • Brainstorming and developing a promotion that speaks to consumers

Idea Share & Networking Lunch (General Session)

Spark your next big idea through the idea share networking lunch! Through this session, you will have the opportunity to check out creative marketing materials and innovative give-a-ways that your peers have created.

See Your Marketing in a New Light – 3D Glasses Optional (General Session)

Hear from: Randy Schultz, Mark Arnold, and Matthew Purvix. Moderated by: Jeff Rendel
Have you ever wondered what you could have done to improve your marketing efforts? This unique session offers that chance. Bring recent marketing samples and allow three marketing experts to help you see your marketing in a new light. They will offer tips on what you could do to improve your pieces. This session will be playful, fun, entertaining, honest and beneficial to your credit union’s marketing efforts.

  • Hear constructive criticism on how a particular piece or campaign could have been better
  • Gain feedback from a panel of three distinct marketing professionals
  • Ask questions of the panel
  • Identify key principles to improve any future piece

Dimension 2: Beyond the Basics Sessions

Got Brand? Advanced Branding for Credit Unions

Branding is more than just changing a few brochures or the look of a newsletter. A true comprehensive branding program will take years to develop and will impact the entire organization. Your credit union doesn’t just “do” branding one year and mark it off its “to do” list, your credit union must “live” the brand every day. Through this session, you will:

  • Explore how to maintain brand consistency and momentum
  • Learn about lovemarks and emotional branding
  • Identify ways to gain staff buy-in
  • Examine brand leadership in the 21st century

Marketing Compliance

The complicated marketing compliance puzzle includes pieces from NCUA as well as pieces and parts from numerous federal regulations. Through this session, you will:

  • Review the most prevalent compliance mistakes and web site violations auditors find when checking credit union advertisements
  • Identify what happens if you don’t comply
  • Examine non-compliant consequences
  • Explore advertising regulations and privacy issues

A “Trading Spaces” Approach to Marketing: The look of a $25,000 Campaign for $1,000!

A big budget does not equal great marketing. And more importantly, great marketing does not require a big budget. Although it may be impossible to actually “guarantee” that a $25,000 campaign can truly be done for $1,000 or less. This workshop will help you identify ways to get the biggest bang for your marketing buck! You will walk away with proven tactics and strategies that will not only stretch your marketing budget, but enhance your marketing quality as well! Through this session, you will:

  • Identify ways to market on a shoestring budget
  • Learn how to become involved in community events
  • Discover how to use public relations to enhance marketing
  • Explore how to make a case for more marketing dollars

eMerging Technologies & Mobile Marketing

IM. Live chat. Text alerts. Social networking. Viral marketing. Blogs. Podcasting. Are these emerging technology marketing trends or just the latest fads that will fade away? As the marketing and technology fields merge, marketing executives must have a firm grasp on the latest technologies and how to best use them to reach their members. Through this session, you will:

  • Explore technology strategies and trends
  • Identify eMerging technologies
  • Learn about the benefits and best practices
  • Review implementation tactics

Social Media Made Easy

Blogs. Facebook. Twitter. YouTube. Flickr. MySpace. Web 2.0. It’s enough to make anyone’s head spin. But understanding and using social media effectively is a key strategy for credit unions connecting with their members. This session covers everything you need to know about social media from the basics to the advanced. Social media is not about using all the new toys to be hip, but rather about engaging your members. Through this session, you will:

  • Explore all the areas of social media
  • Learn how to use social media to reach your members
  • Identify ways to incorporate social media into your marketing and strategic plans
  • Gain social media tips and tactics

Leveraging the Credit Union Difference

Bank approval ratings are at an all time low, consumers are ready and in need of a better alternative – as credit union marketers, you have the perfect opportunity to reach out to your community and share why credit unions are the right choice in today’s struggling economy. Through this session, you will:

  • Gain strategies for effectively incorporating the credit union difference into your marketing efforts
  • Identify ways to position your credit union in today’s economic climate
  • Explore ideas for turning national news into opportunities for your credit union
  • Review the guidelines for becoming the trusted resource for your local news sources

Who Should Attend

Part II is for experienced marketers, graduates of Part I, and others looking to improve their marketing savvy. This course is tailored to those who wish to update their marketing skills with the latest trends and innovations. You may attend Parts I, II, or III in any order; there are no prerequisites.

Affiliation with CUNA/League is required for attendance.

CPE Credits

CPE Credits

What past attendees say

"Like it or not, for a community CU to survive long term, they have to grow. That mostly means connecting to beyond the Baby Boomer generation. The Credit Union movement has so much to offer, but unless people know about it, they will never join and benefit. We talk about the need to market a lot, and there are lots of ideas for how. This class hits a broad range of topics that need to be understood in order to build an effective marketing program." --Mark Soboslai, Board Chairman, Valley 1st FCU Monessen, PA 15062 (2008)

"Most important to me is networking with fellow credit unions. It's great to bounce off ideas to eachother so you can save time and money about what has worked for you and what hasn't. What's even better is that you can obtain their emails after the program is finished and contact them for years to come. The program ends but the help and support never does! --Jina Couture (2008)

"I took something back with me from every session that I attended. I believe that this program was very well put together. The classes were small enough that you got to know and network with others right away." -- Melanie Stabs, Minnesota Power ECU (2007)

"Hands down, this was the best week-long training I have ever been to."

"I was able to take away some interesting ideas, strategies, and the proper way of marketing for our credit union. It is always a good idea to reinforce your methods with ongoing marketing education!"

"I'm more "well-rounded" after attending this session! The finance class was a great bonus!"

"The personal contacts that I have made make this program invaluable! The speakers are awesome, they really leave you with the "ah-ha" moments that you can actually take back and put into action. I love that you can contact any of the instructors well after the class with questions or concerns. I never feel alone in my struggles anymore, and I feel good knowing that I can share my success with my fellow students too! It's a wonderful experience and I highly recommend it to any credit union marketing professional! I will definitely be back for Part III!"

"I learned so much from this program. The instructors were wonderful, the set-up and execution were superb, and the contacts I made will help me a great deal." -- Kris Dockham, Members First Credit Union of New Hampshire (2007)

"The $ound Financial Management session was an excellent opportunity to increase my knowledge and understanding of the credit union, outside my area of expertise, helping me become a more valuable employee."

"I learned a lot. It was almost overwhelming. It's going to be hard to prioritize what to use first."

"The program was an excellent blend of knowledgeable speakers on a variety of topics that affect me directly as a credit union marketer. It was in a format that enabled me to learn from my fellow marketers, all in a relaxed and inviting atmosphere. Well done, CUNA!"

Speakers

Bill Capodagli

Bill is a dreamer, castle builder, storyteller, and playround wizard. With more than three decades of dominion cogitating (aka management consulting), Bill has opined with many of the largest corporate kingdoms in the world as well as some of the smallest local serfdoms. Bill’s renowned storytelling talent was acknowledged when his first book (co-authored with Lynn Jackson), The Disney Way: Harnessing the Management Secrets of Disney in Your Company, was recognized by Fortune Magazine as a "Best Business Book." Bill also coauthored the enormously popular The Disney Way Fieldbook: How to Implement Walt Disney's Vision of "Dream, Believe, Dare, Do" in Your Company and Leading at the Speed of Change. Bill’s playground wizardry is authenticated in his latest collaboration - Innovate the Pixar Way – Business Lessons from the World’s Most Creative Corporate Playground..
Prior to co-founding his own playground, Capodagli Jackson Consulting in 1993, Bill held managerial positions at the consulting firms of AT Kearney and Ernst & Whinney (now Ernst and Young). From 1991-1993, Bill helped the University of Southern Indiana launch their business consulting initiative and began teaching the The Disney Way principles to an international client base. During the past decade, Bill has become one of the most recognizable storytellers (aka keynote speakers) on the cultures of Disney and Pixar, enlightening audiences with Walt Disney's original success formula, “Dream, Believe, Dare, Do”, that is transforming both entrepreneurial and Fortune 500 companies alike.


Randy Schultz

Randy is vice president of marketing for Weber Marketing Group, a strategic branding and marketing consulting agency focused on the financial industry. He has more than 25 years of financial marketing experience, and now acts as a mentor to others looking to elevate their knowledge of the industry and how to reach their target markets. Having worked as a marketing vice president, advertising agency principal and creative director has kept Randy uniquely focused on creating leading-edge solutions within the credit union industry.

As part of the Weber Marketing Group team he has helped create new corporate names and identities for many of the leading credit unions, including: John Deere Community Credit Union, now Veridian, Credit Union Central Falls, now Navigant, Elkhart County Farm Bureau Credit Union, now InTerra, Government of Guam Employees Federal Credit Union, now coast360, and others across the US and Canada.


Jeff Rendel

Jeff is president of Rising Above Enterprises and offers a wealth of knowledge in the financial services marketplace. He works with associations and professionals who want greater professional growth, as well as financial services providers who want deeper market penetration. His mission is to develop excellent leaders – in life, on the job, for your members and for your credit union. Jeff has experience as a federal regulator, financial executive and congressional lobbyist.


Mark Arnold, CCUE

He is president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Not a mere consultant, Mark partners with credit unions and organizations to help achieve their desired strategic goals. He has worked with financial institutions ranging in size from $32 million to $1.8 billion. Prior to founding On the Mark Strategies, Mark served as senior vice president for a multi-million dollar financial institution in Dallas. He oversaw and planned strategies for multiple departments, including marketing, business development, human resources, training and customer investments.

Mark is the author of “Think Huge: How To Elevate Your Life and Your Business”,“My Best Service Ever” and “Marketing Across the Generations: Gen. X”.


Matthew Purvis

Matthew is CEO of Burley Design Cooperative and had developed innovative planning tools and marketing and sales strategies for the award-winning, Eugene, Oregon-based bicycle products manufacturer. He was named one of Oregon’s top 20 rising business leaders by Oregon Business Magazine. He is passionate about the cooperative movement, business strategy and differentiation, leadership and sales development, and branding. Prior to joining Burley Design Cooperative, Matthew worked in radio advertising sales, political campaign management, as a partner in one of Chicago’s largest bicycle retailers, and as a bicycle messenger.


Woody Hodgdon, CUCE, BSACS

Woody is the founder of W & D Adventures, LLC and Regulations A-Z & More. He has been a national compliance presenter for more than 17 years and recently retired from Addison Avenue Federal Credit Union after 28 years. Woody was most recently the national compliance manager at Addison Avenue and was located in their Loveland, Colorado branch. He spent three years as an agent for CUNA Mutual in northern Colorado prior to starting his management career with credit unions. Woody has been involved in credit union management, operations, marketing and compliance issues for more than 30 years and has also held jobs as interim credit union manager, vice president of operations, branch manager, marketing manager, collection & compliance manager and senior loan officer.


Scholarships Now Available!

Scholarships Now Available!

The CUNA Marketing & Business Development Council offers a scholarship each year to one eligible individual. Applications and supporting documents must be received by April 8, 2010. Learn more or apply for a scholarship here.

Cancellations

The last day for cancellations was June 6, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




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