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

Dimension 3: Innovate, Strategize, Lead
Jeff Rendel, lead speaker and facilitator, will guide you through CUNA Marketing Management School's 3rd dimension of marketing training.

When you attend this school, you will leave transformed! It's about innovating the way you approach your marketing efforts, rethinking how you align those efforts with the bigger picture, and reinventing how you personally lead the charge. During this school, you will gain insights from industry experts, learn best practices from your peers, and participate in facilitated discussions that will transform all of your efforts into success for your credit union. This event is in conjunction with the CUNA Marketing & Business Development Council.

Through CUNA Marketing Management School's 3rd dimension, you will:

• Create practical habits of innovation and research into planning for your credit union's future products and services
• Build marketing strategies and plans that support your strategic vision
• Learn how to communicate in ways that increase support from all stakeholders including staff and volunteer at your credit union
• Examine how to use data to help drive successful results
• Identify how to lead your department in ways that increase staff engagement, add to staff development, and keep focus on the execution and implementation of your marketing plan
• Grow as a leader for your career, credit union, and industry

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!

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

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

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

Preview the schedule

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 3: Innovate, Strategize, Lead Sessions

Master Mind Innovation

Come to this session ready to share one big idea that you’ve been mulling over and unable to pull the trigger on. Through this session, you will:

• Collaborate with other attendees to identify new million dollar ideas for your credit union
• Gain expansion, focus, tighter direction, and a network of partners to help you implement your innovative ideas when you return home

Macro Trends & Micro Strategies

Examine the most significant economic, demographic, and competitive factors affecting credit unions today. From there, you’ll get a chance to compare how your own marketing strategies can work in tandem with these trends to position your credit union for growth in the future. Through this session, you will:

• Gain an overview of how national and regional trends are influencing the world in which credit unions operate

Creating Innovative Credit Union Offerings

In today’s economic climate, doing less with more has become the marketing/business development department's mantra. A key component to achieving more with less is innovation. Through this session, you will:

• Gain innovative strategies that will help you create new or simply improved credit union offerings
• Participate in a hands-on session, having fun, learning to innovate and you'll walk away with a fresh perspective and hopefully a few new innovative credit union offerings

Developing Marketing Strategies that Flow From Your Strategic Plan

A sound strategy will guide your credit union through what lies ahead. Through this session, you will:

• Examine and discuss your credit union’s strategic plan
• Identify the key components for the general development of strategies and design
• Learn the best ways to prioritize ideas, resources, products, and services to support full credit union strategy

Measurement Do or Die

Illustrate how an abundance of data coupled with newer technologies are changing the credit union marketing landscape and are providing greater opportunity for the informed and savvy marketer. The importance of ROI and computing marketing effectiveness will be discussed in detail. Relevant case studies from within and outside the credit union industry utilizing multiple marketing channels will be presented. You will receive handouts of useful measurement tools, links and processes that you can take back to your credit union. Through this session, you will:

• Learn how to allocate funds across various marketing efforts by finding your members’ attitudes & behaviors
• Identify how to improve your marketing efforts across digital (search and social media), offline (TV, radio, newspaper, and direct mail), and PR channels by assessing their effectiveness
• Examine business intelligence tools available to justify marketing budgets to senior management
• Understand measurement techniques to supplement marketing decisions

Leading for Marketing Success

Managing the inter-departmental function of marketing, working with executives who are just as focused on results as you, and collaborating with your managers will be key to getting your job done. Through this session, you will:

• Learn how to get your staff aligned with your strategy
• Examine ways to sell your marketing plan up, down, and across your organization
• Identify ways to gain feedback from your staff about marketing successes and areas for improvement
• Explore ways to mentor and coach your staff while finding the leaders within the group to help them grow in their roles

Designing & Carrying Out Your Marketing Strategy

Create rationale, take action, and perform in manners that set you apart – developing particular personal and professional strengths. These exclusive strong suits take the place of worn-out, ineffective practices with worthwhile behaviors that yield impressive results – elite results making you more valuable, influential, indispensable, successful, and “headed for the top” – in and out of the office. Where some perceive the next rung on the ladder of success hard to get hold of, you know it is not coincidence. It is a straightforward result of your thinking, choices, and actions. Through this session, you will:

• Learn how a well-planned, well-executed strategy that is continuously rethought, reevaluated, reorganized, reengineered, and reinvented will lead to elite results
• Identify a process to redesign the leadership of your life and career from the inside out

Affiliation with CUNA/League is required for attendance.

CPE Credits

"The networking opportunities gave me plenty of ideas for new promotions and various ways to reach target markets (including more effective ways to use the internet to reach the younger generations). Jeff Stephen's session helped me identify ways to overcome our branding struggle and become recognizable among the competition. Thanks for a great week in Seattle!" --Gina Williams, CEO UARK Federal Credit Union (2008)

"It not only brought new ideas and direction for me but it gave me excitement again in my job and sent me back fired up with new ideas and direction! The networking was great and I've benefited tremendously from it! The diversity of CU's from all the different states was a plus!" (2008)

"This program really opened my mind to brand new ideas and ways to market our Credit Union to a broader audience. I came home with a lot of new ideas that has also transformed the thinking of our management team." --Toby Hayes (2008)

"Overall, the three-year program was very helpful to me. It got me thinking more strategically. I would recommend it to all CU marketers."

"This program gave me time to get away and think outside of the box. It really helps to take a moment to review how and why we do the things we do." (2007)

"I benefited by talking with other credit union's, sharing success stories, and learning from failed campaigns that other credit union's attempted." (2007)

Bill Capodagli

Randy Schultz

Jeff Rendel

Mark Arnold, CCUE

Matthew Purvis

Abel Rajan

Steve Rodgers

Anne Legg

Scholarships Now Available!