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Speaker: Glory LeDu
Do you have questions on what compliance language to include in a marketing piece for your credit union's auto loan program? Are you pulling your hair out over what terms trigger additional information that must be included in the disclosures? Does the disclosure language always seem to be the biggest part of the marketing piece? And then there's the topic of ADA website compliance and Web Content Accessibility Guidelines (WCAG) 2.1 that are keeping credit union marketers on their toes. With so many regulations and guidelines, compliance can be overwhelming and confusing, especially for marketers who don't speak the language as fluently as their teammates in the compliance department. Join your credit union marketing peers for this educational and interactive marketing compliance workshop to learn about compliance in a marketing-friendly environment.
During this pre-conference workshop, you will:
As part of your pre-work assignment we invite you to submit one of your credit union's (loan?) marketing pieces (i.e. advertisement, website screen, disclosure, etc.). During the workshop we will review and critique the pieces submitted for compliance consideration. This is a great opportunity to showcase your marketing efforts and ensure they are compliant.
*Not included with MBDCS registration; additional registration fee
Edward Filene, the founding father of the credit union industry, was quoted as saying “Progress is the constant replacing of the best there is with something better.” We all know that progress and success are in part achieved by hard work and dedication. Are you dedicated to making progress at your credit union, in your career, and in your personal life? During this session, you'll hear from some of the most progressive thought leaders in our industry. They'll each get 18 minutes to provide insights and ideas that will help you achieve forward progress, both professionally and personally. You may not be there yet, but these Ed Talks will get you closer than you were the day before.
Speakers: Denny Graham and Susan Toalson
The world is not short on financial institutions; credit unions face competition everywhere. To set ourselves apart from the others, we need to focus on how we are different. This exercise will teach you how to look at similar businesses, recognize how they differentiate, and apply what you have learned back at your credit union!
In this session, you will:
Speaker: Susan Toalson
Networking in the social age has flipped the script for credit union business developers who are responsible for engaging with local businesses and their community. Not only are you on stage 24/7, but now more than ever you are expected to be "in the know." As you work to establish your presence in your community, it's imperative that you also establish yourself as a resource to your contacts. By positioning yourself as a "community connector" you can take your networking to the next level. Establishing community collateral helps position your credit union for success. After all, when you've become indispensable to absolutely everyone - you'll be unstoppable!
Speaker: Denny Graham
During this session, we will show you how to align your community and business development efforts with your credit union's strategic plan.
In order to be successful, first you need a goal. Then you need a plan to meet your goal. Finally, you need a way to measure your progress. This session will focus on performance metrics and tracking.
Business development opportunities appear in a variety of settings; share your credit union's message in public forums, external networking, promotional events, and community sponsorships.
This session will focus on the process of building a prospect pipeline, and the steps and actions necessary to move prospects through it.
We'll spend some time reviewing key takeaways and actionable items from the day.
It doesn't matter how good your products, pricing or location, this is still a “people” business, which requires you to effectively communicate with prospects and members. “Sales” is often considered a dirty word, but at its best, it requires learning about your members so that you can match them with the correct products. The goal of this session is to provide you with the skills you need when venturing outside your credit union.
You are not alone in your endeavors. That's both good and bad news! You can't expect to go about your day without having most everything you do affect others at your Credit Union. Learn how to position your Business Development efforts within your credit union team to collaborate and reach collective strategic goals. Included in this session are discussions on:
Speaker: Mark Arnold
LinkedIn. Facebook. YouTube. Are these social media channels or business development tools? The answer is “Both.” Digital efforts are not just for connecting with friends: they are also about creating and closing sales. But as with any tool you must be careful with how you use them so you do not become the “smarmy social media sales person.” This session will cover:
Continued from the morning's session.
Speaker: Spencer Carver
Do you remember your first rock concert? Think about what that experience was like. Do you remember what stood out and why it was memorable?
Business Development is no different than a rock concert. We may not have laser lights and fog, but we are constantly creating and providing an experience that is either memorable or forgettable. The rock stars we remember create a consistent experience every single time while adapting to the changes around them. Through this session, learn four ways through proven experience how your business development can create a ROCK STAR impression every, single, time.
This session will be a comprehensive review of the previous three days. We'll give you the opportunity to ask questions, and share thoughts with the leaders and the group.
Champion For the Credit Union Movement
Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.
Credit Union National Association
ADA Compliance Notice & Legal
Credit Union National Association |
ADA Compliance Notice & Legal