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Speakers: Mark Arnold, Bill Druliner, Zachary Hall, Susan Toalson and Miriam De Dios Woodward
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.
Results-oriented marketers are always striving to better understand members, as well as learn what potential members think about credit unions. We know from the research available from CUNA's Credit Union Awareness Initiative that there are four myths about credit unions that need to be corrected: (1) I can't join. (2) Accessing my money may be hard. (3) They're too small. (4) They're more for those in need.
In the spirit of the growing trend of Do-It-Yourself TV shows, your group will venture out in Tempe and perform a DIY Focus Group. Then as a group, we'll come back together and share insights that all groups heard during their DIY Focus Group adventure.
It's not a secret that, as an attendee of MBDCS, you will learn a great deal through networking with other attendees - maybe almost as much you will from our subject matter experts. This session is a coordinated effort to facilitate valuable peer-to-peer networking, with a focus on learning from people who are like you, meaning those with similar asset sizes, or serve a SEG-based charter instead of community-based.
Come prepared to talk about challenges and opportunities in your department, your credit union and the financial industry. Walk away with actionable ideas on how to face those challenges and capitalize on opportunities.
Speaker: Randy Schultz
You've all heard it…your brand is more than your logo and a set of cool brochures (that may or may not look pretty similar to everyone else's). It all stops here.
To be relevant…you need to disrupt. You can only be as good…as you dare to be bad. Are we effectively reaching the audiences we're after the way they want to be reached versus how we think they should be reached? This is a deep dive in to measuring your brand, and the shifts that are possible to elevate it to a new level beyond your expectations.
In our collaborative, fast-paced discussions we'll dive deep to find your organizations soul. We'll look outside the industry for inspiration on how to build a channel-agnostic brand that makes you blend out - not blend in. You'll also learn the 6 keys to building an engaging, distinctive brand from the inside out - and holding those keys up to your brand to measure its potential for success.
We'll turn some of your beliefs upside down with discussions on:
Let's ask some hard questions about what makes a credit union brand relevant in the future - and find some answers you can take home to make yours the disruptor in your market.
Speaker: Pam Hatt
Benjamin Franklin once said, “By failing to prepare, you are preparing to fail.” Preparing a strategic marketing plan and budget should be a standard practice for all credit union marketers. Your marketing plan is the roadmap that guides strategy, tactics, focus, creates efficiencies, and drives results. Your budget is a supplementary document that will help keep you focused on specific goals that are outlined in your plan, ensuring that you're always keeping a clear path toward achieving optimum ROI. Creating a strategic marketing plan and budget can be time consuming, overwhelming, and often frustrating if you don't understand how to get started. During this session, we'll discuss the key elements in a strategic marketing plan and budget, as well as walk through templates and guides that will be helpful as you create or enhance your own plans. We'll spend time on instruction, as well as on applied learning to ensure that you're walking away with the ability to put what you learn into action back at your credit union.
In marketing, the first rule of success is not graphics or message but understanding the business model. During this pre-work session you will learn how credit unions make money and how you can impact the Key Ratios that determine a credit union's success. During this session, you will:
Speaker: Rich Jones
This is the follow up session to the pre-work webinar “Marketing to the Numbers”. This session is dedicated to applying the learning from the pre-work session in a tabletop planning exercise using a real credit union and their real Key Ratios. You will work with your peers to build a marketing plan designed to have an impact on the identified strengths and weaknesses discovered in a credit union's Ratio Report. During peer learning workshop, each team will share their plan and the reasons for the plan with their class. Your session leaders will be coaching, mentoring and answering your team's questions throughout the session.
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.
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