9:00 – 10:00 a.m. - IN-PERSON ATTENDEES: Registration & Continental Breakfast
Location: Vista Foyer & Ballrooms B & D
9:00 – 9:30 a.m. - VIRTUAL ATTENDEES: Virtual Kickoff: Prep & Connect
Speaker: Chris Lorence
9:30 – 9:50 a.m. - Optional: Breakfast Blitz: A Primer for Newcomers
Speakers
- Andrea Parrish
- Jasmine Hughes
Join this optional session designed specifically for newcomers to the digital marketing world and those new to the credit union sphere, though everyone is welcome! Engage with our moderators as they share the ins and outs of succeeding in our unique industry, and their perspectives on how credit union marketing, especially digital marketing, differs from other industries. Expect to leave with actionable tips on leveraging your event experience, strategies for industry success, and the chance to ask questions and engage with peers over breakfast. Don't miss this opportunity to lay a solid foundation for your journey into digital marketing.
10:00 – 10:15 a.m. - Opening Remarks
Speaker: Ariel Bilskey
10:15 – 11:00 a.m. - Neuro-Loyalty: The Strategy for Loyal Members and Engaged Teammates
Speaker: Roger Dooley
What do your most valuable members and employees have in common? They are LOYAL. There’s something else: they are HUMAN. We all spend far too much on acquiring new members – advertising, marketing, social media, sales incentives, and more. A loyal member doesn’t incur those costs and is far more likely to do your marketing for you by recommending you to others. The same logic applies to your people – recruitment and training are the costly alternative to retaining your best team members. The key to a high-performing organization is understanding how our brains govern our behavior. Science-based business expert Roger Dooley, a Top 50 Global Thought Leader on Customer Loyalty, will show you how simple changes in member and employee experience can increase profits, reduce employee turnover, and cut member churn.
During this session, you'll learn:
- Why you are focusing too much on motivating members and employees
- How companies focused on minimizing friction, i.e., unnecessary effort, disrupted entire industries
- Where and how to look for friction in your credit union
- How to deal with leaders trying to maintain the status quo
- Small but important steps to take to begin minimizing friction in business and life
11:00 – 11:10 a.m. - Beverage Break
11:10 – 11:30 a.m. - Fireside Chat
Speakers
- Roger Dooley
- Andrea Parrish
Following the presentation, don't miss the opportunity to engage directly with Roger Dooley during a brief fireside chat. This will be your chance to ask questions, gain deeper insights, and discuss the nuances of enhancing your loyalty-driven and high-performing marketing strategy.
11:30 a.m. – 12:30 p.m. - IN-PERSON ATTENDEES: Networking Lunch
11:30 a.m. – 12:15 p.m. - VIRTUAL ATTENDEES: Break
12:15 – 12:30 p.m. - VIRTUAL ATTENDEES: Networking via Breakout Discussions
Speaker: Chris Lorence
12:30 p.m. – 1:30 p.m. - Digital Evolution: Transforming Member Experience
Speaker: Sumeet Grover
1:30 – 1:40 p.m. - Stretch / Screen Break
1:40 – 2:40 p.m. - Trends to Watch: Digital Advertising, Social Media & AI
Speaker: Andrea Parrish
2:40 – 3:00 p.m. - Networking Break
3:00 – 4:00 p.m. - Interactive Panel: Crafting the Ultimate Marketing Tech Stack
Speakers
- Andrea Parrish
- Jasmine Hughes
- Kirstin Romero
- Leia Ragland
- Adam Remshifski
- Sumeet Grover
Get ready for this highly requested panel session where we delve into the rapidly expanding universe of marketing technology, now featuring more than 13,000 solutions, an 18.5% increase in just the last six months. This surge is largely driven by generative AI, accounting for 73% of new additions, according to data from the Martech for 2024 Report.
This session is unique; your insights start the conversation so be sure to complete the pre-event survey and share your tech stack challenges and triumphs that will set the stage for a dialogue that's sure to be as relevant as it is insightful. Our panel will share their perspectives and weave in your contributions, as we explore how to navigate and select from the myriad of available tools. Whether you're integrating new tech into your strategy, offboarding existing tools or seeking to optimize your current tools, this session provides a unique opportunity to view the creation – or demolition – of tech stacks through the many lenses and perspectives of your peers.
4:30 – 5:30 p.m. - IN-PERSON ATTENDEES: Reception