Marketing and Business Development Conference
June 10–11, 2010
Columbus, OH
8:30 a.m. – 4:00 p.m. Local Time
Tuition: $289
Registration is $289 per attendee or $259 each for multiple attendees from the same credit union. To receive the multiple attendee discount, all registrations must be processed in the same order.
Small-Market CU Discounts: If your credit union has less than $20 million in assets, you'll receive a discount by entering a promotion code on the “Complete Checkout” page. Learn more. Only one discount applies.
SEMINAR OVERVIEWGreat marketing is more than just slight of hand. At this year’s Marketing and Business Development Conference you'll discover proven methods to boost your membership. Stay connected with current members and captivate new ones. Return ready to implement fresh ideas that are sure to work. Reserve your spot today and make marketing magic happen!
Schedule
| June 10 |
|---|
| 1:00 – 2:00 p.m. | Registration |
| 2:00 – 3:15 p.m. | Integrating Advocacy Into Your Marketing |
| 3:30 – 4:45 p.m. | Mastering the Art of "Coopetition" |
| 5:30 – 6:30 p.m. | Networking Reception |
| |
| June 11 |
|---|
| 7:30 – 8:30 a.m. | Continental Breakfast |
| 8:30 – 10:30 a.m. | Supercharging Member Engagement Through Powerful Challenge Marketing |
| 10:45 a.m. – Noon | What is Your Community Looking For? |
| Noon – 1:00 p.m. | Lunch |
| 1:00 – 2:30 p.m. | Design Thinking: A Human-Centered Approach to Innovation |
| 2:45 – 4:00 p.m. | The Magic of Doing |
TOPICS & OBJECTIVES
Integrating Advocacy Into Your Marketing
* Most credit union employees, volunteers, members, and potential members are aware of the increased role the government will play in the financial services industry as more regulations are introduced. While your league and CUNA are continually working for your credit union and its' members to ensure these regulations will be beneficial, what role should your credit union’s marketing play in promoting advocacy? Find out how advocacy can be integrated into your marketing strategy.
Mastering the Art of "Coopetition"
* Coopetition is a term that encompasses how credit unions can still exhibit the values of a cooperative while also competing for market share with other credit unions. As more credit unions are becoming community chartered their fields of membership have and will continue to overlap. This session will discuss marketing strategies that will allow your credit union to cooperate with other credit unions to expand the movement but also compete for your individual piece of the market.
Supercharging Member Engagement Through Powerful Challenge Marketing
* Traditional media is not dead, and social media is not the cure-all. You have a far greater chance of finding marketing nirvana when your strategy combines traditional and nontraditional real-world activities with an online destination, to create excitement and inspire action in your own backyard. Tie a relevant and differentiated product offer to your challenge, and you have a legitimate recipe for success.
What is Your Community Looking For?
* Gain insight from people in the area about their personal finance habits as well as what they’re looking for in a financial institution. They’ll share what resonates with them, what catches and keeps their attention, and what doesn’t. This session will give you a fresh look at what you can - and should - be doing when presenting or marketing to people in your field of membership.
Design Thinking: A Human-Centered Approach to Innovation
* In order to succeed, innovation must solve a human need. Design thinking is a proven innovation process that combines empathy, technical feasibility, and business strategy. In this workshop, we will use hands-on projects and real-world examples to guide you through the steps of human-centered design and give you the tools you need to inspire and execute ideas at your own credit union.
The Magic of Doing
* Credit unions have no shortage of great ideas. Instead of focusing on the positive impact these ideas can make on our members and our organizations, we tend to overwhelm ourselves with the fear involved in putting ideas into action. This session will look at common innovation barriers from a human-centered design perspective and make the case that inaction can be riskier than action. You will learn how to sell your ideas, how to build effective innovation teams, and why the public is counting on the magic of doing.
Affiliation with CUNA/League is required for attendance.
LOCATION
HILTON POLARIS8700 Lyra DrColumbus, OH 43240-2103
Phone: (614) 885-1600
Room rates: $109*
Hotel Reservation Deadline: May 31, 2010
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.
LODGING DETAILPlease mention group code CUNAMC to make your reservation.
Hotel deadline has been extended until Monday, May 31, 2010.
INSTRUCTORS
Matt Davis
Matt is an advisor specializing in implementation. The Filene Research Institute  has partnered with Matt to present, advise, and complete project work with credit unions based on our i3 ideas and innovative processes. Prior to this engagement, Matt was a member of the Filene Research Institute’s inaugural 30 Under 30 group and author of "The Credit Union Warrior" blog. Matt has been at the center of credit union innovation since 2004. Projects such as What are you saving for? and Football Pick’em have earned Matt international recognition, including features in Fast Company, Yahoo! Finance, Bankrate.com, and credit union trade press. He is an accomplished public speaker, frequently presenting to credit union professionals across the country. In February 2009, Matt was named one of the Triad Business Journal’s 40 Business Leaders Under 40 (N.C.).
DeAndre' Upshaw
DeAndre’ started with Currency Marketing in early 2010 as the Young and  Free Change Agent. Prior to starting with Currency in 2010, DeAndré was the 2009 Young & Free Texas Spokesperson. He has helped credit unions better understand the needs and wants of the next generation of credit union members. Along with changing the world, he also mentors new Young & Free Spokespeople, writes on the Why Gen Y blog, edits the Living Young & Free Show, speaks, travels and produces a weekly Why Gen Y Live show.
Kelley Parks
Kelley is a creative catalyst for gira{ph}. For nine years, she proudly served as  the vice president of marketing & business development for Call Federal Credit Union in Richmond, VA. Kelley's love for the credit union movement runs deep as she has been a very active volunteer both on the local and national level and innovated as a member of the Filene Research Institute's i3 (Ideas, Innovation and Implementation) team. She's an avid blogger for SharediDiz.com, as well as an editor for CUWaterCooler.com. Kelley has won numerous awards during her career including the CUNA Marketing & Business Development Council's Marketing Professional of the Year. Kelley created gira{ph} to help small to midsize credit unions differentiate themselves to create chemistry with consumers and stand taller in order to seize this unique moment in time for our movement.
CANCELLATIONS
The last day for cancellations was June 3, 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.
| 
