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Credit Union Marketing & Business Development Conference
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

GENERAL SESSIONS:

What Are Your Members Looking For in a Financial Institution?

Bob Hoel
Through experience and past results, we think we know what members are looking for in a financial institution. But recent credit union research findings may surprise you. In this session, you’ll gain a better understanding of what consumers are looking for in financial services and how your credit union should respond.

Focus Your Marketing and Business Development Efforts for the Current Economy

Bob Hoel
It may be tough to see the silver lining in today’s headlines: A recession, the mortgage meltdown, higher energy costs, and a weaker job climate. Historically, credit unions have found ways to not only survive, but thrive in tough economic times. Learn where to focus your marketing and business development efforts to strengthen member loyalty and grow your credit union.

Relationship Marketing: Defining and Succeeding

JL Glass
Relationship marketing is a familiar concept, but your success greatly depends on how it’s applied. Discover where to focus your efforts for more successful relationship marketing. Learn the tools and how to apply them to your marketing initiatives.

Business Development Programs That Get Results

Claudine Oriani
Are you tired of the same old business development practices? Well, so are your existing and prospective markets! Discover how to brand your way to success, connect credit union values to specific markets, and refine your business development speech.

BREAKOUT SESSIONS:

Measuring Member Loyalty

Colin Brogan
It starts with one simple question for members -- "Would you recommend us to a friend or colleague?" Your result, the Net Promoter Score, allows you to track promoters and detractors and measure the credit union’s growth and performance. Discover how this key question, combined with other research findings, can put you on the path to success.

New Ways to Reach the Young Adult Market

JL Glass
The goal is simple. Attract younger members to make sure your credit union is viable for the long term. The steps for achieving that goal are a bit more challenging. Discover the latest, most successful strategies that credit unions are using to connect with young adults.

Pennsylvania Statewide Marketing Initiatives Update: iBelong

Jay Young
It’s one year into Pennsylvania’s statewide branding campaign – iBelong – and what have we learned? What has been the campaign’s impact on the perceptions of potential members? What new marketing strategies are being implemented? What does the future hold for iBelong?

Ohio Statewide Marketing Initiatives Update: The Difference, YOU

Katie Walton
For the next two years, Ohioans will discover the credit union difference through a statewide advertising campaign, "The difference, YOU," featuring "Bob, the credit union guy." The Ohio Credit Union League purchased the promotional materials and licenses for this wildly successful, award-winning campaign created by the Utah League of Credit Unions. You’ll see the elements of the campaign, hear how state chapters are using it, and learn how your credit union can leverage it to grow membership.

Market Segmentation: Know Your Market

JL Glass
Discover how and why to focus your marketing efforts on the prospects who are most likely to use your services. If done properly, you’ll get the highest return on your marketing efforts. Learn about the different tools for credit unions and hear some success stories.

SEG Development

Dennis Paul
Developing Select Employee Groups (SEGs) is an important priority for many credit unions. Learn what opportunities are available and discover ways to increase penetration among existing and potential SEGs.

Direct Mail Marketing: Get Noticed by Your Members

JL Glass
Why does some direct mail get read, while the rest goes into the circular filing cabinet? What do research and marketing trends tell us about direct mail? Discover strategies to improve the success of your direct mail campaigns.

Maximize the Effectiveness of E-mail Marketing and Member Surveys

Roger Slayton
Take this opportunity view the trends and identify the challenges in e-mail marketing and member surveys. Discover strategies that successful organizations are using to stand out in the marketplace.

Financial Literacy: Teaching Your Way to CU Growth

Claudine Oriani
Financial education programs can be used to build trust and deepen relationships with members. Plus, they can also get your foot-in-the-door with community and employer partnerships. Learn about easy and cost-effective ways to use financial literacy initiatives to grow your credit union.

Best Practices in Different Medias

Eric Gagliano
You’ll see examples of award winning marketing initiatives and mediums that produced results. Learn about the marketing strategies that led to these projects.

Roundtable Discussions

Here’s your opportunity to exchange ideas and plans with other attendees. You’ll have the opportunity to discuss topics such as branding, business development, technology, low cost marketing opportunities, and more.

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.