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2002 Agenda

CTC brochure cover"Strategize, Capitalize, Revolutionize"

Ninth Annual CUNA Marketing Council
Marketing and Business Development Conference
April 3-6, 2002 * Washington, DC

See events for April 3 | April 4 | April 5 | April 6

WEDNESDAY, APRIL 3
7:30–9:30 am Preconference Registration
8:30–11:45 am Preconference Workshops

1. Marketing 101
Constance Anderson, President, Anderson & Associates Consulting, Trenton, NJ

2. Customer Relationship Management: Where the Rubber Meets the Road
Paul LaKind, VP Operations, EDGE Software Services, Inc., Woodbridge, VA

3. Business Development Part 1: Business Development Diversity
  • Wild About Community: Judy Parsons, Sr. Vice President, Community CU, Plano, TX
  • “Marketize” Your Business Development Strategy: Brad Loebakka, Sr. Marketing Director, Desert Schools FCU, Phoenix, AZ
  • Building Bridges and Opening Doors: Your Keys to Developing Single Sponsors: Eileen Pattenaude, Business Development Officer, Delta ECU, Atlanta, GA
11:30 am–1:30 pm Registration
11:45 am–12:45 pm Lunch (provided with workshop registration)
12:45–4:00 pm Preconference Workshops Continue

1. Marketing 101 (Repeat from morning)
Constance Anderson, President, Andersen & Associates Consulting, Trenton, NJ

2. Customer Relationship Management: Where the Rubber Meets the Road (Repeat from morning)
Paul LaKind, VP Operations, EDGE Software Services, Inc., Woodbridge, VA

3. Business Development Part 2: Bringing Added Value to Business Development
Nancy Wasczenski, CEO, Parda CU, Rockford, IL
3:30–6:30 pm Registration
6:00–6:30 pm Reception for First-Time Attendees
6:30–8:00 pm Welcome Reception for All


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THURSDAY, APRIL 4
7:00–8:00 am Continental Breakfast
7:00–9:00 am Registration
8:00–9:30 am Opening Ceremonies/Keynote
Capitalize on Marketing
Dan Mica, President/CEO, CUNA & Affiliates, Washington, DC
9:30–9:45 am Networking Break
9:45–11:00 am Breakout Sessions

1. How CRM Technology will Affect Marketing
Paul LaKind, VP Operations, EDGE Software Services, Inc., Woodbridge, VA

2. Crisis Communication
Joan Mallgrave, VP Marketing, Pennsylvania State ECU, Harrisburg, PA

3. Pricing Strategies to Member Profitability
Bob Lawhead, president/CEO, Raddon Financial Group, Oakbrook Terrace, IL

4. Communicating the Credit Union Difference to the Next Generation
Michael Neill, President, Michael Neill & Associates, Fayetteville, GA
11:00 am–11:15 am Networking Break
11:15 am–12:30 pm Diamond Awards Presentation
12:30–2:00 pm Networking Lunch
2:00–3:00 pm Meet Your Sponsors
3:00–4:15 pm Breakout Sessions (Repeat from morning)

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FRIDAY, APRIL 5
7:00–8:00 am Continental Breakfast
8:00–10:30 am Becoming the Jungle: A High-Speed, Action Packed, Wear-You-Out Boot Camp for Guerilla Marketing Strategies in Progressive Credit Unions
Randy Harrington, President/CEO, Extreme Arts & Sciences, Eugene, OR
10:30–10:45 am Networking Break
10:45 am–noon Breakout Sessions

1. Financial Aggregation
John Henry, VP Member Service, CUNA Mutual Group, Holland, OH

2. Middle Age Americans are Reshaping the Marketplace – Are Credit Unions Reshaping Their Marketing Messages?
Vicki Thomas, President, Thomas & Partners Co., Inc., Weston, CT

3. Capitalizing on the IT and Marketing Mix
Mike Pytlik, VP Information Technology, Communications Family CU, Saginaw, MI
Jim Morrell, VP Information Technology, Clark County School ECU, Vancouver, WA

4. How to Manage SEGs
Vicky Howell, Director of Client Relations, Extreme Arts & Sciences Eugene, OR
Noon–1:30 pm Membership Lunch (Open to all attendees)
1:30–2:45 pm Breakout Sessions (Repeat of morning)
2:45–3:00 pm Networking Break
3:00–4:00 pm Developing a Brand that Works for You
Mike Jannini, EVP, Brand Management and Marketing Services, Marriott Lodging, Washington, D.C.
6:00–8:30 pm Recognition Dinner
Marketing Professional of the Year, Business Development Professional of the Year, and other prestigious award winners will be announced. The Capitol Steps will be our featured entertainment.

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SATURDAY, APRIL 6
8:30–9:30 am Breakfast Buffet
9:30–11:30 am Revolutionary Best Practices
11:30 am Closing Remarks and Conference Adjournment

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