Preconference Workshop Registration
with Continental Breakfast
8:30-11:45 am
Preconference Workshops
Congrats on Your New Community Charter! Now What?
Mark Weber, President/CEO, Weber Marketing Group, Seattle, WA, and
Geri Dillingham, EVP Retail Delivery and Corporate Planning, North Island Financial CU, San Diego, CA
Boost Your Bottom Line: How to Increase Earnings While Honoring the Credit Union Philosophy
Fabio Biasella, Strategic Advisor, Raddon Financial Group, Oak Brook, IL and Christina Brown, SVP/CFO, Xerox CU, El Segundo, CA
Selling Skills that Bring in Business
Carol Schillios, CEO, Schillios Consulting Group, Edmunds, W
E-Mail Marketing - Killer App or Killed by Spam?
Paul Jaramillo, COO, Documatix and Dale Tomalin, Sr. Manager, MEMBERS Marketing Group, Madison, WI
Hello World! Redefining Business Development in a Community Charter Framework
Orlandus Waters, SVP, Government & Community Relations, Financial Partners Credit Union, Downey, CA and Deb McLean, VP Marketing, Charlotte Metro Credit Union, Charlotte, NC
Facilitator: Dave Dawson, Data Based Marketing, San Luis Obispo, CA
Opening Ceremonies/Keynote Address Dream Big! What's the Best That Can Happen? Barbara Sanfilippo, CSP, CPAE, Romano & Sanfilippo, Escondido, CA
10:00-10:30 am
Networking Break
10:30-11:45 am
Breakout Sessions
Building a Billion Dollar Brand - Literally!
Brock Leach, SVP, New Growth Platforms & Chief Innovation Officer, PepsiCo, Tampa, FL
Increasing Wallet Share, Without Emptying Yours
Brett Noll, VP/CMO, Langley FCU, Hampton, VA
Membership Growth through SEG Penetration
Mike DeShazo, VP Member Services, Cabrillo CU, San Diego, CA and Missy Rostowski, Manager Business Development/operations, Baxter CU, Vernon Hills, IL
Is your Name Pure Gold or Lead Weight?
Mark Weber, President/CEO, Weber Marketing Group, Seattle, WA
12:00 am-1:30 pm
Luncheon
Winning in Overtime
Guest Speaker, Mark Adams, President, EnthusiAdams, Inc., Springboro, OH
1:30 pm-2:45 pm
Breakout Sessions
Building a Billion Dollar Brand - Literally! (Repeat of a.m.)
Increasing Wallet Share, Without Emptying Yours (Repeat of above)
Media Strategies in a Mad, Mad, Mad, Mad World
Kent Dicken and Blair Englehart, Partners, Englehart Dicken, Indianapolis, IN
Sales Leadership: The Key to Developing a High Performing Business Development Professional
Barbara Sanfilippo, CSP, CPAE, Romano & Sanfilippo, Escondido, CA
2:45-3:15 pm
Networking Break
3:15-4:15 pm
Best Practice Presentations
Join us as our Best Practice award winners share the secrets to their success in this general session.
5:00-8:00 pm
Silent Auction & Reception
Join us as we kick off our first-ever silent auction to benefit CUPAC (Credit Union Political Action Committee). It will be a fun-filled evening of networking with your peers.
State of the (Credit) Union Address
Dick Ensweiler, President, Texas Credit Union League, Dallas, TX and Board Chairman, Credit Union National Association
9:30-9:45 am
Networking Break
9:45-11:00 am
Breakout Sessions
Mortgages that will Move Your Members
Steve Renock, VP Financial Services and President OCTFUC Mortgage Company, LLC, Orange County Teachers FCU, Santa Ana, CA
Lending in the 21st Century
Rex Johnson, Shareholder and Director, Lending Solutions, Inc., Elgin, IL
Operation Differentiation
Chris Kerceman, SVP Business Development, California CU, Glendale, CA
Takin' Care of Business
Grace Mayo, President/CEO, Telesis Community CU, Chatsworth, CA
11:00 am-11:15 pm
Networking Break
11:15-12:30 pm
Breakout Sessions
Lending in the 21st (Repeat)
Operation Differentiation (Repeat)
MCIF-CRM-ROI-SOS ASAP!
Steve Olson, Sole Proprietor, DBA Insync, Madison, WI
Tracking Success in Business Development
Jason Norton, Director League Relations, Credit Union National Association, Madison, WI
12:30-2:00 pm
Grab'n'Go Box Lunch - Choose a Roundtable
E-Marketing Roundtable
Facilitated by: Dale Tomalin, Sr. Manager, MEMBERS Marketing Group, Madison, WI
Lending Roundtable
Facilitated by: Rex Johnson, Shareholder and Director, Lending Solutions, Inc., Elgin, IL
Business Development Roundtable
Facilitated by: Steve Olson, Sole Proprietor, DBA Insync, Madison, WI
2:00-5:30 pm
Free Time
5:30-9:00 pm
Recognition Dinner & Awards
Marketing Professional of the Year, Business Development Professional of the Year, and Diamond/Merit award winners will be announced. Join us as we celebrate all of the recipients.
Hotel information:
1600 North Indian Canyon Dr
Palm Springs, CA
Reservations:
(800) 444-8311
Guest Phone:
760-327-8311
Guest Fax:
760-327-4323
Room Rate: $175 single/double occupancy
plus applicable taxes
- This was my very first CUNA Marketing & Business Development Council Conference and I couldn’t have had a better experience. I would great recommend it to anyone in a marketing or business development position. It was very informative, the topics and speakers were wonderful. I am looking forward to next year’s!
·- The CUNA Marketing & Business Development Conference is the one conference that I always budget for. I find this to be a wonderful opportunity to “charge my marketing batteries” and network with my peers.
