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Conference Presentations

"Reflect on the Past...Focus on our Future"

Twelfth Annual CUNA Marketing Council
Marketing and Business Development Council Conference

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THURSDAY, MARCH 17

Breakout Sessions

  1. Building a Billion Dollar Brand - Literally!
    Brock Leach, SVP, New Growth Platforms & Chief Innovation Officer, PepsiCo, Tampa, FL
  2. Increasing Wallet Share, Without Emptying Yours
    Brett Noll, VP/CMO, Langley FCU, Hampton, VA
  3. 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
  4. Is your Name Pure Gold or Lead Weight?
    Mark Weber, President/CEO, Weber Marketing Group, Seattle, WA

Breakout Sessions

  1. Building a Billion Dollar Brand - Literally!
    (Repeat of a.m.)


  2. Increasing Wallet Share, Without Emptying Yours
    (Repeat of above)


  3. Media Strategies in a Mad, Mad, Mad, Mad World
    Kent Dicken and Blair Englehart, Partners, Englehart Dicken, Indianapolis, IN
  4. Sales Leadership: The Key to Developing a High Performing Business Development Professional
    Barbara Sanfilippo, CSP, CPAE, Romano & Sanfilippo, Escondido, CA

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FRIDAY, MARCH 18

Breakout Sessions

  1. Mortgages that will Move Your Members
    Steve Renock, VP Financial Services and President OCTFUC Mortgage Company, LLC, Orange County Teachers FCU, Santa Ana, CA
  2. Lending in the 21st Century
    Rex Johnson, Shareholder and Director, Lending Solutions, Inc., Elgin, IL
  3. Operation Differentiation
    Chris Kerceman, SVP Business Development, California CU, Glendale, CA
  4. Takin' Care of Business
    Grace Mayo, President/CEO, Telesis Community CU, Chatsworth, CA

Luncheon

  1. Winning in Overtime
    Guest Speaker, Mark Adams, President, EnthusiAdams, Inc.
    , Springboro, OH

Breakout Sessions

  1. Lending in the 21st
    (Repeat)


  2. Operation Differentiation
    (Repeat)


  3. MCIF-CRM-ROI-SOS ASAP!
    Steve Olson, Sole Proprietor, DBA Insync, Madison, WI
  4. Tracking Success in Business Development
    Jason Norton, Director League Relations, Credit Union National Association, Madison, WI

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SATURDAY, MARCH 19

CASE STUDIES

  1. Para Espanol, Oprima Numero Dos!
    Lucia Moreno-Linares, CEO, Family Credit Union, Wilmington, CA and George Poitou, COO, SCE FCU, Irwindale, CA
  2. Generation Y - Reaching the Young Adult Market
    Cindy Morgan, Marketing Manager, New England FCU, Williston, VT and Bryan Sims, CEO, Brass Media
  3. Serving Those of Modest Means
    Mary Royston, Marketing Manager, Callahan & Associates

General Closing Session

Making the Dreams a Reality
Patrick Adams, EVP, St. Louis Community CU, St. Louis, MO

BEST PRACTICES

Best Practices
Community Public Relations

Presented by
Margaret Delmonico - PSECU Marketing/PR Team

Best Practices
Hispanic Outreach
Presented by
Lynette Webb Rambo - Chocolate Bayou Community FCU

Best Practices
Lunch & Learn Seminars - Deepen relationships and boost your Business Development Program.
Presented by
Lesley Carrell - Rivermark Community Credit Union



 

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     of the Year

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Silent Auction

 

Hotel and Travel

Riviera Resort

Hotel Visuals

Weather

Attractions

The City

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

 

 

What people said about past HR/TD Conferences...

 

- 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.