1. Creative Branding and Corporate Identity: How’d They Do That! Part 1 Terry Stone, Design Management
Consultant, Dynamic Graphics Group, Los Angeles, CA
2. Call Report Analysis for More Effective Marketing: Competitive Positioning to Build Market Share and Increase Profitability Frank Farone, Managing Director,
Darling Consulting Group, Newburyport, MA
3. Make Your First Impression a Lasting Message:
Defining your Competitive Advantage in Business Development” Claudine Oriani,
Director of Community Education
OSU Federal Credit Union, Corvallis, OR
11:45 am-12:45 pm
Lunch (For workshop participants only)
12:45-4:00 pm
Pre-Conference Workshops Continue
1. Case Study: The Power of Design in Creative Branding and Corporate Identity: How’d They Do That! Part 2 Terry Stone, Design Management Consultant,
Dynamic Graphics Group, Los Angeles, CA
2. Are You Living Your Brand? It’s More Than Your Logo! Michele Featherstone, President,
Marketing Insightz, LLC, Upper Saddle River, NJ
3. Unlocking the Mystery of Business Development Terri Miracle, Community Relations Manager,
California Coast Credit Union,
San Diego, CA
OPENING CEREMONIES/KEYNOTE ADDRESS
Building Your Brand from the Inside-Out Dr. Kevin Freiberg, President/CEO
Freibergs.com,
San Diego, CA
10:00 –10:30 am
NETWORKING BREAK
10:30 - 11:45 am
BREAKOUT SESSIONS
1. Piecing Together SEG Development Michele Featherstone, President,
Marketing Insightz, LLC, Upper Saddle River, NJ
2. Squeeze the Most From Your Market: Developing and Incorporating Research Into Your Marketing Campaigns Cindy Morgan, Marketing Manager,
New England FCU, Williston, VT
3. The Top 100 in Lending and the Trends They Lead Rory Rowland, President,
Rowland Consulting, Independence, MO
4. Operation Credit Union Differentiation: Spreading the Credit Union Message Steve Fowler, EVP Governmental Affairs
& Public Relations,
South Carolina CU League, Columbia, SC
12:00 – 1:30 pm
LUNCHEON with Guest Speaker Coloring Outside the Lines…Creatively Thriving from Change in the Credit Union World Jeff Tobe, CSP,
Coloring Outside the Lines, Trafford, PA
1:30 – 2:45 pm
BREAKOUT SESSIONS
1. Freshly-Squeezed Business Development – Not Your Frozen Concentrate, This is the Real Thing! Mike DeShazo, VP Member Services,
Cabrillo Credit Union, San Diego, CA,
John MacDonald,
AVP Business Development & Political Affairs,
Merrimack Valley FCU, North Andover, MA
Rhonda Summerbell, Sr. Manager,
University Relations, University FCU, Austin, TX
Facilitator –
Rob Kimmett, SVP Public Relations & Marketing,
MA CU League, Marlborough, MA
2. Operation Credit Union Differentation: Spreading the Credit Union Message (Repeat) Steve Fowler,
EVP Governmental Affairs & Public Relations,
South Carolina CU League, Columbia, SC
3. The Top 100 in Lending and the Trends They Lead (Repeat) Rory Rowland, President,
Rowland Consulting, Independence, MO
4. Outside-the-Lines Marketing Ideas for the Credit Union Professional Jeff Tobe, CSP,
Coloring Outside the Lines, Trafford, PA
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.
GENERAL SESSION: Differentiate or Die! How to Stand Out from the Crowd John Graham, President,
Graham Communications, Quincy, MA
9:30 – 9:45 am
NETWORKING BREAK
9:45 – 11:00 am
BREAKOUT SESSIONS
1. Making Your Sales and Service REMARKABLE! Mary Johnson, Principal, Mary Johnson Consulting, San Diego, CA
2. Biscuits, Kids and a Party!
Using Community Events to Enhance your Identity DG Markwell, AVP Marketing,
MAX Federal Credit Union, Montgomery, AL
3. Business Development in the Branch and Service Center World Missy Rostkowski,
Manager Business Development and Service Center Operations,
Baxter Credit Union, Vernon Hills, IL
4. The Motivation Behind Reaching, Teaching and Serving Youth… LeAnn Achtenberg, CUDE,
Director of Marketing & Business Development,
Electrus Federal Credit Union, Brooklyn Center, MN
11:00 am– 11:15 am
NETWORKING BREAK
11:15 – 12:30 pm
BREAKOUT SESSIONS
1. Who’s In Your Wallet? Michelle Thornton, President,
Liberty Card Services, Mounds View, MN
2. Ethnic Marketing Sandra Timp, Vice President,
West St. Paul, MN, Postal Credit Union
3. Serving Low Wealth Members of the Community: A Growth Opportunity for Credit Unions and Consumers Jim Drogue, VP League Operations,
Wisconsin Credit Union League, Pewaukee, WI
4. Making Your Sales and Service REMARKABLE! (Repeat) Mary Johnson, Principal,
Mary Johnson Consulting, San Diego, CA
12:30 - 2:00 pm
GRAB N GO BOX LUNCH – CHOOSE A ROUNDTABLE
1. Financial Education Facilitator -
LeAnn Achtenberg, CUDE,
Director of Marketing & Business Development,
Electrus Federal Credit Union, Brooklyn Center, MN
2. Deposit Growth Strategies and Success Stories Jon Calvert, Business Development Manager,
Raddon Financial Group
and
Michael Weber, V.P. Marketing and Public Relations, Dupaco Community Credit Union as co-facilitators for the Deposit roundtable.
3. Business Development Potluck Facilitator - Rob Kimmett,
SVP Public Relations & Marketing,
Massachussetts CU League, Marlborough, MA
2:00 – 5:00 pm
Free Time
5:15 - 6:00 pm
Cocktail Reception
6:00 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.
CASE STUDIES
1. Weathering the Storm: Communications in a Crisis Environment Sharon Seanor, VP Marketing,
Keesler Federal Credit Union, Biloxi, MS
and
Mia Perez, Director of Marketing and Business Development,
Greater New Orleans FCU, New Orleans, LA
2.. Branding:
Is Minute Maid Orange Juice the Same as Tropicana? Is Coca-Cola the Same as Pepsi? Jennifer Divelbiss,
Director Marketing and Communications,
Alliant CU, Chicago, IL
and Tyler Disburg, Marketing Director,
Montana First CU, Missoula, MT
10:30 – 11:45 am
Farewell Brunch
All good things must come to an end! We’re switching things up this year and sending you off with a bang (or at least a full stomach!). Join us Saturday morning after the case studies conclude for brunch. It’s a great time to see and say goodbye to everyone you have met this week. We’ll also be showcasing our video clips of all the conference activities. It’s a closing event you don’t want to miss.
Hotel information:
Caribe Royale Resort
Orlando, FL
Room Rate:
$179 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.
WEDNESDAY, MARCH 15
