1. The Sum of Your Member Segments is Greater than Your Membership Whole
Eric Gagliano, SVP, MarketMatch, Beavercreek, OH and Jay Kassing, President, Marquis Software Solutions, Inc., Plano, TX
Sponsored by MarketMatch Session Description
2. Playing Your Cards Right: Build a BD Plan for Success
Rhonda Summerbell, Sr. manager – University Relations, University FCU, Austin, TX and Allen Milliron, BD Manager, MacDill CU, Tampa, FL Session Description
3. The Apprentice: Las Vegas
***SOLD OUT*** Casinos and credit unions - while they may be worlds apart, they do share one very important goal: delivering the ultimate customer/member experience. During this day-long session, you’ll put the marketing and business development skills you’ve honed in the credit union world to work for Green Valley Ranch. Similar to The Apprentice television show, you’ll be placed into teams and given a marketing/business development challenge by Kara Ledbetter, Catering Social Sales Manager at Green Valley Ranch (GVR) Casino. GVR is hoping to attract more social business, and it's up to you and your teammates to work together, devise a solution, and pitch it to GVR management. Don't worry - nobody's getting fired, but the winning team will receive VISA gift cards, not-to-mention all-important bragging rights! Attendance is limited for this one-of-a-kind experiential learning event. Do you have what it takes? Sign up today!
11:45 a.m. - 12:45 p.m
Lunch (For workshop participants only)
12:45 – 4:00 p.m.
Pre-Conference Workshops Continue
4. Marketing to Members using CRM/MCIF/SAS
Chris Braccia, Director of Product Marketing, Retail Solutions, Harland Financial Solutions, Atlanta, GA
Lisa Weber, Director of Marketing, Clearview FCU, Moon Township, PA Session Description
5. Raising the Stakes with your Business Development Plan
Chris Kerecman, SVP Business Development/Community Relations, California CU, Glendale, CA,
Sylvia Fath, Vice President of Business Services at the California CU League
Ralph A Ramirez, Director, Business Development and Marketing, High Desert FCU, Apple Valley, CA Session Description
OPENING CEREMONIES/KEYNOTE ADDRESS
Brian Collins, Chairman & Chief Creative Officer, Brand Innovation Group, Ogilvy & Mather Worldwide, New York, NY
Sponsored by Liberty & CUNA Strategic Services
2. Become a Cultural Business Development Guru
Dalia Diaz, Cultural Business Development Representative, Merrimack Valley CU, North Andover, MA
Sponsored by IBT Session Description
3. “Snakes in a Credit Union”:
Viral Marketing in the Credit Union World
Nick Murto, President, seven2 Interactive, Spokane, WA
Sponsored by EDCreative Session Description
1. “Snakes in a Credit Union”:
Viral Marketing in the Credit Union World
Sponsored by EDCreative
(repeat session)
2. Ready, Set, Grow!
Strategies for Results-Driven Deposit and Loan Marketing
Sponsored by Marquis Software Solutions, Inc.
(repeat session)
3. Bulking up Your Bottom Line Through
Business Services and Business Loans
Brent Lawrence, Mountain America CU, Salt Lake City, UT
Sponsored by IBT Session Description
4. Creating a Brand Experience:
All Things to All People is NOT the Answer
Randy Schultz, VP Marketing, Weber Marketing Group, Seattle, WA and Mike Watson, VP Retail Banking, North Shore CU, North Vancouver, BC
Sponsored by CUNA Strategic Services (Promotional Products & Calendars) Session Description
BEST PRACTICE PRESENTATIONS
Join us as our best practice award recipients share the secrets to their success at this general session.
Sponsored by Member Research
General Session
SIX CHOICES: An Insider’s Perspective of the Credit Union Movement at a Crossroads
Dennis Dollar, Principal Partner, Dollar & Associates, LLC, Birmingham, AL
Sponsored by Third Degree Advertising Session Description
1. Building and Branding Your Social Mission
Rich Jones, VP Marketing, Elevations CU, Boulder, CO
Sponsored by CUNA Strategic Services (Promotional Products & Calendars) Session Description
3. Are You Ready for the Corner Office?
Teresa Freeborn, CEO, Xerox FCU, El Segundo, CA,
Bob Schumacher, CEO, Snohomish County PUD CU, Everett, WI and
Cathie Tierney, President/CEO Community CU, Appleton, WI
Sponsored by L9.com Session Description
4. Building Organic Member Growth
Mary Royston, Marketing Manager, Callahan & Associates, Washington, D.C.
Sponsored by DigitalMailer Session Description
2. Se Habla Espanol? Developing a Hispanic Marketing Strategy
Mark Arnold, SVP Marketing, Neighborhood CU, Dallas, TX
Sponsored by L9.com Session Description
3. Using Online Marketing to Drive Traffic Profitability
Karen Marchetti, SVP Client Serves, Strategic Marketing and Advertising, Inc., La Jolla, CA
Sponsored by DigitalMailer Session Description
4. It’s More than Spin. Harnessing the Power of Effective Media Strategies
Phoebe Wall Howard, President, Howard Consulting, Fresno, CA
Sponsored by AdeptMedia Corporation Session Description
12:30 - 2:00 p.m.
GRAB N GO BOX LUNCH – CHOOSE A ROUNDTABLE
1. SEG Potluck: Are the stakes running high with your SEGs?
This roundtable will discuss varied topics relating to segs and business development.
Facilitator – Susan Miller, Business Development Officer, Delta Community CU, Atlanta, GA
Sponsored by Accel Members Financial Counseling
2. Box, What Box?
Facilitator – Josh Cook, VP Marketing/BD and Matt Sheridan, Marketing Specialist, Community Choice CU, Des Moines, IA
Sponsored by Credit Union EZMail
3. The Urge to Merge…. What does that mean to Marketing and Business Development?
Facilitator – Anne Legg, VP Marketing, Cabrillo CU, San Diego, CA and
Mike Weber, VP Marketing, Dupaco Community CU, Dubuque, IA
Sponsored by AdeptMedia Corporation
4. Hot topic: Dealer’s Choice
We’ve kept this spot open so we can discuss whatever the most relevant issue is during the conference.
Sponsored by Weber Marketing Group
2:00 – 5:00 p.m.
FREE TIME
Take a few hours to relax and rejuvenate by the pool or in the spa.
RECOGNITION DINNER
Marketing Professional of the Year, Business Development Professional of the Year,the Hall of Fame recipient, and Diamond/Merit award winners will be announced. Join us as we celebrate all of the recipients.
Sponsored by PSB, the Marketing SuperSource
SATURDAY , March 17, 2007
8:00 - 8:30 a.m.
CONTINENTAL BREAKFAST
8:30 – 10:30 a.m.
MINI WORKSHOPS
1. It Takes a Village: Community Charter Marketing
Matt Tebbetts, VP Marketing, Greenville FCU, Greenville, SC and Mark Arnold, SVP Marketing, Neighborhood CU, Dallas, TX
Sponsored by Credit Union EZ Mail Session Description
2. Case Study on Business Development and Political Action
Peter Matthews, CEO, Merrimack Valley CU, North Andover, MA and Marla Shepard, CEO, First Future CU, San Diego, CA Session Description
3. Financial Education:
A Community Investment Your Credit Union Can’t Afford to Miss
Brett Noll, SVP/CMO, Langley FCU, and Pam Swope, Marketing Manager, FinancialEdge CU, Bay City, MI
Sponsored by Accel Members Financial Counseling Session Description
Hotel information:
Green Valley Ranch Resort & Spa
2300 Paseo Verde Parkway
Henderson, NV 89052
$189 single/double,
plus applicable taxes and resort fee
- 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.
