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Conference Presentations

15th Annual CUNA Marketing
and Business Development Council Conference
Sunday, March 16 - Wednesday, March 19, 2008
Nashville, Tennessee

To download presentations:

  1. Click on any presentation link.You must be registered for the conference to download presentations.
  2. Login with your CUNA web username and password. (If you don't have one, sign up here.)
  3. Documents are in either PowerPoint or Pdf or both.
  4. If you have difficulties, contact Councils Web Manager Christopher Morris

Note: If you are having trouble downloading a file, try right clicking and selecting "Save As".

Events for:
Mon., March 17 | Tue., March 18 | Wed. March 19

MONDAY, March 17, 2008

 

BREAKOUT SESSIONS

Growth Strategies
Bob Hoel, PhD., Filene Fellow in Residence, Filene Research Institute, Middleton, WI

Media Buying
Phoebe Wall Howard, President, Howard Consulting, Mill Valley, CA

  • No Formal Presentation

Marketing, Business Development and the Economy: What it Really Means to You
Steve Rick, Sr. Economist, Credit Union National Association, Madison, WI
 


MEMBERSHIP LUNCHEON with Guest Speaker
Jeff Mulligan, President/CEO Common Wealth Credit Union, Lloydminster, AB, Canada
 

BREAKOUT SESSIONS

Best Practice Presentations
Our Best Practice award recipients will provide insight into their award winning best practices.

  • Business Development - Michael Terzian, Marketing Director, Financial Partners CU, Downey, CA
  • Community Outreach and/or Political Advocacy - Bryan London, VP Marketing, America's Christian CU, Glendora, CA
  • Miscellaneous Category - Kelley Parks, VP Marketing & Business Development and Amalia Herald, Marketing & Business Development Coordinator, Call FCU, Richmond, VA

Developing on a Dime
Jeff Hegna, VP Marketing and Business Development, Ft. Snelling Credit Union, Minneapolis, MN and Charlotte Leo, Business Development Manager, Advancial Federal Credit Union, Dallas, TX

Business Development – The Solution Selling® Way
Keith Eades, Chairman, Sales Performance International, Charlotte, NC

Members are Speaking Loudly: Are We Listening?
Bob Hoel, PhD., Filene Fellow in Residence, Filene Research Institute, Middleton, WI


TUESDAY, March 18, 2008

 

GENERAL SESSION

From Crises and Conundrums to Survival and Success: A New Era in Financial Services
Mark Sievewright, SVP Business Development, FiServ, Inc., Brookfield, WI

 

BREAKOUT SESSIONS

Mobile Marketing: Is this the Next Frontier?
David Benning, VP, Strategic Integration, Online Resources Corporation, Woodland Hills, CA

Beyond Marketing 2.0
Phoebe Wall Howard, President, Howard Consulting, Mill Valley, CA

How to Measure the Love!
Neil Goldman, President, Member Research, Irvine, CA

Generating Deposits: New Tactics for Success
Kevin Stang, Sr. Strategic Advisor, Raddon Financial Group, Lombard, IL

 

BREAKOUT SESSIONS

New Rules Governing Credit Union Marketing
Mark Sievewright, SVP Business Development, FiServ, Inc., Brookfield, WI

Doesn't Anything Stay the Same Anymore!
Kathlynn McConnell, Corporate Trainer & Employee Development Coordinator, Members Cooperative CU, Cloquet, MN

Creative Business Development Strategies
Marty Kelly, SVP Marketing and Business Development, US Federal Credit Union, Burnsville, MN and Ty Richardson, Manager Business Development, American Airlines Credit Union, Dallas, TX


WEDNESDAY, March 19, 2008

 

CASE STUDIES

1. Redefining Member Service
Lori Hall, SVP Operations/Marketing/BD, American Airlines Credit Union, Dallas, TX

2. Credit Unions and Change: How to Change our CU to Better Serve your Members
Pierre Cardenas, SVP Retail, Amplify FCU, Austin, TX

 

FAREWELL BRUNCH

Member Growth Task Force Update
Rod Staatz, President/CEO, SECU, Linthicum, MD

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CMBDC Conference

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Conference Home

Sponsorship Info

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Logistical Information

Thanks '08 Sponsors


Attendee Resources

Diamond Awards

Marketing Professional
     of the Year

Business Development
     Professional of the Year

Best Practices

Hall of Fame


Attendee Resources

Agenda

Presentations

Silent Auction

Scholarships

"Lyrics by..." Contest


Hotel and Travel

Gaylord Opryland

Transportation

Attractions

Top 10 Things to Do

Weather


What people said about past CMBDC 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.