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Presentations

16th Annual
CUNA Marketing
and Business Development Council Conference
Wednesday, March 11 - Saturday, March 14, 2009
San Diego, CA

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:
Thur., March 12 | Fri., March 13 | Sat. March 14

THURSDAY, March 12, 2009

 

BREAKOUT SESSIONS

1. “Brand: Not Just a Stamp on a Steer's Behind…A Measure of Trust!”
Dale Bohnert, Manager, Corporate Identity, Design and Communications, 3M, St. Paul, MN

2. Measuring the Success of Marketing Campaigns
Mike Weber, VP Marketing, Credit Union Student Choice

Related Information:

3. Mobile Banking – Putting your CU in Your Member's Pocket
Kent White, VP, Marketing, Amplify CU

4. Capturing the Small Business Relationship - An Interactive Dialogue with a Small Business Owner and a Marketing Leader on How to Differentiate your Credit Union to Win the Business
Michael Bencic, Executive Director - Client Strategy, Harland Clarke Marketing Services, Willoughby Hills, OH and Sal Lupoli, President/CEO, Lupoli Companies, Lawrence, MA

1:30 – 2:45 p.m.

BREAKOUT SESSIONS

1. Differentiate Your Credit Union with Award-Based Marketing: Seven Promotional Strategies that Turn Competitive Rates into Gold
Pier Alsup, SVP Marketing & BD, Anheuser-Busch CU, St. Louis, MO

2. “Brand: Not Just a Stamp on a Steer's Behind…A Measure of Trust!”
Dale Bohnert, Manager, Corporate Identity, Design and Communications, 3M, St. Paul, MN

  • Download Presentation (coming soon)

3. Sizzle or Fizzle? It's all in your Approach: Rethinking your current BD Tactics
Nicole Valentin Smith, SVP Retail Sales, Xceed FCU, El Segundo, CA

  • Download Presentation (coming soon)

4. MultiCultural Banking Center
Leo MacNeil, SVP Community Relations, HarbourOne Credit Union, Brockton, MA

 

GENERAL SESSION

Discover Your Story, Unleash Your Brand
Patrick Gill, Manager, Brand & Enterprise Marketing Communication, Vancity Credit Union, Vancouver, BC


FRIDAY, March 13, 2009

 

GENERAL SESSION

Change and the Implications for Credit Unions
Richard Gose, SVP Political Affairs, Credit Union National Association, Washington, DC

 

BREAKOUT SESSIONS

1. The Good, the Bad and the Ugly: A Credit Union Brand Panel
Kelley Parks, VP Marketing/BD, Call FCU, Richmond, VA; Sonya Allen, Marketing Manager, Pelican State CU, Baton Rouge, LA and Jim Kelly, SVP Marketing, University of Iowa Community CU, Iowa City, IA

2. Fearless, Focused, Fluid Communication
Sharon Swan Smith, Communications Consultant, Speaking with Confidence, West Vancouver, BC

3. The Right Stuff
John Godwin, VP Business Development/Strategic Alliances, MECU of Baltimore, Baltimore, MD

Handouts

4. More Than Donuts! BD Efforts In Your Community .
Kathy Parker, EVP Branch Administration, and Kelli Beck, VP Marketing, No. Island Credit Union, San Diego, CA

 

BREAKOUT SESSIONS

1. Public Relations Panel
Larry Kamer, Regional Director, Fleishman; John Decker, Program Director Radio News, Programming & Operations , KPBS (an NPR station on the San Diego State University campus); Mike Freeman, Business Reporter, San Diego Union Tribune; and Frederick D'Ambrosi, News Director and Producer, News Director and Producer, KFMB TV (a CBS affiliate), San Diego, CA

2. Powerful Presentations
Sharon Swan Smith, Communication Consultant, Speaking with Confidence, West Vancouver, BC

3. Best Practice Presentations
Beehive FCU, Rexburg, ID, Financial Partners FCU, Downey, CA and TLC Community CU, Adrian, MI

  • Download Presentation (coming soon)

4. Are You on the Right Path?
Teresa Freeborn, CEO, Xceed Credit Union, El Segundo, CA

  • Download Presentation (coming soon)


SATURDAY, March 14, 2009

 

MINI WORKSHOPS

1. Give Kids the Credit
Daniel Hebert, Northeast Regional Director, NH Jump$tart Coalition, Hillsboro, NH

2. Marketing Under the Radar
Daniel Thorpe, President, Boom Creative, Spokane, WA

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What people said about past CMBDC Conferences...

 

This is the one conference I always budget for. The networking and speakers provide "an annual charge" to my marketing batteries!

As a Business Development professional I find this conference to be the best one to attend.

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