2004 Regional CUNA Marketing & Business Development Council Workshop

Agenda

8:00 - 8:30 a.m.
Continental Breakfast & Welcome (included in registration fee)
Mary Olson, Executive Committee member, CMBDC Council

8:30 - 10:00 a.m.
Youth Marketing Workshop
Generation Y is the future of your credit union. The 70 million bull-market babies are already making their mark on the American economy. The era of mass-marketing is over. Reaching this young demographic will take creativity and style. Learn how to ignite your youth marketing efforts with this workshop on marketing to America's second largest generation.

10:00 - 10:15 a.m.
Networking Break

10:15 - Noon
Multi-Generational Marketing: Reaching Youth Through the Financial Seasons of Life
This training will focus on the financial Seasons of Life: Risk, Dreams and Legacy, and how reaching each Season will ignite your youth market. Risk-the season of borrowing money, your Generations X & Y.Dreams-the season of saving, investing and borrowing to fulfill dreams of retirement-the Baby Boomers.Legacy-maintaining wealth for heirs, those in their 70s & 80s.Learn how to ignite your marketing efforts with your younger members by focusing on all of your existing members. You will also get a chance to practice designing youth marketing plans for your credit union. This is a fun and effective way to learn from your peers on how best to articulate the value of the not-for-profit credit union to the most for-profit generation in American history.

Noon - 1:00 p.m.
Lunch (included in registration fee)

1:00 - 2:15 pm
Continued Multi-Generational Marketing Workshop

2:15 - 2:30 p.m.
Networking Break

2:30 - 4:00 p.m.
Bridging the Generation Gap at Your Credit Union
Let's be honest. At many credit unions, a generation gap often exists between your board of directors and your marketing and business development departments. Learn how to sell your ideas to your executive leadership and the board.

Speaker Information

 

Jason M. Dias
Better Training, Trainer-Historian-Consultant
New Braunfels, TX

Jason M. Dias is a nationally recognized speaker, consultant and facilitator in the areas of Generational Marketing and Management. His speaking style is candid, direct and has been uniformly praised by credit unions across the country for his ability to inform and inspire.

Jason's career has been in the areas of financial services, training and technology sales. His list of credit union clients include some of the largest and influential credit unions and leagues in the country. He has worked with almost every Credit Union League west of the Mississippi as well as the Georgia and South Carolina Leagues. This year alone, he will address over 4000 credit union professionals; talking openly and honestly about the challenges faced by credit unions in an exceedingly competitive marketplace.

He is most proud of his service to his country. At age 17 he graduated from high school and turned the opportunity to attend college to enlist in the United States Army where he served with the 7th Infantry Division at Fort Ord, California. His subsequent college studies were interrupted in 1990 when he was recalled to military service for Operation Desert Storm. During the opening nights of the first Gulf War, he promised himself someday he would enjoy quiet evenings somewhere in the Texas Hill Country. Today he enjoys the peace and quiet of the Texas Hill Country town of New Braunfels.