|
Managing the New Generation Y Marketing
Facilitated by Ken Gronbach
Where will new members come from? Generation Y (born 1985 to 2004) is the new market for credit unions. Generation Y has more critical mass than the Baby Boomers and will consume and earn at record levels. Learn about the opportunities and challenges of marketing to and communicating with this dynamic new consumer. Discover why credit unions' member base can never be the same. Chart your course to success by understanding the profound generational shifts that lie ahead. Learn how to position your credit union to ride the wave of the new market.
Challenges & Opportunities Facing Lenders & Marketers Today
Facilitated by Rory Rowland
 This group discussion brings forth challenges and opportunities facing credit unions as: getting the credit union’s name out there, the pro’s and con’s of indirect lending and things that marketers would like to see from lenders, as well as what lenders would like to see from marketers. Walk away with a better understand of how to work together to improve the lending and marketing processes and achieve better results.
Marketing Loans
Facilitated by Rory Rowland
Get the inside secrets and best tips on what the top 100 credit unions do to successfully market loans, including proven employee morale-boosters, the do’s and don’ts for effective loan interviewing and knowing how to use words that sell. Rory will explain the crucial difference between 0% financing and conventional car loans, and how to use this as a marketing advantage. Now is the time to focus efforts on the making the greatest impact to gaining results. From creating a marketing plan on a shoe string budget, to discovering ways to “steal” loans from competitors, it is possible to balance productivity with member service, all while merging technology and human resources to maximize efficiency.
It’s a Brand New Web: How Social Media Changes Everything
Facilitated by Brent Dixon
 As the line between real life and virtual life grays, an understanding of the digital culture that is thus being created is graying, too. As the young adult advisor at the Filene Research Institute, Brent brings forth information to explore and help explain the evolving definition of connection, what's in a meme, how viral becomes viral and, most importantly, why credit unions should care. It is time to go past just knowing what social media is; now it is time to learn what makes it tick.
Search Engine Optimization:
Bringing Your Credit Union’s Website to the Top
Facilitated by Diane Knudson
Search engine optimization (SEO) is more than entering keywords and tweaking title tags, it requires the implementation of a solid strategy of optimized content, off-line marketing materials, link building and constant monitoring to achieve higher site rankings and drive targeted consumers to your Website. According to a recent Forrester Research report, 81% of consumers on the Internet find products and services by using search engines. Credit unions need to integrate SEO into marketing plans so members (and potential members) can find what they are looking for. Find out how!
Attracting & Retaining Younger Members
Facilitated by Brent Dixon
 Everyone knows that adding younger members make sense for credit unions, but knowing is only half the battle. What do young adults actually want from their financial institutions? Brent dissects the mind of the youthful consumer and details the products, services and recruiting strategies credit unions can use to grab them. Tune in for a discussion on youth-specific products that the Filene Research Institute’s 30 Under 30 group has specifically designed.
Project 100 – Master Viral and Word-of-Mouth Marketing - Part 1
Facilitated by Greg Wohler
Take a look at what happens when viral and word-of-mouth techniques combine with credit union strengths to produce amazing results in the areas of brand recognition, media coverage and most importantly, attracting new members. In part one of this two part session, details of award winning case study programs like Project 100 will be shared, and viral and word-of-mouth marketing techniques will be defined. Part two is presented at 11:00 a.m.
Common Compliance Mistakes in Marketing
Facilitated by John Zasada
(This session repeats at 11:00 a.m.)
 The risks associated with non-compliant marketing pieces has never been greater. There are an unprecedented number of regulatory compliance changes impacting credit unions and marketing departments have not been spared. And as the Consumer Financial Protection Bureau ramps up its compliance initiatives, examiners will be spending more time reviewing credit union marketing. Review the compliance violations that are most often seen in marketing pieces and take a head-on look at the regulatory mandates to avoid these errors, including a review of: Regulations B, D, E and Z, truth-in-savings, NCUA insurance advertising, non-deposit investment products, third party link disclaimer and use of the equal housing lending logo.
Common Compliance Mistakes in Marketing
Facilitated by John Zasada
This session is repeated from the 9:30 – 10:30 a.m. time slot.
How to Grow Members and Wallet Share
Facilitated by Rory Rowland
 Credit unions need to know who the most profitable members are. In this insightful presentation, Rory shares the two numbers every credit union should measure and monitor to grow wallet share, as well as discuss if member loyalty is more important than wallet share. He will also provide real life examples of what credit unions in the upper Midwest did to grow members and wallet share.
Project 100 – Master Viral and Word-of-Mouth Marketing - Part 2
Facilitated by Greg Wohler
The second half of this insightful presentation will provide detailed steps for unlocking the powerful combination of viral and word-of-mouth marketing and starting a program designed to produce amazing return on investment. This is a great opportunity to receive actual program ideas for incorporating the techniques learned in these sessions with instructions for implementation. Part one is presented at 9:30 a.m.
Integrating Invest in America into Your Core Service Offerings
Facilitated by Lisa Rizk
 Gain an overview of each Invest in American program and learn how easy it is to integrate them into existing marketing strategies, all while enhancing your message and increasing value proposition. Lisa will walk through the partner center of the lovemycreditunion.org Website to show all the marketing pieces available to help take full advantage of the Invest in America program and will present best practices from peer credit unions around the country.
Spotlight on E & A Credit Union
Facilitated by Scott Babin
Join E&A Credit Union chief marketing officer Scott Babin to get an inside look on how to turn return on investment (ROI) from a sales measure, to a profitability boon! Scott will share how E&A Credit Union investigates their own ROI and begins to make changes.
Best Practices for Lending and Marketing Professionals Forum
Facilitated by Robin Wybenga
 This exciting wrap-up session will bring lending and marketing professionals together to collaborate in a forum to address issues affecting both groups. Using insights from the conference, participants will put knowledge into action to discover hands-on ways to work together marketing outstanding lending products.
|
