Practical Guidance & Innovative Solutions with 60+ CU Experts including…
James Robert Lay
Founder & CEO, Digital Growth Institute
CEO, Coopera Consulting
Founder, Two Score
CMO, Vantage West CU
Take home practical guidance & innovative solutions including:
- Proven strategies to increase digital leads as much as 1,500%.
- Solutions to generate $120,000 new member lifetime value.
- 5 essential insights to build a better Cultural Segmentation Model.
- Real-world guidance to increase lending 199% … decrease member attrition 21.6% … and cut loan run-off by 7.96%
- Re-design your space to increase member engagement from Boomers to Millennials.
- Tactics to create more loyal members using the Purpose-Profit LoopTM
- 5 Steps to Improve Member Engagement in a “one-click world.”
- Grow your underserved markets without spending a fortune.
- CU-tested methods to build a Brand Articulation Strategy.
- And much more!
Thursday, July 30
Storytelling for Business Workshop with Hollywood Animator
Learn how to harness the power of effective communication to influence and engage others.
Matthew Luhn gives you the same powerful techniques he has shared with companies like Salesforce, Google, Udemy, Gartner Research, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Bath & Body Works, Microsoft and Apple.
Separate registration required. Limited to first 200 registrants.
ONE ticket = ALL sessions
Featuring 7 NEW Breakout Summits with more than 50 thought-provoking sessions from 60 expert speakers!
ONE ticket gives you an ALL-ACCESS pass to ALL 7 Breakout Summits. Pick & choose from dozens of terrific sessions. See an incredible
line-up of Keynote Speakers!
Digital Marketing Multiplied — 6 Simple Steps to Maximize Your Digital Growth Potential
Digital empowers financial marketers and their sales teams to sell more loans and gain more deposits than ever before. But many CUs are held back by legacy thinking and systems built around branch sales and broadcast marketing even though 81% of consumers start their financial buying journey online. Break free from the past and learn how to confidently map out digital consumer journeys for your key product lines with a simple, 6-step strategic framework. Take home strategies for every stage of a consumer’s digital buying journey that have increased digital leads by as much as 1,500% in addition to generating over $120,000 new member lifetime value from digital referrals in just 3 months.
Speaker: James Robert Lay, Founder & CEO, Digital Growth Institute
Marketing in a Majority-Minority Shift
Question: Is it better to position your CU as multicultural or focus instead on one segment at a time? Victor Miguel Corro unlocks the mystery as he walks through 5 Essential Insights to building a Cultural Segmentation Model that helped other CUs increase Hispanic membership by 10.7%, boost lending by 4.3% and better serve your market.
Speaker: Victor Miguel Corro, CEO, Coopera
Re-Imagining Space: Designing Your Branches and Home Office for a Digital Age
Find out how CUs are re-imagining their branches to support member engagement strategies to provide education, advising, counseling and re-designing their home offices to attract and retain employees. See for yourself how newly designed credit unions are integrating tech and supporting face-to-face interactions to appeal to members in their 60s as well as their 20s in an era of clicks and bricks.
Speaker: Jim Caliendo, President & COO, PWCampbell
Purpose Driven Innovation & Driving Brand Love®
Purpose and innovation are the two key strategies used by brands to create meaningful differentiation that fuels both growth and profit. Find out how to create more loyal members … boost employee retention … encourage cultural conversations … and how to leverage the Purpose-Profit Loop™ to increase your bottom line.
Speaker: Jeff Fromm, Partner, Barkely, co-author of The Purpose Advantage
From Marketing to Branding: How to Build a Brand that Creates Value for You & Your Members
Amanda Thomas unveils the strategy she used with one CU by building a Brand Articulation Strategy that has increased lending 199.97%, turned around membership attrition by a decrease of 21.61%, and reduced loan run-off by 7.69% from 2017 – 2019.
Speaker: Amanda Thomas, Founder & President, Two Score
From PFI to Engagement: Best Practices Marketers Can Use to Get Members to Choose Your CU First
At a time when members have instant access to competitors, is it still possible to be a Primary Financial Institution (PFI)? How are CUs overcoming the PFI challenge, and getting members to choose their products? Andrew Downin unveils the 5 Steps to Improve Member Engagement with real-life examples you can apply immediately at your CU.
Speaker: Andrew Downin, CPA, Chief Marketing & Strategy Officer,
Vantage West CU
Board of Directors - Mission City Federal CU
The speakers and presenters truly are industry subject-matter experts and their breadth of knowledge is astounding…Outstanding conference!
VP Business Lending - Altana FCU
Speakers and topics were great. They addressed some areas that are hot topics in the industry and motivated me to get back to my CU.
Director - Saginaw Medical Federal Credit Union
I think the quality of the speakers is amazing, the topics timely and venue perfect to balance work and entertainment.