Practical Guidance & Innovative Solutions with 60+ CU Experts including…

James Robert Lay

Founder & CEO, Digital Growth Institute

Victor Corro

CEO, Coopera Consulting

Amanda Thomas

Founder, Two Score

Andrew Downin

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!

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

Marketing In A Post Virus Economy

The world changed overnight. So did marketing. If you want to increase your credit union’s revenue today, then consumers have to know about you. The only way that happens is with a focused marketing message. You will learn how to grow membership, increase loans and boost assets all through more efficient marketing. You credit union can no longer afford to waste money on bad marketing. Discover how to asses and adapt your marketing to accelerate your growth.

Speaker: Mark Arnold, Founder/President of On the Mark Strategies

See what past attendees have to say…

Barbara Esquivel,

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!

Jason Hagadone,

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.

Mark Thompson,

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.