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

Values-based branding: The secret to creating enduring & authentic relationships with members

If you are leading with messages of lower loan rates, less fees and higher deposit rates you’re missing 4 out of 5 prospects in your market. Instead, lead with your values. Prior to the pandemic, 64% of consumers wanted to do business with companies that share the same values. Today, that figure is now 78% as more millennials and Gen Z’ers dominate the market. Find out how brand managers at CUs are moving away from product-centric messaging and creating effective value-based, customer-centric campaigns that are now increasing member loyalty, member engagement and even employee engagement.

Speaker: Amanda Thomas, Founder & President, TwoScore, LLC 

Transforming a brand: How to break through barriers, create real change & align to the future

Everyone talks about change. But the reality is that change is uncomfortable, disruptive and often downright scary. Find out how to transform your brand and get the buy-in you need from the boardroom to the front-lines and from your members to your partners in this eye-opening session. Discover the secrets (and the hard lessons learned!) from Tricia Szurgot, Chief Operating Officer and former CMXO at First Commonwealth FCU, who helped turn branches into financial centers, drive growth fueled by social responsibility, and nearly doubled the size of the CU to $1 billion in a fiercely competitive market.

Speaker: Tricia Szurgot, MBA & Certified Futurist – President/CEO at Securityplus Federal Credit Union

Big Three MX strategies for better results for your CU & your members

  Fortune 1000 companies focused on Customer Experience (CX) are now generating 5.7x more revenue compared to competitors and their customers are 5x more likely to purchase from them. Yet, only a fraction of CUs are pursuing similar Member Experience (MX) initiatives, which are now more critical than ever in the digital era. Based on work with 120 CUs, David Dean shares the Big Three MX Strategies for CUs to (1) build referrals, (2) increase engagement and, (3) improve the digital experience for members. Plus, you won’t want to make a move until you follow David Dean’s #1 secret to create an effective MX strategy in your CU.

Speaker: David Dean, COO, Marketing Solutions at CU Solutions Group 

Niche Marketing Made Simple: 3 Steps to Generate 20% YoY Growth in Any Channel

Segmenting markets and product offerings sound like great ideas in meetings, but few actually move forward. Why? “Too much work … won’t make a difference … new channels are required.” Perhaps you’ve heard these complaints or even mumbled them yourself! Yet, studies consistently show niche marketing is far more profitable and generates higher conversion rates. Join one of the world’s leading digital marketing advisors and best-selling author James Robert Lay discuss how to find ideal market segments, build a brand within your niche and cultivate highly profitable relationships whether you’re marketing online, over the air, in-person or in the mail. See for yourself how other CUs are generating 20% growth rates YoY using the Digital Growth Institute’s 3-Step Niche Marketing Formula.

BONUS: Every attendee also receives a digital version of James Robert Lay’s new book, Banking on Digital Growth. 

Speaker: James Robert Lay, CEO, Digital Growth Institute and author of the best-seller, Banking on Digital Growth. 

How Credit Unions thrive by thinking like brands

Join us as John Janclaes President, Nymbus CUSO and former CEO, Partners FCU sits down with April Clobes President and Chief Executive Officer of Michigan State University Federal Credit Union to discuss how MSUFCU is charting a path to new revenue growth by building bespoke digital brands.
During this session you will learn how to:

• Focus your branding internally and externally to generate the most impact
• Identify the “riches in niches” within your member segments to deliver your higher ROI
• Leverage the same metrics MSU FCU uses to measure its brand value, marketing campaigns and member satisfaction
• And much more.

Speakers: John Janclaes, President, Nymbus CUSO; April Clobes, President & CEO, Michigan State University FCU 
SPONSORED BY:

Strategies to re-position your marketing for the fastest growing segments

While other credit unions may be merging or even acquiring banks to grow, Victor Miguel Corro says many credit unions are overlooking the fast-growing market segments within their own FOM. Using internal and external data mining, Corro says far too many CUs continue to serve legacy members while Latino, Hispanic, African-American, Asian and multi-racial segments grow at a record pace. Join Corro as he discusses how some of the country’s leading CUs are tapping into their own analytics and increasing memberships 33.1% … growing loans 44.2% … boosting assets 31.0% … and driving up assets 0.32% all without harming portfolio quality.

Speaker: Victor Miguel Corro, CEO, Coopera Consulting

7 Benefits of Attending

1. Expert speakers sharing their best advice!

2. Practical, CU-proven guidance you can use.

3. Solutions to your toughest challenges.

4. Takeaways you can begin applying immediately.

5. Tested-tactics that will work for your CU.

6. Checklists, guides, templates &
tools to take with you.

7. Plain-English answers not available
anywhere else.

Separate registration required. Limited to first 100 registrants.

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.