Discover real-world marketing & branding solutions to engage more members & deliver effective returns.

 

SAVE $100 with our Early-Bird Discount

Discount ends October 1st

The best performing credit unions are also the best at branding and marketing. Get the proven strategies you can use to build a marketing strategy that delivers amazing results and fuels your organization’s growth for years into the future.

This is a must-attend event for anyone in the CU organization who wants to grow the business. Learn from other brand strategists, marketers, and innovative executives who are creating high-performing brands and generating impressive returns.

You get:

  • Must-have solutions to convert relationships into double-digit revenue growth.
  • Practical strategies to leverage social media, video, and online ads that grab the attention of prospects in a digital-first market.
  • Tactics to leverage your most powerful brand ambassadors – your front-line employees!
  • Innovative techniques to build relationships with members even in a pandemic!
  • Powerful analytical methods every CU marketer must be using to deliver effective campaigns.
  • New and imaginative forms of storytelling some of the country’s leading marketers are using to give their CU a competitive advantage.
  • Strategies to get everyone in your CU to deliver solutions to members without ever selling.
  • Guerilla marketing tactics that deliver high-impact results at very little cost

This is a terrific opportunity for marketers to come together to share what’s working and adjust to the dramatic changes affecting members and how they do business with your CU.

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 marketing guru 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 James’ 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.

 


Ask the Expert Roundtable with James Robert Lay

Get answers to your toughest marketing challenges and hear how other CMOs are increasing their ROI in their marketing and advertising campaigns.

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

 


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 

 


Ask the Expert Roundtable with David Dean

Join David Dean as he addresses your questions and facilitates a deep-dive discussion about how other marketing managers are creating a better digital experience for members.

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

Day 1
View agenda page

Agenda

Day 1 - Friday 5th

Noon – 6:00 pm ET
12:00 - 12:05

Opening Remarks

Speaker: Dennis Sullivan, Chairman, CU Leadership Convention

General Sessions
12:05 - 13:10

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

James Robert Lay

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 marketing guru 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 James’ 3-Step Niche Marketing Formula.

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

A speaker photo for James Robert Lay

James Robert Lay

Founder & CEO, Digital Growth Institute

Read bio
13:15 - 13:40

Ask the Expert Roundtable with James Robert Lay

James Robert Lay

Get answers to your toughest marketing challenges and hear how other CMOs are increasing their ROI in their marketing and advertising campaigns.

A speaker photo for James Robert Lay

James Robert Lay

Founder & CEO, Digital Growth Institute

Read bio
13:45 - 14:30

General Session: TBA

14:30 - 15:00

BREAK

Breakout Sessions (Choose 1 of 2 sessions)
15:00 - 15:40

Big Three MX Strategies for Better Results for Your CU & Your Members

David Dean

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.

A speaker photo for David  Dean

David Dean

COO, Marketing Solutions at CU Solutions Group

Read bio
15:00 - 15:40

TBD

15:40 - 15:50

Break

General Sessions
15:50 - 16:30

Ask the Expert Roundtable with David Dean

David Dean

Join David Dean as he addresses your questions and facilitates a deep-dive discussion about how other marketing managers are creating a better digital experience for members.

A speaker photo for David  Dean

David Dean

COO, Marketing Solutions at CU Solutions Group

Read bio
16:30 - 17:15

TBD

17:15 - 18:00

TBD

James Robert Lay

Founder & CEO, Digital Growth Institute

James Robert Lay is the CEO of Digital Growth Institute. He is on a mission to simplify digital marketing to help financial institutions grow from good to great by building marketing systems that guide people toward a brighter financial future. James… Read full bio

David Dean

COO, Marketing Solutions at CU Solutions Group

David Dean is Chief Operating Officer of Marketing Solutions for CU Solutions Group, where he oversees Professional Media & Creative Services, GSTV, Save to Win and the Love My Credit Union Rewards program, which has empowered more than 3,000 cre… Read full bio