- MEMBER ENGAGEMENT
Curious about an educational opportunity? Question about an event? Inquire today.
Marketing Minds Virtual Conference
In Collaboration with:
$449 per person
Note: Mark your calendar! This conference is broadcast live without recordings.
March 8-9, 2023 | 10:00 a.m. - 3:00 p.m. (ET)
The Place for Credit Union Marketers to Think Further!
Where Great Minds are Focused on Advanced Marketing Concepts and Strategies
Credit union marketing tactics, strategies and tools are ever-evolving ... and at a very fast rate!
Take this time to gather with peers and listen-in on the latest trends and advancements to support credit union marketers.
March 8, 2023
10:00 a.m.-10:55 a.m.
Internal Marketing: Why Employees are the Most Important Audience
Alfie Penfold, Sr. Communications Manager, Intranet Connections
Sponsored by Intranet Connections
Gain a broadened understanding about the key role that internal marketing can play in promoting corporate strategy, improving the employee experience and ultimately improving credit union staff retention. There are differences between internal vs. external marketing that are important to recognize and address, so join this discussion about why both are essential for credit union growth.
Includes a Short Demo by Intranet Connections
11:05 a.m.-12:00 p.m.
Leveraging Data to Understand Marketing Results
Sean Cunningham, Senior Vice President, Marquis
Sponsored by Marquis
What can credit unions learn by examining the collective results of data from hundreds of financial institutions and thousands of marketing campaigns, containing millions of individualized impressions? Find out! Learn to leverage data to stay on the right path or to tweak a couple of things to do even better. This power hour of information will share some basics to get started and will delve into the potentials for data driven impacts of delayed vs. immediate communication, single vs. multiple channel approach, static vs. hyper specific variants, single vs. multiple impressions and core only vs. multiple data sources. The presentation will also cover the best months to market specific financial products, whether a personalized CRM follow-up matters and the impact of specific vs. spray and pray prospecting.
1:05 p.m.-1:55 p.m.
Web Design and Hosting Trends: Creating an Exceptional Member Experience
Tim Bohlman, COO, CU Solutions Group Technology Solutions
Diane Knudson, CU Solutions Group
Sponsored by CU Solutions Group
Credit unions looking to create a comprehensive approach to their full digital footprint need to understand how Google and other search engines identify and rank high-quality websites. Learn how to integrate educational tools, solutions, products and other forms of journey-based communications to deepen the relationship with members and engage potential members to create an exceptional experience.
2:05 p.m.-2:55 p.m.
Getting “Phygital” with Seamless Digital and In-Branch Experiences
Ashish Garg, Co-founder and CEO, Eltropy
Sponsored by Eltropy
As physical and digital worlds collide, credit unions need to consider their “phygital” strategy. Most credit union professionals agree that strengthening relationships with their members through both in-branch and digital conversations is not only important but increasingly vital to the success of any credit union. In the process, seamless experiences that transition smoothly between the physical and digital worlds are key. Gain insights on how credit unions can roll out an effective digital and in-branch communications strategy, including having a baseline of communications technologies like text, video banking, secure chat and voice -- and why each method of communication is important at different times -- as well as to why a digital communications strategy is important. Implementing a systematic, secure and compliant “phygital” strategy will ensure that members receive a quality, seamless experience, wherever they are – in-branch, on their phone or on any device.
Includes a Short Demo by Eltropy
March 9, 2023
10:00 a.m.-10:55 a.m.
Credit Union Reputation Management: What are People Saying?
Robyn Heron, Senior Vice President of Marketing, PFCU
Sponsored by HomeTown Welcome Program
In today’s world, anyone can do a quick online credibility check about a credit union. And they will. What will they find? Knowing that answer is important! Reputation management is the process of monitoring sites and platforms to ensure that businesses, products or services are portrayed positively and accurately. One bad review can cause undue damage and misinformation. Learn about monitoring perceptions and conversations, responding to reputation threats and proactively seizing opportunities to boost a credit union’s reputation.
Includes a Short Demo by HomeTown Welcome Program
11:05 a.m.-12:00 p.m.
Optimizing Card Program Portfolio Performance
Lesley Decator, Vice President, FIS
Sponsored by FIS
Discover new ways to optimize credit and debit card program performance to cultivate new revenue and drive cardholder spend. Considering a 12-month marketing calendar that is planned, coordinated and executed, and understanding the latest trends in the payments industry is a great place to start, as well as by monitoring spending behavior and focusing on opportunities. From incentivizing cardholders to encourage penetration, activation and usage, to establishing benchmarks and promoting team collaboration, there are key steps that can be taken to achieve ‘top of wallet’ status.
Includes a Short Demo by FIS
1:00 p.m.-1:55 p.m.
Opportunity in Times of Uncertainty
Sponsored by Escalent
Get the latest insights on the opportunities and challenges created by the seismic shifts that the US and Global economies continue to experience. The focus of the conversation will be on the state of US consumers and their financial needs as the Fed fights inflation and businesses worry about recession.
Includes Short Demo by Strategic Resource Management, Inc.
2:05 p.m.-2:55 p.m.
How to Use Social Media to Outplay the Competition and Win New Members
Sponsored by Reach Local
Social media is a game, so learn how a credit union can outmaneuver the competition in a space that seems so familiar. The winning elements of each social media network including Facebook, LinkedIn, Twitter and Snapchat will all be broken down, and 2022 stats, demographics and trends of these top social media sites will be shared. Discover five top social media goals to win new reach and win new members, along with creative ideas and actionable tips.
With more than 20 years of experience in marketing strategy, brand development, web strategy and design, social media, lead generation, product development, media relations, and events, Yolanda Lewis helps audiences understand the importance of rhythm as a critical component of marketing. Now, as the new Marketing Director for Growth by Design at LSCU, she is focused on making sure credit unions know the rhythmic marketing solutions available to them through the award-winning Growth by Design team; a trusted growth partner for all of your digital marketing needs.
Pete was named President/CEO at Corporate America in November of 2012. He has worked in the credit union world for 30 years, 29 in corporate credit unions, 1 in a natural person credit union. Pete holds a B.S. in Finance from Cal State University and an MBA from The University of Phoenix. He has served on many committees and boards including a securities broker dealer, payment systems services corporation and a governmental affairs committee. He currently serves on the Board of Trustees on the Southeastern Credit Union Foundation. Pete is a lousy golfer, flies Cessna’s for fun and takes orders from his two daughters when not at work.
Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this thru a suite of services that includes: Director training, strategic planning, Enterprise Risk Management, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working as an with US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.
Melissa Sneed graduated from the University of Georgia with Bachelor's degrees in Finance and Risk Management & Insurance. In 1999, she joined the Department of Banking and Finance, and was promoted to District Director of the Northwest District office in 2008. In the Northwest District (including Atlanta), Melissa oversaw banks, credit unions, and trust companies in all sizes and variety of business models. In 2016, Melissa was appointed as the Deputy Commissioner of Supervision, which includes oversight responsibility for all state chartered financial institutions in Georgia. Melissa is a Certified Examination Manager.
Greg McClellan was appointed by Governor Kay Ivey as Administrator of the Alabama Credit Union Administration in June 2019. McClellan holds a B.S. in General Business and an MBA in Business Administration from Auburn University. He is a graduate of the BAI School of Banking at the University of Wisconsin. McClellan worked in the financial industry for 44 years prior to joining ACUA, including 34 years with MAX Credit Union.
Assistant Administrator with the Alabama Credit Union Administration
Lloyd Moore is an accomplished credit union regulator and supervisor having served with the Credit Union Administration for over 29 years. He is currently serving as Assistant Administrator for the Credit Union Administration for over 14 years. As assistant administrator, Lloyd supervises seven examiners and oversees the examination programs of 56 credit unions with assets over $21 billion. He is a frequent presenter at industry conferences and member of national credit union regulatory committees. He attended the University of Alabama but graduated from Auburn University in 1987.
Mr. Duncan graduated from Flagler College in 2007 with a B.A. degree in Business Administration. In 2008, he started his career with the Office of Financial Regulation and has worked with the Division of Financial Institutions since 2014. In that time, he worked with the Division of Credit Union Regulation as an examiner, and with the Division of Banking Regulation as a case manager for the Orlando/Tampa region. Currently, he is the Area Financial Manager with the Tallahassee Field Office. Mr. Duncan is a Certified State Credit Union Examiner through NASCUS and currently work on completing his CSCUE Supervisor certification. In his free time, Mr. Duncan enjoys being outdoors, either hiking/mountain biking and playing beach volleyball.