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Thursday, December 4, 2008
8:45 AM Opening Remarks
Sarah Snell Cooke, Editor-in-Chief, Credit Union Times
9:00 AM Keynote Address:
A View From Above
In this Keynote presentation, Gordon Dames, President and CEO of Mountain America Credit Union, will discuss his perspectives on the current state of the Credit Union market and his ideas to help grow your business in this challenging environment.
Gordon R. Dames, President and CEO, Mountain America Credit Union
9:45 AM Keynote Address
The Credit Union Business Model
Market Forces and the Sacred Cows Impact on Growth and Earnings.
What is Your Credit Union’s “State of Readiness”? This session will use research and analysis of bank and Credit Union growth and key ratio trends as a basis for discussing the factors affecting competitiveness. The analysis provides perspective on what counts for true growth. Ideas will be shared on how to generate more earnings so that your Credit Union can enhance marketing efforts. A practical discussion about what changes are necessary to kick start growth will lead to a perspective on which Sacred Cows
should remain sacred while identifying which cows should be slaughtered. Mr. Duffy will also share perspective on the levels of “State of Readiness” that exist amongst financial institutions and which are more able to build market share.
Peter Duffy, Associate Director, Sandler O’Neill & Partners
10:45 AM Networking Refreshment Break with Exhibitors
11:15 AM Reaching Out to the Community by Being Part of the Community
Just as important as a Credit Union’s track record is their ability to identify with the community.
Through good PR, Credit Unions can develop stronger relationships with their existing members as well as gain the trust and confidence of potential new members in the community.
Jim Johnson, VP, Member Services, 3 Rivers Federal Credit Union
12:00 PM Building and Implementing a Winning Strategy
Competition and a strenuous marketplace is something all financial institutions are working against. For Credit Unions to grow, differentiation and marketing are the most effective ways to attract new assets. This session will educate attendees about building and executing on a strategic plan to separate themselves from their competition.
Ted Thames, CCE, Strategic Planning Specialist, Cornerstone Advisors, Inc.
12:45 PM Networking Lunch
1:45 PM Roundtable with Three of the Fastest Growing Credit Unions
This roundtable discussion will bring together 3 of the fastest growing Credit Unions in the market. These distinguished marketers will talk about the strategies they were able to implement to reach this plateau. They will also discuss some of the obstacles they continue to fight to remain profitable in this environment.
Jennifer Binkley, SVP of Operations, Altura Credit Union
Nathan Anderson, SVP/CMO, Mountain America Credit Union
Additional Speakers to be Announced
2:30 PM Do You Speak the Language of Gen Y?
Move over Baby Boomers. The future of financial services is in the texting/blogging hands of 79 million members of Generation Y. That's good news for credit unions because these young adults favor smaller, local institutions that offer personal attention. But you have to speak their language to earn their business! Learn how to attract this important generation with the right messaging, products and marketing.
Antonio Hill, Director of Marketing Services, PSCU Financial Services
3:15 PM Networking Refreshment Break with Exhibitors
3:45 PM Recruiting and Retaining Star Power
As Credit Unions continue to grow, a tremendous opportunity is available to continue that growth pattern by recruiting and retaining successful candidates. With the growth of AUM comes a responsibility to manage member services as well as manage the overall growth of the Credit Union. This session will discuss the importance of keeping the team together as well as strategies behind a winning environment.
Susan Mitchell, Chief Executive Officer, O’Rourke, Mitchell & Associates
4:30 PM The Baby Boomer Market—Growth, Retention, and Up-Selling
As the richest generation strives towards retirement, a huge opportunity for Credit Unions presents itself. With over 78 million Americans reaching retirement age, as well as record numbers with spending power, Credit Unions need to build a strategy to get in on the “pie”.
Jeff Hunt, Consumer Program Manager, CUNA Mutual Group
5:15 PM Cocktail Reception
Friday, December 5, 2008
8:45AM Opening Remarks
Sarah Snell Cooke, Editor-in-Chief, Credit Union Times
9:00 AM Keynote Address: How Your Credit Union’s Brand Impacts Growth Potential
Too many Credit Union senior management teams and Boards of Directors fail to understand that branding is critical to driving growth. While current hot buttons such as cross selling and new product offerings are important to achieving growth, establishing a strong brand identity is crucial to success of these strategies. Paul Lucas will draw on his experience with credit unions from small to large across 32 states to share what he has learned about the connection between building brand value and achieving overall success. If you think branding is a luxury your Credit Union can’t afford in the slower economy
this is important information for you!
Paul J. Lucas, Marketing/Branding Consultant
9:45 AM Revenue Strategies Through Driven Deposit and Loan Marketing
We continue to talk about the overwhelming competition in the market place and how marketing and differentiation can help separate your Credit Union. Mr. Sullivan will discuss building a successful marketing plan to drive revenue through deposit and loan marketing.
Joe Sullivan, President, Market Insights
10:45 AM Networking Refreshment Break with Exhibitors
11:15 AM Leveraging Technology to Improve Satisfaction
Now is a critical time in the fiscal lives of many Credit Union members throughout the country. Critical times and a competitive market for Credit Union members mean critical times for Credit Union executives. This session will discuss leveraging technology and relationships to create better financial products and services to heighten member satisfaction and retention.
Mark Sievewright, Corporate SVP, Fiserv, Inc.
12:00 PM Town Hall Meeting
Throughout the day we have heard from many industry experts presenting on strategies to build revenue growth and the differentiation Credit Unions need to distinguish themselves as a profit center. Here we will bring together 3 prominent experts which the audience will have the chance
to further the conversation.
Moderator:
Sarah Snell Cooke, Editor-in-Chief, Credit Union Times
Panelists:
Peter Duffy, Associate Director, Sandler O’Neill & Partners
Gary Easterling, President/CEO, United Federal Credit Union
Ted Thames, CCE, Strategic Planning Specialist, Cornerstone Advisors, Inc.
Additional Speaker to be Announced
12:45 PM Conference Concludes