Business Development & Marketing Conference
Register

San Juan Marriott Resort & Stellaris Casino
San Juan, Puerto Rico
February 6 – 10, 2019
RegisterBrochure

Some of the top experts come together to address the challenges of business development and marketing to your members and offer solutions to those challenges.

Hotel Information

San Juan Marriott Resort & Stellaris Casino | 1309 Ashford Avenue | San Juan, Puerto Rico | 00907

To Book Your Room At The San Juan Marriott Resort & Stellaris Casino:

  • Book your room online
  • Call The San Juan Marriott Resort & Stellaris Casino at 787-722-7000 to make your reservation. 
  • Mention CU Conferences (M-BF54UGO) to receive special rates starting a $249.
  • $6 per person roundtrip porterage gratuity and $1 per day housekeeping gratuity is additional
  • Resort fee (currently 18% of room rate) is also additional
  • Rate based on availability
Date Business Development & Marketing Conference
On or Before December 6, 2018 $1095
December 07, 2018 – January 3, 2019 $1145
January 4, 2019 and Beyond $1195
Guest Program $249

 

Business Development and Marketing Conference Guest Program:

For just $249, your registered guest can enjoy all the excitement of the San Juan Marriott Resort & Stellaris Casino along with the following events:

  • Wednesday’s Welcome Reception
  • Thursday’s Sit-Down Breakfast
  • Friday’s Sit-Down Breakfast
  • Friday’s Sit-Down Luncheon
  • Saturday’s Continental Breakfast

Who Will Attend

  • Business Development Managers
  • Marketing Team
  • CEOs
  • Directors
  • Board Chairs
  • Supervisory Committee Members
  • Senior Management
  • Committee Members
  • Branch Managers

Agenda – Subject to Change – GP=Guest Program

Wednesday, 2/6/19

4:00 p.m. – 5:00 p.m.  Conference Registration
5:00 p.m. – 6:00 p.m. (GP) Welcome Reception: Enjoy cocktails, light dining, and networking with conference participants and guests from around the country and The Ones In Red“.

Thursday, 2/7/19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. –  9:00 a.m. Opening Remarks
9:00 a.m. – 10:00 a.m. 5 Strategic Levers to Drive Earnings
James Schenck, President/CEO, PenFed Credit Union
10:00 a.m. – 10:15 a.m. Networking/Refreshment Break
10:15 a.m. – 11:15 a.m. Avoiding 3 Social Media Pitfalls
Nicolette Lemmon, President, LemmonTree Marketing Group
11:20 a.m. – 12:20 p.m. Mobile Marketing: The One Trend That Cannot be Ignored
Michael Tasner, Owner, No Joke Marketing
12:20 p.m. – 12:30 p.m. Day In Review

Friday, 2/8/19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. –  8:50 a.m. Opening Remarks
8:50 a.m. – 9:50 a.m. A Whole New Ballgame – Competitive Marketing & Business Development Strategies
Nicolette Lemmon, President, LemmonTree Marketing Group
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Top 7 Marketing Trends Every Credit Union Should Know
Mark Arnold, President, On The Mark Strategies
11:10 a.m. – 12:10 p.m. Bringing the “A” in Agile to Your Credit Union
Patrick McElhenie, Director, LDP & Performance Solutions, CUNA Mutual Group
12:10 p.m. – 1:10 p.m. (GP) Sit-Down Luncheon
1:10 p.m. – 2:10 p.m. Expanding Indirect Relationships
Tom Glatt, Jr., President/Strategy Consultant, Glatt Consulting Group, Inc.
2:15 p.m. – 3:15 p.m. Flashback to 1993: What Have we Learned in the Past 25 Years?
Hilary Reed, Chief Strategy Officer, Empower Strategic Solutions
3:15 p.m. – 3:30 p.m. Day in Review

Saturday, 2/9/19

7:45 a.m. – 8:45 a.m. (GP) Continental Breakfast
8:45 a.m. – 8:50 a.m. Opening Remarks
8:50 a.m. – 9:50 a.m. Pearl Harbor or Pearl Jam? Marketing Across Generations
Mark Arnold, President, On The Mark Strategies; Elizabeth Arnold, Account Executive, On the Mark Strategies
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Developing Business the Fintech Way
Tom Glatt, Jr., President/Strategy Consultant, Glatt Consulting Group, Inc.
11:10 a.m. – 12:10 p.m. Roundtable Discussion: Exchange ideas with fellow participants during a lively discussion. The first part of the roundtable will allow time for discussion on key topics. The second part will consists of representatives from each table sharing thoughts and ideas discussed at their particular table. 
12:10 p.m. – 12:20 p.m. Conference Wrap-Up
1:00 p.m. – 5:30 p.m. CU Conferences is providing a complimentary shuttle to and from Old San Juan.

Sunday, 2/10/19

Travel Day – Have A Safe Trip Home!

 

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