Conference Agenda

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The Business Development & Marketing Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Thursday, February 6, 2020

Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

Earn 12 CPE credits while attending this conference.

11:30 a.m. - 1:00 p.m.

Conference Registration

1:00 – 1:15 p.m.

Opening Remarks

1:15 – 2:15 p.m.

Member Engagement: A New Role for a New Era

Tom Glatt, Jr., President/Strategy Consultant, Glatt Consulting Group, LLC

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

The Six Laws of Marketing

Eric Gagliano, SVP, Sales and Marketing, River Valley Credit Union

3:30 – 3:45 p.m.

Daily Wrap Up

5:00 – 6:00 p.m. (GP)

Welcome Reception

Join us for cocktails, light dining, and great conversation. Registered guests are welcome to attend.

Friday, February 7, 2020

8:00 – 9:00 a.m.(GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 – 9:15 a.m.

Opening Remarks

9:15 – 10:15 a.m.

How Credit Unions Can Enhance and Protect Their Valuable Reputation in a Critical Environment

Casey Boggs, President, ReputationUS

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

Becoming the Digital Native

Nicolette Lemmon, President, LemmonTree Marketing Group

11:35 a.m. – 12:35 p.m.

The Business Development Toolbox - Part I

Bill McKenna, Vice President, Client Strategy & Growth, Colorworks (MMSS)

12:35 – 1:35 p.m. (GP)

Group Luncheon

Join us for lunch. Registered guests are welcome to attend.

1:35 – 2:35 p.m.

The Business Development Toolbox - Part II

Bill McKenna, Vice President, Client Strategy & Growth, Colorworks (MMSS)

2:40 – 3:40 p.m.

5 Tips from Millennial Marketing All-Stars

Glenn van Duesen, President & Founder, Van Duesen & Levitt

3:40 – 4:00 p.m.

Daily Wrap-Up

Saturday, February 8, 2020

8:00 – 9:00 a.m. (GP)

Sit-Down Breakfast

Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.

9:00 – 9:05 a.m.

Opening Remarks

9:05 – 10:05 a.m.

The 3-Keys Solution for Your Credit Union to Survive in a Crowded Market: Brand + Community +Plan

Nicolette Lemmon, President, LemmonTree Marketing Group

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Consumer Spending Data: Reputation Before, During & After a Crisis

Presenter TBD

11:25 a.m. – 12:25 p.m.

Consumer Spending Data: A Guide to Credit Union Relationships Growth

Tom Glatt, Jr., President/Strategy Consultant, Glatt Consulting Group, LLC

12:25 – 12:45 p.m.

Daily Wrap-Up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Orlando!

Sunday, February 9, 2020

Travel Day. Have a safe trip home!