Reaching Your Members in the 21st Century Conference
November 9 - 12, 2023 | Hyatt Regency Grand Cypress | Orlando, Florida
To stay competitive, your credit union needs to break through today’s information overload & communicate with members – and potential members – in new ways.
Join fellow credit union directors, board chairs, CEOs, supervisory committee members, IT managers, business development and marketing managers and other credit union professionals from across the country for a comprehensive educational conference on proven ways to reach your members in today's ever-changing world.
Earn 12 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Conference Registration
We offer an excellent educational return on your conference investment. Register early for greatest savings.
Registration rates:
On or Before September 7, 2023: $1245
September 8 - October 5, 2023: $1295
October 6, 2023 and Beyond: $1345
Guest Program: $249
Guest Program
Our Guest Program enables your registered guest(s) to join you during the following conference events: ($249 Additional)
Thursday's Reception
Friday's Sit-Down Breakfast
Friday's Sit-Down Luncheon
Saturday's Sit Down Breakfast
Hotel Reservation
Book your room online to receive rates starting at $269*.
*$40 daily resort fee is WAIVED when you book through CU Conferences' room block.
Check in is 3:00 p.m. and check out is 11:00 a.m.
Special room rates available through October 16, 2023, based on availability
If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
Airport and Ground Transportation
Orlando Airport (MCO) is approximately 30 minutes from the Hyatt Regency Grand Cypress Hotel.
**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.
Weather
The weather in Orlando during the month of November is rather pleasant. The average temperature reaches a high of about 78° during the day and a 59° in the evenings.
Speaker Information
Celeste Cook, Founder/CEO
cuStrategies, LLC
Victor Corro, CEO, Coopera Consulting
Tom Glatt, Jr., Principal/Strategy Consultant Glatt Consulting Group, Inc.
Bill McKenna, President
McKenna Marketing Network
Paul Robert, CEO
FI Strategies, LLC
Conference Agenda
Thursday, November 9, 2023
The Reaching Your Members in the 21st Century Conference is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.
11:30 a.m. - 1:00 p.m.
Conference Registration
1:00 – 1:15 p.m.
Opening Remarks
1:15 – 2:15 p.m.
Innovation Gone Bad
Bill McKenna, President, McKenna Marketing Network
Innovation is supposed to be a good thing - right? Let’s take a light-hearted look at some innovations that have not worked out so well. You’ll be shocked, awed and amused. What were they thinking?
We will also identify essential pitfalls to avoid when identifying and introducing new products and services. Change and innovation are continually happening, and credit unions must be ready to quickly adapt.
We will explore some of the essential things to consider and that are required for a seamless product implementation, penetration and ongoing communication. If not executed correctly, what seems like a good plan on the surface may hurt your brand and ability to deepen relationships.
Session Highlights:
● What were they thinking – ridiculous failures
● Clever ideas can turn into huge failures
● Time can change our perspective
● Too late can mean opportunity missed
● Communicate benefits for success
● A solid plan will avoid a potential disaster
2:15 – 2:30 p.m.
Networking and Refreshment Break
2:30 – 3:30 p.m.
Intergenerational Diversity in the Workplace
Victor Corro, CEO, Coopera Consulting
Boomers, Millennials, Gen Xers, and Gen Zers: who are they, and how do these generations differ? How do we navigate the most age-diverse workforce this nation has ever seen? In this session, we will learn about the backgrounds of each generation and how this impacts workplace interpersonal dynamics. From differing notions of professionalism and “TMI” to the generations raised with different expectations of the workplace. We will explore ways to navigate age-diverse workplaces and see them as assets rather than liabilities.
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.
CU Conferences is grateful for the support of its sponsor, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.
Friday, November 10, 2023
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.
Introduction
9:15 – 10:15 a.m.
Best Practices for Serving the Underserved and Increasing Profitability
Celeste Cook, CEO/Founder, cuStrategies, LLC
What can credit unions do to better serve the underserved and increase profitability as well as increase member engagement and retention?
Explore a holistic approach to serving the underserved while increasing profitability and creating positive member experiences as well as increasing member engagement and retention. In today’s challenging economy, credit unions have an opportunity to become more relationship-focused and solution-focused to help the underserved as well as other financially-challenged members and people in our community and increase profitability.
Session Highlights
• Understand how the economy is impacting credit unions, our members, and people in the community.
• Learn what you can do to create win/win/win outcomes through a unique financial literacy program to better serve your members and people in your community while positively impacting the credit union.
• Explore ways to increase member engagement and loans through innovative lending strategies and a unique financial literacy program.
• Identify solution-focused strategies to serve the underserved that increases profitability and member retention.
10:15 – 10:30 a.m.
Networking and Refreshment Break
10:30 – 11:30 a.m.
FinTech Trends and Technologies
Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.
The financial trade press is awash with breathless articles about how "FinTech" will change the world and, in the process, kill traditional banking as we know it. What is the truth? Are FinTechs to be feared? In this broad FinTech expose we'll highlight the most innovative and influential companies in the FinTech space, exploring their product, market, leadership, and brand strategies. By the end of the session, you will better understand whether FinTechs are competitive threats, potential partners, all of the above, or none of the above.
11:35 a.m. – 12:35 p.m.
Winning in Today's World with Marketing & Sales: A Powerful 1-2 Punch! Part I
Bill McKenna, President, McKenna Marketing Network
Paul Robert, CEO, FI Strategies, LLC
In today’s highly-competitive retail environment, every credit union needs to do two things to survive and thrive: 1) fully live the brand you’ve spent many years establishing in your marketplaces; and 2) deepening the relationship with new and existing members. The strategies you’ve developed in the past won’t position you for success in the future.
This session will provide a road map for executives and board members and offer impactful ideas on how to create the alignment of sales and marketing for sustained growth and optimal success. Both are essential for credit unions to stay competitive and relevant in an ever-changing landscape of shifting consumer trends, preferences and heightened competition.
Thriving credit unions must develop the right strategies, create consistently great cultures, while building trust, engaging members and prospects, and establishing meaningful relationships. It starts at the very top of the organization and cascades down to every level – drafted by the board; deployed by execs; and delivered by Staff.
Session Highlights:
Winning strategies and scorecards metrics.
The role your brand and culture play in success.
Creating synergy between your sales and marketing teams.
Building a winning sales team and strategy.
Aligning expectations, accountability and consequences.
Measuring and reporting success
Modern Digital Marketing
And more!
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.
Winning in Today's World with Marketing & Sales: A Powerful 1-2 Punch! Part II
Bill McKenna, President, McKenna Marketing Network
Paul Robert, CEO, FI Strategies, LLC
Join Bill and Paul after lunch for the continuation of their presentation.
Session Highlights:
Aligning expectations, accountability and consequences
Measuring and reporting success
Modern Digital Marketing
And more!
2:40 – 3:40 p.m.
Environmental and Competitor Threats
Tom Glatt, Jr., Principal/Strategy Consultant , Glatt Consulting Group, Inc.
Glatt Consulting Group, Inc. works with credit union clients large
and small, and in markets across the United States. Despite the
diversity of client backgrounds, there are certain common
environmental and competitor threats that keep the leaders of
these dynamic credit unions "up at night." Glatt Consulting's Tom
Glatt, will share insight gleaned from hundreds of client
interactions, taking you through the most pressing
political/regulatory, economic, social, technological, and
competitor threats, and then illustrating how the evolution of
these threats may, depending on your strategic response, turn
into broad and lucrative opportunities.
3:40 – 4:00 p.m.
Daily Wrap-Up
Saturday, November 11, 2023
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 – 10:15a.m.
Your "Way" is Your Credit Union's Differentiator: Make Your Mission, Vision and Values the Catalyst to a Thriving Future!
Paul Robert, CEO, FI Strategies, LLC
Today’s consumers have a different expectation for their financial institution than consumers of just a few years ago. Further, recent issues in the banking industry have startled consumers into being concerned about a safe place to conduct their banking business. We all know the answer – do their banking at a credit union!
As a credit union leader, your focus should be on ways to make the marketplace fully aware of how your credit union is that answer to their financial concerns. Your first step needs to be defining your “Way” – who are you and how do you live it? It’s more than just a tagline; it’s action! It’s how you manage and lead the credit union; it’s how you interact with members; it’s how you grow and thrive in the future.
Session Highlights:
Why it’s so critical to establish your credit union’s differentiation in today’s marketplace
The role the Board should play in establishing that differentiation
How to hold leadership accountable to living that differentiation
Key components of a highly effective differentiator
Steps to making it a living and vibrant component of your credit union
Be prepared to get engaged in this session and walk away with ways to address one of the most critical areas of focus for your credit union over the next 12 months.
10:15 – 10:30 a.m.
Networking and Refreshment Break
10:30 – 11:40 a.m.
How to Build Relationships in a Digital World
Celeste Cook, Founder/CEO, cuStrategies, LLC
What can credit unions do to build stronger relationships in a digital world to increase membership engagement, growth, and retention?
In an ever-increasing digital environment, credit unions must create opportunities to not only build relationships, but strengthen them to increase member engagement and retention. Explore creative and innovative strategies to become more relationship-focused versus transaction-focused to attract and retain profitable members.