Registration

Welcome Reception: Co-Sponsored by OM Financial

Cocktails. Light dining. Great Conversation!

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.

Sit-Down Breakfast

Introduction

Leveraging Emotional Intelligence in Social Media Interaction

Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.

Emotional intelligence has proven to be a highly valuable skill set, relied upon by highly effective communicators in both internal in-person interactions with colleagues and external in-person interactions with customers/members. But emotional intelligence is a skill set that can also be used to guide a brand interactions on all social media platforms.

In this session, Tom Glatt will explore the five scales of emotional intelligence, discuss how to apply each scale in a variety of social media interactions, and show you how to develop emotional intelligence in all staff responsible for social media engagement.

Networking Refreshment Break

Creative Social Media Response Protocol and Reporting Structure

Rebecca Adelman, Digital Marketing Specialist, Northwest Community CU

Social media feels like a casual channel, but for credit unions, there's more to worry about than which emoji to use.

• How a social media response protocol can save you time

• Why social media compliance reporting is important

• What response protocols and compliance reporting documents should include

• How to take the first steps, including a takeaway template

Seek, Know & Serve: Perfecting Your Social Media Engagement Strategy - Part I

Sundeep Kapur, Founder, Digital Credence

How much do you invest on member acquisition, member retention, and team member training? This session will help you seek perfection in your social media engagement process by following a powerful, proven and unbeatable engagement strategy. Innovative ideas from powerful brands that can help you drive incredible value.

Group Luncheon

Seek, Know & Serve: Perfecting Your Social Media Engagement Strategy - Part II

Sundeep Kapur, Founder, Digital Credence

Join Sundeep after lunch for the continuation of his presentation to gain insight on perfecting your social media engagement.

What Ingredients are Missing from Your Social Media Mix?

Kathleen Shannon, Creative Content and Coaching, Braid Creative

Content doesn’t always come easy. An editorial calendar can help you plan not only your posts but breathe new life into your social media. In this presentation, Kathleen Shannon, creative director, and co-founder at Braid Creative, will walk you through what a month in the life of your credit union social media mix should look like.

Daily Wrap-Up

Sit-Down Breakfast

Opening Remarks

Executive Leadership and Board of Directors can Support CU Social Media Efforts

Rebecca Adelman, Digital Marketing Specialist, Northwest Community Credit Union

Social media isn’t just for your credit union’s social media and marketing teams. It is just as important for your credit union’s leadership and board of directors to interact, share, and engage with your credit union’s social media goals. Join Rebecca for an exciting session on how everyone at the credit union can make a difference.

Networking Refreshment Break

Social Media by the Numbers

Jentry Miller, Social Media Strategist, Braid Creative

Identifying paid marketing channels in a fragmented media environment can be hard to navigate. Understanding your audience media consumption can help to focus your paid media efforts. Jentry will look at the latest social media landscape, discuss growth, trends and examine how social media consumption compares to other forms of traditional media.

Panel Discussion

Now that you have received a wealth of information from our presenters and had the opportunity to network with fellow attendees, you will have a lot of new information to process.

Join some of our all-star team of presenters as they come together for a lively panel discussion to answer any final questions you may have concerning the trends and topics we have explored over the past few days.

Daily Wrap-Up

Sit-Down Breakfast

Opening Remarks

Is Your Brand Voice Coming Through Clear On Social Media?

Kathleen Shannan, Creative Content and Coaching, Braid Creative
Jentry Miller, Social Media Strategist, Braid Creative

We all consume so much media – the messages can get cluttered! Making an impression and staying authentic to your credit union brand is as important on social media as it is in real life! Kathleen Shannon and Jentry Miller will give you strategic tips from both the creative and media sides of how to share your brand voice on social media.

Networking Refreshment Break

Social Media and the Competition

Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.

Your social media strategy and engagement isn’t occurring in a vacuum. Competitors of all shapes and sizes are also actively, and in some cases aggressively leveraging social media to position themselves firmly in the collective conscious of American consumers. What are these strategies that critical credit union competitors are deploying, and where? In this timely session Tom will explore the social media exploits of top-performing and highly-competitive financial services firms, and in the process, help you better understand competitor social media strategies. More importantly, Tom will help you identify how your credit union can respond in order to remain visible to members and prospective members alike.

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 consist of representatives from each table sharing thoughts and ideas discussed at their particular table.

Conference Wrap-Up