Conference Agenda

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

Thursday, June 20, 2019

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.


1:00 p.m. - 1:15 p.m.

Opening Remarks

1:15 p.m. - 2:15 p.m.

Millennial Momentum

Bill Farley, CCUE, Sales Manager/Select Sales, CUNA Mutual Group

By 2020, Millennials will represent 50% of the workforce in the United States. Understanding this generation, from a member and employee perspective, is critical to the success of your credit union. Learn about the key drivers that attract and retain this generation of today & tomorrow.

2:15 p.m. - 2:30 p.m.

Networking Refreshment Break

2:30 p.m. - 3:30 p.m.

Social Media for the Front Lines

Sundeep Kapur, Founder/Educator, Digital Credence

The member we serve is socially connected. We want our consumers to connect with us, follow us, and really like us on social media channels. We also want these “likes” to translate into business.

Join Sundeep Kapur and explore five key fundamentals of social media—where the fifth principle is all about getting your team on board first. It all starts with a little engagement.

■ How do we make sure that our employees can carry forth our social media messaging?

■ What strategies can the frontline staff use to accentuate the positive, respond to negativity, and generate a sense of community on social media?

■ How should you best define your social media strategy? During this discussion of the five pillars of your social media strategy youʼll learn actionable tips that drive positive engagement as well as how to enhance your credit unionʼs reputation and search through social media.

3:30 p.m. - 3:45 p.m.

Daily Wrap-Up

5:00 p.m. - 6:00 p.m. (GP)

Welcome Reception: Co-Sponsored by OM Financial

Cocktails. Light dining. Great Conversation!

Friday, June 21, 2019

8:00 a.m. - 9:00 a.m. (GP)

Sit-Down Breakfast

9:00 a.m. - 9:15 a.m.

Opening Remarks

9:15 a.m. - 10:15 a.m.

Be Careful What You Post! Making Sense of Social Media Compliance

Ethan Wall, President/CEO, Social Media Law And Order Education, LLC

Marketing professionals must be aware of the new Federal Financial Institutions Examinations Councilʼs (FFIEC) Social Media Compliance Risk Management Guidelines. This presentation will teach credit union marketing professionals about new federal laws and regulations that govern their social media activities and empowers marketing professionals with the information they need to know to be compliant.

Key points to be covered:

■ An overview of the FFIEC Social Media Compliance Risk Management Guidelines

■ Summaries of federal laws and regulations you must know in order to be compliant

■ Essential steps for establishing a social media marketing risk management compliance program

Tangible benefits for participants:

■ A complete understanding of the new federal regulations that must be followed if you intend to maintain a social media presence

■ A newfound ability to make sense of complicated federal laws and regulations by distilling them down to their nuts and bolts

■ Techniques for developing a social media risk management compliant program within your credit union

10:15 a.m. - 10:30 a.m.

Networking Refreshment Break

10:30 a.m. - 11:30 a.m.

Sharing Your Brand on Social Media

Tara Street, Brand Strategist/Creative Director, Braid Creative

Social media is still just sharing who we are! Instead of getting overwhelmed by “all the platforms,” letʼs focus on the message you want to share as an organization and get clear on the voice, the purpose, and the brand personality you want to share with your members, your team, and your community. Join Tara as she delves into the importance of focusing on sharing your main message on social media.

11:35 a.m. - 12:35 p.m.

Maximizing Your Marketing With Social Media Contests, Sweepstakes and Promotions

Ethan Wall, President/CEO, Social Media Law And Order Education, LLC

Credit unions who influence their members with compelling content and engage them with creative social media contests and sweepstakes experience significant online engagement, enhanced member goodwill and increased traffic to their website. But if these social initiatives violate state and federal laws, credit unions can experience serious legal risks or even have their social media accounts deleted.

Ethan will share innovative strategies on how to engage members through contests and sweepstakes, as well as protect their marketing campaigns from competitors. Participants will learn how every credit union can use social media influencers to attract attention, increase engagement and attract prospective members, while taking the necessary steps to ensure social media promotions comply with federal laws and how to protect your content from being stolen.

12:35 p.m. - 1:35 p.m. (GP)

Group Luncheon

1:35 p.m. - 2:35 p.m.

Social Media by the Numbers

Holly Arter, Marketing Consultant/Media Strategist, Braid Creative

Snapchat, Instagram, Facebook and Twitter. Which social media platforms are growing or fading? We will look at the latest research about how consumers are using social media, which platforms get the most interaction and where it makes sense to concentrate your resources. We will also examine how social media consumption compares to other forms of traditional media, including TV, radio and digital.

2:40 p.m. - 3:40 p.m.

Is Your Social Media Anti-Social?

Charlotte-Boutz-Connell, Director of Client Experience, Weber Marketing Group

If youʼve been approaching your social media as just another media channel, itʼs time to shake up that thinking. Hear real-world ways to make your social media program more brand-relevant, higher performing, and more fun to manage.

Charlotte will share practical tips for improving the quality of your social media efforts, in order to drive more meaningful relationships with your target audience and your staff.

■ Internal policies that promote (or prevent) a social media-friendly culture

■ How to empower staff to contribute to your success

■ Different content strategies for financial service brands

■ How to handle a social media crisis with grace—and how negative situations can even lead to positive outcomes

3:40 p.m. - 4:00 p.m.

Daily Wrap-Up

Saturday, June 22, 2019

8:00 a.m. - 9:00 a.m. (GP)

Sit-Down Breakfast

9:00 a.m. - 9:05 a.m.

Opening Remarks

9:05 a.m. - 10:05 a.m.

The Power of Video in Social Media

Holly Arter, Marketing Consultant/Media Strategist, Braid Creative

Tara Street, Brand Strategist/Creative Director, Braid Creative

Video is becoming its own language, especially with the younger generations. We will look at how brands are using video to increase their social media presence and engagement, how video consumption is increasing across various platforms, and how video is changing the way we communicate.

We will also explore how your credit union can use video in their social media regardless of your CUʼs budget.

10:05 a.m. - 10:20 a.m.

Networking Refreshment Break

10:20 a.m. - 11:20 a.m.

Social Personalization

Charlotte-Boutz-Connell, Director of Client Experience, Weber Marketing Group

We arenʼt “social” with machines, or with crowds, or with faceless entities. What does it mean to be social, if not to be personal? In this session weʼll talk about how to develop personalized content that will resonate with your priority target audiences.

■ How data analytics can drive more insightful, more personalized content

■ The value of your staffʼs personal social media advocacy

■ How social media fits into your overall digital ecosystem

11:20 a.m. - 12:20 p.m.

Panel Discussion

You will have a lot of new information to process by this point in our conference. Join some of our all-star team of presenters as they come together for a lively panel discussion involving the trends and topics we have explored over the past few days.

Specifically, the panel will address questions on how to take social media from theory into everyday practice within your credit union.

12:20 - 12:30 p.m.

Conference Wrap-Up

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

Sunday, June 23, 2019

Travel Day. Have a safe trip home!