Conference Agenda

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The Spring Training agenda is full of timely sessions packed with fresh ideas and innovative solutions to the issues facing today’s credit unions.

Thursday, March 11, 2021

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.

Identifying and Developing Your Business Model

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

Credit unions often spend countless hours attempting to architect the perfect organizational structure and chart only to be frustrated with the end result when it fails to inspire operational effectiveness and efficiency. The reason such efforts fail is because many "perfectly-designed" organizational restructures often fail to consider the realities of the existing business model, workflows, and processes that exist behind the simple links between departments and positions.

Fortunately there is a better approach to organizational structure, which is to develop a complete view of the credit union’s business model, identify its inherent advantages and weaknesses, and build an organizational change plan that culminates in more efficient and meaningful work - not to mention a truly representative and relevant organization structure and chart. In this in-depth session, Glatt Consulting’s Tom Glatt will walk you through this approach, showing you how to move your credit union through business model awareness to effective change and operational relevance.

2:15 – 2:30 p.m.

Networking and Refreshment Break

2:30 – 3:30 p.m.

Your Credit Union Brand - Let's Get Personal!

Nicolette Lemmon, President
LemmonTree Marketing Group

When the pandemic required masks and hand sanitizers, the ability to be friendly and engage with members dropped to a new low. While digital solutions have been growing across the financial industry, the changes to consumer habits requires a shift in personal service.

Developed from years of working within the credit union industry, the new norm for many credit unions has shifted dramatically. From ways to pay digitally and applying online, the loss of personal service in branches and by phone has shifted.

The ideas discussed include:

  • Finding experiences to engage with members for their personal financial success

  • Using different approaches with the five generations

  • Telling your credit union brand through member stories

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, March 12, 2021

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.

Going from Surviving to Thriving: Growth Strategies in a Post Virus Economy

Mark Arnold, Founder & CEO
On the Mark Strategies

Pausing never leads to growth. Now more than ever credit unions need proven growth strategies not just to survive but to thrive in today’s economic uncertainty. When it comes to your growth, you must adjust your strategies and pivot your tactics. If done correctly, strategic planning will lead you out of a recession. In this session you will learn a clear path to growth, ways to zig while others are zagging and solutions to recession proof your credit union. We will cover five strategic action steps you can take today to grow your credit union.

10:15 – 10:30 a.m.

Networking and Refreshment Break

10:30 – 11:30 a.m.

When Change Happens: How to Help Your Credit Union Embrace What's NEXT!

Nicolette Lemmon, President
LemmonTree Marketing Group

Life has constant change. During 2020, the pandemic changed how people viewed their lives, forming new habits when considering purchases. Going through change is not easy for anyone and your whole credit union team has had to embrace a lot in the last year.

There are still many impacts felt by credit unions nationwide. A wise CEO once said to me, “Your staff will only treat your members as good as they feel treated by your credit union.” The key, then, is to make sure everyone has the tools to cope with change while staying focused on providing quality member service.

This interactive session provides ways to help you adapt to big changes in your job, career, life, and family to embrace what’s NEXT!

Nicolette Lemmon will present easy to use exercises and tools to help participants understand how to help their credit union teams move forward when change happens. Developed based on extensive research and training, you will find she provides insight into the human dimension that defines achievement and success.

Her participative style allows interaction with the audience and lively discussion during he sessions about:

  • The Change Curve

  • Power of Training Your Team – from the Board to the Front-Line

  • Moving Forward by Assisting Members with the New Norm

  • Embracing Your NEXT!

11:30 a.m. – 12:30 p.m.

Merger Strategy Development

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

Mergers will remain a consistent credit union activity and will eventually force credit unions of all sizes to at least consider how to approach merger opportunity. While some credit unions have honed their expectations and strategies, many credit unions have taken a wait-until-contacted approach that puts them at a disadvantage when opportunities arise. Better, then, for credit unions to have a clear plan-of-action that spells out how to be a more engaged member of the merger marketplace.

In this session, long-time credit union consultant Tom Glatt will walk you through the steps your credit union should take to develop just that kind of plan. Covering merger purpose to negotiable/non-negotiable expectations to the merger marketplace to outreach/engagement tactics, this informative process overview will help you develop greater confidence if and when your credit union decides to explore the universe of merger opportunity.

12:30 – 1:30 p.m. (GP)

Group Luncheon

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

1:30 – 2:30 p.m.

Who is the Member of the Future

Mark Arnold, Founder & CEO
On the Mark Strategies

The member of the future: the notion conjures images of self-driving cars and biometric banking. While tomorrow’s member will indeed use different tools, this person will possess their own unique sets of challenges and demands on the retail financial services environment. The member of the future, with their individualized needs, is right around the corner. Are you ready for them? This session will cover how the member of the future is:

  • Technology obsessed

  • Generationally unique

  • Diverse demographically

2:30– 3:30p.m.

A Whole New Ballgame: 4 "How To" Marketing Strategies

Nicolette Lemmon, President
LemmonTree Marketing Group

With all the changes that happened in 2020, it is a new financial ballgame. The ability to grow membership and build relationships is dependent on your credit union's marketing plan. The key is to create and sustain a “flywheel” touching your members and prospective members wherever and whenever they need the financial solutions you offer.

The marketing efforts by your marketing team need to be focused on a blend of ongoing digital marketing, direct mail, social media, online promotions, advertising, and sales promotions. The benefit of this flywheel approach is getting members ready to buy from your front-line staff.

Join Nicolette Lemmon as she shares her top 4 “how to” strategies for this new financial ballgame:

  • How to create a WIN-WIN with members

  • How to add-on value that your members love

  • How to embrace being in a digital first position

  • How to use stories to build connections with members

3:30– 3:45 p.m.

Daily Wrap-Up

Saturday, March 13, 2021

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.

Succession Readiness from the Boardroom to C-Suite

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

While some credit unions seem to enjoy incredibly stable board and management leadership, with the same teams of people working together decade after decade, the reality for most credit unions is one of constant leadership change. And even for those “stable” credit unions - change eventually comes. So whether you are a credit union enjoying leadership stability, or one seemingly in a constant state of leadership change, you should seek to be better prepared for smooth leadership transition. This requires something rather unique. Not a succession plan - but succession readiness.

In this unique session Tom Glatt will lead you through a process that results in succession readiness, a state of being that ensures your credit union will be ready to make informed leadership decisions when necessary while minimizing the risks of disruption. Covering such issues as succession pools and roles, development requirements, decision risk assessment, and reporting strategy, this session will drive home how you can establish both board and staff succession readiness at your credit union.

10:05 – 10:20 a.m.

Networking and Refreshment Break

10:20 – 11:20 a.m.

Pearl Harbor or Pearl Jam: Reaching Your Members Across the Generations

Mark Arnold, Founder & CEO
On the Mark Strategies

Rotary phones. Touch-tone phones. Cell phones. Smart Phones. Each generation identifies itself with unique cultural images. Consumers active in today’s marketplace are divided into five distinct groups: Matures, Baby Boomers, Xers, Millennials and Generation Z.

Your willingness and adaptability as an aggressive marketer will determine how successful you are in reaching and bridging these critical age ranges.

session provides:

  • Overview of Matures, Baby Boomers, Generation X, Millennial Generation and Generation Z

  • Practical ways credit unions can market to each generation

  • Financial products each generation finds appealing

11:20 a.m. – 12:20 p.m.

Roundtable Discussion

Exchange ideas with fellow participants during a lively discussion. This roundtable will allow time for discussion on key topics followed by representatives from each table sharing thoughts and ideas discussed at their particular table.

12:20 – 12:30 p.m.

Conference Wrap-Up

Sunday, March 14, 2021

Travel Day. Have a safe trip home!