AUSTIN, Texas–The dates are fast approaching for a one-of-a-kind, low-cost gathering featuring a dozen CUs sharing proven best practices, two sessions on effectively leading change, and a very special bonus opportunity to have fellow CU leaders offer suggested solutions to specific challenges faced by attendees.
And this unique opportunity is coming just in time for credit unions looking to put new life into their planning for 2019 and the years beyond.
The meeting is the CUTomorrow Conference set for Sept. 9-11 in Austin, Texas. Credit unions can still register (and have been) for the event. In the spirit of credit unions, CUTomorrow has a low $499 registration cost. More information on registering can be found here.
The low-cost of the meeting is being made possible by sponsors that have offered their support, including Catalyst Corporate, Volcorp, Harland Clarke, CU*Answers, Emery Financial Group, CUNA Mutual AdvantEdge Analytics, RateGenius and CUToday.info.
James L. This & Associates is also contributing by providing the logistics support and helping to keep the cost low.
“The agenda is completely driven by feedback from CUToday.info readers,” said Frank J. Diekmann, Cooperator in Chief at CUToday.info. “Speakers sharing 20,000-foot views are entertaining, but what’s far more critical to the future of credit unions is addressing the challenges of those who are on the ground in their offices every day, working to remain viable and relevant to their members. That’s what the CU Tomorrow Conference will be all about.”
What You Won’t Want to Miss
The meeting will kick off on the evening of Sept. 9 with a special session led by Filene’s Joel Hartzler offering insights on how attendees can make the most of what they will learn over the next day and a half, along with sharing other practical lessons Filene has learned about implementing change. That will be bookended with a closing session led by Dr. James This on how to take home all of the information and strategies shared and effectively implementing them.
Also on the agenda of the meeting, which is designed to tap the old-fashioned concept of credit union collaboration, are:
- Jim McCarthy, CEO of Trailhead Credit Union in Portland, Ore., who will share his credit union’s unique and effective approach to onboarding new employees.
- Bobby Michael, CEO of Army Aviation Center FCU and who has led both a $90-million CU and a billion-dollar credit union, who will share insights on building walletshare among current members.
- Shari Storm, CEO of Category 6 and a former CU exec, talking about “The Mom Market & How Credit Unions Have Built Marketshare Among Women.”
- Phillip Buell, CEO of Superior Credit Union, who will detail how his credit union has repeatedly delivered peer-leading results and growth.
- Bill Burke, CEO of Day Air Credit Union, will share his credit union’s “secret sauce” for success.
- Sandy Cloutier of Infinity FCU and Jeff Owen of Rochdale Group talking about how Infinity Federal has adjusted its approach to risk in order to drive greater growth.
- Lori Ho and Stacey Collins of BECU in Seattle, who discuss the lessons learned by the credit union in successfully onboarding new members and capturing relationships, and how it has changed its approach to doing so.
- Jane Dobbs, CEO of Canyon State Credit Union, who previously was brought in by NCUA to turn troubled credit unions around, will discuss the changes implemented at CSCU to drive its growth.
- The ‘Big First Day Q&A’ will put an exclamation point on day one, with all of the day one speakers returning to the podium for an hour of Q&A and discussion with attendees.
- Dave Klavitter of Dupaco Credit Union will discuss “Rethinking Rewards,” and how Dupaco has developed a “Thank Use” campaign to generate more relationships per member.
- Brad Smith of Cornerstone Advisors will address common issues in expense management, cost control and vendor management and how to successfully resolve them.
- John Sahagian of BCU and Anne Legg of CUNA Mutual AdvantEdge Analytics, sharing how BCU has been able to drive greater revenues and improve member relationships thanks to analytics.
Special Bonus Session
There will also be a very special session on day two during which attendees will be able to share some challenges and issues they are facing at their credit unions and then have other attendees “crowdsource” ideas and experiences for overcoming those challenges.
Registration information is available here.
A movie trailer bout the meeting can be watched here.