AUSTIN, Texas–The CUTomorrow Conference, where more than a dozen credit unions will share innovative and effective growth strategies with attendees, is now just over a month away. The deadline to take advantage of the discounted room rate at the Omni Hotel is just a week away.
A one-of-a-kind forum for credit unions to learn from some of the best credit unions in the country on approaches to lending, new employee and member onboarding, cost-management, building walletshare, how to use analytics, successfully drive sustained growth and much more, CUTomorrow is set for Sept. 9-11 in Austin, Texas.
The meeting’s agenda is based on feedback and direction from CUToday.info readers and, in the spirit of old-fashioned credit union collaboration, the speakers are giving of their time to share their proven approaches. In addition, the low registration fee of just $499 is being made possible by support from RateGenius, Catalyst Corporate, Volcorp, Harland Clarke, CU*Answers, Emery Financial Group and CUNA Mutual AdvantEdge Analytics.
“This is an unparalleled opportunity for a credit union to take a small piece of their NCUSIF rebate and invest it in ideas and strategies to grow in 2019 and beyond and to breathe fresh life into their strategic planning,” said Frank J. Diekmann, Cooperator-in-Chief at CUToday.info. “The fact we now have registrants spanning Maine to Hawaii shows the value the credit unions see in the proven, growth-oriented programs that will be shared.”
James L. This & Associates is also co-sponsoring the meeting.
What’s On Tap
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 implement 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, will share 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.
“CUTomorrow is the result of feedback from the credit union community and readers of CUToday.info,” said Diekmann. “There won’t be a golf tournament or any 30,000-foot-views or TED Talks. What there will be are two days of ROI and collaboration.”
Registration information is available here.