AUSTIN, Texas–One of the more unique and exciting meetings in credit unions will kick off this weekend here, with some of the leading success stories in the CU community sharing what they have done and how they have done it.
Hosted by CUToday.info and James L. This Associates, the one-of-a-kind CUTomorrow Conference is an old-fashioned tribute to credit union cooperation and collaboration. Its tightly focused two-and-a-half days will feature a dozen credit unions revealing their growth strategies for everything from onboarding new employees and members, to building walletshare among current members, to practical use of analytics to much more. There will also be two sessions on how to effectively implement change and how to take home what’s learned at CUTomorrow and make it work.
The low, $499 cost of the meeting, which is being held at the Omni Hotel downtown, has been made possible due to the support of sponsors that include Catalyst Corporate, Volcorp, Harland Clarke, CU*Answers, Emery Financial Group, CUNA Mutual AdvantEdge Analytics and RateGenius.
“There will be no golf tournaments or TED talks at CUTomorrow,” said Frank J. Diekmann, Cooperator in Chief at CUToday.info. “Instead, there will be a laser focus on ensuring CUs in attendance are here tomorrow and far beyond in order to share their stories. We thank all of our sponsors for making this possible, as well as those credit unions who have agreed to share their strategies with others.”
Old and New
The CUTomorrow Conference will kick off on the Sunday evening, Sept. 9, and run through early afternoon on Sept. 11. The agenda features credit unions that have been some of the leading CU success stories published by CUToday.info talking about their real-world accomplishments, which will send attendees home with plenty of ideas for doing the same.
Here’s What’s On Agenda
The meeting will kick off 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.