AUSTIN, Texas–Another unique feature that will drive even more value back to attendees has been added to the agenda of the CUTomorrow Conference.
The “ROI: Roundtables of Innovation” discussions will enable attendees to essentially crowdsource improvements to products, services or even processes at their credit union.
Designed to tap the cooperative underpinnings of credit unions and the very reason the CU Tomorrow Conference has been organized, attendees will be asked prior to the meeting’s opening to provide a product, service or process/issue within their credit union where they believe improvement is needed or a problem needs to be resolved.
CU Tomorrow Conference organizers will then gather those products, services and processes/issues and prepare them for distribution during the “ROI: Roundtables of Innovation” session. Each roundtable will have approximately five minutes with an idea to record the input and suggestions from the table, before it is passed onto the next roundtable for its input and suggestions.
Using this process, attendees will be able to tap the collective brainpower and experiences of their fellow attendees to create real-life resolutions, process improvements and income drivers within their own credit unions.
The CUToday.info editorial team will collect the assembled wisdom and input from conference attendees, compile it and then make it available to attendees.
The session will be led by Dr. James This, who has extensive experience in change implementation and leadership.
This quick-moving, lively and hands-on/brains-on session will take place on day two of the CU Tomorrow Conference, which is scheduled for Sept. 9-11.
Thanks to sponsorship and support from CU*Answers, CUNA Mutual AdvantEdge Analytics, Catalyst Corporate, Harland Clarke, VolCorp, James L. This & Associates, Your Marketing Co., Emery Financial Group and CUToday.info, the conference is priced at just $499. Registration and more information is available at cutomorrow.info. (Please note: Because this is an inaugural event, the number of attendees is limited, and a sell-out is expected.) Austin was selected because it is centrally located and is served by a discount air carrier.
What’s On Tap
Based on extensive feedback from the CUToday.info audience, the conference agenda has been built around:
- New membership growth/effective onboarding
- Building walletshare among current members
- Employee onboarding/training/culture
- Lending
- Efficiencies/vendor management/cost management
While there are still several speaker announcements to come, here’s what’s on the agenda:
- In addition to an opening reception, the first evening of the meeting will kick off with remarks from Joel Hartzler of the Filene Research Institute 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.
- Jim McCarthy, CEO of Trailhead Credit Union in Portland, Ore., 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, will share insights on building walletshare among current members.
- Phillip Buell, CEO of Superior Credit Union, 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.
- Two representatives of BECU in Seattle will 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.
- A credit union that has begun using analytics and its own data in conjunction with CUNA Mutual’s AdvantEdge Analytics will share what it has learned and how it is now benefitting—and so can your credit union.
- With collaboration a cornerstone of the CU Tomorrow Conference, the first day of the meeting will conclude with an hour-long Q&A with all day-one speakers so audience members can further discuss what they’ve heard during the day and gain additional learning.
- The conference will conclude with advice on how to “Take all this information home and kick ass” led by Dr. Jim This and Dr. Brandi Stankovic.
Registration information is available here.
A short movie trailer about the meeting can be found here.