AUSTIN, Texas–Looking to grow in 2019 and beyond? There’s still time to register for the CUTomorrow Conference.
This unique collaboration will feature more than a dozen successful CUs revealing how they have built proven programs ranging from onboarding new employees (before they even start at the
CU) to lending to cost-control, walletshare growth and much more.
These best practices have been drawn from some of the most successful credit unions featured in CUToday.info and were selected in response to reader feedback and suggestions for what they want to hear and learn more about.
The meeting is scheduled for Sept. 9-11 at the Omni Hotel in downtown Austin, Texas. The low registration fee of $499 is being made possible due to the support of sponsors that include RateGenius, Catalyst Corporate, Volcorp, Harland Clarke, CU*Answers, Emery Financial Group, and CUNA Mutual AdvantEdge Analytics.
James L. This & Associates is also co-sponsoring the meeting.
“A good meeting should deliver real takeaways to attendees, and CUTomorrow will be offering more to take home than any credit union will be able to implement all at once,” said Frank J. Diekmann, Cooperator-in-Chief at CUToday.info. “Instead, attendees will have to identify those programs that they feel would deliver the most value to their credit unions initially, and then work to implement some of the additional ideas they hear.
“That’s the reason we have bookended CUTomorrow with presentations from Filene and Dr. Jim This on how to get the most out of the meeting and then put it into practice after returning to the office,” Diekmann added.
Diekmann noted Austin was selected because it is a vibrant city, is centrally located, and is served by a discount air carrier, which helps keep travel costs lower.
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.
A movie trailer bout the meeting can be watched here.