AUSTIN, Texas–There are now just three weeks left to make sure you are a part of a low-priced, one-of-a-kind meeting opportunity among credit unions that are seeking to not merge, but instead grow and prosper in 2019 and beyond.
And the meeting includes a special bonus session called “ROI: Roundtables of Innovation,” which will be a moderated discussion during which attendees will be able to work with others to essentially crowdsource improvements to some challenge they are facing as a leader or at their CU.
The CUTomorrow Conference in Austin, Texas Sept. 9-11 has an agenda designed by readers of CUToday.info and will feature the very best of the peer-group leading credit unions across the country sharing proven strategies in lending, new member onboarding, employee onboarding, cost-control, walletshare growth and much more.
The meeting, at the Omni Hotel in vibrant downtown Austin, is just $499. The low registration fee is being 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 Your Marketing Co.
James L. This & Associates is also co-sponsoring the meeting.
The Schedule
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.
Registration information is available here.