AUSTIN, Texas–The full agenda for the CUTomorrow Conference has been released, revealing a focused two days of proven strategies for credit unions as they do their planning for 2019.
“Now just 75 days away, CUTomorrow is a fantastic way to take advantage of their NCUSIF rebates this year from NCUA and to invest just a bit of it to help position the credit union to grow in the years ahead,” said Frank J. Diekmann, Cooperator-in-Chief at CUToday.info. “Before NCUA ever announced the rebates, the meeting had already been designed to be a low-cost opportunity for credit unions to take advantage of old-fashioned CU cooperation to be better positioned as a new decade of competition arrives. The ROI from the meeting for any credit union and its members is abundant.”
CUTomorrow will be held Sept. 9-11 at the Omni Hotel in downtown Austin, and as CUToday.info has previously reported, the room block has already begun to fill up. The meeting has been priced at a very affordable $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 and the Volunteer Leadership Institute are co-sponsoring the meeting.
Featuring the Best of CUToday.info
The CU Tomorrow agenda draws upon on the very best CU success stories featured in CUToday.info, combined with the feedback and input from readers of CUToday.info and the credit union community.
Featuring some of the leading credit unions to have been the subject of reporting in CUToday.info, credit unions will be sharing real-world accomplishments in lending, new member onboarding, employee onboarding, cost-control, walletshare growth, analytics and much more–and sending attendees home with plenty of ideas for doing the same.
James L. This & Associates is also co-sponsoring the meeting.
“Everyone who takes advantage of the CU Tomorrow agenda will go home with numerous ideas, strategies and more to benefit their credit unions as they plan for 2019,” said Diekmann. “There will be no 30,000-foot views or TED Talks. This meeting is just credit unions sharing with other credit unions how they have driven revenue, member engagement, and so much more.”
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.
“CU Tomorrow promises to be among the best opportunities in credit unions to learn from each other and grow,” said Diekmann. “There are plenty of opportunities for Q&A, discussion and collaboration. It’s a great way to use some of the NCUSIF rebate to get ready for 2019 and beyond.”
Registration information is available here.
A movie trailer bout the meeting can be watched here.