AUSTIN, Texas–A one-of-a-kind gathering at which more than a dozen peer-group leading credit unions will reveal how they have built proven programs on everything from new member onboarding to lending to expanding relationships with current members is officially now just 30 days away.
The CUTomorrow Conference, designed by readers of CUToday.info, is set for Sept. 9-11 at the Omni Hotel in vibrant downtown Austin, Texas. The agenda is designed solely to deliver ROI and growth strategies to credit unions as they prepare for the coming challenges of 2019 and beyond.
Thanks to the fact all the speakers are volunteering their time in the name of CU cooperation, plus the support from sponsors, the low $499
registration cost has been made possible.
Not Seeking to Merge
The meeting was put together for credit unions that are not seeking to merge, but instead want to be a part of an old-fashioned credit unions-helping-credit unions collaboration. Sessions are focused on practical, pragmatic real-life examples of successful programs from successful CUs.
James L. This & Associates is co-sponsoring the meeting.
“Credit union leaders that want to make a real difference in the futures of their organizations and put a charge into their strategic planning now have just 30 days to sign up and participate in this unique opportunity to learn and build,” said Frank J. Diekmann, Cooperator-in-Chief at CUToday.info. “Credit union cooperation is much talked about, but not so often seen anymore. Yet it can be an unparalleled strength and opportunity. CUTomorrow’s agenda is packed with credit unions that have been very successful in all areas of the operation, and attendees are going to go away full of ideas.”
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.
The latest movie trailer for the meeting can be watched here.