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Interactive Open Space Technology Sessions at Marketing and Business Development Conference
Monday, October 17, 2016 6:15 AM

Imagine. Create. Grow.

2016 Marketing & Business Development ConferenceHow great would it be to participate in a meeting where you could sound off and engage deeply and creatively around issues of real concern to you and your credit union? How cool would it be to hear more from each other and less from one person talking at you?

The Marketing and Business Development Conference is offering two such sessions at the upcoming annual event Nov. 15-17 in Fort Worth, Texas. Kerri Smith from CU Exceed leads these dynamic sessions via structured networking and team collaboration.

  • Open Space Technology
    You set the agenda with power, energy, and passion that will result in a transformative experience for you and your group.
  • Tear It Up!
    Bring a sample of your recent marketing pieces and get constructive feedback from a special panel of marketing experts. Exchange ideas, learn principles for improvement. A lively, fun, candid, and truthful—never shameful—session. 

Kerri SmithAward-winning marketer and business development professional Kerri Smith's credit union career spans nearly three decades. She has a broad range of experience in many areas of credit union operations, management, and marketing. 

In 1996, she began Kerri Smith Consulting to help small credit unions reach their full potential by communicating effectively with their members. She has worked with many credit unions around the U.S. and internationally. As founder and CEO of CU Exceed, LLC, Smith has the drive and determination to help credit unions of any size and any budget excel in the market they serve. 

Smith is a sought-after speaker on the topics of credit union philosophy, marketing and advertising. She has spoken to groups to groups in the Philippines, Trinidad and Tobago, Scotland, and places around the U.S. Through the World Council of Credit Unions, Smith has provided technical assistance to credit unions in Grenada, Nevis and St. Kits, Malawi, Latvia, Lithuania, and Philippines. She has been working with the National Credit Union Administration to speak to examiners and small credit unions on the importance of marketing and sharing her award-winning strategies.

Credit union marketers and business development professionals from all levels of the organization and experience are encouraged to attend.

Learn More about the Marketing and Business Development Conference

Register Today.

If you have questions regarding the conference, contact Training & Events at 800-442-5762 ext. 6642, or 469-385-6642 or email