Schedule at a Glance
Conference Home Fees & Location Agenda Sessions Register

 

 

This tentative schedule is subject to updates.

Tuesday, October 6, 2015

4:00 p.m. - 6:00 p.m. Conference Registration
6:30 p.m. - 8:30 p.m. Pre-Conference Networking Social

Wednesday, October 7, 2015

8:00 a.m. - 8:30 a.m. Registration & Continental Breakfast
8:30 a.m. - 9:40 a.m. Welcome & Opening General Session
Think Like a Black Belt
Jim Bouchard, Black Belt Mindset Productions
9:40 a.m. - 10:00 a.m. Networking Break
10:00 a.m. - 11:15 a.m. Concurrent Sessions 1
  1. From Marketing to the C-Suite: A Roadmap for Your Success
    Jim Kasch, USF FCU
  2. Marketing Your Mastery
    Jim Bouchard, Black Belt Mindset Productions
  3. Business Development: Balancing Your Desired Metrics and Actual Production
    Katie Walke, FAA CU
11:15 a.m. - 12:30 p.m. Networking Lunch
12:30 p.m. - 1:45 p.m. Concurrent Sessions 2
  1. Understanding Gen Y: It's More than Just Delivery Channels & Social Media
    Jim Kasch, USF FCU
  2. Copyright, Contracts and Marketing
    Layla Dougherty, Tinker FCU
  3. Authenticity & Sales: Finding Success with Your Business Development Strategy
    Katie Walke, FAA CU
2:00 p.m. - 4:00 p.m. Vendor Fair & Welcome Reception

Thursday, October 8, 2015

8:30 a.m. - 9:00 a.m. Continental Breakfast
9:00 a.m. - 10:00 a.m. General Session
Avoiding the Networking Disconnect: The 3 R’s to Reconnect
Brennan Scanlon, Referral Institute
10:00 a.m. - 10:15 a.m. Networking Break
10:15 a.m. - 11:30 a.m. Concurrent Sessions 3
  1. Benefits, Not Features. Solutions, Not Problems. Never Sell, Let them Buy
    Brennan Scanlon, Referral Institute
  2. Branding, Using Your Corporate Story
    Kerri Smith, Turbine FCU
  3. Your Business Development Program - How to Mess Up a Cast-Iron Ball with a Rubber Mallet
    Tim McCoy, InTouch Credit Union
11:30 a.m. - 1:00 p.m. Lunch on your own
1:00 p.m. - 2:15 p.m. Concurrent Sessions 4
  1. Transforming the Branch Experience
    Sundeep Kapur, ClickZ
  2. Marketing by the Numbers: A Marketer’s Guide to Financials
    Kerri Smith, Turbine FCU
  3. Engaging and Building Your Membership Through Cause Partnerships
    Craig Sorensen, Children’s Miracle Network Hospitals
2:15 p.m. - 2:30 p.m. Networking Break
2:30 p.m. - 3:00 p.m. Marketing & Business Development Council Annual Meeting
3:00 p.m. - 4:30 p.m. General Session
Your Social Mission: Your Best Kept Marketing Secret
Craig Sorensen, Children’s Miracle Network Hospitals
6:00 p.m. - 10:00 p.m. Pinnacle Awards Dinner & Party

Friday, October 9, 2015

8:30 a.m. - 9:00 a.m. Continental Breakfast
9:00 a.m. - 10:15 a.m. Concurrent Sessions 5
  1. Building Member Journeys: Leveraging Social Media to Create Desirable Content
    Sundeep Kapur, ClickZ
  2. Business Development: Internal & External
    Kerri Smith, CU Exceed
10:15 a.m. - 10:30 a.m. Networking Break
10:30 a.m. - 12:00 p.m. Closing General Session
Laughter, My Drug of Choice!
Sally Baskey
  Prize Drawing
Must be present to win!
Sponsored by: Credit Union Resources, Inc.