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

 

 

This tentative schedule is subject to updates.

Tuesday, September 30, 2014

4:00 p.m. - 6:00 p.m. Conference Registration
6:30 p.m. - 9:30 p.m. Pre-Conference Networking Social at TAP Lounge
  Sponsored by: CUNA Mutual GroupLove My Credit Union RewardsCredit Union Resources

Wednesday, October 1, 2014

8:00 a.m. - 8:30 a.m. Registration & Continental Breakfast
8:30 a.m. - 9:45 a.m. Welcome & Opening General Session
Leadership is for Everyone
Ben Glenn, Chalkguy Media International, Inc.
  Sponsored by: Credit Union Resources
9:45 a.m. - 10:15 a.m. Credit Union Industry Update
Richard Ensweiler, Cornerstone Credit Union League
10:15 a.m. - 10:30 a.m. Networking Break
10:30 a.m. - 11:45 a.m. Concurrent Sessions 1
  1. Building Success Brick by Brick
    Ben Glenn, Chalkguy Media International, Inc.
  2. Emerging Media Technologies
    Dr. Leigh Browning, West Texas A&M University
  3. Serving the Underserved: Understanding Needs, Identifying Opportunities
    Steven Shepelwich, Federal Reserve Bank of Kansas City
11:45 a.m. - 1:00 p.m. Networking Lunch
1:00 p.m. - 2:15 p.m. Concurrent Sessions 2
  1. Your Path to More Members Using Guerilla Marketing
    Michael Tasner, No Joke Marketing
  2. Campaign Execution Strategies
    Dr. Leigh Browning, West Texas A&M University
  3. Credit Unions and Financial Education: Integrating Practice, Products, and Partnerships
    Courtney Moran, Cornerstone Credit Union Foundation
    Sponsored by: Cornerstone Credit Union Foundation
2:15 p.m. - 2:30 p.m. Networking Break
2:30 p.m. - 4:30 p.m. No Joke Marketing Training
Michael Tasner, No Joke Marketing
4:30 p.m. - 6:30 p.m. Welcome Reception & Vendor Fair
Sponsored by: BlueSpire

Thursday, October 2, 2014

8:30 a.m. - 9:00 a.m. Registration & Continental Breakfast
Sponsored by: Business Innovations
9:00 a.m. - 10:00 a.m. General Session
Economic Update
Dr. Stephen K. Happel, Arizona State University
10:00 a.m. - 10:15 a.m. Networking Break
10:15 a.m. - 11:30 a.m. Concurrent Sessions 3
  1. Marketing Innovators: Moving from Cost Center to Revenue Machines!
    Matt Purvis, Purvis Management
  2. Where the Wind Comes Sweeping Down the Plains: A Case Study in Crisis Communications
    Matt Stratton, Tinker FCU
  3. Segmentation Marketing
    Elizabeth Quitanilla, EQ Consultants Group, LLC
11:30 a.m. - 1:00 p.m. Lunch on your own
1:00 p.m. - 2:15 p.m. Concurrent Sessions 4
  1. Sell Your Brand! - Checking Sells Itself
    Matt Purvis, Purvis Management
  2. Marketing in the Digital Age: Compliance and Legal Risks When Engaging with Members through an Electronic Environment
    Brenda Barrett Healey, Duggins, Wren, Mann & Romero, LLP
  3. Word of Mouth Marketing
    Elizabeth Quintanilla, EQ Consultants Group, LLC
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
Marketing Your Coop Advantage
Roberta McDonald, Cabot Creamery
6:30 p.m. - 8:30 p.m. Pinnacle Awards Dinner

Friday, October 3, 2014

8:30 a.m. - 9:00 a.m. Continental Breakfast
9:00 a.m. - 10:15 a.m. Concurrent Sessions 5
  1. The Successful Credit Union Marketing Department: Lessons Learned from Three Decades in the Trenches of Corporate Marketing
    Matt Stratton, Tinker FCU
  2. A Viable Marketing Army of One - Gaining Leverage for Small CU Marketers
    Byron Porter
  3. Strategic Credit Union Media Buying
    Amy Yi, Monarch Marketing Group, LLC
10:15 a.m. - 10:30 a.m. Networking Break
10:30 a.m. - 12:00 noon Closing General Session
Working in the Smart Zone: How to Stay at Your Best and Maximize Your Performance!
Susan Fletcher, Smart Zone Solutions
  Prize Drawing
Must be present to win!
Sponsored by: Credit Union Resources, Inc.