Breakout Session #4

Kerri Smith

Business Development: The Nature of Building Valuable Relationships
Kerri Smith, CU Exceed

Whether community chartered or SEG-based, business development encompasses more than recruiting new companies to help your credit union grow. Business development should happen at all levels. Discover the many opportunities successful credit unions are utilizing to enhance their growth.

Key Takeaways

  • How to grow your credit union
  • How to develop business at all levels of your credit union
  • Opportunities successful credit union are using to grow

Knowledge level: Basic
Pre-requisites: None
No advance preparation is required
CPE Field of Study: Communications & Marketing – Non-technical

About Kerri Smith

Kerri Smith is an award-winning marketing, business development, and speaking professional and founder and CEO of CU Exceed, LLC. With a career spanning nearly three decades, she has a broad range of experience in operations, management, and marketing with credit unions around the U.S. and internationally. For the National Credit Union Administration, Smith speaks to examiners and small credit unions on the importance of marketing, as well as her award-winning strategies. Smith received her Credit Union Development Education (CUDE) designation in 1994.

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