General Session

Jim Kasch

The Financial Case for Serving Millennials
Jim Kasch, Canidae Consulting and Member Intelligence Group

You’ve read the statistics and you’ve heard the cries – credit unions need to attract and serve Millennial members.  This session is not about social media or marketing – it’s about the dollars and cents.  Younger members look and behave differently than our traditional members, but they don’t have to be served at a loss.  Learn how to embrace younger members profitably and take your credit union to greater heights.

About Jim Kasch

Jim has more than twenty years business experience, most of which with credit unions.  His roles range from teller to CEO. He spent more than ten years with Partners Federal Credit Union (formerly Vista FCU) which serves The Walt Disney Company, where he led marketing, business development, sales, and strategic alliances.

In 2010, Jim was hired to be the Chief Executive Officer for Darden Employees Federal Credit Union (DCU), chartered to serve the more than 200,000 employees of Darden Restaurants, Inc. In six months, he and his team built a primarily virtual delivery credit union offering a full suite of products and services.  In four short years, DCU quadrupled its asset base, grown 6 times in loan balances, quadrupled income, and grown seven times in members served.

In 2015 Jim founded Canidae consulting and Member Intelligence Group, a credit union consulting firm that specializes in member intelligence, strategic plans, Millennial growth strategies, virtual delivery, member engagement and sales training.

A native of Ohio, Jim now resides in Orlando, Florida.  He holds an MBA from Stetson University in DeLand, Florida.

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