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CUNA Marketing Management School: Part I
Instructors

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Instructors

  Constance Anderson

Constance is a nationally-recognized credit union marketing consultant and trainer. She has been an instructor of marketing for the CUNA Management School, the Southwest Management School, and the CUNA Marketing Management School. In addition, she has spoken to credit union marketers at state conferences from Maine to California. She has also spoken about credit union marketing to the national conferences of NACUSO, NASCUS, and the National Youth Involvement Board. Constance is the author of three marketing texts published by Credit Union National Association: Strategic Credit Union Marketing, the Marketing Handbook for Credit Unions, and Catch Your Members on the Net. She also consults with credit unions across the U.S. to craft strategic marketing plans.


  Rory Rowland, CCUE

Rory is a business consultant and dynamic seminar leader specializing in programs on lending, technology, leadership, and communications skills. After serving as president of two credit unions and earning his CCUE, Rory began using his communications skills and specialized background in credit unions to help others in the movement be more effective.

Rory has presented his high energy, fun and humorous programs in all 50 states over the past eight years, as well as in Canada and Mexico. Rory is continually one of the most highly rated speakers at state and national associations throughout the country, including many of the credit union leagues conferences throughout the country.


  Jeff Stephens

With the vision to become an agency with more far-sightedness than an ad agency and more spine than a marketing agency, Jeff founded Creative Brand Communications. As CEO and brand director, Jeff oversees the operations of the business while collaborating with the creative team and continuing to develop new strategies and materials for clients.

Jeff's precise direction for CBC is a result of his experiences. After arming himself with an advertising degree from the University of Oregon's School of Journalism and Communication, he landed in the big-agency world of advertising. Lack of the big-picture mentality compelled Jeff to think beyond the narrow focus of ads and into the broader field of marketing. That led to becoming a marketing project manager for Umpqua Bank. With the company, Jeff launched several campaigns, managed many strategic and creative initiatives, and discovered all sorts of new ways to build powerful, experiential brands.

Jeff is a noted thought leader in innovative branding and marketing for financial institutions. He will be speaking this year at industry events, and has been commissioned by Bank Marketing Magazine to write a five-part article series about multi-sensory marketing and experiential branding.


  Jeff Greene

Jeff is the executive director of Client Services for Gold Group. He leads Gold Group's delivery teams in the creation, management, and implementation of cutting-edge marketing programs. With experience in on-and off-line marketing, Jeff has consistently found ways to integrate technology and strategy finding innovative solutions for clients that range from Fortune 500 corporations to nonprofits.


  Mark Arnold, CCUE

Mark is senior vice president for Neighborhood Credit Union. He currently oversees and plans strategies for multiple departments including marketing, business development, human resources, and training. He also directs activities and programs that promote a sales culture and is responsible for the credit union's technology strategies. Mark is a member of Neighborhood Credit Union's senior management team, where he helps formulate solutions to organizational changes. He chairs the credit union's E-Tech team, which is responsible for implementing e-commerce and technology solutions to meet members' needs.

Mark is the author of Marketing Across the Generations: Gen. X. He is also a frequent national speaker on various credit union topics, including How To Market To Generation X, Excelling with E-Commerce: Electronic Marketing, Credit Union Technology Strategy and Planning, and Web Page Design & Home Banking. He also serves as chairman of the Texas Marketing Council.


  Jane Ronnfeldt

Jane is the vice president of Marketing Numerica Credit Union in Spokane, Washington. Jane began her credit union career in Seattle, Washington during the late 1970s. She left Seattle to work for a large credit union insurance company and then realized that she would rather be buying than selling. She made the trek to Southern California where she held the position of senior vice president of marketing and public relations for a large credit union headquartered out of San Bernardino, CA. In 2005, she moved back to the Northwest to take her position as the VP of Marketing for Numerica Credit Union. Each of her employers provided unique insight and taught her a lot about the credit union industry.

Her marketing experience includes: merchandising and branch design, sales training and development, public relations, community involvement, generational marketing, and the sales and marketing of most products and services that have been offered by credit unions in the last 30 years.



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