CUNA Marketing Management School: Part I
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Design Essentials: Strategies for Brochures, Newsletters & Web Sites

• Identify successful design in the media
• Discuss the importance of message clarity and focus at both the brand and project level
• Understand how to make brand-centric choices in regards to design elements
• Learn specific design do's and dont's for web and print, including lessons on layout, use of color, images, text, and paper

Develop the Budget

• Analyze your budget needs
• Benchmark your costs for future tracking and comparison
• Plan contingencies in case of fluctuating revenue and expenses

Develop the Plan

• Learn basic steps to marketing plan development and how to apply them
• Explore real credit union examples
• Review a suggested year's cycle of product marketing

Digital Marketing 101

• Explore the digital landscape
• Learn how new technologies can be used to effectively promote the credit union
• Discuss ways of utilizing social networking, e-mail, search engines, mobile texting, and more in your marketing efforts

Finishing Touches for Credit Union Marketing Success

• Discuss credit union history and advocacy, and how to incorporate both into your marketing efforts
• Learn how to get to "yes" with senior management and the board
• Participate in a peer review of the CUNA Marketing Management School projects

How to Write Great Copy: Tips for Snappy Advertising

• Learn practical tips to help improve your ads, flyers, Web sites, brochures, and other printed material
• Identify 10 keys to writing copy that sells
• Explore the five steps to testing effective writing
• Hear ways to capture attention

Idea Share & Networking Lunch

• Share plans and materials with your peers

Lending, Deposit & Member Growth Strategies of the Top 100 Credit Unions

• Receive a list of the top performers to see how they did it
• Discover strategies that anyone can implement right away
• Learn the seven keys you must use to be one of the best credit union lenders
• Understand lending trends that make life easier for your members

Team Project or Best Practices Roundtable Discussion

Choose one of the following activities:

• Work with team members for the Part I Marketing Campaign Project
• Hear from your peers in a facilitated discussion on the current issues facing credit union marketers

OR
• Learn from your peers in a facilitated discussion on Best Practices for Credit Union Marketers
• Leave the session with a contact list of "Experts"
• Create actionable items for implementing when you return to the credit union