CUNA Marketing Management School: Part II
Topics & Objectives

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

All Politics are Local: Especially at My Credit Union

• Identify political styles at work and avoid being under- or over-political
• Gauge the political health of your credit union and learn to develop a high-integrity political culture
• Increase your marketing team’s organizational savvy, influence, and impact
• Build key networks to get all departments to buy in to your marketing efforts
• Discover the corporate "buzz" on you, and manage the corporate "airwaves"
• Decipher unwritten company rules and protect yourself from sabotage and hidden agendas
• Learn to detect deception and filter misleading information

Best Practices Roundtable Discussion

• 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 your credit union

Bottle the Buzz: Word of Mouth Marketing for Credit Unions

• Learn the principles of word of mouth marketing and why they work
• Understand why word of mouth marketing is more effective than traditional media
• Use financial and non-financial case studies as examples to learn the five main steps to developing a powerful word of mouth marketing campaign

Branding

• Learn the steps to becoming the only choice for your members
• Discover the secrets to having a killer brand
• Measure and monitor your brand's success
• Understand the importance of integrating the national credit union brand into your campaigns

Extreme Marketing Makeover

• Discover how to get the look of a large budget on a few bucks
• Walk away with proven tactics and strategies to stretch your marketing budget and enhance your marketing quality
• Learn how to maximize your involvement in community events and use public relations to enhance marketing
• Gain strategies to make a case for more marketing dollars

Idea Share & Networking Lunch

• Share plans and materials with your peers

Marketing Compliance

• Consider the most prevalent compliance issues facing marketers today including privacy and online compliance
• Audit your marketing campaigns to avoid compliance problems

Practical Exercises to Increase Your Credit Union's Rates of Acquisition & Retention of Hispanic Members

• Understand the psychological preferences of Hispanics in relation to your financial products and services
• Gain the ability to develop strategies and tactics that connect with the "culture of trust" among Latinos to enhance new member acquisition rates
• Leave with specific recommendations on how to tailor product and service attributes to the Hispanic market through simple branding and marketing practices

Sound Financial Management

• Explore and understand your credit union's financials
• Review credit union ratios and NCUA CAMEL ratings
• Forecast the growth of your branch