CUNA Marketing Management School: Part III
Topics & Objectives

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

Your Members' Experience – Will It Win, Wow, or Worry

• Analyze what members require in a financial services’ experience
• Design campaigns, messages, and front line habits that are consistent throughout your credit union
• Learn key indicators that measure your successes and shortcomings
• Build follow-up systems that reinforce member relationships

A Bold New Approach to Build Your Business

• Explore the three keys to successful localized marketing
• Understand why most low cost, local marketing efforts fail
• Learn how to preempt your competition
• Discover the three benefits of simple consistency over time

The Future of Credit Union Marketing

• Use information from CUNA's Credit Union Environmental Scan Report and other sources to anticipate members’ needs
• Learn how current technology, culture, demographics, and the economy will change the way you market products and services

Idea Share & Networking Lunch

• Share plans and materials with your peers
• Review and evaluate CUNA Marketing & Business Development Council Diamond Award winners

Roundtable Discussion

• Learn from your peers in a facilitated discussion on the current issues facing credit union marketers

Selling Solutions – Not Products

• Become familiar with the six steps of a successful sales encounter
• Understand the value of becoming a "solution provider" rather than an "order taker"
• Develop skills and techniques to better inquire about members’ needs and desires

Tapping Into the Youth Market

• Discover the long-term value of initiating financial relationships with the youth market
• Analyze the needs, desires, and demands of the youth (13-17) and young adult (18-25) segments and how best to serve them
• Share best practices

Proving Your Credit Union's Story With Multi-Sensory Marketing

• Walk through the step-by-step process of proving your credit union’s story with experiential flair
• Examine case studies to learn how to create a powerful brand by building brand equity into all the senses

The Rise of Social Media – Connecting With Online Communities

• Understand the mindset and culture driving adoption of social media, particularly among younger demographics (Gen X and Y)
• Break myths about the use of social media among older demographics
• Identify the major social media tools available and understand how to use them
• Envision ways to incorporate social media tools into conventional marketing plans

Strategies for Reaching the Underserved

• Discuss strategies for reaching underserved markets
• Identify products and services that meet the needs of the underserved

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.