Session Description

In this uncertain day and age, the financial wellness of your members is increasingly at risk. Financial products can help, but they are only one piece of a much larger puzzle. That’s why credit union marketers need to start thinking beyond product-driven marketing and engagement efforts.

What if credit unions were first and foremost financial wellness promoters who also happen to sell financial products? Flipping the script offers an opportunity to not only reimagine your financial education and community engagement efforts but also to turn passive members into passionate brand ambassadors and credit union advocates.

In this session, we’ll showcase both untapped opportunities and innovative initiatives from your credit union peers.


Key Takeaways

  • Strengthen your understanding of your members’ financial challenges
  • Discover how to actively engage your members in the fight against fraud
  • Learn to lead with financial wellness on your website and in your marketing campaigns
  • Harness the enthusiasm of your super promoters to recruit new members


Audience/Content Track

  • Community Impact
  • Department Heads
  • Emerging Leaders
  • Functional Leaders
  • Marketing & PR
  • Member Experience
  • Young Professionals


CPE Credit Information

Communications and Marketing: Subjects related to communications and marketing include, but are not limited to, the following:

  • Business Presentations
  • Business Writing
  • Interviewing Techniques
  • Public Relations
  • Social Media
  • Customer Communications

CPE Credit Offered: 1.0
Field of Study: Communications and Marketing Non-Technical
Delivery Method: Group Live
Prerequisites: None

Event Date / Time

October 15th from 1:30 pm — 2:30 pm

Location

OR Convention Center
B110-112

Speakers

Kerala Goodkin
Co-Owner, Director of Marketing & Impact
Dave Drouin
Co-Owner & President