| San Antonio, Texas

Strategic Growth Conference

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Signature Sponsor:

Allied Solutions

Sunday, March 1

  • 5:00 p.m. - 6:00 p.m.
    Early Registration

Monday, March 2

Harnessing Analytics for Growth — Sessions begin at 8:45 a.m. and conclude at 3:00 p.m.

Tuesday, March 3

Marketing in a Digital World - Sessions begin at 8:45 a.m. and conclude at 2:45 p.m.
  • 7:45 a.m. - 8:45 a.m.

    Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • 8:45 a.m. - 9:30 a.m.

    As the financial industry continues to commoditize, member experience becomes even more important in differentiating product and service offerings. How an organization delivers for its members is becoming as important as what it delivers for them. New technologies, new member expectations, and new entrants into the category are shaping the future of the industry. Gain insights on which technologies are gaining traction, what is meaningful to your members, and ways you can take your credit union’s digital experience to a whole new level.

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  • 9:30 a.m. - 10:15 a.m.

    Attend this session to come away with new ideas to help improve your social media strategy. CUs from across the country will discuss what they are doing and what to avoid.

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  • 10:30 a.m. - 11:15 a.m.

    Should your credit union purchase a bank? It may be a way to expand into new business lines like commercial lending. Many small banks have strong community ties and know their members better than the larger chains. These strong relationships can be advantageous to the acquiring credit union. Learn how navigating cultures, managing regulations, retaining employees and members can make this a viable option for growth. Listen to speaker Mike Bell now describe more benefits you’ll get from this session.

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  • 11:15 a.m. - 12:00 p.m.

    You can't be all things to all generational segments; each has different needs. However, you can capitalize on common traits. Hear how you can determine the right mix of must-haves so you can strengthen your brand by speaking the language of your members. 

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  • 12:00 p.m. - 1:00 p.m.

    Energize for the second half of the day and build stronger connections with your peers from credit unions across the country.

  • 1:00 p.m. - 1:45 p.m.

    The currency of business today is member and market intelligence.  Enriching data creates sustained advantages and provides a gateway to balance sheet and earnings expansion. Learn how data-driven knowledge will allow your credit union to improve member retention, acquire a personalized view of members and prospects with purchase intent, and connect physical and digital addresses to target with precision. This collaborative presentation will share the blueprint and results. Listen to Tom Long describe more benefits you’ll get from this session.

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  • 2:00 p.m. - 2:45 p.m.

    As new technology transforms the financial services landscape, credit unions are looking for the scale and power to help them innovate, grow, and better serve their members. This session will explore key trends that industry leaders are focused on to position credit unions for modern growth.

  • 3:15 p.m. - 4:00 p.m.
    Fun Walk

    Optional

    Join us on a guided networking tour around San Antonio’s historic Riverwalk. Comfortable shoes are recommended.

Wednesday, March 4

Rebranding Your Credit Union/Creating a Culture for Growth - Sessions begin at 8:45 a.m. and conclude at 11:15 a.m.
  • 7:45 a.m. - 8:45 a.m.

    Start your day with hot breakfast, and the opportunity to build stronger connections with your peers from credit unions across the country.

  • 8:45 a.m. - 9:30 a.m.

    In this session, you'll hear about the ways credit unions can thrive despite evolving competitors, including fintech and mega banks. Learn actionable strategies for increasing deposit activity, attracting new loans, and marketing the right products to the right members.

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  • 9:30 a.m. - 10:15 a.m.

    Gain the tools needed to conquer the Battle Field (of Membership). FOM negatively impacts all credit unions, whether it is by limiting your total addressable market, lowering online application conversion rates, decreasing ROI on marketing, or simply because it confuses consumers. This session discusses how to “hack,” or mitigate the negative impact field of membership has on your ability to grow. Including how to increase the number of people eligible to join your credit union, increase conversions rates on your online forms, make member acquisition cheaper, and make it easier for consumers to realize that they can join a credit union.

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  • 10:30 a.m. - 11:15 a.m.

    Auto loan performance in the last few years has been strong, but it’s clear our industry needs new ways to draw members. Student loans and other non-traditional loans like RVs, UTVs, and boats could potentially provide ways to differentiate yourself from those who only offer classic products. Hear from a credit union on how they look at lending with a different scope for long-term growth.

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