Events Calendar

2022 Marketing Conference
From Thursday, November 03, 2022 -  09:30am
To Friday, November 04, 2022 - 01:00pm

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Calling all credit union marketers: Don't miss this interactive, entertaining conference focused exclusively on marketing trends and strategies!

Conference Agenda:
*Subject to change*

Thursday, November 3, 2022     
9:30am - 10:00am       Registration/Breakfast
10:00am - 12:00pm  
Selling in a World Where No Believes a Thing You Say
Josh Allison, ThinkCafé

12:00pm - 1:00pm   Lunch
1:00pm - 2:00pm  
Session Continues

Josh Allison, ThinkCafé

2:00pm - 2:15pm   Break
2:15pm - 3:15pm  
Mergers and Expansions: Growing Your Brand and Loan Portfolio While Attracting New Members

Chris Quereau, Vibrant Brands

3:15pm - 4:30pm  
Roundtable Discussion

Facilitated by Chris Pajak, New York Credit Union Association

Friday, November 4, 2022    
8:30am - 9:00am   Breakfast
9:00am - 10:00am  
A Deep Dive into Digital Strategy: Building Fantastic ROI
Aaron Gregerson, MarketMatch

10:00am - 11:00am  
Digital on a Budget: Getting a Jump on Digital Marketing Strategy
Aaron Gregerson, MarketMatch

11:00am - 11:15am   Break
11:15am - 12:15pm  
Your Persona or Mine? Moving Beyond Generational Segmentation

Aaron Gregerson, MarketMatch

12:15pm - 1:00pm   Lunch
1:00pm   Session Concludes!


Location & Lodging:
Saratoga Casino Hotel
342 Jefferson Street
Saratoga Springs, NY  12866
(518) 682-8888

Single/Double: $124 per night

To Reserve Your Room:

  • Call (518) 682-8888 - Attendees should identify themselves with the New York Credit Union Association's room block to ensure that they receive the group rate.

All reservations will require a one night's room deposit (including applicable taxes and surcharges) or valid credit card to guarantee the reservation. 

Hotel Reservation Deadline: Thursday, October 13, 2022

Educational Investment:

  • Credit Unions Up to $50 Million in Assets - $225
  • Credit Unions Over $50 Million in Assets - $449

The New York Credit Union Foundation is proud to support New York credit unions with up to $50 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here.

Registration Deadline:  October 17, 2022

Presenters:

AllisonJosh Allison, Founder & Chief Ideator, ThinkCafé
Josh is obsessed with helping leaders and teams reach their full potential in the new and evolving workplace. He is the Founder and Chief Ideator for ThinkCafe, and has spoken and
worked with organizations from Hawaii to New York and near every state in between.

In the past, Josh worked for close to a decade at Horizon Credit Union, in Spokane Valley, WA. During his time with the cooperative, he helped the organization reach over 11,000
millennial youth through national award-winning business development and outreach programs. In 2008, Josh was recognized as the Junior Achievement Volunteer of the Year for the Inland Northwest. In 2009, Josh was recognized with the CVSD Meritorious Service award for outstanding work with youth engagement and education. In 2011, he partnered with an Emmy Winning TV Show to develop a financial education program for schools to use across the country. In 2013, he worked alongside international credit unions to study best practices in Gen Y engagement in partnership with the WOCCU. In 2015, Josh was recognized as the CUNA Business Development Professional on the Year for the Credit Union industry and was peer nominated as a “Credit Union Rockstar.” In 2015, Josh was recognized as a “top ten speaker” for the 2015 World Credit Union Conference.

Josh also served for a few years as a Senior Consultant for FI Strategies – a leading consulting firm serving the trillion-dollar Credit Union industry, 20 of the top 100 largest credit unions, and over two hundred credit union clients (in the areas of sales assessment, strategic planning, process efficiency and optimization and corporate metrics and scorecards). He has served as a CUNA FUSE faculty member, is a graduate of Leadership Spokane, and certified as a Credit Union Development Educator (CUDE). Josh lives with his beautiful wife and children in Spokane, Washington.

QuereauChristopher Quereau, Vibrant Brands

Christopher Quereau is an award-winning creative director and marketing strategist. With an extensive background in marketing and leadership he has helped find effective solutions for the ongoing needs of credit unions. Christopher has published 3 books on marketing. Christopher's credit union clients have been awarded multiple Diamond CUNA awards. He is invested in helping his Credit Union clients learn the sales and marketing strategies they need to grow and thrive in any marketplace.


GregersonAaron Gregerson, SVP/Chief Digital Officer, MarketMatch
In him time with MarketMatch, Aaron has since built on his experiences to consult with credit union and bank clients to help them with digital marketing, marketing automation, strategic planning, market segmentation, generating ROI, finding your institution’s brand and improving the customer experience.

Aaron has been recognized on the national level for his work on strategic marketing campaigns and financial education programs by winning several CUNA Marketing & Business Development Diamond Awards.



Thank you to our sponsor!

CUNAMutualLogoImpexium

 

Cancellation Policy:

A refund of the amount paid, less an $90 administrative fee per registrant, will be given for all cancellations submitted via email to events.training@nycua.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email events.training@nycua.org, listing the new participant and who they will be replacing.

COVID-19 Event Protocols:

The New York Credit Union Association is working hard to ensure our in-person events are informative and enjoyable, while providing a safe environment for our attendees, speakers, Association staff and venue staff.

  • By attending any of the New York Credit Union Association’s events, you are agreeing to comply with all applicable requirements imposed by federal, state or local health authorities, as well as the venue.
  • If a mask is required by the venue or by federal, state or local authorities, the Association will require attendees to wear a mask during the event when indoors. Should you forget a mask, we will have them available at registration.
  • Please be respectful of other event attendees, speakers, Association staff and venue staff, and allow for appropriate social distancing when applicable.
  • Please do not attend the event if you are feeling ill, you recently tested positive for COVID-19, or you had recent COVID-19 exposure. Contact us at Events.Training@nycua.org if you need to change or cancel your registration.
  • Your attention to these matters is of the utmost importance, and we truly appreciate your compliance.

As COVID protocols continue to evolve, there may be circumstances beyond our control that force us to cancel or reschedule an event. You will be entitled to a refund if such an occasion arises.

NEW YORK CREDIT UNION ASSOCIATION & AFFILIATES EVENT CODE OF CONDUCT

All persons who attend NYCUA-sponsored events are expected to treat their fellow attendees and all others present in a respectful manner consistent with federal and state anti-discrimination and sexual harassment laws. Failure to do so may result in a person being banned from any and all Association events.

In the event you experience or witness conduct contrary to this policy, you are encouraged to address your concerns immediately with either the offending party, a member of your own management team, NYCUA staff or any other party in a position to be able to assist you with your concerns.

By registering for or attending this event, you agree to abide by this code of conduct.