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2024 CUTrends: The NY Marketing & Sales Conference


Wednesday, November 6, 2024; 6:00pm
Thursday, November 7, 2024; 4:00pm

 

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Are you involved in your credit union's marketing or sales departments? Don't miss this interactive, entertaining conference focused exclusively on marketing & sales trends and strategies!


Conference Agenda:

*Subject to change*
 

Wednesday, November 6  
6:00pm - 8:00pm Welcome Reception

Thursday, November 7
 
8:00am - 9:00am Registration/Breakfast
9:00am - 12:00pm Never.Stop.Marketing: Creating a Dynamic Growth Engine for Your Credit Union
Jeff Rendel, President, Rising Above Enterprises

In a world of constant change, your credit union’s marketing must be relentless, adaptable, and always in motion. This program emphasizes the critical need for consistent, evolving marketing strategies that drive growth and create a lasting impact. Learn how to transform your credit union’s brand presence by building mind share that naturally leads to wallet share.

Discover how to maintain marketing momentum through fresh, data-driven campaigns that resonate with members and potential members alike. Explore ways to leverage digital tools, social media, and community engagement to keep your credit union top of mind in an increasingly crowded marketplace. Understand the importance of aligning marketing efforts with strategic goals, using insights and analytics to refine your approach and maximize ROI.
 

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

Marketing Your Credit Union to Young Members
Christopher Quereau, Creative Director, Vibrant Brands
In this presentation, Marketing Your Credit Union to Young Members, we will explore effective strategies to attract and retain the next generation of members, focusing on Gen Z and Millennials. We’ll dive into understanding their financial needs and preferences, digital engagement tactics, social media outreach, and building trust through personalized experiences. Attendees will leave with actionable insights into creating marketing campaigns that resonate with younger audiences, using technology to enhance member experiences, and cultivating long-term loyalty among this critical demographic. Key takeaways include tools for optimizing digital channels, tailoring products for young consumers, and strengthening community connections.

2:00pm - 4:00pm Roundtable Discussion
Facilitated by Zach Ogden, Director of Member Engagement, New York Credit Union Association


Location & Lodging:

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

Standard King Rooms: $145 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: Monday, October 7, 2024

 

Who Should Attend?

 

Credit Union marketers and sales professionals

 
Educational Investment:

  • Credit Unions Up to $100 Million in Assets - $275 per person
  • Credit Unions Over $100 Million in Assets - $549 per person


The New York Credit Union Foundation is proud to support New York credit unions with up to $100 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 25, 2024

 

Register Here


Speakers:

Rendel.jpgJeff Rendel, President, Rising Above Enterprises

Jeff Rendel, Certified Speaking Professional, knows the financial services marketplace. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.

As President of Rising Above Enterprises, Jeff works with financial services providers that want entrepreneurial results in sales, service, and strategy. Each year, he addresses, advises, and facilitates for nearly 100 financial institutions and their business partners.

 

ChrisQuereau_Headshot.pngChristopher Quereau, Creative Director, 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.

 

Thank you to our sponsor!  

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Cancellation Policy:

A refund of the amount paid, less an $110 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.
 

Event Code of Conduct and Protocols