Hoosier CUES Officers:
Chairman: Lori Gonzalez, Members Choice FCU
Vice Chairman: Scott Armstrong, Energy Plus CU
Secretary: Kevin Sparks, Crane FCU
Treasurer: Jonette Thomson, Taper Lock CU
Board Member: Beth Berry, Policemen’s FCU
8:30 - 9 a.m.
Coffee and rolls
9 – 10:15 a.m.
Challenges Facing Credit Unions
Bill Handel, Vice President, Product Development, Raddon Financial Group
This session will focus on the challenges facing credit unions and look at strategies to follow in the rapidly evolving area of service delivery and some best practices to help you improve the growth of your organization. The presentation will include discussion of technology vs. branching, changing consumer needs, new competitors, the need for growth, and staying relevant in this fast changing environment.
10:15 – 10:30 a.m.
10:30 a.m. – Noon
Do You Speak Millennial? Enhance the Impact of the Generations on Credit Union Revenues, Staff & Profitability
Nicolette Lemmon, President, LemmonTree Marketing Group
Credit unions have the potential to capture their members’ financial services for a lifetime relationship. The Millennial/Gen Y and Baby Boom are two of the largest generations impacting our credit union memberships today. The growing Millennial/Gen Y mirrors the size of the Baby Boom as the original Baby Boomers have moved into their senior years. At the same time, Gen X is in the prime lending and investing years. This presentation focuses on the strategies to use for capturing and building relationships across all generations.
Plus, staffing of credit unions is being impacted by the same generational shifts.
Participants will learn:
- Characteristics of the generations working together serving members of different generations
- Marketing strategies to tap each generation
- Tips on keeping the middle-aged members tied to the credit union
How to romance the large wave of aging Boomers
Noon - 1 p.m.
The Annual Meeting of the Hoosier Cues Council will be held during lunch.
1 – 2:20 p.m.
This panel will focus on regulatory and examination issues.
2:20 - 2:30 p.m.
2:30 - 4:30 p.m.
ignite Working Group Presentations
Four groups of “igniters” will preview the innovations they are working on as part of their 2014 activity. Feedback is encouraged from attendees as the groups prepare for the final launch innovations during the League’s October Convention.
Bill Handel graduated from Kenyon College in 1980 with a degree in Economics. He has worked in the financial services industry since that time, primarily as a consultant in the area of Product Development and Management. Since joining the Raddon Financial Group in 1990, he has developed several unique programs to assist financial institutions in the management of their product lines. His knowledge of the financial needs of consumers and businesses, combined with an understanding of how profitability is achieved in the financial services industry, has allowed the development of innovative product development initiatives. He has written several books for the financial services industry in the area of product pricing and product development.
Nicolette Lemmon, President/Founder of Lemmon Tree Marketing Group, has over 30 years of experience in services marketing, sales, and advertising. She is a well-recognized speaker on financial-services marketing. She authored the book, Successful Product Development from Research to Results for the Credit Union Executive Society (CUES), served on the faculty of the CUES Executive Marketing Institute, and has sold hundreds of cross-selling training videos. Nicolette authored another book for the job-seekers market, Almost Famous: How to Market Yourself for Success. Her firm has also formed strategic alliances with several financial industry companies to provide marketing services
Lemmon has served on the faculty of the University of Phoenix. She has received numerous awards including Top 50 Woman-Owned Businesses-Arizona, Top 100 Small Businesses-Arizona by DiverstiyBusiness.com; and she was a nominee for the Entrepreneur of the Year Award in Arizona, sponsored by Inc. Magazine and Ernst and Young. Nicolette founded LemmonTree Marketing Group, a full-service marketing agency, in 1984, providing virtual marketing outsource, MCIF analysis, CUPowerTracking and market research solutions to clients nationwide. In 2003, with a team of advisors, she created and heads the faculty of the Credit Union Marketing University, a weeklong academically-based program for which students earn Continuing Education Units (CEUs) from Arizona State University.
The educational investment is $110 per person.
The registration deadline is Tuesday, July 8, 2014.
Hilton Indianapolis North Hotel
8181 N. Shadeland Avenue
Indianapolis, IN 46250
The rate for king or double rooms is $115 per night. Please use the client ID # N2718778 for the Indiana Credit Union League when making reservations either online at http://www.hilton.com/en/hi/reservations/index.jhtml?hotel=INDINHF&corporateCode=N2718778 or by calling (317) 849-6668. This is the preferred rate for ICUL and is not a room block. The Hilton will accept reservations under this rate assuming they are not sold out. If you have questions regarding housing, please contact Joe Guilfoy at (317) 594-5313 or (800) 285-5300 ext. 5313 or via e-mail at firstname.lastname@example.org.
The Indiana Credit Union Foundation has scheduled its annual fundraising golf outing in connection with this conference as a convenience to credit union attendees.
You don’t have to be a CUES member to attend. If you are interested in receiving information on becoming a Hoosier CUES member, contact a member of the Hoosier CUES board. All Indiana affiliated credit union managers/CEOs and senior management are invited to attend the conference.
REGISTRATIONS CANCELLED LESS THAN FIVE WORKING DAYS BEFORE THE SESSION DATE WILL BE SUBJECT TO A 50 PERCENT CANCELLATION FEE.
IF YOU HAVE A DISABILITY REQUIRING SPECIAL SERVICES, CONTACT JOE GUILFOY AT (800) 285-5300, EXT. 5313, OR (317) 594-5313 PRIOR TO THE SESSION.