25 (At Least!) Ideas That Are Working In Credit Unions Right Now

In this session Credit Union Journal Publisher and Editor Frank J. Diekmann will review a broad range of strategies and tactics within credit unions that are working right now, ranging from loan promotions to savings campaigns to revenue producers to overarching cultural efforts. Unless the credit union has implemented a firm No New Ideas policy, attendees should be able to take away a half-dozen or more ideas for implementation at their own CU.

Frank J. Diekmann is Publisher of Credit Union Journal, the nation’s leading newsweekly serving the credit union community. Diekmann co-founded the Journal in 1997, and prior to that co-founded and developed Credit Union Times in 1990.

During his career Mr. Diekmann has traveled to all over the U.S. and from Sydney to Prague covering credit union-related developments, has been a frequent judge of credit union marketing competitions, is a frequent speaker to credit union audiences, and is the only journalist to ever graduate from the National Credit Union Foundation’s Development Education program.

Prior to covering credit unions, Mr. Diekmann covered the nation's banking and thrift industries for five years, and prior to that worked as a sports reporter in Cincinnati.

Mr. Diekmann is also author of the book, Cathode Rays, the story of Cathode Ray’s Bar & Grill, where classic television characters go when they are no longer on TV.
Mr. Diekmann is currently doing post-graduate work at the School of Hard Knocks.

Running Effective Board Meetings

Many board members report that meetings are too long, waste time and achieve nothing . However, if planned and conducted properly board meetings can be meaningful . As senior vice president for Neighborhood Credit Union, Arnold helps CUs examine their board and its meetings . This session covers:
• Board packets and agenda

• Board chairman and committees

• Board self-assessment

• Ten steps to an effective board meeting

Mark Arnold lectures regularly to audiences around the country on branding, marketing, strategy, leadership, personal growth and generational issues. He speaks frequently to diverse audiences such as management, staff, executive leadership and boards of directors. His breadth of knowledge connects with audiences for keynotes, breakouts and training events.

Arnold is the author of “Think Huge: How To Elevate Your Life and Your Business”,“My Best Service Ever” and “Marketing Across the Generations: Gen. X”.
He is also president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Not a mere consultant, Arnold partners with credit unions and organizations to help achieve their desired strategic goals. He has worked with financial institutions ranging in size from $32 million to $1.8 billion. Prior to founding On the Mark Strategies, Arnold served as senior vice president for a multi-million dollar financial institution in Dallas. He oversaw and planned strategies for multiple departments, including marketing, business development, human resources, training and customer investments.

Biometric identificaiton for regulatory compliance and branch security. Remote deposit, smart ATMs and Cloud Coimputing for creating 'Virtual Bank Branches.' Mobile banking via smart phones, tablets and speech recognition. Join us as we share, demonstrate and experience the emerging technologies that are redefining branch and community banking in the not too distant future.

Tim Lerew combines extensive credit union, business and technology knowledge with an articulate, intelligent presentation style.

Mr. Lerew has served on the management team of West One Federal Credit Union and as Marketing Director of CTEL Financial, a securities and investment Credit Union Service Organization (CUSO). He has also served as a Director of the Bay Area Credit Union Co-operative Marketing Association (BACCUMA) and is a past President of the Tri-Valley Corporate Volunteer Council where he worked to recognize and support employee volunteering.

Tim has also developed customized curriculums for CU Leadership Forums, Marketing Universities and Lending Universities.

He has a BA (University of the Pacific) and Master of Science in International Business (St. Mary’s College of California) as well as a Series 7 Securities License.

Worry and stress drain intelligence and hold back performance. Everyone can develop their own best practices to enhance focus, balance and perspective to successfully meet the challenges in today’s home and work environments. We all benefit from knowing when we are out of our Smart Zone so we can get back on track. Based on Susan’s recent book, this dynamic and entertaining presentation will enable you to release the hold that drains your own intelligence, maximizing your performance both at home and on the job.  Susan will show you how to:

• Focus your energy and attention to improve efficiency
• Improve communication with just 2 little words
• Increase trust and confidence with members and coworkers
• Create accountability to move in the right direction
• Lead with empathy – not wimpathy

Susan Fletcher, Ph.D., a licensed psychologist, is a recognized expert in the areas of productivity, performance and leadership development. Appearing frequently as an expert in television and print media, Susan’s Smart Zone™ techniques have been the basis of presentations across the country and can be applied to a variety of topics to arm people with the skills to meet today’s home and workplace challenges. Her most recent book, Working in the Smart Zone, provides smart strategies for how to be a top performer at work and at home.

After completing her Ph.D., Susan worked with “Dr. Phil” McGraw as a litigation
specialist on high profile cases.  Her first book, Parenting in the Smart Zone, was released in 2005. Susan’s Smart Zone strategies empower people to change their own lives.