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Credit Union Innovation Summit 2015 - A Great Leap Forward!

Join us at the largest event ever to explore inexpensive solutions and easy airport access for a timely return home. Network with industry experts and share best practices for member re-boarding and new member onboarding. Engage in roundtable discussions to address challenges and spark innovation.

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Credit Union Innovation Summit 2015 - A Great Leap Forward!

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  1. A Great Leap Forward

  2. Welcome! • 2015 attendance largest ever. Thank you! • This is our new model • May • Inexpensive • Easy and inexpensive airport access, • Timing set up for you to be able to get home the night of the final day of the session. • Hosted by a client or partner

  3. Thank You!! • LGE Community Credit Union • Wendy Jackson • Sara Hunkler • MemberShoppers • Constance Anderson • Marquis • Mike Bartoo

  4. Welcome Special Guests!! • SWBC Auto Pilot Division • Connie Shoemaker, VP of Operations • Catherine Jones, Trainer • Satori Consulting • Sandi Verrecchia, CEO • Prospective ServiStar Clients • 4Front CU, Jason Acosta, Member Experience Manager • Yolo FCU, Matt Lane, VP – Finance & Operations

  5. New Credit Unions Clients • Georgia Power • Atlanta Postal • Generations • US Eagle • Ashland • Advia

  6. First Timers, Welcome • If this is your first ServiStar Users Group Meeting • Introduce Yourself!

  7. Thank You!! • Alumni Emeriti • Karen Murray • Wendy Jackson • Tansley Stearns • Our two new AEs • Cheryl Duncan, Manager of Org. Dev. Advia CU • Jessica George, Sales Manager Mid Oregon CU

  8. If You Are NOT Receiving our emails about the Monthly Webinar/Podcast • Email tony@michaelneill.com • Let him know you are not receiving the email annoucements.

  9. Primary Purposes of the SUG • Networking and developing mentoring relationships • Learning what we have learned during the year • Ask questions, dig deeper, share what your credit union is doing • Learn from a non-credit union industry expert.

  10. What’s In Store? • Best Practices - Member Re-boarding • Best Practices – New Member Onboarding Awards

  11. What’s In Store? • Member Experience • How It Differs from Sales Culture • Key Research from Filene that can improve your Member Experience • Incentive Practium • Idea sharing • Questions • Working Together

  12. What’s In Store? • Roundtable Discussions • What do you want to know from the “old timers”? • What challenges are you facing? • What is holding you back from the great leap forward? • Incentive Practicum • Idea sharing • Questions • Working Together

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