About the Marketing, Business Development & Community Outreach Council

The Marketing, Business Development & Community Outreach Council provides professionals in the marketing, communications, media relations, public relations, business development, and community outreach fields the opportunity to network and share their challenges and successes in promoting  credit union awareness, products, and services. The Council is interactive and belongs to the members. Beneficial presentations are offered along with the opportunity for credit union professionals to share in roundtable discussions. Three annual meetings provide an outlet that will further the success of credit unions.

Visit the Pro-Credit Union Messaging Resource Center

We frequently update the Marketing Resource Center, to keep it stocked with tools to help you tell the credit union story. Visit the resource center to find research-proven messaging, best practices, and customizable templates.

Event Locations

The council meets via videoconferencing in Boise, Eugene, Lewiston, Medford, Pocatello, SeaTac, Spokane, and Tigard.

Meeting 1 Information - April 24, 2018

Event Details:

April 24, 2018
10 a.m. – 2 p.m. (PT)
11 a.m. – 3 p.m. (MT)

Register Now

Program Agenda

10:00 a.m. – 10:15 a.m. PT
11:00 a.m. – 11:15 a.m. MT
Welcome & Introductions
Lynn Heider • Vice President • Public Relations, NWCUA
10:15 a.m. – 11:00 a.m. PT
11:15 a.m. – 12:00 p.m. MT
#CUobsessed and Proud of it!
Troy Stang • President / CEO • NWCUA
Troy Stang’s State of the Northwest CU Movement industry, opportunities to grow market share, the #CUobsessed mission, and our role as CU professionals in helping to reach 75 percent market share by 2025.
11:00 a.m. – 11:10 a.m. PT
12:00 p.m. – 12:10 p.m. MT
Break
11:10 a.m. – 11:50 a.m. PT
12:10 p.m. – 12:50 p.m. MT
CU Success Showcase: Business Development
Ed Bedell • Business Development Officer • Spokane FCU
Ed will share great ideas on how to deepen relationships with existing members even as you reach out to new ones. He has examples of how you can engage your members at your community events, and how your team can give back to those members as well.
11:50 a.m. – 12:30 p.m. PT
12:50 p.m. – 1:30 p.m. MT
Networking Lunch
Included in your Registration
12:30 p.m. – 1:00 p.m. PT
1:30 p.m. – 2:00 p.m. MT
Networking Session (Topics to be announced.)
Lynn Heider • Vice President • Public Relations • NWCUA
1:00 p.m. – 1:30 p.m. PT
2:00 p.m. – 2:30 p.m. MT
National Creating Awareness Initiative-Additional Resources
Lynn Heider • Vice President • Public Relations • NWCUA
1:30 p.m. – 2:00 p.m. PT
2:30 p.m. – 3:00 p.m. MT
Wrap-up

Meeting 2 Information - Aug. 22, 2018

Event Details:

Aug. 22, 2018
10 a.m. – 2 p.m. (PT)
11 a.m. – 3 p.m. (MT)

Register Now

Program Agenda

The second session of your Association’s Marketing, Business Development and Community Outreach Council is just a few weeks away, Aug. 22.

All times are listed in Pacific Time.

10:00 a.m. – 10:15 a.m. PTWelcome & Introductions
Lynn Heider • Vice President, Public Relations • NWCUA
10:15 a.m. – 11:00 a.m. PTCU Messaging Boot Camp
Douglas Kiker • Chief Strategic Communications Officer • CUNA
11:00 a.m. – 11:10 a.m. PTBreak
11:10 a.m. – 11:50 a.m. PTCredit Union’s Social Impact
Sharee Adkins • AVP & Managing Director • Northwest Credit Union Foundation
11:50 a.m. – 12:30 p.m. PTNetworking Lunch
Included in Your Registration
12:30 p.m. – 1:00 p.m. PTBusiness Development
Roundtable Discussion
1:00 p.m. – 1:30 p.m. PTAn Ask: Real Members, Team Stories
Lynn Heider • Vice President, Public Relations • NWCUA
1:30 p.m. – 2:00 p.m. PTWrap-Up

Meeting 3 Information - Nov. 7, 2018

Event Details:

Nov. 7, 2018
10 a.m. – 2 p.m. (PT)
11 a.m. – 3 p.m. (MT)

Register Now

Program Agenda

  • Rebranding from soup to nuts: a case study. WECU’s brand had been around for nearly as long as the American Credit Union Movement itself. It was successful, iconic, and beloved. But it was time to evolve. Hear from your Northwest peers how they developed a successful process, rallied the team, incorporated business development and community impact initiatives, and beat the ROI goals. The new brand fully aligns with the credit union’s core values. Speaking of core, there’s more to this story than a brand overhaul, but we’ll let CMO David Jones and Program Manager Amanda Drake tell us about that!
  • Haters gonna hate: embracing and managing online negativity. If it hasn’t happened to your credit union already, it probably will. A disgruntled member will pepper your social media sites with nasty messages about an account mishap, or maybe even personally attack your employees. Regardless of the issue, knowing how to identify these conversations and having processes and guidelines for response, will benefit your CU’s online reputation and bottom line. Who knows? A few haters may even turn into some of your most vocal advocates. Andrea Parrish, Digital Marketing Assistant Manager, STCU Brand Marketing, guides this insightful and interactive dialogue.
  • Talking points snapshot. The 2018 midterm elections conclude the day before we meet. With turnover in state houses and in Congress, we can never let up educating elected officials about the CU Difference. Gretchan Blum, NWCUA Grassroots Advocacy Manager, has some quick talking points about taxation for us – just in case we need them!
  • Plus, an update on the CUNA Awareness Initiative, just in time for 2019!

Council Memberships & Scholarships

Council Memberships

Attend an individual council meeting or purchase a membership for your credit union. Click here to view Council membership options and pricing.

A la Carte Options:

  • Individual Council Attendance: $79

Scholarships

Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money. The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,500 per year for selected applicants.

Learn More & Apply

Council Resources

There is a listerv associated with this Council, email training@nwcua.org to get added.

Event Sponsor

Kaye Smith Logo

NWCUA Staff Liaison

Lynn Heider
Vice President, Public Relations
Direct: 503.350.2225
Toll Free: 800.995.9064 x225
lheider@nwcua.org

Cancellation & Refund Policy

Twenty-four hour cancellation notice required. Failure to do so will result in a $10.00 fee. Refunds are not available. This program is open to NWCUA Member and Associate Member credit union employees only.

For more information about the Northwest Credit Union Association’s Council program, email Carmen Vigil at cvigil@nwcua.org.