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Schedule
Class will begin with registration on Monday morning at 8:00 a.m. Class will be in session Monday and Tuesday from 8:30 a.m. until 4:30 p.m.
Day One Agenda – Retail Product Development and Management
Module 1: Understanding the Product Life Cycle and Product Development Process
• How to develop financial products using a formal methodology at your credit union
• Emerging trends in consumer behavior impacting the financial services industry
Module 2: The Future Of Retail Financial Products
• Analyzing credit union checking products and developing future strategies
• Understanding the impact of Regulation Q repeal
• Optimizing debit and credit card value in a post-Durbin world
Day Two Agenda – Channel Management
Module 3: Reinventing CU Delivery
• Developing a Delivery Channel Assessment and Future Road Map
• Best practices in mobile banking
• Preparing for a world of mobile payments
Module 4: Marketing in a Web and Mobile World
• How to better monetize your corporate web site and web banking traffic
• A reality check on social media and its role in credit union marketing











