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CUES School of Strategic Marketing™ II

July 21 - 22, 2016

Crowne Plaza Seattle
Seattle, WA

Your price:


CUES Member$2,095.00


Registration will be from 8:00–8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day.


Day 1

8:30–8:40 a.m. Introduction & Overview
8:40– 9:20 a.m.
  • Post Recession Shifts
  • Demographics, Lifestyle & Attitudes Towards FI’s
  • Technology & Channel Evolution
  • Distancing your Brand Further from the Competition
Q: What changes have occurred in the last year that have/should impact marketing?
9:20–9:35 a.m. Team Exercise Q: What have you (or could you) become more involved in to make a larger strategic impact for your organization and your competitive image?
9:35–10:25 a.m.
  • Strategic Marketing & Brand Insights: Becoming a Leading Local Brand
  • Insights Into Our Marketing Strategy
  • Refreshing Our Brand, Engaging Culture, Tackling Market Awareness
10:25–10:40 a.m. Leader Q & A
10:40–10:55 a.m. Break
10:55–11:20 a.m.
  • Partnerships: Managing Agency Role, Brand Building, In-house Market Awareness
  • Balancing Outside Agency Relationships with In-house Teams
  • What does it take to Build a Valued Partnership?
11:20–11:30 a.m. Audience Q & A
11:30 a.m.–12:00 p.m.
  • Making Marketing Invaluable: Linking Brand to Vision to Drive Cultural Alignment
  • Bringing Vision to Life through Brand and Cultural Transformation
  • Bringing a Vision to Life – Across the Culture
  • Integrating Marketing into Operations to Drive the Transformation
12:00–12:10 p.m. Q & A
12:10–12:55 p.m. Lunch
12:55–1:30 p.m.
  • Evolving the Branch in a Tech Focused world
  • Learning from Retailers and Hospitality Brands
  • Using Data and Market Analysis for Growth Planning
1:30–1:45 p.m. Team Exercise
1:45–2:15 p.m. Marketing for the Bottom Line: Driving Profitability & Onboarding Member Relationships
2:15–2:30 p.m. Team Exercise
2:30–2:45 p.m. Break
2:45–3:05 p.m.
  • Social Engagement: Going Beyond Social Media
  • Millennial & Community Engagement Strategy
  • Ensuring Relevant Social Media Becomes Actionable Results
3:05–3:15 p.m. Q & A
3:15–3:45 p.m.
  • Assessing & Refreshing Your Brand: Engaging from the Inside Out to Drive
  • “Transformational Change”
3:45–4:05 p.m. Team Brand Exercise & Application
4:05–4:25 p.m. Day One Wrap Up & Key Insights

Day 2

8:30–8:35 a.m. Introduction & Overview
8:35–9:10 a.m.
  • The Evolving Role of Strategy
  • Defining Strategy to Drive Organizational Growth
  • Loans, New Members, Branches, Online & Mobile Channels
  • Product Development
Q: What are the most critical strategic imperatives your credit union faces that marketing could play a larger role in?
9:10–9:30 a.m. Team Exercise
9:30–10:15 a.m.
  • A New Vision of Leadership & Culture Shift Nintendo
  • How Starbucks and Nintendo Grew Authentic Cultures
  • The Power of Storytelling to Build Teams
  • Rethinking your Role and Leadership in your Company
10:15–10:30 a.m. Team Exercise
10:30–10:45 a.m. Break
10:45–11:20 a.m.
  • Tapping the Power of Creative Strategy to Influence Consumers & Re-shape your
  • Brand Image
  • Break Through the Competitive Clutter
  • Reshaping your Brand Image in the Minds of Consumers
  • Using Emotion to Connect with your Targets and Drive Results
11:20–11:40 a.m. Team Exercise
11:40 a.m.–12:30 p.m. Lunch
12:30–1:10 p.m. Evolving & Building a World Class Service Brand Experience: Pre-Nordstrom Tour
1:10–1:30 p.m. Walk to Nordstrom
1:30–3:00 p.m. Nordstrom Tour
3:00–3:15 p.m. Walk back to the hotel
3:15–3:30 p.m. Tour Insights & Reflections to Strategy
3:30–3:50 p.m.
  • Strategic Marketing in 2015: Final Wrap-up
  • Three-Year Road Map
  • Re-imagine your Leadership and Organizational Impact: Becoming the Trusted CMO
  • Becoming a CEO
3:50– 4:00 p.m. Year Two Certification Ceremony

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