Network with Your Peers
CUES School of Strategic Marketing Attendees by Title
Update
In 2020, CUES School of Strategic Marketing will be held online, via a blended learning format. This shift assures the safety of our attendees, instructors, and staff, while still offering access to the highest quality education.
Do you long for clarity about how you can develop a digital marketing strategy that empowers you to generate more loans and deposits? Do you ever wonder where to begin when establishing brand-related department goals? Once your goals are set, do you struggle with their long-term sustainability and growth? Yes? Then CUES School of Strategic Marketing was built for you.
The insights you take home will help transform your marketing team from feeling overwhelmed and frustrated to strategic leaders your executive team respects, values, and trusts to confidently guide your credit union towards a future of digital growth.
Join us as we learn:
- Branding and culture over the decades and their perspectives in relation to the industry
- Breaking down the reality of true branding and culture development
- Living a true, strategic brand in today’s, and tomorrow’s world–and how to keep it going
- Unlocking the real gold in your branch
- How to optimize your branches so they are never the same
- Elevating your credit union's digital marketing with strategies, technologies, and habits to generate more loans and deposits
- Maximizing your digital growth potential
Brand
Brand is at the core of your credit union, and trying to understand and harness your core can be difficult or even overwhelming. The number of variables to take into consideration when looking to brand your credit union to be relevant can leave many organizations struggling to find where to begin and what steps to take. Once you’ve accomplished the initial evolution of your credit union’s brand, staying committed to the sustainability and growth of the brand is a never-ending responsibility–when done right.
Branch
Did you know that when consumers go to open new accounts they begin that journey online? However, over 70% of consumers will end up in a branch. Even though consumers prefer a digital-first approach to day-to-day banking, their feet regularly carry them into branches. The fact consumers will bypass the convenience of mobile and online banking tells us there must be some real gold left in the branch.
Digital
You've built a website, sent emails, placed digital ads, and posted content on social media. But are you maximizing your digital growth potential? Or are you just dabbling in digital without clear results or strategic focus? If you feel confused and overwhelmed about digital growth, don't worry, you're not alone. Digital growth doesn't have to be complicated.
Make an investment in your career and credit union when you attend CUES School of Strategic Marketing. Register today!
-
22
CUES School of Strategic Marketing’s schedule offers 22 hours of learning.
-
21.5
You will earn up to 21.5 Continuing Professional Education credits for attending CUES School of Strategic Marketing.
Why Attend?
- Your credit union will benefit immediately from the focused improvement plan you develop in class, take home, and implement.
- You will receive top-tier training from marketing experts.
- You will benefit from nearly 28 hours of learning and earning up to 29 Continuing Professional Education (CPE) credits.
- You will attain your Certified Strategic Marketing Executive (CSME) designation by attending and generating an action plan.
- You will connect with like-minded marketing peers, helping generate new ideas and tactics to implement at your own credit union.
Sponsorship Opportunities
Putting your organization in front of the credit union movement's top executives, directors, and future leaders will accelerate your sales performance. Explore all CUES' sponsorship opportunities.
Agenda
Registration will be Monday from 7:30-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
Registration
7:30 a.m. – 8:30 a.m.
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Introductions and School Overview
8:30 a.m. – 8:45 a.m.
CSME (Certified Strategic Marketing Executive) Designation Requirements
8:45 a.m. - 9:00 a.m.
-
Handouts
-
Action Plan Discussion
Breakout sessions, individual exercises, and group exercises
9:00 a.m. – 12:00 p.m.
-
Perspective of brands and cultures within the credit union industry over the years
-
Breaking down the reality of true branding and culture development – How to begin to build a strategy, and get others in the credit union on board and involved
-
Applying techniques to real-life scenarios
Lunch
12:00 p.m. – 1:00 p.m.
Continuation
1:00 p.m. – 3:00 p.m.
Group conversations and brainstorming
3:00 p.m. – 4:15 p.m.
Day 1 Wrap-Up
4:15 p.m. – 4:30 p.m.
(insights, takeaways, struggles, etc.)
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Activity: Positive Growth Focus
8:30 a.m. – 8:45 a.m.
Exercise: Marshmallow Challenge: What does it Take to Maximize Digital Growth?
8:45 a.m. - 9:00 a.m.
Mindset: The Secret to Exponential Digital Growth
9:00 a.m. - 9:30 a.m.
-
2X vs. 10 Thinking
-
Escape the GAP
-
Fixed vs. Growth Mindset
-
8 Digital Growth States of Mind
The State of Digital Growth
9:30 am – 10:20 a.m.
-
Introduction to changing consumers, competition and marketing
-
The rise of the neo-banks and lenders (type of digital bank that exists without any branches)
-
Activity and discussion: Research, compare, and apply to open an account at a neobank or apply for a loan at a neo-lender. Document and discuss the experience.
Break
10:20 a.m. – 10:30 a.m.
Planning for Digital Growth: Transform with Team Tools
10:30 a.m. – 12:00 p.m.
-
Nine strategic areas of focus
-
Introduce the Digital GROWTH Blueprint and the nine strategic areas of focus
-
Team Tools: Focus and Maximize Digital Growth Potential 2020 CUES School of Strategic Marketing
-
Activity and discussion: Document and discuss biggest Goals, Roadblocks, and Opportunities among peers. What are the patterns? Where are the gaps?
Lunch
12:00 p.m. – 1:00 p.m.
Banking on Purpose: The Heart of Digital Growth
1:00 p.m. – 2:00 p.m.
-
How consumers think and feel about traditional financial brands
-
Break free from the legacy “banker’s brain”
-
Place consumers at the center of your thinking and doing
-
Purpose is the digital differentiator and experience multiplier
-
Examples of purpose-driven brands
-
Exercise and discussion: Define your digital growth purpose statement.
Mapping Digital Consumer Journeys
2:00 p.m. – 2:50 p.m.
-
The evolving consumer journey
-
DX + HX = Growth
-
Five Elements of the Digital Growth Journey
-
The Digital Growth BANCER’s Strategy Circle
-
Exercise and discussion: Map the stages of Digital Growth Journeys for your favorite brand experiences.
Break
2:50 p.m. – 3:00 p.m.
Define Consumer Personas to Tell Digital Stories That Sell
3:00 p.m. – 4:00 p.m.
-
Money is stressful: Trends and opportunities in key market segments
-
Apply data sources to the consumer persona map
-
Introduction to story selling methodology
-
Lean into people’s pain points
-
Examples of story selling applied
-
Activity: Bridge the story gap and map out a digital narrative that goes beyond promoting rates and service
Group Discussion: Day 2 Wrap-Up
4:00 p.m. – 4:30 p.m.
-
Identify/discuss key strategic insights
-
Continue to develop and reflect upon your personal action plan: GRO
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Case studies and breakout group discussions
8:30 a.m. – 11:45 a.m.
-
How to live a true, strategic brand in today, and tomorrow’s world – and how to keep it going
-
How to apply brand within the physical world (AKA: the branch)
Pre-Field Experience Discussion: Rock & Roll Hall of Fame Museum
11:45 a.m. – 12:00 p.m.
Prep for examination on:
- Branding Perspective
- Physical Space Experience
- Digital Experience
Lunch
12:00 p.m. – 1:00 p.m.
Short walk to the Rock & Roll Hall of Fame Museum
1:00 p.m. – 1:10 p.m.
Experience the Rock & Roll Hall of Fame Museum 2020 CUES School of Strategic Marketing
1:10 p.m. – 3:30 p.m.
Short walk back to the hotel/classroom
3:30 p.m. – 3:40 p.m.
Post-Field Experience Discussion: Rock & Roll Hall of Fame Museum
3:40 p.m. – 4:00 p.m.
Group Discussion: Day 3 Wrap-Up
4:00 p.m. – 4:30 p.m.
- Identify/discuss key strategic insights
- Continue to develop and reflect upon your personal action plan
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Content Marketing Production and Promotion: Help First and Sell Second with Social
8:30 a.m. – 9:30 a.m.
- Content Marketing Defined
- Member centricity, voice, personalization
- Fuel of the Digital Growth Engine
- Humanize with video
- Production
- Content types
- Process, roles and responsibilities, scheduling, channel management
- Promotion: Identifying the role of ads and social media within the branding strategy
- Data
- Ads
- Social
- Staff
- Performance
- Prove marketing’s value
- Key performance metrics tied to journey stages
Key Marketing Technologies to Build a Digital Growth Engine
9:30 a.m. – 10:30 a.m.
- Key digital marketing technologies
- Fight Digitoolitus
- Build a website that sells
- Introduction to Growth Driven Design
- Content before design
- Apply behavioral economics
- Two key conversion points
- Data informs design through quantitative and qualitative secret shopping
Activity: Tie it All Together to Map out a Full-Funnel Digital Growth Journey
10:30 am – 11:30 a.m.
- Case study
- Includes persona, content, channels, and workflow
Elevate Marketing’s Strategic Position with Courage and Confidence
11:30 a.m. – 12:00 p.m.
- No one likes change
- Transforming roles and responsibilities
- The Digital Growth Journey: Selling and communicating transformation
- 90-day Digital Growth Operating Model: Tie in Team Tools
Lunch
12:00 p.m. – 1:00 p.m.
Final Preparation on Action Plan/Consultation with Instructors
1:00 p.m. – 1:30 p.m.
Individual action plans communicated in small group setting
1:30 p.m. – 2:15 p.m.
CSME (Certified Strategic Marketing Executive) Designation
2:15 p.m. – 2:30 p.m.
- Certificates awarded
- Individual and class pictures taken
- School concludes
FAQs
CUES School of Strategic Marketing is ideal for, but not limited to:
- Chief Marketing Officers
- Directors of Marketing/Communications
- Managers in Marketing/Communications
- Presidents/CEOs
- Entry Level Marketing/Communications positions
Your registration fee Includes:
- All educational sessions and materials
- Lunch Monday – Thursday
- Morning and afternoon refreshments Monday – Thursday
Right here! We’ve prepared an Information Sheet for you; it contains everything you need to know about attending this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
Yes! Earn the prestigious Certified Strategic Marketing Executive (CSME) designation by attending the CUES School of Strategic Marketing and generating an action plan. You will be given the opportunity to devise and present a focused improvement plan during the course of the school.
Registration will be Monday from 8:00-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
Suggested dress for this school is business casual. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
All cancellations must be in writing; email cues@cues.org to notify us:
- Prior to 60 days before event start date – full refund
- 31-60 days before event start date – 50% refund
We’re sorry, but we cannot offer a refund if we are notified 0-30 days before an event start date.
Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Yes! This school meets the following standards:
- Earn up to 29 CPE Credits
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Business Management & Organization
- Prerequisites: None
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions and let you know how we can help.
Update
In 2020, CUES School of Strategic Marketing will be held online, via a blended learning format. This shift assures the safety of our attendees, instructors, and staff, while still offering access to the highest quality education.
Do you long for clarity about how you can develop a digital marketing strategy that empowers you to generate more loans and deposits? Do you ever wonder where to begin when establishing brand-related department goals? Once your goals are set, do you struggle with their long-term sustainability and growth? Yes? Then CUES School of Strategic Marketing was built for you.
The insights you take home will help transform your marketing team from feeling overwhelmed and frustrated to strategic leaders your executive team respects, values, and trusts to confidently guide your credit union towards a future of digital growth.
Join us as we learn:
- Branding and culture over the decades and their perspectives in relation to the industry
- Breaking down the reality of true branding and culture development
- Living a true, strategic brand in today’s, and tomorrow’s world–and how to keep it going
- Unlocking the real gold in your branch
- How to optimize your branches so they are never the same
- Elevating your credit union's digital marketing with strategies, technologies, and habits to generate more loans and deposits
- Maximizing your digital growth potential
Brand
Brand is at the core of your credit union, and trying to understand and harness your core can be difficult or even overwhelming. The number of variables to take into consideration when looking to brand your credit union to be relevant can leave many organizations struggling to find where to begin and what steps to take. Once you’ve accomplished the initial evolution of your credit union’s brand, staying committed to the sustainability and growth of the brand is a never-ending responsibility–when done right.
Branch
Did you know that when consumers go to open new accounts they begin that journey online? However, over 70% of consumers will end up in a branch. Even though consumers prefer a digital-first approach to day-to-day banking, their feet regularly carry them into branches. The fact consumers will bypass the convenience of mobile and online banking tells us there must be some real gold left in the branch.
Digital
You've built a website, sent emails, placed digital ads, and posted content on social media. But are you maximizing your digital growth potential? Or are you just dabbling in digital without clear results or strategic focus? If you feel confused and overwhelmed about digital growth, don't worry, you're not alone. Digital growth doesn't have to be complicated.
Make an investment in your career and credit union when you attend CUES School of Strategic Marketing. Register today!
Network with Your Peers
CUES School of Strategic Marketing Attendees by Title
-
22
CUES School of Strategic Marketing’s schedule offers 22 hours of learning.
-
21.5
You will earn up to 21.5 Continuing Professional Education credits for attending CUES School of Strategic Marketing.
Why Attend?
- Your credit union will benefit immediately from the focused improvement plan you develop in class, take home, and implement.
- You will receive top-tier training from marketing experts.
- You will benefit from nearly 28 hours of learning and earning up to 29 Continuing Professional Education (CPE) credits.
- You will attain your Certified Strategic Marketing Executive (CSME) designation by attending and generating an action plan.
- You will connect with like-minded marketing peers, helping generate new ideas and tactics to implement at your own credit union.
Sponsorship Opportunities
Putting your organization in front of the credit union movement's top executives, directors, and future leaders will accelerate your sales performance. Explore all CUES' sponsorship opportunities.
Agenda
Registration will be Monday from 7:30-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
Registration
7:30 a.m. – 8:30 a.m.
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Introductions and School Overview
8:30 a.m. – 8:45 a.m.
CSME (Certified Strategic Marketing Executive) Designation Requirements
8:45 a.m. - 9:00 a.m.
-
Handouts
-
Action Plan Discussion
Breakout sessions, individual exercises, and group exercises
9:00 a.m. – 12:00 p.m.
-
Perspective of brands and cultures within the credit union industry over the years
-
Breaking down the reality of true branding and culture development – How to begin to build a strategy, and get others in the credit union on board and involved
-
Applying techniques to real-life scenarios
Lunch
12:00 p.m. – 1:00 p.m.
Continuation
1:00 p.m. – 3:00 p.m.
Group conversations and brainstorming
3:00 p.m. – 4:15 p.m.
Day 1 Wrap-Up
4:15 p.m. – 4:30 p.m.
(insights, takeaways, struggles, etc.)
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Activity: Positive Growth Focus
8:30 a.m. – 8:45 a.m.
Exercise: Marshmallow Challenge: What does it Take to Maximize Digital Growth?
8:45 a.m. - 9:00 a.m.
Mindset: The Secret to Exponential Digital Growth
9:00 a.m. - 9:30 a.m.
-
2X vs. 10 Thinking
-
Escape the GAP
-
Fixed vs. Growth Mindset
-
8 Digital Growth States of Mind
The State of Digital Growth
9:30 am – 10:20 a.m.
-
Introduction to changing consumers, competition and marketing
-
The rise of the neo-banks and lenders (type of digital bank that exists without any branches)
-
Activity and discussion: Research, compare, and apply to open an account at a neobank or apply for a loan at a neo-lender. Document and discuss the experience.
Break
10:20 a.m. – 10:30 a.m.
Planning for Digital Growth: Transform with Team Tools
10:30 a.m. – 12:00 p.m.
-
Nine strategic areas of focus
-
Introduce the Digital GROWTH Blueprint and the nine strategic areas of focus
-
Team Tools: Focus and Maximize Digital Growth Potential 2020 CUES School of Strategic Marketing
-
Activity and discussion: Document and discuss biggest Goals, Roadblocks, and Opportunities among peers. What are the patterns? Where are the gaps?
Lunch
12:00 p.m. – 1:00 p.m.
Banking on Purpose: The Heart of Digital Growth
1:00 p.m. – 2:00 p.m.
-
How consumers think and feel about traditional financial brands
-
Break free from the legacy “banker’s brain”
-
Place consumers at the center of your thinking and doing
-
Purpose is the digital differentiator and experience multiplier
-
Examples of purpose-driven brands
-
Exercise and discussion: Define your digital growth purpose statement.
Mapping Digital Consumer Journeys
2:00 p.m. – 2:50 p.m.
-
The evolving consumer journey
-
DX + HX = Growth
-
Five Elements of the Digital Growth Journey
-
The Digital Growth BANCER’s Strategy Circle
-
Exercise and discussion: Map the stages of Digital Growth Journeys for your favorite brand experiences.
Break
2:50 p.m. – 3:00 p.m.
Define Consumer Personas to Tell Digital Stories That Sell
3:00 p.m. – 4:00 p.m.
-
Money is stressful: Trends and opportunities in key market segments
-
Apply data sources to the consumer persona map
-
Introduction to story selling methodology
-
Lean into people’s pain points
-
Examples of story selling applied
-
Activity: Bridge the story gap and map out a digital narrative that goes beyond promoting rates and service
Group Discussion: Day 2 Wrap-Up
4:00 p.m. – 4:30 p.m.
-
Identify/discuss key strategic insights
-
Continue to develop and reflect upon your personal action plan: GRO
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Case studies and breakout group discussions
8:30 a.m. – 11:45 a.m.
-
How to live a true, strategic brand in today, and tomorrow’s world – and how to keep it going
-
How to apply brand within the physical world (AKA: the branch)
Pre-Field Experience Discussion: Rock & Roll Hall of Fame Museum
11:45 a.m. – 12:00 p.m.
Prep for examination on:
- Branding Perspective
- Physical Space Experience
- Digital Experience
Lunch
12:00 p.m. – 1:00 p.m.
Short walk to the Rock & Roll Hall of Fame Museum
1:00 p.m. – 1:10 p.m.
Experience the Rock & Roll Hall of Fame Museum 2020 CUES School of Strategic Marketing
1:10 p.m. – 3:30 p.m.
Short walk back to the hotel/classroom
3:30 p.m. – 3:40 p.m.
Post-Field Experience Discussion: Rock & Roll Hall of Fame Museum
3:40 p.m. – 4:00 p.m.
Group Discussion: Day 3 Wrap-Up
4:00 p.m. – 4:30 p.m.
- Identify/discuss key strategic insights
- Continue to develop and reflect upon your personal action plan
Breakfast/Networking
7:30 a.m. – 8:30 a.m.
Content Marketing Production and Promotion: Help First and Sell Second with Social
8:30 a.m. – 9:30 a.m.
- Content Marketing Defined
- Member centricity, voice, personalization
- Fuel of the Digital Growth Engine
- Humanize with video
- Production
- Content types
- Process, roles and responsibilities, scheduling, channel management
- Promotion: Identifying the role of ads and social media within the branding strategy
- Data
- Ads
- Social
- Staff
- Performance
- Prove marketing’s value
- Key performance metrics tied to journey stages
Key Marketing Technologies to Build a Digital Growth Engine
9:30 a.m. – 10:30 a.m.
- Key digital marketing technologies
- Fight Digitoolitus
- Build a website that sells
- Introduction to Growth Driven Design
- Content before design
- Apply behavioral economics
- Two key conversion points
- Data informs design through quantitative and qualitative secret shopping
Activity: Tie it All Together to Map out a Full-Funnel Digital Growth Journey
10:30 am – 11:30 a.m.
- Case study
- Includes persona, content, channels, and workflow
Elevate Marketing’s Strategic Position with Courage and Confidence
11:30 a.m. – 12:00 p.m.
- No one likes change
- Transforming roles and responsibilities
- The Digital Growth Journey: Selling and communicating transformation
- 90-day Digital Growth Operating Model: Tie in Team Tools
Lunch
12:00 p.m. – 1:00 p.m.
Final Preparation on Action Plan/Consultation with Instructors
1:00 p.m. – 1:30 p.m.
Individual action plans communicated in small group setting
1:30 p.m. – 2:15 p.m.
CSME (Certified Strategic Marketing Executive) Designation
2:15 p.m. – 2:30 p.m.
- Certificates awarded
- Individual and class pictures taken
- School concludes
FAQs
CUES School of Strategic Marketing is ideal for, but not limited to:
- Chief Marketing Officers
- Directors of Marketing/Communications
- Managers in Marketing/Communications
- Presidents/CEOs
- Entry Level Marketing/Communications positions
Your registration fee Includes:
- All educational sessions and materials
- Lunch Monday – Thursday
- Morning and afternoon refreshments Monday – Thursday
Right here! We’ve prepared an Information Sheet for you; it contains everything you need to know about attending this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
Yes! Earn the prestigious Certified Strategic Marketing Executive (CSME) designation by attending the CUES School of Strategic Marketing and generating an action plan. You will be given the opportunity to devise and present a focused improvement plan during the course of the school.
Registration will be Monday from 8:00-8:30 a.m. Class starts at 8:30 a.m. and continues until 4:30 p.m. each day. Class concludes at 2:30 p.m. on Thursday.
Suggested dress for this school is business casual. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
All cancellations must be in writing; email cues@cues.org to notify us:
- Prior to 60 days before event start date – full refund
- 31-60 days before event start date – 50% refund
We’re sorry, but we cannot offer a refund if we are notified 0-30 days before an event start date.
Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Yes! This school meets the following standards:
- Earn up to 29 CPE Credits
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Business Management & Organization
- Prerequisites: None
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions and let you know how we can help.