Elite Access Virtual Roundtable: Redefining Success for the Digital and Branch Channels

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This event is FREE for CUES Unlimited and Unlimited+ Members

Monday, July 27, 2020
12:00 - 12:45 p.m. Central Time
Presenter: Charlene Leland, Vice President, c. myers

A digital- and mobile-first mindset was top-of-mind for many credit union leaders prior to COVID-19.  The nearly instant flip from branch delivery channel usage to digital has compelled many leadership teams to reevaluate how to strategically measure the success of both channels.  Join your peers for a critical thinking discussion on how to create useful measures of success and triggers that align with your strategy.

Questions to contemplate:

  • As branch lobbies are re-opened how do we redefine success – is low lobby traffic a good sign?
  • What do we need to have in our sights to ensure our mobile/digital channel is as successful, if not more successful, in quality member acquisition, generating loan volume, and cross-selling?
  • What should be top-of-mind to ensure we are successful in aligning our brand through all channels?

Virtual Roundtable Format

The virtual roundtable offers the opportunity for credit union leaders to engage in large and small group discussion with peers.  We will hear from experts at c. myers for the first few minutes and then move into small groups to discuss the topic further.

Note: This session will not be recorded

About the Presenter:

Charlene Leland 
Vice President
c. myers

Since joining c. myers in 2004, Charlene has become one of the most diverse facilitators within the industry, especially with regard to helping credit unions of all sizes address three necessary business objectives:  relevancy, differentiation, and sustainability.  Over the years, she has honed her skills by facilitating various types of sessions, including process improvement, project management, strategic planning, and short- and long-term financial planning.  During the course of the Great Recession, she assisted credit unions in building capital restoration plans.

Within c. myers, Charlene has mentored more than 20 employees in her many areas of expertise.  She also manages major projects, including both the development of new services and the revamping of existing services.  She was a key designer of the c. myers Lending Control Charts+, which tracks the success of process changes by turning data into easily understandable and actionable decision information.

Charlene is a frequent blood donor, racking up more than 55 donations.  Charlene also volunteers with ICM Food & Clothing Bank and regularly collects donations for the charity from a wide circle of friends, relatives, and acquaintances.  Charlene enjoys the outdoors and is an avid hiker and road cyclist.