Quickly harness dynamic thinking through value added models.

Time Session Speakers
4:00 PM - 6:00 PM Registration None
5:00 PM-7:00 PM Welcome Cocktail Party with Sponsors None
7:00-8:00 PM Lessons Learned in Making Change Stick Joel Hartzler, Filene Research Institute, Wisconsin
Time Session Speakers
7:30 AM - 8:30 AM Registration None
8:30 AM - 8:45 AM Welome - Jim This & Frank Diekmann Frank Diekmann, CUToday.info James L. This, James L. This & Associates
8:45 AM - 9:30 AM Onboarding New Employees Jim McCarthy, Trailhead CU, Oregon
9:30-10:15 Building Walletshare at a Small and Large CU Bobby Michael, Army Aviation CU, Alabama
10:15-10:30 Networking Break None
10:30-11:15 The Mom Market: How CUs Have Built Marketshare Among Women Shari Storm, Category 6, Washington
11:15-12:00 One CU's Secrets to Superior Performance Phillip Buell, Superior CU, Ohio
12:00-1:30 Lunch None
1:30-2:15 Risky Business: How 1 CU Made Changes to Drive Growth Jeff Owen, Rochdale Group Sandy Cloutier, Infinity FCU, Maine
2:15-3:00 Expand Your Horizons And Drive Success Bill Burke, Day Air Credit Union, Ohio
3:00-3:15 Networking Break None
3:15-4:00 How BECU Has Fine-Tuned its Member Onboarding for Big Results Lori Ho, BECU, Washington Stacey Collins, BECU, Washington
4:00-5:00 The Big First Day Q&A None
Time Session Speakers
7:30-8:30 Breakfast None
8:30-8:45 Welcome Back to Day 2 Frank Diekmann, CUToday.info James L. This, James L. This & Associates
8:45-9:30 Lessons Learned in Turning Around Credit Unions Jane Dobbs, Canyon State Credit Union, Arizona
9:30-10:15 Rethinking Rewards: Why Dupaco CU Is Now Saying 'Thank Use' Dave Klavitter, Dupaco CU, Iowa
10:15-10:30 Networking Break None
10:30-11:15 Best Practices in Vendor and Cost Management Brad Smith, Cornerstone Advisors
11:15-12:00 Real-World Examples of Data Analytics at Work John Sahagian, BCU, Illinois Anne Legg, CUNA Mutual AdvantEdge Analytics
12:00-1:30 Networking Lunch None
1:30-2:15 ROI: Roundtables of Innovation James L. This, James L. This & Associates
2:15-3:00 How to Take All This Home and Actually Implement It James L. This, James L. This & Associates
3:00 CUTomorrow Adjourns None

Register Now

This is not a sales spiel: As a first-time event, attendance will be limited. Make sure you don’t miss out on this collaborative meeting among credit unions for whom a merger is not strategic option number-one. Sign up now and make sure you’re guaranteed a place at this unique event.  Thanks to the generosity of the sponsoring companies, above, CUToday.info has endeavored to keep the registration price as low so as many CUs as possible can attend.



  • 5745 SW 75h St., #102 Gainesville, FL 32608

  • 8:00 AM - 5:00 PM

  • (561) 714 2827

  • support@cutoday.info