November 7, 2025 | 1:00 – 2:00 p.m.

The new Strategic Marketing Model: Raising the Bar of Impact to Rising C-Suite Expectations

Expectations are growing for strategic marketing’s impact on the organization: from growing loans, core deposits, and fee income; deepening digital/mobile and card activation; to acquiring new members. How do you drive execution and prove results are worth the large budget – even with limited dollars?

How do you measure and “prove” marketing performance results: relationship growth, deeper engagement, cross-selling, and conversions?  

• Tracking Results-Focused Marketing to Drive Member Engagement, Revenue & Relationship Profitability  
• The importance of Branding to stand apart from new competitors
• Integrating Marketing Ops and Departmental Collaboration into Improved Member Experiences and Product Innovation  

What you’ll learn  

Where to focus marketing budgets - team skills, and partnerships for the highest impacts. What marketing tools and audience targeting are most needed for greater results.  

• Turning Data Analytics into deep Member Insights & Targeted Personas
• Advanced Marketing Tools: Activating Data to Automate & Drive Performance
• Using Enhanced Data and AI Insights to build Audience Personas, and ML Predictive Triggers to drive Personalized Journeys
• Smart New Member Acquisition: Targeting the Right Audiences with Advanced Tools

November 10, 2025 | 1:00 – 2:00 p.m.

In this session, we’ll dive into the fundamentals of finding and focusing on your most important and engaged audiences. Using data and practical frameworks, we’ll explore how data-driven segmentation and personas bring clarity to your strategy—and how personalization helps activate your data and bring it to life.

We’ll ground the work in real credit union examples and show how member insights, behaviors, and mindset can translate into smarter growth, stronger retention, and a clearer connection to your mission and goals.

What you’ll learn

• Segment your membership with purpose. Understand the role of behavioral, demographic, and attitudinal data in building meaningful member segments.
• Bring your audience to life with personas. Learn how to turn data into relatable, actionable personas that guide relevant marketing, profitable product, and service decisions.
• Design personalized journeys that matter. See how segmentation connects directly to unique messaging and campaign strategy—creating deeper relevance and better results.
• Use data and predictive triggers to prioritize actions. Know where to focus your time and budget by identifying which audiences offer the most potential for growth - or risk of attrition.
• Stay grounded in your mission. Make sure your data strategies, audiences and marketing reflect your purpose and member promise—not just your product or cross-selling goals. 

November 14, 2025 | 1:00 – 2:00 p.m.

Marketing budgets are under more pressure than ever and credit unions need to get the most out of every dollar. In this session, we’ll explore how data can help marketers make smarter decisions, focus their efforts, and create better results. Whether you're trying to attract new members, improve product adoption, or prove ROI, you’ll walk away with tools and ideas you can apply immediately and build on for long-term growth.

What you’ll learn

• Spend Smarter
  Focus your marketing dollars on audiences and channels that actually work.
• Turn Data Into Action 
  Learn how to use your existing data to guide smarter marketing decisions.
• Do More with Less 
  Discover ways to streamline your marketing and increase impact without increasing costs.
• Track What Matters 
  Understand which results truly show your marketing is working,
• Personalize Your Outreach 
  Use data to connect with the right members at the right time with the right message.
• Choose the Right Channels 
  Make confident decisions about where to place your media from digital ads to email to social. 

November 21, 2025 | 1:00 – 2:00 p.m.

AI isn’t here to replace marketers—it’s here to remove the busy work so you can focus on what actually moves the needle: strategic thinking, creative campaigns, and high-impact storytelling.

In this session, we’ll explore three AI automations that free up your time by handling the repetitive, low-value tasks. You’ll walk away with practical tools and workflows that help you get more done—faster—so you can invest your energy where it counts.

What we’ll cover

1. AI-Powered Lead Nurturing 
   Let AI handle personalized responses, follow-ups, and pipeline engagement—so you can focus on building strategy, not chasing leads. 
    
2. AI Content Repurposing at Scale 
   Turn one idea into a week’s worth of output. Use AI to transform transcripts, create visuals, write posts, and schedule content across channels. 
    
3. Real-Time Campaign Optimization 
   Stop guessing what’s working. Let AI surface insights and adjust campaigns on the fly to drive performance.

Bottom line

Spend less time doing low-value tasks. Spend more time using your creative genius to grow the brand, serve your members, and drive real results.