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Portfolio
Conference Reporting
Conferences offer valuable educational and networking opportunities. But participants are frequently faced with too many choices and too little time. A conference report provides a professionally written document for those unable to attend as well as a reference for strategic planning. It is a valued-added benefit that differentiates one conference from another in a crowded market.
Southwest $100 Million Credit Union Roundtable
Co-sponsored by the Arkansas, Colorado, Louisiana, New Mexico, Oklahoma and Texas Credit Union Leagues
The $100 Million Roundtable conference in Santa Ana Pueblo, New Mexico brought together credit union leaders from six states in 2005 to discuss financial and technology trends in the financial services industry. The 40-page report is based on the comments from the speakers and participants. A shift in marketing was noted:
A paradigm shift in financial services marketing is occurring that focuses on a deeper relationship based on information gained from an on-going dialogue with members telling marketers precisely what they want. This includes a focus on the deposit as well as the lending side of the relationship. Success will be gauged by keeping current members and growing business through an intimate knowledge of members.
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