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DC Chapter Meeting- May 13, 2010

May 13th, 2010 11:30 AM – 2:00 PM

[A short summary of the in-person training session event goes here. It will appear in its entirety on event listings featuring longer descriptions, e.g. events calendars on the main column, and also in email reminders for registration, etc.]


Make plans to attend the DC Chapter Meeting!

Marketing by the Numbers: A Marketer’s Guide to Financials

Ever try to sell a promotion to your CEO or CFO, only to hear that it “costs” too much? Kerri Smith has 24 years of financial institution experience “working both sides of the brain” and departments – marketing & accounting. Learn how to justify your marketing “investment” and show clearly the potential impact to income. Participants will leave with formulas and insight that will win over the “keeper of the budget.”


About the Speaker:

Kerri Smith is an award-winning marketing and business development professional. With a credit union career spanning two decades, Kerri has a broad range of experience in many areas of operations, management and marketing.
In 1996, she began Kerri Smith Consulting to help smaller financial institutions reach their full potential by communicating effectively with their members. Currently, she works with several credit unions in Upstate South Carolina, across the U.S. and internationally. As founder and CEO of CU Exceed, LLC, Kerri Smith has the drive and determination to help financial institutions of any size and any budget excel in their market.
In 2006, Kerri developed the credit union model of PURLS in an effort to help credit unions recapture business their members may have elsewhere. PURLS (personal URL System) marries the internet and direct mail for dramatic results. Six credit unions launched their PURLS in 2007, with response rates ranging from 6-16% (national average for direct mail is less than 1%) while uncovering millions of dollars of potential loans their members had with other financial service providers.
Kerri is also the co-creator of an intensive workshop for women in leadership within the financial services industry through her partnership in LeaderPrints. This unique workshop helps women to recognize and strengthen their leadership abilities. As a co-host of the Conversations with Credit Union Leaders podcast series, Kerri has interviewed some of the most successful women in the movement on a variety of leadership topics.
Kerri is also a sought-after speaker on the topics of credit union marketing and advertising. She has spoken to groups in the Philippines, Trinidad and Tobago, Scotland and around the U.S. She has also provided technical assistance to institutions in Grenada, Nevis and St. Kits, Malawi, Latvia, Lithuania, and Philippines.

Channel Inn/Pier 7 Restaurant
650 Water Street, SW
Washington, DC 20034

Event Info


May 13th, 2010 11:30 AM – 2:00 PM


Channel Inn/Pier 7 Restaurant
650 Water Street, SW
Washington, DC 20034


Phone: 410-290-6858, ext. 118

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