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Creating & Executing a Business Development Strategy

November 15th, 2012 9:00 AM – 4:00 PM

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A specific, creative, results-oriented Business Development business plan will help you focus and create tangible goals with an accountability component. 

How are you going to grow over the next 12 months? What is your strategy?
What resources are required? What are your obstacles? Most importantly, what are your goals for each strategy?

Julie Ferguson will take you through a step-by-step process to create a plan for growth. The four key areas are SEG strategies, community outreach initiatives, growth campaigns, and member retention.   

Session highlights

  • Creative strategies to maximize and measure community involvement
  • Actionable ideas on how to get more employees involved and the skills necessary for success
  • Tactics to become a true partner with SEGs and organizations in your community that will drive in membership
  • How to successfully prospect new SEGs
  • Creating buzz 
  • Enhancing existing member relationships through sales, service, and creativity
  • We love loans! Ideas how to increase your loan portfolio.
  • Measurement tools for growth efforts
  • Enhance networking skills and leveraging contacts
  • Utilizing social media in business development
  • Member retention ideas
  • Tools on how to grow your sales force by creating Ambassadors
  • Translate what you learn into a plan that will drive growth for your CU

Who Should Attend

Marketing and Business Development professionals and all other credit union professionals with responsibility for increasing credit union growth.


Julie Ferguson is the owner of JRF Consulting Services, LLC, and has been in the credit union movement for more than 19 years, 16 of which were spent at First Tech Federal Credit Union in the Pacific Northwest where her career began as a part-time teller and took her on a journey that made stops as a Loan Officer, Branch Manager, Director of Operations, and Business Development Director.  While at First Tech, she developed strong relationships with SEGs such as Microsoft,, and Google. When First Tech became Microsoft’s credit union, she and her staff grew the relationship from 0 to 15,000 members in seven years.

She helps credit unions around the country create and execute focused and results- oriented business development strategies, trains frontline staff on enhancing existing member relationships, and facilitates Board Strategic Planning Sessions.  A graduate of the University of Washington, she is a frequent speaker around the country at CUNA and League conferences, CUES meetings, and teaches at two CUNA Management Schools.   


8:30 a.m. - Signing in, networking, light breakfast
9 a.m. to 4 p.m. - Training
Lunch will be provided.

Tuition reimbursement

Maryland and D.C.-based credit unions $75 million and under in assets may be eligible for a 75% educational reimbursement from the Credit Union Foundation of MD & DC. For details and an application, visit



MD & DC Credit Union Association
8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info


November 15th, 2012 9:00 AM – 4:00 PM


MD & DC Credit Union Association
8975 Guilford Road
Suite 190
Columbia, MD 21046


Phone: 443-325-0772

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