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Member Onboarding: Be More than a Good First Date

September 12th, 2017 9:00 AM – 12:00 PM


Member Onboarding: Be More than a Good First Date
September 12, 2017
9:00 am – 12:00 pm

Session Overview
Acquiring a new member is no easy feat. You spend precious resources trying to convey the value of your credit union to potential members. When they agree to membership; you are elated. You fantasize about all the products and services you’ll sell them and how you’ll increase their share of wallet. You are going to live happily ever after! But wait, it doesn’t seem to work out that way. Members join and you can’t seem to get beyond the basics. You need to think about on boarding like dating. When a new member joins your organization, they have just agreed to a first date. In this session you’ll learn how to get the second date, the third and turn that membership into a mutually beneficial and satisfying relationship. You’ll also take-away ideas on how to re-kindle old flames by re-engaging with long-term members.

The training will close with a round table discussion on Best Practices. Participants should come prepared to engage about they have found that works, what doesn't, common challenges, and how to overcome them.

Session Agenda

8:30 am - 9:00 am
Signing in, networking, light breakfast
9:00 am - 9:15 am
9:15 am - 10:30 am Training 
10:30 am- 11:45 am Roundtable: Best Practices Discussion
11:45am - 12:00 pm

Who Should Attend
Marketing Professionals, Sales and Business Development Managers, Branch Managers, CEOs

About Your Speaker
Bryn C. Conway, MBA, CUDE
Principal, BC Consulting, LLC

Bryn C. Conway offers more than 15 years of experience as a former credit union executive with extensive background in brand development, retail delivery and public relations for credit unions from $100 million to billions in assets. She speaks the language of CEOs, top executives, and Boards of Directors – easily merging planning and strategy into results-driven deliverables. Bryn drives marketing excellence and is committed to BC Consulting’s mission: to help organizations achieve success by developing and implementing growth strategies.
Her articles have been featured in CUES Management Magazine and CU Times. She has experience speaking to credit union CEOs, Boards and senior management, facilitating strategy sessions and providing executive-level training seminars. Bryn’s expertise has established her as a sought-after speaker covering topics ranging from strategy, leadership, retail delivery, and marketing to mergers and beyond. In addition, Bryn has achieved industry recognition with the Credit Union Times Trailblazer 40 and Below Award and has been awarded multiple industry awards for brand development, retail merchandising, corporate communications, and public relations.
Bryn received her Master of Business Administration from Regis University with an emphasis in Market Strategy, and a Bachelor of Arts from the University of Wyoming. She is a Credit Union Development Educator (CUDE), a Global Women’s Leadership Network (GWLN) Ambassador, Co-Chair of Washington DC GWLN’s Sister Society, a Credit Union Cherry Blossom 10-Mile Run participant, and a member of the American Marketing Association. Bryn served on the executive committee of the CUNA Marketing and Business Development Council and on the New England Financial Marketing Association Board of Directors.

Session Fees
$180 for credit unions with >$50M in assets
$90 for credit unions with <$50M in assets
$45 for credit unions with <$10M in assets

Tuition Reimbursement
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC.

8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info


September 12th, 2017 9:00 AM – 12:00 PM


8975 Guilford Road
Suite 190
Columbia, MD 21046


Phone: 4433250772

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