BASIC TO ADVANCEDDIGITAL MARKETINGPRESENTATIONSTO INSPIRE THOUGHT,CURIOSITY, AND ACTION

Summary:
Comprehensive, reliable reporting is one of the biggest pain points credit union marketers face. In this presentation, Chris will go through the basics of how good digital tracking works and how to build reports that will impress any board.

Audience takeaways:
1) what types of tracking are and are not possible
2) which metrics are most important for understanding ROI
3) tricks for tracking ROI on your campaigns even when your options and technology are limited

Summary:
The wrong budget planning can doom an otherwise great marketing plan. In this talk, Chris walks through industry data and his agency experience to reveal how and where credit unions are investing their marketing dollars. He then dives even deeper to show how credit unions of various sizes should split their digital budget across all the various digital tactics.

Audience takeaways:
1) by how much you should shift your marketing budgets from offline to online
2) by how much marketing budgets are increasing
3) how much budget should go to advertising, search engine optimization, content, marketing technology, and social media

Summary:
The wrong budget planning can doom an otherwise great marketing plan. In this talk, Chris walks through industry data and his agency experience to reveal how and where credit unions are investing their marketing dollars. He then dives even deeper to show how credit unions of various sizes should split their digital budget across all the various digital tactics.

Audience takeaways:
1) activities that can be automated
2) by how much marketing automation increases qualified leads
3) full examples of marketing automation in credit unions
4) how marketing automation can improve 1st year attrition rates

Summary:
With most credit unions are focused on lowering their average membership age, this presentation couldn’t be more timely. In this presentation, Chris will share how to effectively target a younger audience and what it could means if you don’t. This talk debuted at CUNA 2018 and earned a raving response. Included in the feedback this talk received, one attendee commented “this talk scared the c*** out of me, but in a really good, motivating way. Thank you.”

Audience takeaways:
1) what millennials do and do not understand about credit unions
2) how millennial buying and borrowing behavior is changing
3) how big technology brands could disrupt the credit union space
4) how to most effectively reach millennials online

Summary:
Sometimes it’s good to get back to the basics. In this presentation, Chris will cover a variety of topics every credit union marketer should know when approaching their digital strategy. This well-received presentation addresses often-wondered but rarely asked questions on how to design an effective digital marketing plan.

Audience takeaways:
1) how other credit unions investing in marketing
2) the trends that should excite and scare any credit union marketer
3) the tools that are right for your particular goals
4) how to tell if your efforts are working

Summary:
There is no silver bullet strategy for making your marketing work. Instead, the most well-rounded, highest performing digital marketing strategies use a combination of tactics that work together to turn prospects into potential new members. This talk is about understanding what to focus on and when so you can have the biggest impact possible.

Audience takeaways:
1) understanding a new framework for diagnosing your marketing problems
2) understanding which digital marketing tactics are most appropriate for solving your specific challenges
3) how to apply the specific strategies and tactics that can take your marketing to the next level

Summary:
This hands-on workshop aims to help credit union marketers optimize for the customer experience online. This workshop begins by diving into the latest trends in digital marketing, budgeting, and personalization, then shifts to a hands-on exercise (including hands-outs). We’ll walk through how to create your personas, then match the right digital tactics to your personas. This session is all about prioritizing the persona and the buying journey so you can deliver the most effective, hyper-targeted marketing possible.

Audience takeaways:
1) understanding a new framework for diagnosing your marketing problems
2) understanding which digital marketing tactics are most appropriate for solving your specific challenges
3) how to apply the specific strategies and tactics that can take your marketing to the next level

Summary:
This hands-on workshop includes everything a credit union marketer needs to know about achieving insightful tracking and reporting. Together, we’ll dive into the basics of how Google Analytics tracking works, Google Analytics setup best practices, how to save time using Google Manager, and the top reports you should build in Google Studio (and how to do it). The workshop is broken into the following sections:

1. Intro/Tracking Basics
2. Using Tag Manager (includes live examples)
3. Setup best practices (includes live examples)
4. Top Reports (includes live examples)