Join your peers for the 2012 LSCU Council meetings in conjunction with Northeast FL Chapter Golf Tournament and Florida CUES Council meeting. The LSCU Council meetings provide the perfect opportunity to share and learn in an environment that promotes discussion, and provides the takeaways that will take your credit union to the next level.

Register for all three events (LSCU Councils, golf tournament, & CUES Councils) to receive a $65 LEVERAGE Gift Card! Registration is separate for each event. Links to register for golf and CUES meeting are provided below.

Northeast FL Chapter Golf Tournament
Florida CUES Council meeting: Meeting brochure and registration form.

Council Topics & Speakers:

CFO:  Strategic Considerations for Credit Unions: How Do We Continue to Grow with Positive Earnings – Bob Shibla, strategic consultant, Raddon Financial Group
  [Presentation slides]
All sources of revenue will be challenged for the foreseeable future in the credit union industry: margins by the economy and noninterest income by regulators. What strategies can credit unions deploy to mitigate the existing threats while preparing for future challenges? Learn how you can manage your membership to minimize subsidization while preserving the credit union mission.

About the speaker: Bob Shibla joined RFG in 2000 after working as a marketing director within the banking industry. Originally, Bob served as a relationship manager for iNTEGRATOR partners. At the beginning of 2003, Bob assumed his current role as a strategic advisor. In this capacity, Bob helps RFG partners integrate all RFG programs and products and develop strategies and tactics to achieve optimal growth and profitability. Bob also presents CEO strategies and survey research for financial institutions' management teams, and he leads group presentations that demonstrate the advanced functionality and concepts of the RFG iNTEGRATOR System.

HR/Training and Development: Employees on the Web and other HR Laws to Beware – Elizabeth Oakes, HR manager, Landrum Professional Employer Services
Learn about current changes in employment law that affects small to medium businesses such as recent decisions of the U.S. Supreme Court cases, recent federal and state legislative changes, as well as potential legislative employment issues currently undergoing debate and how they can affect the likelihood of prospective bills being passed into legislation.

About the speaker: Elizabeth Oakes is certified as a Senior Professional in Human Resources (SPHR) through the Human Resource Certification Institute and the Society for Human Resource Management. She has more than eight years experience in human resources and training. Elizabeth was the corporate trainer for select managed Marriott, Inc. properties throughout the Southeastern United States prior to joining Landrum Companies. In her role as HR manager, she ensures that Landrum’s clients are in compliance with all local, state, and federal laws that impact on human resources.

Lending: P to the Power of 8 – Patrick Adams, CEO, St. Louis Community Credit Union
[Presentation slides]
If you have ever been a student in Marketing 101, you are familiar with the four Ps. Patrick will be discussing the “8 Powers” that credit unions need to be applying in lending and marketing to optimize results. These eight areas of interest are fast becoming mission critical for the growth and sustainability of your credit union. In order to compete with younger members, competitive pricing, and positive promotions, credit unions must think on a much more grand scale of in all eight areas.

About the speaker: Patrick Adams has devoted 35 years to the credit union movement and has worked for St. Louis Community Credit Union for the past 25 years. Patrick was appointed president of St. Louis Community Credit Union in January, 2008. Patrick has never met a paradigm he wouldn’t like to change. He helps audiences question the “because-we’ve-always-done-it-that-way” mentality and develop real-world solutions.  He emphasizes the importance of service and quality in serving members through all delivery systems, and challenges audiences to accept and adapt to change…no matter how painful the process.

Marketing & Business Development: What’s Next? Emerging Trends in Social Media – Ryan Cohn, VP, social/digital operations, Ron Sachs Communications
[Presentation slides]
Is your credit union using social media to the fullest extent? Ryan discusses a variety of emerging trends in social media and how they can effectively be leveraged by financial institutions. Areas of emphasis will include online reputation risk management, managing the client experience in a multi-channel environment, and a survey of growing social media channels.

About the speaker: Three years after founding What's Next Marketing, Ryan Cohn has emerged as a nationally respected thought leader on ever-changing social media and digital marketing challenges and opportunities. He now directs What's Next as a division of Ron Sachs Communications, which acquired the social media-focused firm in July 2012. Under Ryan's leadership, What's Next Marketing has won numerous awards and recognitions, and in 2011 was a finalist for Forbes' list of America's Most Promising Companies. Ryan began his career in social media, serving as a channel manager for one of the largest Internet Relay Chat sites – the precursor of social media – in 1998. In early 2007, he began working as a liaison between Facebook and businesses.

Operations, Sales & Service: Money Make-Over: Reducing Debt Burden One Member at Time – Judy Walz, SVP, marketing, VyStar CU
More than an advertisement, this program has changed the way VyStar’s branch personnel talk with members, how sales staff presents information to the community, and the way VyStar branch personnel talk with members, how sales staff presents information to the community and the way VyStar thinks about who it is. Learn how one program can permeate all elements of the credit union and have a positive impact on the culture.

About the speaker: Judy Walz has been VyStar Credit Union’s SVP Marketing and Planning since January of 2001. She has been leading the marketing efforts of various financial institutions since the mid-1980’s in the Midwest and Rocky Mountain regions. With a background in planning and research, she brings an analytical style to VyStar’s marketing programs utilizing integrated marketing processes. She is the staff liaison to the VyStar Board of Director’s Strategic Planning Committee.

Agenda

9:30am - 10:00am          Registration (Continental Breakfast)
10:00am - Noon             Council Sessions
12:15pm - 1:15pm          Lunch
1:30pm - 2:30pm            Council Sessions
2:30pm - 2:45pm            Break          
2:45pm - 4:00pm            Council Roundtables

Hotel Information: 

Casa Monica - A Marriott Property
95 Cordova Street
St. Augustine, FL  32084

Hotel reservations: 800.648.1888
Room Rate:  $149 per night
Reservation Code:  LSCLSCA
Cut-off Date for Reservations:  Friday, September 14, 2012

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