2010 MACQUEE WINNER
AltaOne Federal Credit Union “Good Deeds Done Daily” Comprehensive Campaign Wendy Cleveland,  VP Marketing/Business Development     Simon + Associates, agency

MACQUEE FINALISTS
Pacific Beacon Grand Opening Comprensive Campaign Todd Kern USA Federal Credit Union Weber Marketing Group, agency Asset Division D			Breakupwithmybank.com Comprehensive Campaign Renee Mackanin LA Financial Credit Union Big Cat Advertising, agency Asset Division C
WANTED: DreamMaker Youth Term Share Certificate Market Segment Program Wendy Driver, Joel Andexler, Jeff Lanzen Century Federal Credit Union The Designer’s Desk, agency Asset Division C			ACU Rollergirls TV Campaign America’s Credit Union Boom Creative, agency Asset Division C

  


AWARD WINNERS

ANNUAL REPORTS
 

BRONZE
 

Asset Division B

Carter Federal Credit Union Annual Report 2008 “Your Safe Harbor in Stormy Times”

Laurie Griffith, VP Marketing

Carter Federal Credit Union

The Nicholson Agency, agency

Asset Division C

Making Your Money Work

Michael Duffy, President/CEO, Meghan

Claussen, Director of Sales and Marketing, Chad Hunter, Advertising Manager

Financial Center Credit Union

Asset Division D

the Show - 2008 Annual Report

Roy MacKinnon

First Entertainment Credit Union

Redbeard Communications, agency

Asset Division E

2008 Annual Report - Safe. Strong. Secure.

Kathy Litman, Marketing Team

Technology Credit Union

Asset Division E

Stanford FCU Annual Report

Margaret Wold and Indiana Ortega

Stanford Federal Credit Union

Dobbs & Co., agency

SILVER

Asset Division C

Annual Report 2008

Marketing Department

University Credit Union

Aubrey & Associates, Inc., agency

Asset Division D

Xceed Financial 2008 Annual Report

Team Xceed

Xceed Financial Credit Union

Zamboo, agency

Asset Division E

TCU Annual Report 2008

Travis Credit Union Marketing Department

Travis Credit Union

GOLD

Asset Division D

We Only Have One Name, and it Will be Made of Our Dreams

Mary Anawalt, Paula Tang and Sandra Valdez

Honda Federal Credit Union

Mint Advertising, agency

BROADCAST AND VIDEO

GOLD

Asset Division C

ACU Rollergirls TV Campaign

America’s Credit Union

Boom Creative, agency

COMPREHENSIVE CAMPAIGN

BRONZE

Asset Division B

Stimulus Package Skip-a-Pay Comprehensive Campaign

Laurie Griffith, VP Marketing

Carter Federal Credit Union

The Nicholson Agency, agency

Asset Division C

Adoption Loans

The Marketing Team

America’s Christian Credit Union

Asset Division D

Xceed Financial Platinum Visa (R) Credit Card Introduction

Team Xceed

Xceed Financial Credit Union

Asset Division E

Lions, Tigers and Bears Click-Thru Comprehensive Campaign

Tricia M. Link, JD, LLM Vice President, Community Relations & External Affairs

Mission Federal Credit Union

The LoVecchio Agency, agency

SILVER

Asset Division C

The Giant Deal Comprehensive Campaign

The Marketing Department

CommonWealth Central Credit Union

Data Based Marketing, agency

Asset Division E

E-Statements

TCU Marketing Department

Travis Credit Union

GOLD

Asset Division C

Breakupwithmybank.com Comprehensive Campaign

Renee Mackanin

LA Financial Credit Union

Big Cat Advertising, agency

Asset Division D

Pacific Beacon Grand Opening

Todd Kern

USA Federal Credit Union

Weber Marketing Group, agency

Asset Division D

“Good Deeds Done Daily” AltaOne Federal Credit Union Comprehensive Campaign

Wendy Cleveland

AltaOne Federal Credit Union

Simon+Associates Advertising, agency

DIRECT MAIL LETTER

BRONZE

Asset Division C

“Vroom” Pre-Approved Auto Loan

Todd Nelson, Vice President, Marketing & Communications

AFTRA-SAG Federal Credit Union

GOLD

Asset Division C

Window of Opportunity - Home Improvement Loans

FedChoice Federal Credit Union

Asset Division E

The Alliant Advantage Member Benefit Statement

Alliant Credit Union

DIRECT MAIL SERIES

BRONZE

Asset Division E

Savings

Marketing Team

Pacific Service Credit Union

AdEase Agency, agency

EDITORIAL PUBLIC RELATIONS

GOLD

Asset Division E

HelpingAZ.com Editorial Public Relations

Paul Stull, Senior Vice President of Marketing

Arizona State Credit Union

ELECTRONIC MARKETING

BRONZE

Asset Division C

Breakupwithmybank.com Electronic Marketing

Renee Mackanin

LA Financial Credit Union

Big Cat Advertising, agency

Asset Division E

DCU Show Me Email Campaign

Tanya Albertsen, Sara Haskell, Tim Garner, Jennifer Wood

Digital Federal Credit Union

Priority Integrated Marketing, agency

SILVER

Asset Division B

ATM Screen Ads

Rebecca Romero and Dave Silvestri

Central State Credit Union

Dobbs & Co., agency

Asset Division C

E-Services

Karen Ayers

Visterra Credit Union

Weber Marketing Group, agency

Asset Division D

Xceed Financial Email Marketing to Our Virtual Members

Team Xceed

Xceed Financial Credit Union

Asset Division E

iKinect Summer Splash

Team Kinecta

Kinecta Federal Credit Union

1 Plus One Management Inc., agency

GOLD

Asset Division B

Nikkei News E-mail Marketing

Jeanne Denton (Nikkei Credit Union), Paul J. Bean (Avant Garde Productions)

Nikkei Credit Union

Avant Garde Productions, agency

Asset Division C

Dominion Credit Union Treasure Hunt Promotion

Natalie Baker & Rebecca Patton

Dominion Credit Union

iDiz Incorporated, agency

Asset Division D

Cash for Clunkers Electronic Marketing

Roy MacKinnon

First Entertainment Credit Union

Redbeard Communications, agency

Asset Division E

Lions, Tigers and Bears Click-Thru Campaign

Tricia M. Link, JD, LLM Vice President, Community Relations & External Affairs

Mission Federal Credit Union

The LoVecchio Agency, agency

IMAGE ENHANCEMENT

BRONZE

Asset Division B

Aventa Brand

Sarah Ryals

Aventa Credit Union

Weber Marketing Group, agency

Asset Division C

Corporate Rebrand Image Enhancement

Kelly Baker, VP Business Development, Dan Yee, Marketing Manager

CBC Federal Credit Union

Data Based Marketing, agency

Asset Division E

HawaiiUSA Brand

HawaiiUSA Credit Union

Weber Marketing Group, agency

SILVER

Asset Division B

Big Give

The i4t group: Angela Hollenbeck, Jennifer Miller, and Jessica Marquis

First American Credit Union

Asset Division D

Xceed Financial Holiday Book: A Numbers Guy Adventure

Team Xceed

Xceed Financial Credit Union

Zamboo, agency

Asset Division E

Lucky Money Red Envelope

Marketing Department

NuVision Federal Credit Union

GOLD

Asset Division C

Project 100

Co-op Services Credit Union

Edge Creative Group, agency

Asset Division D

Wildfire Credit Union: New Name and Brand

Linda McGee

Wildfire Credit Union

Weber Marketing Group, agency

Asset Division E

Founding Member Project

Paul Stull, Senior Vice President of Marketing

Arizona State Credit Union

IN BRANCH VIDEO

SILVER

Asset Division E

Discover the Alliant Advantage Video Series

Alliant Credit Union

GOLD

Asset Division E

BECU Motion Graphics Digital Signage

BECU Retail Marketing

Phinney Bischoff Design House, agency

LOGOS

BRONZE

Asset Division C

Sandy Savers Kids Club Logo

Tony Loayza

Gulf Coast Educators FCU

Asset Division D

Xceed Financial President’s Club Logo

Team Xceed

Xceed Financial Credit Union

SILVER

Asset Division B

Aventa Logo

Sarah Ryals

Aventa Credit Union

Weber Marketing Group, agency

Asset Division C

ACU Logo

America’s Credit Union

Boom Creative, agency

Asset Division D

Wildfire Logo

Linda McGee

Wildfire Credit Union

Weber Marketing Group, agency

GOLD

Asset Division C

Breakupwithmybank.com Logo

Renee Mackanin

LA Financial Credit Union

Big Cat Advertising, agency

Asset Division E

HawaiiUSA Logo

HawaiiUSA Credit Union

Weber Marketing Group, agency

MARKET SEGMENT PROGRAM

GOLD

Asset Division C

WANTED: DreamMaker Youth Term Share Certificate Market Segment Program

Wendy Driver, Joel Andexler, Jeff Lanzen

Century Federal Credit Union

The Designer’s Desk, agency

NEWSLETTERS

BRONZE

Asset Division B

Education Credit Union Newsletters

Marketing Department

Education Credit Union

Aubrey & Associates, Inc., agency

Asset Division C

USC Quarterly Member Newsletter

Marketing Department

USC Credit Union

Aubrey & Associates, Inc., agency

Asset Division D

Choices Newsletter

Choices Magazine Team

Franklin Mint Federal Credit Union

SILVER

Asset Division C

AFTRA-SAG FCU Cue Sheet Newsletter

Todd Nelson, Vice President, Marketing & Communications

AFTRA-SAG Federal Credit Union

Asset Division D

the Show (3rd & 4th Qtr., 2009)

Jon Paulson, Director of Marketing; Roy MacKinnon, VP of Marketing

First Entertainment Credit Union

Redbeard Communications, Inc., agency

GOLD

Asset Division D

Student Newsletter

Los Angeles Police Federal Credit Union

Subcat Marketing, agency

NON-AGENCY MATERIALS

GOLD

Asset Division D

“Grand Theft Auto” Refi Promo

Jon Paulson, Director of Marketing; Roy MacKinnon, VP of Marketing

First Entertainment Credit Union

Asset Division E

IRA Campaign 2009 - You’re in Control Non-Agency Materials

Paul Stull, Senior Vice President of Marketing

Arizona State Credit Union

OUTDOOR ALTERNATIVE MEDIA

SILVER

Asset Division C

Breakupwithmybank.com Outdoor Alternative Media

Renee Mackanin

LA Financial Credit Union

Big Cat Advertising, agency

GOLD

Asset Division C

Gulf Coast Educators School Bus

Tony Loayza

Gulf Coast Educators FCU

Asset Division E

BECU Outdoor Alternative Media

Dan Gross, Lonnie Weis, Allison Khoury, Chris Witherspoon, Stephen Black

BECU

DNA Seattle, agency

POINT OF SALE (POS)

BRONZE

Asset Division C

Kauai Community FCU Members Say It Best Product

Terri Kaniho

Kauai Community Federal Credit Union

Dobbs & Co., agency

SILVER

Asset Division C

Red Canoe Kelso Branch Merchandising

Red Canoe Credit Union

Weber Marketing Group, agency

Asset Division D

Wildfire Branch Merchandising

Linda McGee

Wildfire Credit Union

Weber Marketing Group, agency

GOLD

Asset Division C

The Giant Sale Point of Sale

The Marketing Department

CommonWealth Central Credit Union

Data Based Marketing, agency

Asset Division D

USA Fed Merchandising ReFresh

Todd Kern

USA Federal Credit Union

Weber Marketing Group, agency

PRODUCTS/SERVICES BROCHURES

SILVER

Asset Division D

Sharonview Brochure Series

Jennifer Hallmark and Bill Reynard

Sharonview Federal Credit Union

GOLD

Asset Division D

New Members, Owners Manual and Business Brochure

Todd Kern

USA Federal Credit Union

Weber Marketing Group, agency

SINGLE DIRECT MAIL

BRONZE

Asset Division C

Loosen Up A Little

Tony Loayza

Gulf Coast Educators FCU

Asset Division D

Xceed Financial Top Member Mailing

Team Xceed

Xceed Financial Credit Union

SILVER

Asset Division C

Checking Aquisition

Marketing Department

University Credit Union

Aubrey & Associates, Inc., agency

STATEMENTS STUFFERS

SILVER

Asset Division D

Breath Easy Consolidation Loan Statement Stuffer

Roy MacKinnon

First Entertainment Credit Union

The Sacco Group, agency

GOLD

Asset Division E

Youth Savings Account Statement Stuffers

Pacific Service Credit Union

Subcat Marketing, agency

WEBSITES

BRONZE

Asset Division A

Mid-Cities Financial Website

Mid-Cities Financial Credit Union

Subcat Marketing, agency

Asset Division B

Matadors Community Website

Matadors Community Credit Union

Subcat Marketing, agency

Asset Division D

1st Student Microsite

1st United Services Credit Union

Subcat Marketing, agency

Asset Division E

Grow Your Green Savings Challenge

Kathy Litman, Marketing Team

Technology Credit Union

SILVER

Asset Division A

Northwest Georgia Credit Union Website Resign and Implementation www.nwgacu.org

Tiffany Greenway

Northwest Georgia Credit Union

SmartSource Solutions, LLC, agency

Asset Division C

ACU Website Redesign - www.youracu.org

America’s Credit Union

Boom Creative (design), Ainsworth

Studio (programming)

Asset Division D

Xceed Financial Online Blog (www. xperienceonline.org)

Team Xceed

Xceed Financial Credit Union

PTP Media, agency

Asset Division E

HelpingAZ.com website

Paul Stull, Senior Vice President of Marketing

Arizona State Credit Union

GOLD

Asset Division C

Breakupwithmybank.com Website

Renee Mackanin

LA Financial Credit Union

Big Cat Advertising, agency

Asset Division E

Bank Intervention Microsite

Addison Avenue Federal Credit Union

Weber Marketing Group, agency

Desert Springs JW Marriott

Palm Desert, California

Tuesday, May 25, 2010

7:00 - 8:00 pm

FIRST-TIME ATTENDEE RECEPTION

First time at MAC? This event provides you with a special opportunity to meet the MAC Board, several long-time attendees as well as other “first-timers” from around the country.

Wednesday, May 26, 2010

New Rules Equals New Roles

10:15 am - 10:30 am WELCOME Scott Coe, VP Marketing CoastHills Federal Credit Union

10:30 am - 11:45 am KEYNOTE PRESENTATION The Enlightened Consumer Bruce Philp, author of How ING Direct Succeeded by Being a Rebel with a Cause

For consumers today, consumption is no longer about satisfying remedial needs, like food, water, or shelter – it has moved into the realm of self-expression, a quest for self-actualization. In this environment, consumers are bombarded with billions of choices. But they are also, perhaps for the first time, empowered by these choices. Bruce Philp shows you how these choices give consumers extraordinary power to hold corporations responsible, and how brands, ultimately, make us voters when we buy. Philp knows branding, he knows consumers, and he knows the misinformation that flows between consumers and corporations. Consumers are just on the cusp of realizing and actualizing their terrific power, and credit unions should be prepared for this new wave of enlightened consumers. How can both parties benefit?

About the speaker. . . With 28 years of award-winning work, Bruce Philp holds perhaps the only truly agnostic point of view on what branding really is. Working in the ad agency world as a strategist for brands like Toyota and Tylenol, he quickly rose to become executive creative director at a major North American firm, a rare feat for a strategy person. In that role, he worked with 3M, Molson, McDonald's and Bank of Montreal, for whom he produced what Marketing Magazine called one of the landmark campaigns of the 20th century. In 1996, Philp co-founded GWP Brand Engineering, to "invent what will replace the advertising agency". His key clients have included major "new economy" brands like Expedia, GroceryGateway.com and ING Direct, as well as established brands like Air Miles, Delta Hotels, Novartis Consumer Health and Ferrero.

A world leader in branded marketing, Philp has worked with many Fortune 500 companies, but it is his work with one company -- ING Direct -- that is shifting perception on branding, corporate culture and the role of enterprise to succeed by being something more: not simply a business, but a cause. With ING Direct CEO Arkadi Kuhlmann, Bruce Philp is the co-author of the book, The Orange Code: How ING Direct Succeeded by Being a Rebel with a Cause.

11:45 am - 1:00 pm

NETWORKING LUNCHEON

AFTERNOON BREAKOUT SESSIONS (3)

1:00 - 2:00 pm (repeats 2:30 - 3:30 pm)

	Who’s Doing That Cool Stuff: How One CU Successfully Used Word of Mouth and Social Media Marketing, and You Can Too!
	Wendy Cleveland, Vice President Marketing/Business Development
	Sasha Welland, Alternative Media Director Simon & Associates

Unless you work for a financial institution, who cares about a new “bank” opening? When AltaOne Federal CU wanted to introduce a new branch, they needed the target audience to take notice. As a result, they created the highly innovative “Good Deeds Done Daily” campaign, using social media and word of mouth marketing as part of the strategy. The best part? The great results!

Attendees will learn:

• To effectively use social media to properly reach a target audience

• How to integrate social media into traditional media to enhance campaigns

• That social media can give your brand a personality and help your audience understand your credit union

About the speakers. . . Wendy Cleveland, Vice President Marketing/Business Development, is the senior executive in charge of implementing AltaOne’s strategic plan through marketing and business development, Wendy is responsible for ensuring growth objectives are achieved with a positive return on marketing investment. She has expertise in implementing integrated marketing communications strategies that retain brand integrity across multimedia channels.

Sasha Welland is Alternative Media Director at Simon & Associates and his department is responsible for the discovery, production and integration of any alternative media used to enhance client promotions, as well as website development and maintenance for client sites. He has strengthened our non-traditional skill set in regards to Online Marketing, Viral and Grassroots Marketing and Social Media. Through integration of social media tracking, development and viral ambient marketing, the Alternative Media Department has provided clients with even more channels to succeed. Sasha also has extensive experience in brand development offline and online.

Moms control over 80% of all household spending decisions AND they are the most powerful influence over where their children ultimately do their banking. Add to that their incredible online presence and willingness to refer business and reliance on referrals and you have one of the most formidable market niches in our lifetimes. Oddly, moms have been a segment ignored by financial institutions. With the launch of Verity Mom, Verity Credit Union is harnessing the power of moms and their social networks.

Attendees will learn:

• What credit unions can do to reach mothers
• How to launch a successful on-line community
• The lessons learned from Verity Mom

About the speaker. . . Shari Storm has been with the credit union industry since 1998. Shari has an undergraduate degree in speech communications from the University of Washington and earned her MBA from Seattle University. She recently published her first book titled, Motherhood is the New MBA: Using Your Parenting Skills to be a Better Boss. She has been featured in HybridMom, Body and Soul, Costco Connection, Martha Stewart’s radio program, The Metro News New York, BusinessWeek online, MomLogic website and Working Mother magazine blog. Her accomplishments include participating on Filene’s prestigious i3 team and raising three daughters.

Emerging Marketing Technologies Brent Dixon, Young Adult Advisor Filene Research Institute

Are you ready for the Conversation Age? This session provides an in-depth look at the new technologies every marketer should have in their media mix. Through case studies from inside and outside of financial services, Brent Dixon will show you how to use emerging conversation platforms - including RSS, blogging, social networks, and consumer-generated content - to engage consumers and grow your business.

Attendees will learn:

• About tools like RSS and real-time search to keep up with what's being said about their brand
• How to utilize consumer-generated content for more engaging and sincere marketing
• How to moderate and react to negative feedback found on the web
• The best practices and tools for blogging, podcasting, and online video

About the speakers. . . Brent Dixon is an advisor specializing in young adult issues. Brent is a leading thinker, speaker and do’er in the areas of young adult outreach, creative development, and user experience. Brent founded The Haberdashery, a creative studio based in Brooklyn, New York with a love for people, design, and the Web. He also spent five years as creative director of Trabian, an Indianapolis-based interactive agency that specializes in credit union Web site development. He was a co-founder of the blog Open Source CU, which many attribute as the birthplace of the credit union social media movement. Brent has been cited in and written for numerous industry publications, and is a contributing author to The Age of Conversation 2. He has worked with the National Credit Union Foundation, CUES, and dozens of credit unions of all shapes and sizes. Brent received his degree in journalism and public relations from Texas A&M University.

5:00 - 5:30 pm

ANNUAL MEMBERSHIP MEETING

5:30 - 7:30 pm

WELCOME RECEPTION

Thursday, May 27, 2010

Trending Upward

9:00 am - 10:00 am Seven Megatrends that are Reshaping the Financial Services World Bob Hoel, PhD Filene Research Institute

The world of financial services is being transformed by seven powerful forces that appear to be unstoppable. These magaforces are creating outstanding opportunities for large and small credit unions to serve their members better than ever. Unfortunately, they concurrently pose threats to credit unions that are unwilling to adjust to the new financial landscape.

This is an upbeat session filled with insights into each of these megaforces. It includes examples of how forward-thinking credit unions are responding to the threats and opportunities associated with (1) the new economy, (2) demographic trends, (3) continuing commoditization of financial products and shrinking margins, (4) more capable competitors, (5) budding delivery technologies, (6) shifting customer loyalties, and (7) evolving public policies and regulations.

About the speaker. . . Bob frequently speaks about credit union challenges and opportunities at meetings of credit union leaders, regulators, auditors, and others. He has spoken at conferences in all 50 states plus Canada, Mexico, Europe, Africa, Asia, Australia, South America, and New Zealand. The Filene Research Institute is a research and innovation organization specializing in issues affecting the future of consumer finance and credit unions. As a fellow at Filene, Bob works with leading researchers across North America on cutting edge studies that are widely used by credit union decision makers and public policy makers.

Prior to joining Filene, Bob was Professor of Business and Chairman of the Department of Marketing at Colorado State University. He received Colorado State University’s “Outstanding Business Professor Award” on three separate occasions. Bob serves on committees of the Credit Union National Association and the National Federation of Community Development Credit Unions. He is a member of the board of directors of the Credit Union Foundation of Colorado and Wyoming and has been a board member at two credit unions. Bob received the National Credit Union Foundation’s Herb Wegner Lifetime Achievement Award “for his many contributions to the success of credit unions.” This annual award is made by the Foundation on behalf of the U.S. credit union movement. Also, the Credit Union Executives Society recently inducted Bob into its Hall of Fame.

10:45 - 12:00 pm 2010 MACQUEE FINALISTS SESSION Essential Elements of an Effective Marketing Campaign Sarah Cecchin, Assistant Vice President Marketing Pacific Service Credit Union (moderator)

This session profiles campaigns that are finalists for the 2010 MACQUEE award. Hear from the CU marketers who spearheaded these outstanding campaigns as they talk about their strategies and techniques, including:

• Devising promotions that make your members and prospects take notice
• Establishing the right "mix" of media, direct mail and e-marketing
• Ensuring that members don't turn to other financial institutions for products that you offer
• Maximizing the credit union's "community marketing" efforts
• Building name and brand awareness

Speakers will also go "Behind the Numbers" and provide insight into the statistics associated with their campaigns - base figures, marketing goals, actual volume and percentages - and what this really means in measuring marketing success.

12:00 pm - 12:45 pm

NETWORKING LUNCHEON

AFTERNOON BREAKOUT SESSIONS

1:00 - 2:00 pm (repeats 2:30 - 3:30 pm)

The Art of De-Commoditization: Competing on Something Better than Rates Jeff Stephens, CEO Creative Brand Communications Officer

Let’s face it: financial services have become a commodity. Checking accounts, auto loans and mortgages are a dime a dozen, with rate wars as heated as ever. So how are credit unions supposed to compete? They must de-commoditize. In this compelling presentation, Jeff Stephens will provide examples and principles for how you can break free from the commoditized business environment by giving members a reason beyond products, services and rates, to choose your credit union.

Attendees will learn:

• Methods for finding a compelling value proposition on which to compete
• How to find better-fit members...not just any members
• The tools to marketing your credit union without focusing on products or rates

About the speaker. . . Jeff Stephens, CEO of Creative Brand Communications (CBC), made his mark speaking and writing for organizations like the Credit Union National Association, the Credit Union Executives Society and publications such as Bank Marketing Magazine. He was recently interviewed for the online edition of Entrepreneur, and this year alone, CBC's word of mouth marketing division, PSST!, has been featured in Credit Union Times and US Banker.

	Demystifying Data: Research for Results
	Anne Legg, VP Marketing Cabrillo Credit Union
	Neil Goldman, President Member Research

In hard economic times, CU Marketing professionals are tasked to do more for less. To achieve this, having solid research to back up your decisions is crucial. Get the data you need to support decisions, and appease and impress your CFO/CEO. Attend this session to learn more about research, the whys and hows, and get techniques you can implement immediately.

Attendees will learn:

• The Six “P’s” of research and how they will improve every future research program
• Techniques to achive big returns with a small budget and maximize research dollars, whether in-house or outsourced
• What research can tell you about your members, potential members, and employees, and how you can translate that into growth
• When research should be considered and when should it not
• How research can pay for itself and how to perform it with your existing resources

About the speakers. . . Anne Legg is Vice President of Marketing for $167 million/ 20,500 members Cabrillo Credit Union in San Diego, California. Anne’s responsibilities include all aspects of marketing, specifically; e-commerce, market research, strategic planning, quality, brand management and public relations. In her 10 years at Cabrillo, Anne has been integral in a charter conversion (from Federal to Community), two mergers of smaller credit unions, implement profit-sharing programs and more. These experiences alone involved 4 name changes, the branding of 3 different credit unions and the development of a master brand and then ultimately the creation of an entirely new brand. 

Neil Goldman works primarily with credit unions nationwide as Senior Partner of Member Research, a marketing research and consulting firm founded in 1988, and as President of GCS, Inc, a personal leadership and organizational development company. Neil has built his career on successfully helping individuals and leaders within financial service companies to discover, find focus, grow, and thrive.

Credit Union Marketing: Shrinking Budgets and Higher Expectations Jayni Sech, Marketing Solutions Unlimited, Inc.

It's an ongoing challenge for every credit union marketer to stretch their marketing dollars. And in this economy, getting the most bang for your buck is even more critical than ever. But a little creativity coupled with common sense can often accomplish the overwhelming task of getting your message out there. Credit unions don’t have to spend thousands of dollars on newspaper ads, television commercials and radio spots to get exposure in the community or among the membership. This session will explore cheap, FREE, and cost-effective marketing ideas that can really build your brand, increase product penetration, and add to the bottom line. Learn how to create opportunities as well as take advantage of tools that you already have. You don’t have to have a big budget to promote a big message!

Attendees will learn:

• A list of practical clues and cues to look for in your own membership
• Suggested methods of member communication
• Examples of marketing used for retention

About the speakers. . . Jayni Sech graduated from Kent State University with a major in Communication and a minor in Public Relations. She has nearly 20 years of sales, marketing, and public relations experience, and the past 12 years have been in the credit union industry. Her career highlights have included positions as Communications Director for Kinko’s of Ohio; Corporate Recruiter for Robert Half International; Vice President of Business Development for Kent Credit Union and Division Director for Liberty Outsource Marketing. She also served as Chairman of the Board of Directors of Kent State Student Credit Union for several years. She started a credit union marketing consulting firm in 2001 and has worked with credit unions nationwide ranging in asset size from $300,000 to $150 million. Her vision was to build a company that would assist credit unions with their marketing needs, regardless of their size and budget.

5:30 - 6:30 pm

RECEPTION

6:30 - 8:00 pm

DINNER & AWARDS CEREMONY

Friday, May 28, 2010

Survival? How 'bout Thrival!

9:00 - 10:00 am Are U the Choice of the Next Generation Bill Handel, VP of Research and Product Development Raddon Financial Group

Gen Y is growing up and represents the largest segment of the population. At 36 percent of the U.S. population, they will continue to be increasingly important for growth. Join Bill Handel as he presents an in-depth look at the buying behavior of this up-and-coming segment and strategies to reach this segment.

Attendees will learn:

• Learn how Gen Y’s attitudes towards financial services differs from other generational segments
• Ways to position your institution as the financial institution of choice for this segment
• Gen Y’s preferred channels for financial services and communication

About the speaker. . . Bill Handel graduated from Kenyon College in 1980 with a degree in Economics. He has worked in the financial services industry since that time, primarily as a consultant in the area of Product Development and Management. Since joining the Raddon Financial Group in 1990, he has developed several unique programs to assist financial institutions in the management of their product lines. His knowledge of the financial needs of consumers and businesses, combined with an understanding of how profitability is achieved in the financial services industry, has allowed the development of innovative product development initiatives. He has written several books for the financial services industry in the area of product pricing and product development.

10:45 - 11:45 am Think Huge: How to Elevate Your Life and Your Credit Union Mark Arnold, Senior Vice President Neighborhood Credit Union

In late 2002, owners of the different looking casual shoes “Crocs” sold about 1,000 pairs of shoes over one weekend. When sharing their idea with a new business partner, he had two words for them: “think huge.” Just four years later, Crocs were selling over 6 million pairs of shoes per year. How did they go from 1,000 to six million pairs: they thought huge. How do you build a successful career and life: you think huge. This session will encourage attendees to think vision, think passion,think people, and think learning as a way to maximize their professional skills

About the speaker. . . Mark Arnold, CCUE, is senior vice president for Neighborhood Credit Union. Arnold currently oversees and plans strategies for multiple departments, including marketing, business development, human resources, training and member investment services. He also directs activities and programs that promote a sales culture and is responsible for the credit union’s technology strategies. Arnold is a member of Neighborhood Credit Union’s senior management team, where he helps formulate solutions to organizational changes.

11:45 am - 12:30 pm

EXHIBITOR PRIZE DRAWINGS

Return to the Event Overview 

MAC 2009 AWARDS COMPETITION RESULTS

MACQUEE Winner

"Deals for all Wheels"

Comprehensive Campaign

CoastHills Federal Credit Union

Data Based Marketing

Summary of Results

Photos:

MACQUEE Finalists:

Comprehensive Campaign (Asset Division C)

Gift of Gab, FAA First Federal Credit Union, Simon + Associates

Direct Mail Series (Asset Division E)

Money for Life, Pacific Service Credit Union, Subcat Marketing

Market Segment Program (Asset Division C)

Adventure Savers Kids Club, Valley First Credit Union, Subcat Marketing

2009 SILVER AND GOLD AWARD WINNERS

ANNUAL REPORTS

Silver

Asset Division C: $201 million to $500 million

2009 Annual Report: Another Flippin’ Great Year!

Financial Center Credit Union

Andermahr & Company

Image | Summary of Results

Asset Division D: $501 million - $1 billion

40 Years in the Making

First Entertainment Credit Union

Redbeard Communications, Inc.

Image | Summary of Results

Asset Division E: Greater than $1 billion

2007 Annual Report - Taking our Vision to New Heights

Technology Credit Union

Image | Summary of Results

Gold

Asset Division C: $200 million to $500 million

YEARB60K

Gulf Coast Educators Federal Credit Union

Image | Summary of Results

Asset Division D: More than $500 million

Choices Issue 1, 2008

Franklin Mint Federal Credit Union

Image | Summary of Results

BROADCAST AND VIDEO

Silver

Asset Division D: More than $500 million

Downsize Your Debt

Arkansas Federal Credit Union

Nicholson Communications

Summary of Results

Asset Division E: Greater than $1 billion

Mommy Where do Economic Stimulus Checks Come From?

Arizona State Credit Union

Summary of Results

Gold

Asset Division D: More than $500 million

Deals for all Wheels

CoastHills Federal Credit Union

Data Based Marketing

Summary of Results

Asset Division E: Greater than $1 billion

Livermore, a pretty nice place

Pacific Service Credit Union

AdEase

Summary of Results

BUSINESS DEVELOPMENT

Gold

Asset Division C: $201 million to $500 million

Helping You Help Your Employees

Heritage Trust Federal Credit Union

Century Marketing Solutions

Image | Summary of Results

COMPREHENSIVE CAMPAIGN

Silver

Asset Division D: $501 million - $1 billion

$150 Checking

NuVision Federal Credit Union

Image | Summary of Results

Asset Division E: Greater than $1 billion

Kinecta Green Week

Kinecta Federal Credit Union

Image | Summary of Results

Gold

Asset Division C: $200 million to $500 million

Gift of Gab Promotion

FAA First Federal Credit Union

Simon & Associates

Image | Summary of Results

Asset Division E: Greater than $1 billion

Safe, Strong, Secure

Technology Credit Union

Image | Summary of Results

DIRECT MAIL SERIES

Gold

Asset Division E: Greater than $1 billion

Money for Life

Pacific Service Credit Union

Subcat Marketing

Image | Summary of Results

ELECTRONIC MARKETING

Silver

Asset Division D: $501 million - $1 billion

Xceed Financial Credit Union Email Marketing

Xceed Financial Credit Union

Image | Summary of Results

Asset Division E: Greater than $1 billion

Go green to get more green

Alliant Credit Union

Image | Summary of Results

Gold

Asset Division D: $501 million - $1 billion

GoAheadLaugh

First Entertainment Credit Union

Ayres

Image | Summary of Results

Asset Division E: Greater than $1 billion

Tech CU’s Neighborhood Challenge - Imagine the Possibilities!

Technology Credit Union

Image | Summary of Results

IMAGE ENHANCEMENT

Silver

Asset Division A: Less than $75 million

Western Healthcare FCU

Western Healthcare Federal Credit Union

Blue Creative

Image | Summary of Results

Asset Division B: $75 million to $200 million

Brand

Copperfin Credit Union

Weber Marketing Group

Image | Summary of Results

Asset Division D: $501 million - $1 billion

Day at the Zoo! A Day for You! 70th Anniversary Event and Community Spirit Project

Orange County’s Credit Union

Image | Summary of Results

Asset Division E: Greater than $1 billion

Brand Awareness

OnPoint Community Credit Union

Weber Marketing Group

Image | Summary of Results

Gold

Asset Division C: $200 million to $500 million

Brand

Via Credit Union

Weber Marketing Group

Image | Summary of Results

IN BRANCH VIDEO

Silver

Asset Division D: $501 million - $1 billion

Deals for all Wheels

CoastHills Federal Credit Union

Data Based Marketing

Summary of Results

INTERNAL MARKETING

Gold

Asset Division E: Greater than $1 billion

Exceed the Limit

Arizona State Credit Union

Image | Summary of Results

LOGOS

Silver

Asset Division B: $75 million to $200 million

Name and Logo

Copperfin Credit Union

Weber Marketing Group

Image | Summary of Results

Asset Division C: $201 million to $500 million

Adventure Savers Kids Club

Valley First Credit Union

Subcat Marketing

Image | Summary of Results

Asset Division D: More than $500 million

First Entertainment Credit Union

Redbeard Communications, Inc.

Image | Summary of Results

Asset Division E: Greater than $1 billion

Green Kinecta Logo

Kinecta Federal Credit Union

Image | Summary of Results

Gold

Asset Division C: $201 million to $500 million

Green Accounts

LA Financial Credit Union

Creative Brand

Image | Summary of Results

Asset Division D: $501 million - $1 billion

Xceed Financial Credit Union Logos

Xceed Financial Credit UnionNewGround

Image | Summary of Results

MARKET SEGMENT PROGRAM

Silver

Asset Division D: More than $500 million

New Member Matrix Mail - Age 25 to 34

Philadelphia Federal Credit Union

Cuadpro Marketing

Image | Summary of Results

Asset Division E: Greater than $1 billion

Life 101

Pacific Service CU

Subcat Marketing

Image | Summary of Results

Gold

Asset Division C: $201 million to $500 million

Adventure Savers Kids Club

Valley First Credit Union

Subcat Marketing

Image | Summary of Results

Asset Division D: $501 million - $1 billion

UCA Back to School

Arkansas Federal Credit Union

Nicholson Communications

Image | Summary of Results

NEWSLETTER

Silver

Asset Division A: Less than $75 million

Financial Access

Alameda Credit Union

Blue Creative

Image | Summary of Results

Asset Division C: $201 million to $500 million

Common Bond, 1950s Style - 50th Year Newsletter Series

America’s Christian Credit Union

Image | Summary of Results

Asset Division D: $501 million - $1 billion

Choices Issues 2 & 3, 2008

Franklin Mint Federal Credit Union

Image | Summary of Results

Asset Division E: Greater than $1 billion

Members Circle newsletter

Alliant Credit Union

Image | Summary of Results

Gold

Asset Division C: $201 million to $500 million

RealTime

Sunmark Federal Credit Union

Priority

Image | Summary of Results

Asset Division D: $501 million - $1 billion

the Show (2nd & 3rd Qtr., 2008)

First Entertainment Credit Union

Redbeard Communications, Inc.

Image | Summary of Results

NEWSPAPER/MAGAZINE AD

Silver

Asset Division B: $75 million to $200 million

2008 Guild of America Ads

Musicians’ Interguild Credit Union

Cuadpro Marketing

Image | Summary of Results

Gold

Asset Division B: $75 million to $200 million

Checking Promo 2008

Carter Federal Credit Union

Nicholson Communications

Image | Summary of Results

Asset Division E: Greater than $1 billion

Money for Life

Pacific Service Credit UnionSubcat Marketing

Image | Summary of Results

NON-AGENCY MATERIALS

Silver

Asset Division C: $201 million to $500 million

New Teacher Loan Brochure

Gulf Coast Educators FCU

Image | Summary of Results

OUTDOOR ALTERNATIVE MEDIA

Silver

Asset Division C: $201 million to $500 million

Mobile Branch

Pacific Marine Credit Union

The LoVecchio Agency

Image | Summary of Results

Gold

Asset Division D: More than $500 million

“ATMs Don’t Float...Go Figure” banners

AltaOne Federal Credit Union

Image | Summary of Results

PLASTIC ACCESS CARD DESIGN

Silver

Asset Division E: Greater than $1 billion

Kinecta Visa Signature Credit Union

Kinecta Federal Credit Union

Image | Summary of Results

Gold

Asset Division D: More than $500 million

Go! Youth Debit Card

Texas Trust Credit Union

Subcat Marketing

Image | Summary of Results

POINT OF SALE (POS)

Silver

Asset Division C: $200 million to $500 million

Gift of Gab Standee

FAA First Federal Credit Union

Image | Summary of Results

Asset Division D: More than $500 million

"Word on the Street” Auto Promo

First Entertainment Credit Union

Redbeard Communications, Inc.

Image | Summary of Results

Asset Division E: Greater than $1 billion

iKinect Pop-Up Banner

Kinecta Federal Credit Union

Image | Summary of Results

Gold

Asset Division C: $201 million to $500 million

Puyallup Branch Merchandising

Red Canoe Credit Union

Weber Marketing Group

Image | Summary of Results

Asset Division D: More than $500 million

Green Branch Prototype

Columbia Credit Union

Weber Marketing Group

Image | Summary of Results

PRODUCTS/SERVICE BROCHURES

Silver

Asset Division C: $201 million to $500 million

AFTRA-SAG FCU Member Benefits Brochure

AFTRA-SAG Federal Credit Union

Image | Summary of Results

Asset Division D: $501 million - $1 billion

Stanford FCU Brochure Series

Stanford Federal Credit Union

Dobbs & Co.

Image | Summary of Results

SINGLE DIRECT MAIL

Silver

Asset Division A: Less than $75 million

The CURE

Kaiperm North Bay Federal Credit Union

Blue Creative

Image | Summary of Results

Asset Division B: $75 million to $200 million

No Strings Attached Checking

Eagle Community Credit Union

Image | Summary of Results

Asset Division D: $501 million - $1 billion

Work Hard, Play Harder

Los Angeles Firemen’s Credit Union

Axess Grafx

Image Image | Summary of Results

Asset Division E: Greater than $1 billion

We’d like to have you over for a glass of wine!

Pacific Service CU

AdEase

Image | Summary of Results

Gold

Asset Division C: $201 million to $500 million

Go Green, Save Green

Gulf Coast Educators Federal Credit Union

Image | Summary of Results

Asset Division D: $501 million - $1 billion

MEMBERS Financial Services Seminar Invitation

Clearview Federal Credit Union

Image | Summary of Results

WEBSITES

Silver

Asset Division A: Less than $75 million

Bridgeport Fire Department Employees FCU Website Redesign

Bridgeport Fire Department Employees Federal Credit Union

SmartSource Solutions, LLC

Image | Summary of Results