A Networking Event for Credit Union Marketing Directors

What would your credit union’s marketing look like if you could collaborate with the most successful marketers?

If you had access to the best minds in the industry?

What if it cost you nothing… because one of those best minds is your own?

Welcome to a brand-new concept in taking your social media game to the next level. The CU Marketing Hero Summit. So much more than a conference, this can’t-miss event gives you an opportunity to learn and mingle with social media marketing experts, give and gain insights about marketing fundamentals that you’ve found success with all along, brainstorm new ways to add value to your members, and take your credit union’s marketing to stratospheric success.

Round Table Discussions

Discuss topics YOU select, participate in group activities and interactive sessions. Fun for marketers of any level.


Network with credit union marketers from across the United States, participate in panel discussions and present your most successful marketing campaign to your peers.

Social Media Crash Course

Teach your kids (and your team) a thing or two about social media, how to harness the potential of Facebook and increase engagement.

Event Schedule

Final Schedule TBD

Tuesday, November 12


Lynne Jarman-Johnson

Pre-Conference Optional add-on: Social Media Certification: The Crash Course

Teach your kids a thing or two when you get home. Learn answers to the following questions and more:

How do I harness the potential of Facebook? What can I do to increase engagement?

  • What types of posts get the best engagement? And why?
  • What can I be doing in under 5 minutes per day to increase engagement on FB?
  • What ways can I learn about my audience to better serve them?
  • How can I share financial education in a way people want to like and share it?

What should I be doing on Instagram to increase followers and engagement? How do I...

  • Increase followers on Instagram?
  • Use IG Stories and what should I be doing on them?
  • Post in a way that doesn't pose reputational risk?
  • Increase membership among millennials and upsell other products among first-timers in a way that feels native to the platform?

How can I build a meaningful connection with my members on Instagram? How do I...

  • Create posts that increase engagement?
  • Share personalized content to enhance member relationships?
  • Capitalize on user generated content?
  • Use Stories to generate a 'behind the scenes' connection with members?

And Twitter! I need to tackle this platform, how do I...

  • Repurpose content from other platforms for Twitter in seconds per day?
  • Use hashtags strategically to increase engagement?
  • Use strategic partnerships to efficiently spread our message?
  • Avoid reputational risk while maintaining a dialogue?

General Questions, how do I...

  • Use one piece of content across all platforms in a relevant way
  • Feel confident knowing all of the unspoken norms, rules, and best practices for each platform? I don't want to do something wrong!
  • Communicate to my leadership team the ways that we're guarding against reputational risk
  • Harness the fundamentals I know in this new social media world to get past the 10k follower mark (even for a small CU) to be the marketing Hero I know I am?

  • Early Bird: $599

    Regular Admission: $799


Lunch is included. Local neighborhood favorite delivery!


Conference Registration Opens


Creating Mini Brand Evangelists

Happy members = sales. It’s not just someone wearing your free t-shirt. Learn how to create mini brand evangelists by using empathy and emotional intelligence.



Join a Mastermind group of brainstormers and pick the topic of your choice: Social Media, SEGs, Video Content, Name Change, Rebranding, Loan Campaigns

Wednesday, November 13


Registration Opens


Amber Mooney

The State of Credit Union Marketing

Based on extensive research, this 45-minute session gives you a clear picture of what credit unions throughout the US are doing, what’s working, what trends they’re seeing and how they’re responding to stay ahead of the curve. You’ll get an executive summary of the published report, as well as key takeaways you can immediately implement at your credit union.





Rachel Hunter

Social Media Marathon

In this engaging session, you’ll actually schedule daily posts from now through Jan 2, 2020! With access to a special CUcontent site exclusive to conference attendees, and licensing rights to 40 features and posts, you’ll have everything you need to take your social media to the next level. Best of all, once you schedule the posts, you’re set through the holidays!



Lunch & Networking

Mix it up--sit with someone you don't know! You'll get 3 questions to discuss with newly met credit union marketers, guaranteed to give you a fresh perspective, as well as new ideas, for your marketing! Using your HERO notebook, you can jot down notes as well as exchange contact info to keep the conversation going.


Video Content

Track 1: Create your own video! You’ll not only learn how to create, promote, and achieve your goals through custom videos about your credit union, you’ll actually create a video in this session. Bring 10 photos relating to the credit union with you to the conference - on a smartphone, tablet or laptop and plan to return home with a video you’ll be proud to share with members.

Track 2: Create a video mindset! Advanced video marketing techniques.


Speed networking on the beach

5 minutes per contact. 1 question to ask and answer each person you meet. S/he who meets and networks with the most contacts is the winner!


Two Tracks

Track 1: Your Strategic Marketing Plan for 2020 Have you ever wondered what goes into a strategic marketing plan...or if yours is everything it needs to be? Join us for a session on strategic marketing, including a plan you’ll create just for your credit union during this session!

Track 2: Roundtable Discussions Join a roundtable on your choice of topics: Social media, Loan Volume, Member Growth, SEGs, Attracting Gen Y.


Dinner for CUcontent subscribers. Barbeque on the beach!

New signups welcome!

Thursday, November 14


Yoga on the Beach


Taking Your Member Experience to the Next Level

Evaluate YOUR OWN CREDIT UNION’S member experience, and walk out with a plan for improving it in a few easy steps.

You’ll perform a quick--but thorough--evaluation of the actual member experience at your credit union. Using a checklist created exclusively for this conference, you’ll walk out with a clear, written vision for your credit union. You’ll also have a prioritized list of what needs to be improved, and why, plus targeted ideas for quick and easy implementation.


Daniel Bradshaw

Create Your Own Podcasts

Take your credit union’s marketing to the next level by creating and promoting your own podcasts. It’s easier than you think-- and you already have the tools at your fingertips!



Panel Discussion

Present your toughest questions to 6 marketing pros, and get answers!


Lunch & Networking

Another twist on networking, you'll meet as many people as possible in credit unions as similar to your own as possible.


Social Media 2.0: Stop Counting Likes and Start Getting Results!

Track 1: Create a social media plan! By answering questions and learning what a plan is (and what it isn't), you'll actually create a personal social media plan for your credit union in this hands-on, interactive session.

Glen Stacey

Track 2: Social media tactics and best practices to accelerate the impact of your content marketing efforts. HINT: You need to start thinking like a media company! You will also leave with 20 ideas to jump start your social media and marketing efforts.



Walk The Talk

Pick a partner. Take a 15-minute walk on the beach and talk about what's on your mind in terms of marketing. Share your notes, and what you've learned, on the Hero Message Board. The post with the most likes wins a prize!


Learn from the Best!

10-minute case studies featuring super successful marketing campaigns from credit unions across the U.S.


Surprise Fun Activity!

You don't want to miss this!

Friday, November 15


Breakfast & Review

What did you get from the conference? Let's keep the conversation going!

Change Day


$1,299/ Person

  • Not a member? No problem, we'd love to meet you!



  • Contribute to the program and attend for FREE!

Venue Information

Marco Polo Beach Resort

19201 Collins Avenue
Sunny Isles Beach, FL 33160

More Information

Sponsors & Partners

They make this event possible.

Want to be a part of a unique, CU-focused potluck-style event? We’d love to talk! This is a no-frills conference, but your sponsorship will make it possible for us to offer all the exciting extras.
Call or email us for details.