Daniel Bradshaw

Daniel Bradshaw

Business Development Officer, Marion Community Credit Union

With the heart of a teacher, mind of a student, and soul of a performer, Daniel Bradshaw thrives in finding unexpected solutions for marketing challenges. Blending in isn't allowed as he develops bold ways to stand out from the competition.

Not just an idea man, Bradshaw is a catalyst willing to roll up his sleeves and make things happen. Pulling inspiration from the world of theatre, he finds ways to make the mundane things entertaining and memorable.

Daniel's currently bringing attention to Marion Community Credit Union (Marion, Ohio) where he leads their marketing and business development efforts, winning the Ohio Credit Union League's Marketing Brilliance Award in 2019.

He works to not only spread the word about MCCU, but credit unions as a whole. In 2017 he joined credit union young professionals from across the country at Crash the GAC and participated in meetings on Capitol Hill with Ohio lawmakers.

When he isn't shaking things up in the credit union space, Daniel can be found spending time with his wife and two daughters. He also composes music and does freelance copywriting and marketing consulting for small businesses.

Create Your Own Podcasts

What do you do when the people you want to reach are too busy to read or watch your content? Talk to them. Learn how credit unions can expand and improve their content marketing with a podcast. While the medium has gained momentum, there's still room for any credit union to jump in with a unique voice that can set them apart from the competition.

Matthew Capala

Matthew Capala

Founder, Managing Director, Alphametic

Matthew Capala is a digital marketing executive, speaker, and author. As a practitioner above all, he has spent the last 14 years delivering results to some of the most iconic brands in the world, leveraging the latest tools and strategies in SEO, SEM, content, social, and digital ads.

As the Founder and Managing Director of Alphametic, a boutique digital agency, he manages a team of experts to help his clients increase ROI from their online marketing efforts. His work and ideas have been featured in Forbes, Chicago Tribune, eMarketer, Huffington Post, Mashable, Entrepreneur, and The Next Web. Matthew speaks regularly at marketing conferences all over the world, such as the Internet Summit, Social Media Week, and Digital Summit.

He is the author of the best-selling "SEO Like I’m 5," and his most recent book, "Keyword Research Like a Pro," is now available on Amazon. With a successful track record as a Madison Avenue executive and as a digital marketing Adjunct Professor at NYU (’12 –’14), Matthew is well-versed in the innovation and application of modern digital marketing.

The Pareto Principles of a Modern Website

The “Pareto Principles” are extremely useful for determining which areas of your website to focus your efforts on and resources to achieve maximum ROI. Utilizing the 80/20 rule, marketing teams need to focus on the critical 20% of actions that will produce 80% of the results. Winning online is not about how much you do, but what you do and how fast you can do it. After all, intensity will always beat extensity when so many options are available. Learn powerful strategy nuggets, tools, and techniques to put your online business on a fast-track, including SEO, CRO, UX, content marketing, analytics, and psychology.

In this session, you’ll learn how to:

  • Use data to spot and understand the key Internet trends in your market
  • Narrow your focus on your key website conversion goals and metrics
  • Leverage the High Value Asset (HVA) model to prioritize your calls-to-action
  • Build your strategic content funnels, your success depends on it!
  • Perform a quick, simple and action-oriented website audit to prioritize your strategies
  • Design a winning SEO game plan that won’t break the bank
  • Implement effective software tools and agile processes that will work for everyone at your organization
  • Optimize your website for the common cognitive biases and conversion triggers to better position your offers
  • Adapt to recent Google changes and position your strategy ahead of the evolving algorithm (and the competition!)

Mariso de Colsa

Mariso de Colsa

Certified Iyengar Yoga Teacher

Marisó is a Certified Iyengar Yoga Teacher. Before yoga Marisó worked in the corporate world for many years and has practiced yoga most of her life. Her grandmother was a beloved yoga teacher in Mexico. She fell in love with Iyengar yoga after gaining full range of motion from a frozen shoulder, becoming a true believer and devoted student ever since. She decided to become a yoga teacher to share with others the benefits of yoga, including both the mental and spiritual aspects.

Marisó continues her studies with Rebecca and Dean Lerner and Rosa Santana. She has also studied with James Murphy, Carrie Owerko and, most recently with Geeta Iyengar in India.

Yoga on the Beach

Join us on the beach at 7am Thursday!

Kristen Davidson

Kristen Davidson

Vice President, Organizational Development, Consumers Credit Union Michigan

Kristen L. Davidson, LDSS, SWP focuses on adult learning practices and delivering programs that align to business metrics. She also creates award-winning leadership programs, drives employee engagement, develops and manages succession planning and talent development strategies.

In 2017, Kristen was named the CUNA HR Professional of the Year. She also received an array of training awards over the last few years including the Training Professional of the Year in 2018 with BizLibrary.

She previously worked at Nat City Mortgage and PNC Mortgage from 2003 - 2013 in training and project management roles. Kristen is President of the local SHRM chapter and has been a part of that board since 2013. She also serves on the Executive Leadership board for Go Red for Women in Kalamazoo, committee member of Michigan Women Forward and is deeply involved with her children's school system and their many activities as she is a mom of five.

Social Media Certification: The Crash Course

Teach your kids a thing or two when you get home.

Rachel Hunter

Rachel Hunter

Director of Creative Services, Desert Financial Credit Union

With over a decade of experience in marketing and business operations, Rachel Hunter leads an in-house agency responsible for the creative concepting, development, production, and promotion of company-wide marketing efforts at Desert Financial - Arizona's largest locally-based credit union. She also fosters the development of key sponsorships and manages the day-to-day execution of PR.

Originally a Michigan native, Rachel graduated from Indiana University, with her B.S. in Marketing and MBA. When she's not juggling home improvement projects or volunteering with Valley of the Sun United Way, Rachel can often be found camping in Northern Arizona with her husband, James, and their four dogs.

The Power of Video Storytelling

Join Desert Financial Director of Creative Services, Rachel Hunter, for a fast-paced, engaging live demonstration of storytelling via YouTube. Curious how the "little guys" draw thousands - or even millions - of viral views without a dedicated video production team? It's easier than you think. Find out how to create a compelling 30-second marketing video for public release using simple digital editing tools, music tracks, and graphic elements. Even if you're faced with the challenges of limited resources and a shoestring budget, these resources will give you everything you need to weave a cohesive visual story that viewers will love!

Lynne Jarman-Johnson

Lynne Jarman-Johnson

Chief Marketing Officer, Consumers Credit Union

Lynne Jarman-Johnson connects people through communication.

Lynne is the Chief Marketing Officer for Consumers Credit Union. Consumers is a National Best Place To Work Organization with over One Billion dollars in assets, ranked as a top ten financial institution for social engagements in the industry.

Lynne excels in strategic goal planning and member & customer success. She is recognized for her creation of the Wedding Cake philosophy to guide organizations to communication success. Lynne's favorite hashtag is #SimplyBeKind which brings service to a new level in organizations and work environments.

Social Media Certification: The Crash Course

Teach your kids a thing or two when you get home.

Rich Jones

Rich Jones

President, Leaders2Leadership

A published author, Rich Jones is President/Principal for Leaders2Leadership LLC. Before starting his strategic planning agency, he was SVP of BI, Marketing and Business Development at $1B Elements Financial FCU. With more than three decades of experience, he brings innovative thought to credit unions across the country.

Rich published, "Leading2Leadership, a Situational Primer to Leadership Excellence." The book is available on Amazon.com and was designed to be used as a book study for leadership development programs; it breaks leadership skills into manageable situations for discussion and reflection.

Rich has worked with credit unions across the country, designing digital, data, culture, marketing, and branding transformation strategies. In 2018, Rich received the Lifetime Achievement Award from CUNA Marketing and Business Development Council.

A Marine and graduate of Colorado State University, Jones shares his expertise at www.leading2leadership.com.

Strategic Marketing

Have you ever wondered what goes into a strategic marketing plan—or if your plan is everything it needs to be? Join us for a session on strategic marketing, including a step by step planning workbook and he chance to begin to build your plan during the session! If desired, you will have an opportunity for one-on-one planning coaching session with Rich Jones during the conference or via teleconference after the conference.

Ashley Lloyd

Ashley Lloyd

Social Media Manager, PSECU

Ashley Lloyd is an experienced social media professional from Harrisburg, Pennsylvania. She graduated summa cum laude from Central Penn College with a Bachelor of Science degree in Business Administration. As PSECU’s Social Media Manager, Ashley has facilitated growth of the credit union’s social media presence, and she creates strategies to optimizing marketing campaigns across its social media footprint.

Social Media Certification: The Crash Course

Teach your kids a thing or two when you get home.

Amber Mooney

Amber Mooney

Manager of Member Experience, TruEnergy FCU

Taking Your Member Experience to The Next Level

Today's marketers have enough on their plates without having to worry about what members "experience" when they walk through the doors of your credit union or log onto your website. But...is that really a luxury? What good is marketing, after all, if you haven't even earned a second date with a new member? In this session, Amber Mooney, Manager of Member Experience at TruEnergy FCU, walks you through a quick--but thorough--evaluation of the actual member experience at your credit union. Using an exclusive checklist Ms. Mooney created just 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 and ideas for quick and easy implementation.

Mike Perlow

Mike Perlow

President, Perlow Productions

Mike Perlow is the President & Founder of Perlow Productions; a Corporate Video Production & Animation Company that creates sales/marketing videos for a wide range of industries. They offer full production services including 4K ground level and aerial drone videography, video editing and 3D animation. They also specialize in Augmented Reality (AR) videos & one-of-a-kind Interactive Videos. Perlow Productions' client list includes Dell Technologies, South Jersey Federal Credit Union, Subaru, Scrub Daddy, Rutgers University, Grundy Insurance and CATS Technology Solutions Group. See their work at www.PerlowProductions.com

Prior to starting Perlow Productions, Perlow was a Sports Anchor/Reporter for New England Sports Network in Boston where he was nominated for a New England Sports Emmy. Before his time at NESN, Perlow served as a producer for a nightly 60-minute live "Sports World" program for New England Cable News and worked as a sports anchor/reporter in Vermont and Florida. Mike has won Associated Press Broadcaster Awards for "Best Sportscast" and "Best Sports Reporter". Mike is a Boston native but has called New Jersey home since 2007.

Augmented Reality & Video: A Game-Changer for credit union marketing

Consider this your introduction to Augmented Reality; what it is, how it works and how you can use it to bring your credit union's marketing efforts to an entirely new level.

Perlow Productions' President Mike Perlow will discuss specific video applications for credit unions and present use cases featuring AR deployments by Dell EMC, Perlow Productions itself and other regional and global brands. Client-facing activations such as direct mail, tradeshow experiences and AR-enabled websites will be featured. Attendees will have the opportunity to use/experience Augmented Reality during the session and ask questions about it. This session will show the great potential of AR and how it is already being used to disrupt the conventional communication model of today.

Attendees are encouraged to download the PERLOW AR app to their mobile device from the App Store or Google Play Store before or at the start of the session.

Glen Stacey

Glen Stacey

Social Media and PR Specialist, Sunmark Credit Union

Glen Stacey, Social Media and Public Relations Specialist for Sunmark Federal Credit Union, is a leader in content and real-time marketing. Where others only talk about doing it, Stacey actually does it.

With over 15 years of experience in the radio and television industry, Stacey creatively and strategically develops entertaining and informative content. Stacey develops content marketing strategies, and has been hard at work creating Sunmark's social media brand content studio, to win the hearts, minds, and wallets of next-generation members.

In 2016, Stacey was named a Credit Union Rock Star from the Credit Union National Association (CUNA). He has presented at CUNA Marketing and Business Development Conference in Las Vegas, as well as locally to assist area businesses and non-profits accelerate the impact of their content marketing efforts.

Create a Social Media Presence

Glen Stacey, Sunmark Federal Credit Union Social Media and Public Relations Specialist, will show you 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.

Meghan Storck

Meghan Storck

Director, Marketing and Brand Evangelism, 121 Financial Credit Union

Meghan Storck is a wife, mother of two under two, sister, Florida native, and best friend to her “framily.” She’s also the Director of Marketing at 121 Financial Credit Union, she oversees most everything marketing, specializing in relationship marketing, public relations, and partnerships. She is credit union junkie and you won’t find someone who loves credit unions and what they stand for more.

Meghan is proud of being a three time crasher and taught in the League of Southeastern Credit Union educational program ( CUEP ) for communications and marketing. She graduated from the University of North Florida with a bachelors in Public Relations.

Meghan is one of the most empathetic people you will ever meet and she has found a way to put this into her work. She believes credit unions will not stand out because of lower rates and low/no fees and it’s about time they stop hanging their hat on that. She is passionate about people and putting them first, always giving the benefit of the doubt.

Good food, travel, music, and salt water are her passion, she loves to put them together.

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.

Venue Information

Marco Polo Beach Resort

19201 Collins Avenue
Sunny Isles Beach, FL 33160

More Information