Register for Xtend’s Roundtable Event!

Register for the 2019 Xtend Roundtable!

Where credit union professionals share insights, discuss trends, and set plans for the future.

This three-day event will focus on peer-suggested discussions, guest speaker presentations, and offer training opportunities for our CU*BASE toolset.

Registration is now closed; If you need to change or add a registration, please email us at info@xtendcu.com or give us a call at 866-981-4983.

 

Schedule

Monday 9/09 - Sales and Marketing
  • 9:00 am – 10:00 am: Welcome/Intro – Agenda and Top initiatives/topics to cover
  • 10:00 am – 12:00 pm: Start Sales and Marketing Roundtable Discussion
  • 12:00 pm – 12:30 pm: Lunch
  • 12:30 pm – 3:45 pm: Continue Sales and Marketing Roundtable Discussion
  • 3:45 pm – 4:00 pm: Wrap up/Closing Comments
Tuesday 9/10 - Guests and Trainings
  • 9:00 am – 9:15 am: Welcome/Intro – Agenda and Top initiatives/topics to cover
  • 9:15 – 10:45 am – Sam Kiste – Video Opportunities – can we pool together to coordinate financial/credit union education videos? Do we have champions who can drive this effort to build a library?
  • 11:00 am – 12:00 pm: Kristian Daniel – Mobile Technologies/MAP/MOP
  • 12:00 pm – 12:30 pm: Lunch
  • 12:30 pm – 3:45 pm: CU*BASE Tool Training (List Gen, Data, Trackers, Etc.)
  • 3:45 pm – 4:00 pm: Wrap up/Closing Comments
Wednesday 9/11 - Contact Center
  • 9:00 am – 12:00 pm: Contact Center Discussion
 

Additional Info:

This roundtable event will be hosted at our Xtend Headquarters, located at 6000 28th Street SE, Grand Rapids, MI 49546. Virtual attendance is available by request only.  When completing your registration, simply select the days you’d like to attend, and check the box for “request conference call details” for each day.

The topics and daily agendas are based on attendee’s submissions at time of registration, so be sure to submit your ideas!

See you there!