Xtend 2019 Roundtable Event — April 15-17, 2019

Location: Xtend Headquarters, 6000 28th St. SE, Grand Rapids, MI, 49546

Should you require hotel accommodations, please utilize the conveniently located 1) Drury Hotel or 2) the Double Tree by Hilton Hotel and ask for the CU*Answers Discounted Rate.

Purpose

This year, Xtend is hosting a three-day event focused on various departments, discussions, and trainings. On Monday, April 15, 2019, we will host the Sales and Marketing Roundtable. On Tuesday, April 16, 2019, we will host a day full of informative training opportunities for your credit union. Then, on Wednesday, on April 17, 2019, we will be hosting the Contact Center Roundtable.

This is an opportunity for professionals to come together and discuss best practices, thought provoking insight, successes and opportunities from the past year and trends for the future. Our roundtable discussions will provide you with the necessary tools and platforms to generate sales and collaborate with other business professionals.

Monday, 4/15

  • 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 provided by Xtend
  • 12:30 pm– 3:45 pm: Continue Sales and Marketing Roundtable Discussion
  • 3:45 pm – 4:00 pm: Wrap up/Closing Comments
  • Optional: Group Dinner

Please note the itinerary above will be updated as we receive your feedback & topics for discussion.

Tuesday, 4/16

  • 9:00 am – 9:15 am: Welcome/Intro
  • 9:15 am – 12:00 pm: Dashboards and Analytics
  • 12:00 pm – 12:30 pm: Lunch provided by Xtend
  • 12:30 pm– 3:45 pm: Tracker Training, Sales Trackers, and Next Suggested products.
  • 3:45 pm – 4:00 pm: Wrap up/Closing Comments
  • Optional: Group Dinner

Please note the itinerary above will be updated as we receive your feedback & topics for discussion.

Wednesday, 4/17

  • 9:00 am – 10:00 am: Welcome/Intro – Agenda and Top initiatives/topics to cover
  • 10:00 am – 12:00 pm: Start Contact Center Roundtable Discussion
  • 12:00 pm – 12:30 pm: Lunch provided by Xtend
  • 12:30 pm– 3:45 pm: Continue Contact Center Roundtable Discussion
  • 3:45 pm – 4:00 pm: Wrap up/Closing Comments
  • Optional: Group Dinner

Please note the itinerary above will be updated as we receive your feedback & topics for discussion.

Please fill out the form below to RSVP to the events:

RSVP deadline is April 1, 2019.

If you have any questions or concerns, please email us at info@xtendcu.com or give us a call at 866-981-4983