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.


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.

Thanks for joining us!

Thanks to everyone who came out for the event and participated in the discussions. Xtend appreciates each valuable contribution to the roundtables. Below, you will find documents pertaining to various discussions and points of interests as mentioned in the roundtables event.

Sales and Marketing:

Sales and Marketing Roundtable Agenda + Topics

Dashboards and Trackers:

Dashboard Mind Map

Dashboard Dives Schedule

Dashboard Videos

Dashboards and Tools Covered

      • #132 – Losing the Love Dashboard
      • #232 – Common Bonds
      • #447 – List Generator
      • #497 – Member Connect
      • #552 – New/Closed/All Accounts Dashboard
      • #979 – Where Your Members Shop

Contact Center

Analyzing Your Calls

Phone Optics: What Actions are Tracked

Employee Roles

L2 Tracker Templates


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