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Sales and Marketing Roundtable

Tue, May 10 - Wed, May 11

Join Xtend Communications for a two-day, in-person event with experts and peers!

We will be hosting this event Tuesday, May 10 and Wednesday, May 11.

About

This is an opportunity to collaborate with network peers as we take on the transitions in the credit union industry. Join us to share meaningful insights, discuss ongoing trends, and be inspired.

Agenda

Tuesday, 5/10/2022

Peer Discussion & CU*Answers Guest Speaker

9:00am – 9:30am

Topic: Welcome to Sales and Marketing Roundtable

Introductions of Xtend staff and attendees

Overview of Agenda & Discussion topics

9:30am – 11:00am

Topic: Start of Sales and Marketing Roundtable Discussion

11:00am – 12:00pm

Hosted by: Kristian Daniel, Vice President of MTG, Sales & Business Development

Topic: Mobile and Online Banking Opportunities and enhancements

12:00pm – 12:30pm

Lunch

12:30pm – 3:45pm

Topic: Continue Sales and Marketing Roundtable Discussion

3:45pm – 4:00pm

Topic: Wrap up and closing comments

Wednesday, 5/11/2022

Peer Discussion & Xtend Products and Services

9:00am – 9:30am

Topic: Welcome to Sales and Marketing Roundtable

Introductions of Xtend staff and attendees

Overview of Agenda & Discussion topics

9:30am – 10:45am

Hosted by: Sarah Ashby, Business Intelligence Manager

Topic: Xtend Data Analytics

10:45am – 12:00pm

Hosted by: Emily Ellis, Digital Project Coordinator and Ashley Moyer, Communications Project Coordinator

Topic: Digital & Campaigns

12:00pm – 12:30pm

Lunch

12:30pm – 2:00pm

Hosted by: Aaron Hawkes, Manager of Communications, Nathan Koster, Assistant Manager of Communications, and Demonte Jones, Communications Project Coordinator

Topic: Recurring Communication Strategies

2:00pm – 3:30pm

Hosted by: Jalyn Lindeman, VP of Communications

Topic: CU*Base Tools & Demos

3:30pm – 4:00pm

Topic: Wrap up and closing comments

Details

Start:
Tue, May 10
End:
Wed, May 11
Event Category:

Venue

Xtend Board Room
2900 Charlevoix Dr SE Suite 200
Grand Rapids, MI 49546 United States
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