Sales and Marketing Roundtable (In-Person)

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

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