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Sales & Marketing Roundtable

Mon, October 26 @ 12:00 pm - Wed, October 28 @ 4:00 pm EDT

Join us for a three-day virtual roundtable, where we’ll dive into up-to-date sales and marketing topics specific to credit unions. Engage with other industry professionals over best practices, thought-provoking insights, challenges from the past year, and trends for the future.

Monday, October 26:

Xtend Marketing Strategies

12 – 1:15pm ET:  Campaigns with Sarah Ashby & Jalyn Lindeman. The effects of COVID, what’s hot right now, and what the future may hold.

1:15 – 2pm ET:  Recurring Communications with Aaron Hawkes. Recurring automated communications including Member Reach, eStatement Notifications, New Member Onboarding and more.

2 – 3:30pm ET:  Digital Marketing with Megan Pieper. The importance of a online social presence and the unique challenges CUs face.

3:30 – 4pm ET:  Breakout sessions with your peers. What unanswered questions do you have? What are you looking to gain from this event?


Tuesday, October 27:

Data, Tech & Analysis

12 – 1:30pm ET:  Asterisk Intelligence with Annalyn Hawkes. The effects of COVID on data analysis, DW/VAT, and new analytics tools.

1:30 – 2:30pm ET:  Xtend Data Analytics with Sarah Ashby. The best dashboards for marketing, loan opportunities, and mobile analytics.

2:30 – 3:30pm ET:  Google Analytics and SEO with Megan Pieper. Using popular tools to better understand your audience.

3:30 – 4pm ET:  Breakout sessions with your peers. Where do you want to take your members? What will your post-COVID communication strategy look like? How can we help?


Wednesday, October 28:

Xtend Contact Center

12 – 12:45pm ET:  Agent Onboarding, Training & Employee Culture: Creating and evolving a team

12:45 – 1:30pm ET:  Reporting, Metrics & Call Monitoring: Effectiveness and efficiency

1:30 – 2:15pm ET:  Interaction Analytics & Wrap-Up Codes: Do you know why your members call?

2:15 – 4pm ET:  Open Discussion: Evolution amidst a pandemic. What has worked, what hasn’t, and what we each predict for the future.

About Roundtables

Xtend roundtable events are intended to serve as a place for networking and collaboration. These are opportunities for like-minded industry professionals to come together and discuss best practices, thought provoking insights, challenges from the past year, and trends for the future. Our goal is for participants to share their goals or experiences in today’s credit union landscape and identify key takeaways they can put into action.


General Guidelines

  • For digital-only events, video is required
  • Participate! Let’s dive in together
  • Be open and honest
  • Come prepared to show, tell, and ask questions
  • Criticisms and evaluations aren’t personal
  • What’s your takeaway? Set a focus from the start, leave with your takeaway, and put it into action


Mon, October 26 @ 12:00 pm EDT
Wed, October 28 @ 4:00 pm EDT
Event Category:


Zoom (link will be sent to each participant)
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