Marketing

marketing-roundtables-header

We create a custom agenda based on the attendees in the room. Based on recent conversations with heads or marketing here are suggested discussion topics for our 2017 Marketing Roundtables.

Organizational Design & Planning

  • Where does marketing fit on the org chart?
  • What to outsource vs. retain?
  • Budgeting and planning
  • How can we be positioned as a strategic partner for other departments?

Member Acquisition & Onboarding

  • What are you doing with regards to business development? SEG Development? Referral campaigns?
  • What are your activities with regards to onboarding new members?

Media/Marketing Mix

  • Social Media
  • Traditional and Mass Marketing
  • In-branch
  • Channels (mobile, ATM & ITM locations, etc.)
  • Content

Measurement

  • Tracking effectiveness
  • Demonstrating strategic impact

Technology

  • Marketing automation platforms
  • CRM/Core systems

 

Justify Your Trip

Download and edit this letter to help justify your travel to a Roundtable in 2017.

Marketing Roundtable in Dallas
Marketing Roundtable in Chicago

Register Now

Ask An Analyst

Schedule a 30-minute one-on-one appointment with a Callahan analyst who can help you answer questions about any of our analytical tools: Peer-to-Peer, MortgageAnalyzer, BranchAnalyzer, or CUAnalyzer and how it relates to your role at the credit union. Ask An Analyst is scheduled for the day before the Roundtable and will take place from 1:00 to 5:00 PM at the hotel.

Reserve your Ask An Analyst time in Dallas
Reserve your Ask An Analyst time in Chicago

Event Logistics

May 2-3 | Dallas

Happy Hour: W Dallas Victory Hotel (2440 Victory Park Lane, Dallas, TX)
Dinner: Stampede 66 (1717 McKinney Avenue, Dallas, TX)
Roundtable: W Dallas Victory Hotel (2440 Victory Park Lane, Dallas, TX)

We have a room block available at the W Dallas Victory Park for Roundtable participants. The group rate is $259/night and reservations can be made by calling the hotel directly at 214.397.4100. The room block is only available until 4/1/2017. If you run into issues with your reservation, please contact Victoria Taylor at vtaylor@callahan.com.

July 11-12 | Chicago

Happy Hour: Westin Chicago O’Hare (6100 North River Road, Rosemont, IL)
Dinner: Gibson’s Bar & Steakhouse (5464 North River Road, Rosemont, IL)
Roundtable: Westin Chicago O’Hare (6100 North River Road, Rosemont, IL)

We have a room block available at the Westin Chicago O’Hare for Roundtable participants. The group rate is $209/night and reservations can be made by calling the hotel directly at 847.698.6000. The room block is only available until 8/11/2017. If you run into issues with your reservation, please contact Victoria Taylor at vtaylor@callahan.com.

Affiliated Companies:
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