Educated Investor

Educated Investor: Financial Success Suite - Conferences

Click here to register for this event by email

WHEN: Saturday, March 15, 2008 from 3:00pm-6:00pm

WHERE: Hermitage A Room of the Gaylord Opryland, Nashville, TN

WHY: You’ll hear how Credit Unions and other industry leaders, have experienced great growth by Discovering the Bottom-Line Benefits of Financial Education.

COST: $495.00 (FREE to Customers, Pilot Partners and attendees of CUNA Marketing and Business Development Conference)

Conference Agenda

• Time                     Presentation
• 3:00pm-3:15pm — Welcome and Icebreaker
• 3:15pm-3:45pm — Discover the Bottom Line Benefits of Financial Education (Overview)
  
  Learn how nearly 100 credit union executives are working together in a collaborative effort to demonstrate how tangible improvements in financial knowledge of credit union employees, members, and key stakeholders can positively impact your bottom line.
  
  Speaker: Joe Saari, President and CEO, Precision Information
  
  CMBDC Discover Bottom Line Benefits Presentation
• 3:45pm-4:30pm — DESERT SCHOOLS FCU CASE STUDY - Generating Measurable ROI through Financial Education
  
  Learn how Desert Schools has helped grow (non-interest) revenues from its financial services program by over 325% thru incorporating financial education into a highly successful sales, marketing and business development program.
  
  Speaker: Ellen Smith, Account Manager, Precision Information
  
  CMBDC Desert Schools Presentation
  Desert Schools Case Study
• 4:30pm-4:45pm — Networking Break
• 4:45pm-5:15pm — Case Study: Examples from outside the Industry- NYL, Quicken & TurboTax
  
  Learn how companies outside of the Credit Union Industry, such as New York Life, Quicken and TurboTax have generated over 2,000,000 new customer accounts and experienced more than 2500% growth in New Sales Leads and New Transactions by offering financial education to their clients.
  
  Speaker: Joe Saari, President and CEO, Precision Information
  
  CMBDC NYL, Quicken and Turbo Tax Presentation
  NYL Case Study
  Quicken Case Study
  TurboTax Case Study
• 5:15pm-6:00pm — MOUNTAIN AMERICA CU CASE STUDY - Incorporating Financial Education into a Highly Successful Maketing & Business Development Program
  
  Learn how Mountain America generated over $200 million in new deposits in Q1 2007 thru a highly successful internal / external financial education and marketing program focusing on helping employees and members prepare for retirement.
  
  Speaker: Tammy Douglass, Account Manager, Precision Information
  
  CMBDC Mountain America Presentation
  Mountain America Case Study