Marketing

CU Marketers Tackle Compliance and Other Issues

Speakers address cross-selling, compliance pitfalls.

November 14, 2013
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Credit union marketers explored topics such as cross-selling, compliance and social media at the Credit Union Association of New York’s (CUANY) Marketing Conference last week.

The conference, held Nov. 7-8, attracted attendees from across New York and Pennsylvania.

The conference kicked off with a presentation from featured speaker Sean McDonald, president of Your Full Potential LLC and founder of Credit Union Business Development Academy.

McDonald described how to build an effective cross-selling culture and overcome challenges associated with cross-selling. Attendees then broke into groups to develop cross-selling ideas for hypothetical situations.

CUANY Compliance Director Mike Carter then explained how and why compliance applies to marketing and communications professionals and cited specific examples of potential compliance pitfalls.

On Nov. 8 Tansley Stearns, impact director at Filene Research Institute, explained findings from Filene’s social media research and shared ideas on building effective social media strategies. She also previewed the QUEsocial Social Media Solution, which is designed to help credit unions expand their social media presence.

The conference concluded with presentations from Covera Fraud Analyst Christina Duncan and Portfolio Consultants’ Carol Ann Pacco-Long and Walter Wittemann. They focused on EMV technology and debit/credit card marketing strategies.

Additional speakers included Allison Barna, CUANY vice president; Chris Pajak, CUANY human resource management consultant; and Elise Glassett, marketing specialist at Sidney (N.Y.) Federal Credit Union.

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