A Great Leap ForwardA Great Leap ForwardA Great Leap ForwardA Great Leap Forward

Welcome!Welcome!

• 2015 attendance largest ever. Thank you!• This is our new model

• May• Inexpensive• Easy and inexpensive airport access, • Timing set up for you to be able to get home the

night of the final day of the session.• Hosted by a client or partner

Thank You!!Thank You!!

• LGE Community Credit Union• Wendy Jackson• Sara Hunkler

• MemberShoppers• Constance Anderson

• Marquis• Mike Bartoo

Welcome Special Guests!!Welcome Special Guests!!

• SWBC Auto Pilot Division• Connie Shoemaker, VP of Operations• Catherine Jones, Trainer

• Satori Consulting• Sandi Verrecchia, CEO

• Prospective ServiStar Clients• 4Front CU, Jason Acosta, Member Experience

Manager• Yolo FCU, Matt Lane, VP – Finance & Operations

New Credit Unions ClientsNew Credit Unions Clients

• Georgia Power• Atlanta Postal• Generations• US Eagle• Ashland• Advia

First Timers, WelcomeFirst Timers, Welcome

• If this is your first ServiStar Users Group Meeting

• Introduce Yourself!

Thank You!!Thank You!!

• Alumni Emeriti• Karen Murray• Wendy Jackson• Tansley Stearns

• Our two new AEs• Cheryl Duncan, Manager of Org. Dev. Advia CU• Jessica George, Sales Manager Mid Oregon CU

If You Are NOT Receiving our emails about the If You Are NOT Receiving our emails about the Monthly Webinar/PodcastMonthly Webinar/Podcast

• Email tony@michaelneill.com•Let him know you are not receiving the email annoucements.

Primary Purposes of the SUGPrimary Purposes of the SUG

• Networking and developing mentoring relationships

• Learning what we have learned during the year

• Ask questions, dig deeper, share what your credit union is doing

• Learn from a non-credit union industry expert.

What’s In Store?

• Best Practices - Member Re-boarding• Best Practices – New Member Onboarding

Awards

What’s In Store?

• Member Experience• How It Differs from Sales Culture• Key Research from Filene that can improve

your Member Experience• Incentive Practium

• Idea sharing• Questions• Working Together

What’s In Store?

• Roundtable Discussions• What do you want to know from the “old

timers”?• What challenges are you facing?• What is holding you back from the great leap

forward?• Incentive Practicum

• Idea sharing• Questions• Working Together