Making Your Company Categorically Better

Class #4: AI: What's Hype and What Do I Really Need to Know?

Thursday, August 8
9:00 am to 10:00 am Pacific Time
$180
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Every industrial revolution was (and is) dependent on the convergence of multiple new technologies. The 4th Industrial Revolution, which is currently taking place, is no different. And AI is a key technology driving this revolution. While it is true that AI will replace many of the traditional banking jobs; it will also greatly enhance and augment other banking roles, improve the personalization of banking products and services, and provide your members with the next wave of financial products. AI and ML are both transformative technologies that are part of an evolving ecosystem of net new financial products. Embrace this new wave.

Join us on Thursday, August 8 for a quick, unbiased, “safe” place to learn more about AI. 

Guest speaker: Sam Maule

Time for networking with other professionals.

Sam Maule

Sam is an active mentor, thought leader, and sought-after speaker focusing on the human element of digital and banking innovation. He has over twenty-five years of experience working in the payments, mobile, and banking space across North America and Europe for both global banking and technology companies, and in the start-up community.

He was the Managing Partner at 11:FS, co-host of FinTechInsider podcast. and recurring host of Breaking Banks podcast. He has presented for such places as the Thailand Stock Exchange, FinTechStage Luxembourg, FinnoSummit Bogota, Money2020 US and Europe, SAMA Saudi Arabia, SIBOS Singapore, Seoul’s AI Conference, American Banker’s Conference, and CUNA.

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Class #3: How to Run a Good Meeting

Wednesday, May 29
9:00 am to 11:00 am Pacific Time
$120
This class is perfect for:
  • Any person who wants to be better at getting things done with the help of other people.
This third class will cover:
  1. What types of meetings every team should have
  2. How to prepare attendees before a meeting
  3. How to guide the conversation so that it is both inclusive and focused
  4. How to instill accountability after the meeting
  5. An overview of Robert's Rules of Order
Special guest speaker: Ann Macfarlane
Time for networking with other professionals.

Ann Macfarlane

Ann G. Macfarlane began her career as a diplomat, serving in Pakistan and on the Soviet desk of the U.S. State Department in Washington, D.C. She then became a Russian-to-English translator and was elected president of the American Translators Association. Feeling frustrated by the complexity of Robert’s Rules of Order, Ann took up the study of parliamentary procedure and created Jurassic Parliament in 2000. She provides fun, interactive training—using dinosaurs as props—that makes Robert’s Rules easy to learn and apply.

Ann trains hundreds of elected officials, clerks, and nonprofit leaders nationwide. With Andrew Estep, she is the author of Mastering Council Meetings: A guidebook for elected officials and local governments. Ann is a Professional Registered Parliamentarian and blogs regularly at www.jurassicparliament.com.

Class #2: Social and Digital Marketing

Tuesday, March 26,
9:00 am to 11:00 am Pacific Time
$120
This class is perfect for:
  • People new to the marketing role.
  • People who do not have a marketing background but are tasked with it at their credit union.
  • People interested in marketing as a career path who need training.
  • Someone who does not work in the credit union industry, but wants to someday.
This second class will cover:
  1. Social media marketing: How to engage your members online
  2. Round two of disclosure pointers
  3. Digital marketing: The basics of paid search, retargeting, and SEO
  4. Class choice
Special guest speaker: Tracey Wells
Time for networking with other credit union professionals.

Tracey Wells

Tracey brings a 20+ year marketing career to support Ironistic clients in strategic marketing with a focus on digital strategies, including email marketing, social media, content marketing, SEO and paid advertising. She currently works as a Senior Digital Strategist with all of Ironistic’s credit union clients.

During her career, Tracey has had the opportunity to work in both agency and corporate marketing, helping credit unions across the country reach marketing goals for 15 years. Her experience working with credit unions includes several rebranding efforts and she’s been a guest speaker at local and national credit union events, providing education on product and digital marketing.

Class #1: Marketing for Beginners

Tuesday, January 23, 2024
9:00 am to 11:00 am Pacific Time
$120
This class is perfect for:
  • People new to the marketing role.
  • People who do not have a marketing background but are tasked with it at their credit union.
  • People interested in marketing as a career path who need training.
  • Someone who does not work in the credit union industry, but wants to someday.
This first class will cover:
  1. The importance of accuracy and how to be more precise and concise in all communication
  2. Necessary disclosures to keep your marketing in compliance
  3. Various types of marketing that are free and easy for any credit union
  4. Class choice
Special guest speaker: Ashley Smart
Time for networking with other credit union professionals.

Ashley Smart

Ashley started as a teller at Harborstone CU and worked her way up to marketing coordinator. After four years in the marketing department, she went to the agency side of the profession, where she helped several credit unions with their marketing efforts. She is now the VP of Marketing at Cascade FCU. Learn marketing best practices from someone with a diverse career in credit union marketing.