BASIC TO ADVANCEDDIGITAL MARKETINGPRESENTATIONSTO INSPIRE THOUGHT,CURIOSITY, AND ACTION

Leone Credit Union V2

 

Your keynote and workshop speaker can make or break your event.

Your top priority is to add value to your attendees so they see value in your event. As a former musical performer turned marketer, Chris understands the responsibility someone has towards their audience.

As President of an agency focused on helping credit unions navigate digital marketing, Chris brings 11 years of real-world experience, lessons, and insight to power each topic.

BOOK CHRIS

Chris understands the best speaking events, short or long, inspire real action. Each talk is designed for credit unions with real takeaways to bring back and implement in credit unions of any size.

TOPICS

Keynote/breakout session topics, in person or webinar (~1 hr.)

1

Digital Metric Reporting for Credit Unions

  1. Summary:
    Comprehensive, reliable reporting is one of the biggest pain points credit union marketers face. In this presentation, Chris will go through the basics of how good digital tracking works and how to build reports that will impress any board.

  2. Audience takeaways:
    1) what types of tracking are and are not possible
    2) which metrics are most important for understanding ROI
    3) tricks for tracking ROI on your campaigns even when your options and technology are limited

2

Credit Union Marketing Budgets - How and Where You Should Invest Online

  1. Summary:
    The wrong budget planning can doom an otherwise great marketing plan. In this talk, Chris walks through industry data and his agency experience to reveal how and where credit unions are investing their marketing dollars. He then dives even deeper to show how credit unions of various sizes should split their digital budget across all the various digital tactics.

  2. Audience takeaways:
    1) by how much you should shift your marketing budgets from offline to online
    2) by how much marketing budgets are increasing
    3) how much budget should go to advertising, search engine optimization, content, marketing technology, and social media

3

Marketing Automation Strategies for Credit Unions

  1. Summary:
    The wrong budget planning can doom an otherwise great marketing plan. In this talk, Chris walks through industry data and his agency experience to reveal how and where credit unions are investing their marketing dollars. He then dives even deeper to show how credit unions of various sizes should split their digital budget across all the various digital tactics.

  2. Audience takeaways:
    1) activities that can be automated
    2) by how much marketing automation increases qualified leads
    3) full examples of marketing automation in credit unions
    4) how marketing automation can improve 1st year attrition rates

4

How Credit Unions Should Market To Millennials

  1. Summary:
    With most credit unions are focused on lowering their average membership age, this presentation couldn’t be more timely. In this presentation, Chris will share how to effectively target a younger audience and what it could means if you don’t. This talk debuted at CUNA 2018 and earned a raving response. Included in the feedback this talk received, one attendee commented “this talk scared the c*** out of me, but in a really good, motivating way. Thank you.”

  2. Audience takeaways:
    1) what millennials do and do not understand about credit unions
    2) how millennial buying and borrowing behavior is changing
    3) how big technology brands could disrupt the credit union space
    4) how to most effectively reach millennials online

5

Credit Union Digital Marketing 101

  1. Summary:
    Sometimes it’s good to get back to the basics. In this presentation, Chris will cover a variety of topics every credit union marketer should know when approaching their digital strategy. This well-received presentation addresses often-wondered but rarely asked questions on how to design an effective digital marketing plan.

  2. Audience takeaways:
    1) how other credit unions investing in marketing
    2) the trends that should excite and scare any credit union marketer
    3) the tools that are right for your particular goals
    4) how to tell if your efforts are working

6

When You Should (and shouldn’t) Pursue The Most Popular Digital Marketing Tactics

  1. Summary:
    There is no silver bullet strategy for making your marketing work. Instead, the most well-rounded, highest performing digital marketing strategies use a combination of tactics that work together to turn prospects into potential new members. This talk is about understanding what to focus on and when so you can have the biggest impact possible.

  2. Audience takeaways:
    1) understanding a new framework for diagnosing your marketing problems
    2) understanding which digital marketing tactics are most appropriate for solving your specific challenges
    3) how to apply the specific strategies and tactics that can take your marketing to the next level

Workshop topics, in person (half or full day)

1

Getting Personal With Digital Marketing: How to inject personalization into your overall marketing and content strategy

  1. Summary:
    This hands-on workshop aims to help credit union marketers optimize for the customer experience online. This workshop begins by diving into the latest trends in digital marketing, budgeting, and personalization, then shifts to a hands-on exercise (including hands-outs). We’ll walk through how to create your personas, then match the right digital tactics to your personas. This session is all about prioritizing the persona and the buying journey so you can deliver the most effective, hyper-targeted marketing possible.

  2. Audience takeaways:
    1) understanding a new framework for diagnosing your marketing problems
    2) understanding which digital marketing tactics are most appropriate for solving your specific challenges
    3) how to apply the specific strategies and tactics that can take your marketing to the next level

2

Credit Union Analytics Workshop

  1. Summary:
    This hands-on workshop includes everything a credit union marketer needs to know about achieving insightful tracking and reporting. Together, we’ll dive into the basics of how Google Analytics tracking works, Google Analytics setup best practices, how to save time using Google Manager, and the top reports you should build in Google Studio (and how to do it). The workshop is broken into the following sections:

    1. Intro/Tracking Basics
    2. Using Tag Manager (includes live examples)
    3. Setup best practices (includes live examples)
    4. Top Reports (includes live examples)

 

PRICING

Pricing is negotiable. I will work with you and your budget to make this a non-issue. I will require travel reimbursement and typically fly out of Richmond International Airport (RIC).

TESTIMONIALS

“This workshop was extremely helpful! I love that it was hands-on and Chris is very knowledgeable and helpful.”
- Erin Gafner, Chartway
“You knocked it out of the park! Tremendous feedback from all of our attendees. THANK YOU!!!!!!!”
- Dawn Lindley, Virginia Credit Union League
"Chris rocked our April 2019 Management Association meeting with his presentation. I highly recommend him as a speaker!"
- Barbara Lehew, Carolinas Credit Union League

 

PAST & FUTURE EVENTS

 

2019

MACCU 2019 Spring Conference

April 2019 in Myrtle Beach, SC: "Using An ‘Online-Only’ Mindset To Modernize & Future Proof Your Marketing"

SCCUA 3Q Collaboration Forum

September 2019 in CA: Using An ‘Online-Only’ Mindset To Modernize & Future Proof Your Marketing

2018

CUNA Marketing & Business Development Council Conference

March 2018 in San Francisco, CA: "Marketing to Millennials Online"

Virginia Credit Union League,

May 2018 in Richmond, VA: Google Analytics Workshop

Virginia Credit Union League

September 2018 in Virginia Beach, VA: "Marketing to Millennials Online"

 

2017

MAC Conference

May 2017: "Unlocking your Digital Marketing Formula"

AMA Richmond

November 2017: "Content Marketing Strategy"

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PRESENTATION REQUIREMENTS

 

I use slides for every presentation. My slides are built in Google Slides formatted for 16:9 aspect ratio. An internet connection is not required to run these slides, but is prefered.

I will use my own laptop to present. My computer is a 2015 13-inch MacBook Pro with an HDMI port. I will supply a VGA dongle if necessary.

 

 

I WILL
BRING
  • A MacBook Pro with VGA and HDMI connections
  • My own computer power cable
  • A Logitech Spotlight remote
  • My presentation using Google Slides formatted for 16:9 aspect ratio (I present off my own computer, versus using a preloaded presentation)

 

I NEED YOU
TO PROVIDE
  • A wireless lavalier or headset microphone (if the room is large and requires one)
  • A small table or podium for my laptop (podium is preferable, but a table is fine, too)
  • A projector with VGA or HDMI input

Want to learn more or book Chris for your event?

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