Are your marketing efforts making you money or detracting from the bottom line? The most obvious answer may be misleading! This common sense program covers the basics of CU finance for marketers … from what the numbers are to what the numbers mean, with a little fun along the way! Learn to use financial information to align marketing activities to achieve the CU’s financial goals. Discover which marketing activity is best for a given situation (taking the marketing function well beyond a “promotional role”), understanding the financial impact of marketing decisions on the bottom line, applying asset / liability concepts and key ratio trends analysis to avoid time-wasting mistakes, calculating promotional profitability, and more. Use of the concepts presented in this program will ensure continuous funding for your marketing programs and greater credibility as a member of the management team. A former CU marketing director, Jeanne explains this sometimes complex topic in easy to understand language using many relevant, fun examples. (This program is available only in a half-day or full-day format.)

			“EXCELLENT. The financials for marketers session (was the best).” —CUES Executive Marketing Institute I participant
			“Your program—The Financial Impact of Bottom-Line Marketing—was a hit … one of the best how-to’s ever! Thanks again for the tremendous job.” —Darrell Bahr, Missouri Credit Union System
			“I think this session should be mandatory for all marketers! Well worth the time.” —CUES Strategic Marketing Conference participant
			“Your Pre-Conference presentation on “Bottom Line Marketing” was outstanding. The material was well received and quite beneficial to all who attended. Obviously, a great deal of thought and preparation went into your program. I look forward to working with you again in the future.” – John Berra, CU Conferences
			“One of the best conferences I’ve been to.” —Sandi McMillan, Fresno Police Dept. CU, Fresno, CA