bryce roth 2013 cues next top credit union exec presentation

16
Bryce Roth Marketing & Social Strategist CitizensFirst Credit Union ($382M) Oshkosh, Wisconsin, USA

Upload: cues-next-top-credit-union-exec

Post on 05-Dec-2014

644 views

Category:

Business


1 download

DESCRIPTION

Bryce Roth is a 30-year-old Marketing & Social Strategist at CitizensFirst Credit Union ($382M) in Oshkosh, Wisconsin. This is his Finalist presentation that he gave in San Diego, California as part of the 2013 CUES Next Top Credit Union Exec competition.

TRANSCRIPT

Page 1: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

BryceRothMarketing & Social StrategistCitizensFirst Credit Union ($382M) Oshkosh, Wisconsin, USA

Page 2: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

2013 CUES Next Top Credit Union Executive Competition

@bryceroth #NTCUE

Page 3: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Why?

• We’ve got problems...

Page 4: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Problem #1

• Aging demographic of the average credit union member.

Page 5: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Problem # 2

• Lack of relevancy and loyalty

Page 6: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Problem # 3

• Poor personal finance skills

Page 7: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Problem # 4

• Many credit unions have lost sight of our original purpose

Page 8: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

What do we know?

• The research doesn’t lie

Page 9: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

The good news

• Credit unions are exactly what young adults want!

Page 10: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

• Financial Literacy

• Community outreach

• Engagement

• Exposure

Page 11: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

How?• Next Gen

• Financial education

• Community outreach

• Board Advisors

• Engagement

• Financial education

• The VOICE

• Exposure

• Community outreach

Page 12: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Results

• Increased exposure

Page 13: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Results

• STRATEGIC GOALS

• Lower avg. member age

• Membership growth

• 650

Page 14: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

One more thing...

Page 15: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Thank you!

Page 16: Bryce Roth 2013 CUES Next Top Credit Union Exec Presentation

Q&A with

Bryce