With keen insight and fresh perspective in the field of marketing, branding and communications, our team of dynamic speakers serve credit union leagues, banking associations and marketing conferences. If your audience needs actionable tools on how to reinvent their culture, jumpstart their marketing or tell their brand story, you’ve come to the right place.

Bo presenting to clients

The goal of any organization is to create value, and the role of marketing is to understand what drives value, for whom you want to drive it, and then to develop strategies to deliver it.

Bo McDonald, Frank AllgoodMarne Franklin and Audra Wilder are available for keynote presentations, breakout sessions and to moderate panel discussions.

YMC also produces a one-day marketing school for leagues and associations. Each program may be customized to your audience’s needs and goals.

Below are some of our most popular topics and programs. Click below for more details on each topic or submit your own.

Speaker: Bo McDonald, Frank Allgood, Marne Franklin

One-Day
This is a one-day workshop focused on helping community financial institutions succeed at finding value propositions, identifying ideal members, and how to reach and retain those ideal members. Attendees will also learn how to do marketing and website audits, and participate in individual and group exercises. Best practices discussions will show concrete strategies and tactics that can be implemented right away. Plus, you’ll learn why you want to be a Queen Bee, and not a Wannabee.

Speaker: Bo McDonald

90 minutes
This interactive session will take you down memory lane, using some of your favorite childhood stories to show just how easy obstacles can be overcome to achieve growth in your organization. This mini-planning session will have attendees working together to uncover solutions to the obstacles holding their organizations back from growth and success.

Key Takeaways

  • Identify the obstacles in the decision-making process, and what is missing to make better decisions
  • Learn how to overcome the fear of making the big important decisions that drive growth.
  • Define the organizational vision that clearly states what “next level” looks like and action steps to achieve goals.
  • Learn why accountability is important, and how to use it to delegate and involve key team members in the organizations success.

Speaker: Bo McDonald

60 minutes
It’s a dog eat dog world, and competition is fierce. Low rates and “good service” aren’t a growth plan, and neither is a Facebook page and mobile app. Get a fascinating look at historical marketing strategies that drove growth, and learn how those strategies can be applied today. We’ll also take a peek inside some competitors in the financial services industry you never knew existed and how they are generating hundreds of thousands of new “members” and hundreds of millions of dollars in loans every month.

Key Takeaways

  • Understand the importance of being relevant to target demographics.
  • Generate ideas on how your brand can stand out from the competition with small budgets and out of the box ideas.
  • Competitive analysis of major competitors you’ve never considered (Fintech startups, online lending clubs, etc.)

Speaker: Frank Allgood

60 Minutes
People do business with people – not companies. YouTube has become the world’s second largest search engine behind Google. Short format videos give organizations the closest thing to talking to someone face-to-face. In addition to product promotions, forward thinking credit unions and community banks are using video to convey culture, personality and expertise.

Key Takeaways

  • Present different types of videos to attract, inspire and engages.
  • Discuss different audiences, such as members, employees and prospects.
  • Provide best practices for producing videos.

Speaker: Frank Allgood

60 Minutes
Most credit unions and community banks speak a good relationship game. Naturally, we want to serve our members. We have the best of intentions, and yet, we find ourselves plagued by faceless commerce – missing out on golden loyalty opportunities.

Key Takeaways

  • Share secrets to turn members into loyal advocates.
  • Teach how to build and tell an authentic brand story.
  • Give voice to the significant rise of employer branding.

Speaker: Frank Allgood

60 Minutes
From the colleges to the pros, there are many great stories that link coaching philosophy to sound management principles. What can executives learn from a small town, junior high-level church basketball team? The paradox is the many life lessons being taught to our children are forgotten as adults.

Key Takeaways

  • Provide insight in how to master the mental game.
  • Show how to persevere in the wake of adversity.
  • Share ideas on how to maximize the full potential of each team member.
  • Present tips on improving team communications.
  • Relate coaching to creating winning organizations.

Speaker: Marne Franklin

30-90 minutes
The world of digital and email marketing is constantly evolving. In this session, we’ll take a look at the latest options available to you via online advertising, social media and email marketing, and how small or single person marketing teams can use digital marketing tactics easily.

Key Takeaways

  • Learn how to identify and reach your ideal target customer online.
  • Understand how new search engine marketing tactics can save you money.
  • Find out how social media can provide big returns for small budgets.
  • Best practices for turning your data into a powerful email marketing tool.

Do you have a topic in mind? Let one of our speakers tailor a presentation for your event. Whether it be a marketing school, workshop, seminar, breakout session, panel discussion or keynote address, we are happy to customize a program that will resonate with your unique audience.

Speaker: Audra Wilder

0-90 minutes

It’s Fresh! Exciting! It’s Powerful. Yep! You guessed it. Data. Well, maybe you didn’t guess it correctly, but now that you know the answer, you’ll want to take part in this interactive session. Join us for an open discussion on the creative strategies your Credit Union can develop – we’ll talk about quick wins you can brag about and building a solid foundation for long-term objectives.

Key Takeaways

  • Learn how to effectively use data you already have to identify ways to easily target your Scorecard measures.
  • Why it’s important to create baseline measures to prove the power of using data.
  • Learn what key measures you can track easily (and how to build the tracking measures).
  • Best practices for turning your data into a powerful email marketing tool.

Speaker: Audra Wilder

0-90 minutes

Let’s face it. Data is OVERWHELMING! What pieces do you REALLY need to reach your member, your goal, or drive behavior? In this session, we’ll talk about using data and targeting already in your credit union’s environment (core, online and more) to reach your members with specific, relevant messaging that makes them feel SPECIAL.

Key Takeaways

  • Clean your stream. Learn how to weed out the data that isn’t relevant to your goal and boost your ROI.
  • Cut to the chase. What’s your goal? What’s the cleanest, simplest way to get there.
  • Be efficient. Find out how taking advantage of data can provide big returns for small budgets (and large ones too!).
  • Best practices for turning your data into a powerful email marketing tool.

Ready to book a speaker?