Breakout Sessions
Date & Time
Friday, May 17, 2024, 2:30 PM - 3:30 PM
Harrison Hochman Shari Storm

Harrison Hochman Presents: Cracking the Code: How Credit Unions Can Win Over Gen Z

Engaging and retaining the next generation of membership isn’t a luxury, it’s a necessity. At the same time, only 4% of Gen Z banks with a credit union. In today's competitive landscape, credit unions must reimagine their approach to forge lasting relationships with the next generation of members. Learn from CEO of Sparrow and credit union technologist, Harrison Hochman, on how to:

  • Decode Gen Z and Millennials: Understand their unique values, expectations, and communication preferences.
  • Become their financial hero: Craft a compelling value proposition that resonates with their aspirations and goals.
  • Outmaneuver the competition: Discover cutting-edge tactics and strategies to win the battle for Gen Z.
  • Build lasting relationships: Implement best practices for fostering multi-product loyalty and long-term engagement.

Amy Wood Presents: Optimize You: Upgrade Your Mindset for Greater Success

Research shows that the higher people go with their aspirations, the more likely they are to struggle with self-doubt. What sets high-achieving people a part is their capacity to transform negative self-talk into a powerfully positive and motivating perspective. Grounded in the proven science of cognitive-behavioral psychology, this workshop teaches the art of thinking in ways that reduce stress, gain influence, and increase productivity. You’ll discover the enormous impact your beliefs have on everything you do, and begin to shape those beliefs to get better results at work and in life.

Those who participate in this illuminating professional development experience will:

  • Recognize three common beliefs that may be preventing you from reaching your goals.
  • Learn three central beliefs that the most successful professionals practice.
  • Become better able to solve problems and make smart decisions by thinking more flexibly.
  • Shift your overall outlook to be more self-assured and effective in the face of tough challenges.

Shari Storm Presents: Kids These Days; Capturing the Hearts, Minds, and Wallets of Young Members

Every financial institution wants to be there when a young person is ready to open their first credit card or get their first car loan. Consumers in the early stages of adulthood can be extremely profitable and presumably result in many more years of relational banking. Early affinity to a brand can lead to a lifelong relationship.

Consumers under the age of 25 present a host of opportunities for banks and credit unions, both now and well into the future. Is your financial institution doing enough to capture this critical market segment? Learn 10 things you can start doing tomorrow to ensure you don't miss out on a vital strategic initiative.