Utah's Credit Unions

eTrain: Planning Your Credit Union's Annual Meeting

Presented by Mark Arnold, President, On the Mark Strategies
Agenda. Refreshments. Annual report. Prizes and giveaways. Seating charts. Flowers on the tables. Bogged down yet? These are just the tip of the iceberg when it comes to credit union annual meeting planning.

Whether you’re a first-timer or a seasoned veteran of credit union annual meeting planning, you’ll want to attend and learn from this exciting webinar.

Get a head-start on organizing and successfully completing your meeting. Credit union expert Mark Arnold will give you an action plan, including planning your venue, date and agenda, complying with protocol requirements and letting your members know about the meeting.

Having led credit unions in the past through multiple annual meetings, Mark will provide practical information on the best ways to help prepare for and plan yours. The session provides the following:

• Plan ahead! Setting up the basic annual meeting timeline.
• Food, fun and flowers: The devil is in the details.
• The resources you’ll need to achieve your goals.
• Maximize marketing and exposure for your annual meeting.
• From annual snooze to must-have item: The annual report.
• What goes where and when? Establishing an agenda.
• How’d we do? Post-event evaluation.

Who Should Attend?
Credit union professionals in all positions who are responsible for planning or facilitating their credit union’s annual meeting

Meet the presenter, Mark Arnold: 
Mark Arnold, CCUE, is an acclaimed speaker, brand expert, and strategic planner with over twenty years of experience in financial institution marketing, business development, human resources, training, and sales. He is also president of On the Mark Strategies, a consulting firm that helps credit unions achieve their desired strategic goals through strategic planning, brand planning, leadership/management training, marketing planning, and staff training.

Before founding On the Mark Strategies, Mark served as senior vice president for Neighborhood Credit Union in Dallas, TX where he oversaw and planned strategies for multiple departments. He has also worked as communications manager for the Texas Credit Union League (TCUL) and in several positions at Community Credit Union. Mark is the author of multiple books, including Think Huge: Elevating Your Life and Your Business, My Best Service Ever and Marketing Across the Generations: Gen. X. Mark is also a past contributing author for the Credit Union National Association’s Environmental Scan.

Don't miss a minute of the exciting eTrain webinar series! For more information about upcoming programs, please email your questions to eTrain@ccul.org or call 800.472.1702 and select option 2.