Generations, Connections, Stories

A co-worker was seeking a speaker to fill a conference slot. The names she was considering were new to me. I did a Google search to see what their footprint would tell me about them. (What would a Google search say about you? I digress, that’s a different story.) In addition to seeing how active the individuals were in the credit union movement, I found Twitter and LinkedIn profiles. Connections were made.

Josh Allison, CUDE, was selected to fill the presentation slot. I looked forward to meeting him and having a chance to visit at the conference. Our Twitter connection already “broke the ice”.

Based on our conversations, Josh recommended a book he thought I'd be interested in. He was spot on. We discussed the book. We communicate via Facebook, Twitter, email, list serves, talk on the phone, and in person when we have the opportunity. With each connection, our relationship grows. With different knowledge, experience, and passions, we have opportunities to mentor each other.

Different Generations/Perspectives + Shared Passions = Opportunities to Make a Difference

Fast Forward…Clearing out the inbox on a Friday afternoon, I came across an email Josh sent out through the Credit Union Development Educator (CUDE) list serve. With his permission, I’m sharing his story with you:

Good afternoon DE network.

This week, I was watching a variety of www.Bizkids.com videos for an educational project we are working on. I was watching the episode on Social Entrepreneurship. As I watched, the video clips would highlight young adults who had started community nonprofits. They would share why they started their respective nonprofit organization, their socially minded business, or the cause they chose to champion. Causes that included TayBear, Richards Rwanda and Room to Read .

A reoccurring theme ran through all of these videos.

They told a story.

Not any story. Their story. They explained why they took up this cause, and what moved and impacted them. They didn’t tell me about the tax write off I would receive if I donated, who I make the check payable to, or ask how much I could spare? They simply asked for me to listen…and then passionately shared… Recently, I re-watched the powerful story from Jessica Jackley, the founder of Kiva.

Same thing.

She didn’t ask for donations, for people to join her, or to support her and Kiva…she simply shared her experience working with poverty. She shared the need she saw, the emotion she felt and the compassion that compelled her to found Kiva. And it compelled me, too. Then, I jumped on my favorite social site: Facebook. At the end of each page, Facebook politely asks me if I want to see more “stories”.

And I do.

I scan for stories, not sales pitches. Not ads. Not organizations or individuals interested in useless self-promotion. I scan and read, looking for the stories of people I know, hoping to better understand and know them deeper. We crave authenticity…

So, here’s my question: do we have an authentic story to share? I believe we do. When our members come into our credit unions, do they understand who we are, what wedid and what we do? Do they know our story?

More importantly, do we?

Are we sharing authentic stories or selling? Have we resigned ourselves to simply compete on product, price, promotion and place? I wonder, what if we stopped selling with the four P’s and started first with sharing just one: Purpose.

If you’re successfully sharing your authentic story, I’d love to hear from you!

Josh Allison, CUDE

Well said Josh!

Connecting the Dots! Innovative Email Marketing Rock Star Keynotes Marketing & Business Development Conference

What do the following have in common?

• Finalist in 2010 Maryland Small Business of the Year Awards
• Inc. 5000 List of America’s Fastest Growing Private Companies 
• Ernst & Young Entrepreneur Of The Year® Award Finalist 
• Email Marketing Integration with Facebook Connect 
• Bridging the Gap Between Email Marketing and Social Media 
• Marketing and New Media Leader Chris Penn 

Greg Cangialosi, President & CEO of Blue Sky Factory! 

You might ask how Greg was identified and booked as a keynote speaker for our event. It was a matter of connecting the dots! We connected through new media (Twitter, YouTube, LinkedIn, blogs), old media (reading a book, phone, email), and personal referral. 

The relationship journey began when I started following @cspenn on Twitter. Liking what Chris wrote, I began to follow his blogs. He caught my attention with his edgy, professional style. One day Chris posted a general tweet asking if we should be connected on LinkedIn? Appreciating the insights Chris provides, believing the one with the most contacts (relationships) wins at the end of the day, I connected to Chris. From there I checked Chris out on YouTube to see if he might also be a skilled presenter. Bingo! Now I wanted to know if Chris would be interested in keynoting our Marketing & Business Development Conference. 

While all of this was developing, I was reading Chris Brogan’s book Trust Agents: Using the Web to Build Influence, Improve Reputation, and Earn Trust. His description of Blue Sky Factory and how they handle business was the icing on the cake. I was sold and wanted to find a way to work with Blue Sky Factory. And yes, the book was a great read! And yes, I also follow Chris on Twitter @ChrisBrogan. 

Chris Penn treasures family relationships. His brother was getting married the same time as our event. He thought it best he join the family for the ceremony, a most excellent choice I might add. Instead of ending the conversation, Chris asked if I might be interested in their CEO, Greg Cangialosi. I cyber stalked Greg to see what information I could find about him, his blogs, and again going to YouTube to check out Greg’s presentation skills. 

The journey continues. I follow a number of the Blue Sky Factory team on Twitter now. Love the passion and energy they bring to their world.

To connect with credit union professionals and hear Greg live, plan to attend the 2010 Marketing & Business Development Conference, October 6-8, at the Hyatt Regency in San Antonio, Texas. 

Greg will cover: 

The relationship between business and consumer has fundamentally changed due to key shifts in communication tools and the interactions that are now taking place between businesses and their customers and prospects. This new landscape presents both challenges and opportunities to marketers and businesses of every size. 

It can be hard to know where to focus and to find meaning when the newest “shiny object” becomes mainstream or is the all of the buzz. Whether it’s social media, email marketing or mobile, marketers are asking themselves, how can these tools be useful to me? What works and what doesn’t? How do I implement and more importantly measure the effectiveness of my marketing? 

In this session, Greg Cangialosi will discuss how to take a broader, holistic view of this new era of marketing communications. Focusing on the core themes of the shifting consumer mindset and what is important to them when it comes to interacting with a business or brand online. 

Gain knowledge and insight by as Greg shares information about: 

• current market statistics on consumer behavior. 
• examples and case studies of companies who do it right and wrong. 
• how you can implement new strategies to grow your business a glimpse into the future of marketing – what’s coming next?

Greg will also present a breakout session on email marketing.

If you’re looking for fresh ideas on ways to grow you business, come hang out with us in San Antonio. Act fast. Early bird conference and special hotel sleeping room rate end September 9.

Hoping to see you there!

Does Social Media Work for CUs? Let’s find out

A lot of credit unions are wrestling with the business case for social media. Others are adventuring out into the social media arena, looking to see what makes best sense for their business strategies.

Filene Research Institute has launched "groundbreaking research regarding the quantifiable impact of social media marketing strategies."

Can you make a commitment of about two hours over the next year to complete one survey per quarter regarding your marketing activities?

"The results of the year-long research will produce a statistically tested way to predict changes in membership and products per member (or, member share) based on social media activities."

"In plain English: If you keep wondering whether social media is just hype or an effective marketing tactic, this is your chance to find out. We want you and many other credit unions to participate because more responses make for better analysis. In return for your participation, we will provide you with the results of the research. Even if you are not using social media, we would like you to participate."

Credit unions have been built around people helping people. Working together is the best way for us to position credit unions forward. Hoping you make the commitment to be part of this timely project!

Bright Lights & Shining Stars – Finding Encouragement by Taking Time to Reach Out and Getting to Know Each Other

It all started when I was working on the 2010 Marketing & Business Development Conference. Greg Cangialosi, CEO of Blue Sky Factory is the closing keynote speaker. I came across a series of questions in the “about us – our team section”. Taking lead from Blue Sky, I recently posted a mix of fun and professional questions for Southwest CUNA Management School first year students, in their online class group site, to help “break the ice” before they arrive on campus. You know the kinds of questions:

• What’s your favorite _______?
• What would you do if you could _______?
• Name your top 3 favorite _______?
• Where would you like to __________?

The list goes on. From time to time someone will post a list on Facebook or send an email to see if you’re willing to play along. They may seem silly or even a waste of time. Yet for those who choose to play along, insights are gained and relationships start to form or strengthen. A benefit I did not expect, was finding breaths of fresh air and encouragement.

When asked “what is your favorite thing about working at a credit union?” answers included:

• I love that we are empowered to help people without all of the hindrances everyone faces at a bank.
• “People helping people" is what it's all about!
• I like being able to help people, especially when we can help someone that no one else will even talk to.
• It's a REAL, honest to goodness, not-for-greed credit union.
• Helping my members.
• Building relationships and making dreams come true for members!
• Helping members get out of dept, permanently.
• Giving atmosphere.

The final item was a request to “give one valuable piece of advice to credit union professionals”:

• All of your past experiences and education are worthless if you feel they are your qualifying factor. Use them to make the rubber meet the road and move forward.
• Get in the game and never, never stop learning!
• Set high standards for yourself and work hard to meet them.
• Don't lose sight of our purpose (what makes us better). This, for me, takes a lot of practice and swallowing of pride, but: my most valuable tool has become examining what I think I want and why, my motivations, my actions and the outcomes. This exercise is applied to ALL aspects of my life). A great (important!) question is "how will this affect the people (family, friends, co-workers) around me?" I must admit, it's not always been "pretty".
• Ask for help from the credit union people around you and give it back. COOPERATE and COLLABARATE. It is the single best way to get done all the things you have to accomplish.
• Keep a good balance between "best for the credit union" and "best for the member".
• Work is just a small portion of your life- it is a means to an end (Retirement)". Keep God first, Family second, and Work last in your life.
• Be a servant with a servant’s heart – serve those who report to you, don’t make them serve you.

And yes, I did ask about favorite movies, flavor of ice cream, where’d they like to go other than Fort Worth in July with 100 degree temperatures, and more. I can’t wait to get to know this group of credit union professionals better!

A special thank you shout out goes to the SCMS Class of 2011 for setting the Class of 2012 group site up before they even arrive on campus!

Why do you like to work where you do? What advice would you give?

Be Strategic About Social Media: Find Your People, Join the Conversation

Social media, however you define it, is a changing environment. Regardless of what you call it, think about it, or the tools you use, it’s out there. And yes, the tools change. It’s not about the tools. It is about the people, relationships, value, authenticity, and conversation. It’s about growing your business and serving your community.

Make a strategic decision.

• If customers/members and potential customers/members are having a conversation which relates to your products and services, it’s in your best interest to be part of the conversation. Find out where the conversations are occurring. If they are at the local business club monthly meeting, show up. If they are on Facebook or Twitter, listen, share, and interact.
• If they are not talking about your credit union, products, or services online, no worries. Or not? Have you provided products and services worth bragging about? Has your competitor? Have your service levels slipped? Your products fallen behind the times? Do you want to know what people think? Look, listen, and learn. Be strategic about whether or not social media makes sense for your credit union and market.

If you make the strategic decision to incorporate social media into your marketing and business development plan, be strategic about what you do.

• Don’t set up a credit union Facebook page just because someone else did.
• Twitter is not a 140 character commercial. It’s a place to help people find connections, learn about cool stuff/resources, and know more about your credit union and what you have to offer. Select the tool or tools best suited for your team and your members.

Southwest CUNA Management School has two courses this summer with limited seats available to help you further explore and expand your knowledge about social media.

Social Media I: Getting Acquainted
Dr. George Low - Texas Christian University (TCU)
July 20 (1-4:30 pm) with 1st Year Students

Social-networking websites such as MySpace, Facebook, and LinkedIn have seen unprecedented growth in recent years. Consumers are creating their own content on blogs, YouTube, and are rating products and services on message boards and other sites, presenting unique challenges and opportunities for marketers to use these social media to communicate with current and potential customers, and to build lasting relationships with them. The objective of this course is to give students valuable knowledge and skills needed to take advantage of these powerful social marketing tools. Teaching/learning methods will include class discussions of current trends and issues, mini case studies, and the sharing of experiences, ideas, and best practices in using social media as part of a broader strategic, integrated, marketing communications effort in the credit union industry.

Social Media: Let’s Get Strategic
Amanda Vega – Amanda Vega Consulting
July 19 (1-4:30 pm) with 2nd Year Students

You’ve heard about social media, have been dabbling on your own, or have incorporated elements of social media at the credit union. How do you advance to the next level? It’s time to get strategic with Amanda Vega, Amanda Vega Consulting. In this open discussion that is part information and part hands-on learning, plan to explore and discuss:

• What are the challenges and successes associated with social media in the credit union industry and who ultimately owns it?
• Advanced uses and tools in social media to help you get to the next level (comment marketing anyone?).
• The executive team isn’t buying into this marketing activity or simply doesn’t “get it.” – now what? How to and ensure buy-in from the decision makers
• New research on tracking, monetization and the like (a Facebook fan is worth more than $138) and the new tools that are out there to help quantify these efforts.
• Social media compliance, regulation, and policy tips
• Taking your social media to the next level, communication as a whole, arming you with real information and engagement suggestions.

If you’re looking to develop your team or enhance your skills, plan to join us on the TCU campus (Lupton-Brown University Union). Limited seating available on a day rate. For more details, visit www.scms.coop or contact Janine McBee, SCMS Synergist & Director.

Time to Vote for Next Read - Book Club for Professional & Personal Development

When it comes to reading for both professional and personal development, do you have good intentions but don't get anywhere? Is your schedule so crazy that meeting at the same time and day of the week is a commitment you're not ready to make? Do you need deadlines to get you started? Do you work for or love a credit union? Answer yes to any of these questions, and we're the group for you!

Our book club launched March 15, 2010 starting with Patrick Lencioni's "Getting Naked: A Business Fable." We are currently reading our second book, Seth Godin's "Linchpin: Are You Indispensable?" Please feel free to join in at anytime. That's the method to the madness for connecting on LinkedIn. If you missed the start or we are on another book, you can still jump in and add to the discussion on any book active in the group discussion site, sharing with the community.

We are about 1/3 of the way through Linchpin. It's time to start thinking about what the group will read next. On the list are:

Blink by Malcolm Gladwell
Everyone Communicates Few Connect by John C. Maxwell
Hot, Flat, and Crowded by Thomas L. Friedman
Rework by Jason Fried & David Heinemeir Hansson

Vote here. When you vote, please feel free to recommend books for future consideration.

Voting closes on June 16. Simple majority rules. The book with the most votes will be our third book.

TCUL Annual Meeting - Amanda Vega Keynote

While at the Texas Credit Union League's 2010 Annual Meeting, the CU GROW Team caught up with Amanda Vega (on Twitter:@AmandaVega) following her key note session on "Social Media: How the Web Connects People."  Amanda is the CEO of Amanda Vega Consulting, technically the oldest social media management company with engagements in the industry dating 10 years, a published author of “PR in a Jar” and contributor to the bestselling book “The Social Media Bible.” Check out our interview with Amanda below and give us a shout back on how your credit union is connect with members via social media. 

Image Provides Insight into Ideal Candidates

Click the image to enlarge.

If you are planning a career in the credit union movement, professional development and networking are key to your success. As a leader, it is also important to have a plan to ensure that your team has a clear plan for developing their skills and network. Southwest CUNA Management School is designed to challenge you, your team, and your credit union forward.

 

If your find yourself or members of your team identified in the word picture to the left, you have a match for the profile of a future leader and SCMS student…enroll today!

 

Visit www.wordle.net to create your own "word cloud". It's a great tool to see if something you're writing has the emphasis where you want it to be.

Heads Up! FTC Guides & Some Risk Factors to Look Out For

Guest post by Nadine Boisnier, Compliance Officer, Amanda Vega Consulting

The recent revisions to the FTC guides concerning the use of endorsements and testimonials has posed some questions as to what people can expect from the changes and how this affects active participants in social media. As you begin to build deeper relationships with your Credit Union customers online, here are some guidelines on what the new FTC guidelines mean for you.

 

The basic FTC changes came into effect due to the emergence, popularity and increased growth of social media. (The guidelines were last updated in 1980). The regulations were updated due to the notion that the lines have been blurred between what an advertisement is and the motives behind the use of social media. There were instances of non-disclosure from companies using bloggers to post positive reviews while receiving cash or gifts as incentives. Regulators do not agree that these types of postings are unbiased reviews. Their goal is to inform the public to understand the difference and to make sure there is full transparency.

 

Some important points to remember: Any conflicts of interest must be disclosed in postings including Twitter tweets and profiles. Be upfront with any connections or relationships you have with the company or Credit Union branch you are writing on behalf of. Other updates to the regulations include the disclosure of any company-sponsored research, stricter liability for celebrity endorsements, no more ³safe harbor² for testimonials; meaning, the term ³results may vary² is no longer sufficient when making broad claims, and disclosing results that consumers can generally expect. Remember most importantly to be straightforward and transparent.

 

In addition to these guidelines, Credit Unions should be cognizant of additional risks that can affect their outreach to the public. Make sure your employees do not improperly use social media tools. For example, impulse messaging can be dangerous, so stop and think about the repercussions of your post or tweet. From a Credit Union perspective, employees can be a threat if they post information that could impact negatively on their brand.

 

As you are building a sense of community online, make sure to include customer care in the process. You must be careful how you do this since you may deal with disgruntled customers who use Twitter to discuss a negative experience. You should avoid a back and forth match with an unhappy customer and take the conversation offline. Be sure to offer them traditional customer care channels. Other basic rules include, accessing the urls in tweets with care. Do not click on links from people you are unfamiliar with.

Also, look out for people who use stalking techniques to try to social engineering information. Most importantly, make sure proprietary business and customer information is protected. Having a strong policy in place for employees to follow is key. Every organization should have a strong policy in place that clearly states the guidelines of how it should be used by employees.

Credit Union Twitter Risks

Guest post by Amanda Vega, Amanda Vega Consulting

So what are the risks and what can organizations and users do to limit such risk?

• Data leaks of confidential or proprietary information: The information that could be leaked includes identity theft, credit card fraud, business plans, confidential data, information about internal operations of the company and availability of personnel or their schedules.

• Malware and viruses: The use of abbreviated URLs makes it easy for the bad guys to mask links to infected sites and to redirect users to websites that they would think twice about visiting. The setting up of fake services could be used to collect credentials and information from that user.

• Improper use: From a corporate perspective, employees can be a threat if they post information that could impact negatively on the business and hurt its integrity. A wrong post picked up by such a wide audience could become a PR nightmare for that business.

• Impulse messaging can be dangerous especially if the user is irate and doesn’t stop to think about the repercussions of his or her tweet. Sending inappropriate tweets is not recommended.

• It is what the end-user does with Twitter that counts. Tweeters need to pay attention to what they are doing, listen carefully and do not trust every single follower who sends them a message. Humans are the weakest link the security chain.

• Customer care: Businesses need to be careful how they deal with disgruntled customers who may use Twitter to discuss a negative experience they had. With only 140 characters at its disposal, a business should avoid getting into a back and forth match with an unhappy customer on Twitter and encourage the client to use traditional customer care channels. Take the conversation offline.

How to counter risk:

• Every business that uses Twitter or any other social media or networking site should have a strong policy in place (and enforced) that clearly states how it should be used by employees. Warn about possible disciplinary action if the policy is violated.

• Emphasize that online conduct must not violate the anti-discrimination policy or other codes of conduct. Warn that the policy must be read in conjunction with the existing Employee Handbook.

• Include a provision prohibiting any conduct that violates federal, state, or local law.

• Direct employees to bring all questions related to the policy or permissible conduct to management.

• Off Duty Conduct - Employers may have broad discretion in disciplining employees where the employer can show that the off-duty conduct has damaged the business, hurt the employer's interests, or is otherwise inconsistent with the employer's business needs.

Some basic rules:

• Think twice before posting. Employees need to think compliance, integrity, security, then post.

• Access URLs in tweets with care. If there is no real need to check out the site, leave it.

• Show employees what to look out for. How to notice when someone is stalking or attempting to social engineer information.

• Avoid confrontation on Twitter. It is a great tool for customer feedback but may not be appropriate for resolving complex issues.

FTC FINAL GUIDES GOVERNING ENDORSEMENTS, TESTIMONIALS

• Definition of an advertisement has been blurred by the use of social media.

• Advertisements that feature a consumer and convey his or her experience with a product or service as typical when that is not the case will be required to clearly disclose the results that consumers can generally expect. No more safe harbor – disclosure “results not typical.”

• Material Connections – sometimes payments or free products between advertisers and endorsers, connections that consumers would not expect, must be disclosed. The post of a blogger who received cash or in-kind payment to review a product is considered an endorsement.

• To limit liability look for authenticity – real experiences from real customers/consumers.

• Any endorsement, like any other advertisement, is deceptive if it makes false or misleading claims.

• Company sponsored research – if company refers to findings of research organization, the advertisement must disclose connection between the advertiser and the research organization.

Amanda recently presented for TCUL Annual Meeting& Expo (Grapevine, Texas). She is teaching a new course this summer for Southwest CUNA Management School (Fort Worth, Texas) – “Social Media II: Let’s Be Strategic”.

Southwest CUNA Management School Bulletin: Wanted Credit Union Professionals Fitting this Profile!

The secret’s out. Southwest CUNA Management School Students have been profiled. The PTP New Media & CU*Swag team caught one of this year’s third year students, Jason Duplant (Neches FCU) on tape. Look and listen closely to get an insiders’ perspective on the value of the school.

Careful analysis of this year’s 1^st year enrollees reveals what a typical students looks like:

Who

Students come from credit unions ranging in size from under $1 million to nearly $1 billion. It’s exciting to see mutually beneficial relationships develop when Davy and Goliath are side by side in the classroom.

Students range in age from 23 to 62. Oh the lessons the generations learn from each other when they spend eight days on a college campus for three years. New for 2010 we have a special scholarship, networking, and mentoring C2C initiative for students under the age of 30 by August 1, 2010.

Experience levels cover a wide range.

• Years on the Job: 1 to 26, averaging just under 6 years.

• Years in Credit Unions: 2 to 31, averaging 11 years

• Years in the Financial Services Industry: 2 to 33, averaging just over 13 years.

As for job titles, you name it and we probably have someone enrolled. The school is designed for everyone from management trainees to mid and senior level management to CEOs.

When       July 11-21, 2010

Where    Classes are held at TCU (Texas Christian University, Fort Worth, Texas)

Students may be coming from as far as Africa. The majority of the students are coming from Arkansas, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, and Texas.

What

Intensive classroom training, world class faculty, unique networking opportunities, and developing a detailed two year strategic business plan for your credit union. Specialists gain an appreciation for how the various pieces of the credit union come together to complete/affect the entire company. Smaller credit unions get the opportunity to dream and think about how to strategically position their credit union forward. All students build a strong network of friends and experts to help them face challenges down the road.

Developing News

Strategic alumni have been collaborating and brainstorming about providing additional value. As a result of numerous discussions, new opportunities are available for credit union folks to take advantage of what SCMS has to offer.

• Day Students: Any league affiliated credit union may attend ½ to a full day, or even a couple of days on a day rate basis - $275 per day, lunch included, on own for accommodations. No homework. Click here for the full schedule.

• Full Year Option: CUNA Management School alumni are invited back for a full year experience, living on campus, learning and networking with the class of their choice. This is offered as either entire 1^st, 2^nd or 3^rd year options. Same price as a full time student, though no scholarship opportunities at this point. No homework.

If you, or one of your credit union’s talented up and coming stars, specialists, or seasoned vets are looking for challenges, fresh perspectives, innovative ideas and aha moments, the time to enroll in the school is now!

Contact Janine McBee for further information if interested: jmcbee@scms.coop or tweet @SCMSJanine

SCMS New Faculty On Board for Summer 2010 Session

Fresh faces are on board to join the Southwest CUNA Management School faculty team and challenge students forward:

· Matt Davis  (AKA "The Credit Union Warrior") partnered with Filene Research Institute, Matt joins Denise Gabel for the 1 1/2 days of Innovation classes with 2nd & 3rd year students.

· Julie Ferguson, JRF Consulting Services brings a wealth of credit union and business development background to Grad School.

· David Goldsmith, MetaMatrix Consulting Group, Inc., is about to have a book published on strategic planning. He’s the final class for 1st year students, charged with sending them out challenged and future focused.

· Mike Petrone, CFE, CFSA joins us from CUNA Mutual Group (CMG) for the 1st year Risk Management course. In 2002, Mike was honored with the 2nd annual Michael G. Hallinan Risk Management Choice Award.

· Shawn Temple (one of last year’s Award of Excellence recipients), Bossier FCU, joins the team to work with students on the project (a two-year strategic business plan) requirements.

· Amanda Vega,  Amanda Vega Consulting brings real world experience to help second year students make strategic decisions related to social media and their  credit unions.

 

For a complete faculty team and course listing, scholarship information (deadline this week), and school application, visit www.scms.coop.

Excitement mounts as registrations come in for this year's first year class. To give you an idea of what students looks like:

• They are coming from Arkansas, Kansas, Louisiana, New Mexico, Texas and possibly Africa.

• They hold titles ranging from President, Manager, Director, COO, VP, Accounting, Business Services Representative, Branch Manager, to E-Branch Manager and more.

• The credit union asset sizes range from under $20 million to around $1 billion

• The students range in age from early 20's to 50's. They have 2 to 28 years service in credit unions, with 2 to 33 years in the financial services industry.

• Education backgrounds range from Masters Degrees to High School Grads.

Thank you Bossier FCU for enrolling three in the first year class and to numerous credit unions who continue to enroll credit unions year after year!

 

Credit Unions - Social Media, Word of Mouth, Viral Marketing

If you missed the RadioFREE Credit Union Show, you can catch it here as we discussed credit unions, social media, word of mouth and viral marketing with Jason Dias and Scott McKenna. Be sure to follow @cuswag as we played a little game giving some CU*SWAG out to those who counted the number of times CU*SWAG was said. Fun times! Happy Friday to all.

Live: Credit Union Association of Colorado

Watch the live feed and follow along with @jrwlay @jennbills @mrjlay @mrsjlay Feel free to join the conversation using #CUAC10.

Plus, you are invited to get involved with key note speaker Dr. Michael Hudson as he closes the conference on Saturday, March 27 at 12:00 MST and we will be inviting participation from those following along. You can follow along and leave a comment below or simply use #CUAC10 on Twitter.

Make a Credit Union Video. It's Good for Your Culture.

It's been a good race and congrats to Amy Leahy-McGraw for a job well done and bringing home first place.

I just came across something that hits close to home as we just completed the Young & Free "Lookin' Like a Fool With Your Money in the Bank" video challenge.

Geico just released a new video featuring staff and yes, even Warren Buffet himself dressed up rocking it out like Axel Rose (tats and all).

While it's a simple video titled, "All for You", the Geico culture really bleeds through in a fun and quirky way. Here you have one of the richest men in the world most likely stepping out of his comfort zone to do something different.

So what can we take away from this "service video" that Geico did?

Sharing from our own experiences in making the Young & Free  videos, I feel the video challenge was a great way for us to do something different at the office.

It was a great team building exercise for PTP NEW MEDIA and CU*SWAG that allowed us to come together to create something different while having fun.

Many times we are busy creating for our credit unions, however, we were able to step back and create something for everyone to enjoy and help spread the credit union love.

As always, wanting to go above and beyond, there was a lot of time spent in planning, recording, shooting, production and then campaigning through non-traditional channels with full microsite. 

Traditional thinkers may say "wow... what a waist of time and resources". 

On the contrary, the investment that was dedicated to this campaign was well worth it from an internal perspective simply for the fact that it forced us to come closer together as a team, step outside comfort zones and do something to help promote a movement that we love and are so passionate about.

Watch, enjoy and feel free to share and use our labors of love and passion below:

A Message From Paul for Video #8

Listen to Paul share his story about how Video #8 changed his life. Click here to watch, share and vote video #8. If you missed it, you can also watch the original campaign spot here.

How SCMS Changed My Credit Union Life

When I was introduced to SCMS, my first thoughts were:

• I have a degree – no more school for me – “CompSci til the day I die”.
• I have friends – I do not need more.
• I am not good at networking – what would I say?
• How will this help me and my credit union?

My first summer day of SCMS:

• I met great people – yes, the first day.
• I now had lots of instant friends who were in the same world as me – credit union.
• We had fun while we were acclimated to more credit union business.

What I learned:

• Time definitely does fly.
• You are never too old to learn.
• You know more than you think you know.
• Your questions can help others.
• Sharing is still a wonderful feeling.
• You are never too old to meet new friends.

How SCMS helped me:

• I was new to the credit union industry and SCMS was the orientation I needed.
• I learned more than I thought was possible.
• We are a small credit union but I have made contacts and never feel isolated or alone.
• I know where to go for help when we need it.
• And I never have to re-invent the wheel. Resources are there waiting for me.

What happened to me after SCMS:

• Those instant friends are now my BFFs.
• I started out as Technical Operations Administrator and am now Manager of the credit union and now confident in this new role.
• When our staff turned over 75%, leaving me as the sole leader, I had no need to panic because I knew at least 10 people who had gone through this before and they became my mentors. I had and still have a great support system of people who supported me through SCMS and continue to support me in anything I need. Without my SCMS support, I would have had a major meltdown, but I did not because I knew where to go.

Guest Post - Iris R. Netters, Class of 2008
One of the "Great 08" Class Members
Manager, New Mount Zion Baptist Church CU

Credit Union Video Contest - Vote #8

In an effort to help spread the credit union love of people helping people, I now ask for your vote in the Young & Free video contest. Watch the campaign video below then click here to watch video number #8. Furthermore, to help you out, you can join the move your money movement and the campaign with three simple steps (WATCH, VOTE, SHARE). 

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1. WATCH - I invite you to first watch the videos that we produced for this challenge. Wanting to go above and beyond, the entire www.cuswag.com and www.ptpnewmedia.com teams came together to make something special.

We produced not one but two videos for this challenge to show our love for credit unions in addition to the microsite: www.isyourmoneyinthebank.com

Click to Watch Video #8 | Click to Watch Video #13 (the remix)

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2. VOTE - After you have watched our videos above and see our true love and passion for credit unions, I now ask for your vote. It will take only 30 seconds to cast your vote for Video #8 - James Robert Lay.

Click Here to Vote for Video #8

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3. SHARE - Once you have watched the video and have voted for video #8, I now ask you to help spread the word and share the credit union love with your friends, family and co-workers.   

You can share by sending emails, tweeting, Facebooking, texting or simply telling those around you to repeat the same three steps (Watch, Vote, Share).

Show us Your Leadership and We’ll Show You The Money!

Do you have talented staff under the age of 30? Are you looking for opportunities to hone and develop their leadership skills? The Texas Credit Union Foundation (TCUF) and Southwest CUNA Management School (SCMS) have joined forces to invest in the future of the credit union system through the SCMS C2C Scholarship – Connect to Collaborate!

The Scholarship? Up to $2,899 (tuition for 2010 SCMS summer session) – The full amount of tuition paid by the student’s credit union will be reimbursed for one student. Odds are better than 1 in 34 to win! At the end of the 1st year session of SCMS, the student’s classmates will vote on who among the under 30 group exhibited the most leadership on campus. Simple majority wins. In the event of a tie, the scholarship will be split. We will announce the winner during the July 21 graduation ceremonies.

Who is eligible? Credit union professionals under the age of 30 as of August 1, 2010 who are enrolled in the July 2010 first year SCMS session. The credit union must be affiliated with their state league. Enrollment closes at 55 students.

What’s in it for the student?

• Connect - opportunity to network and learn side by side with current and future credit union leaders and the school's highly acclaimed faculty.
• Collaborate - peer to peer mentoring.
• Added value for the 1st year students under the age of 30 
  - a special leadership packet – top secret contents!
  - additional bonus opportunities are in the works, like an invite to join 2nd year faculty member, marketing and branding expert, Mark Arnold, for lunch on campus.
  - VIP seating with industry leaders during graduation.

What’s in it for the credit union?

• Connect your rising leaders to a phenomenal credit union network.
• Collaborate with your student(s) as work is done to create a strategic business plan for your credit union.

To encourage and mentor up and coming credit union leaders, SCMS C2C will also hold a casual chat for all SCMS students and alumni under the age of 30 on July 20, after the annual alumni/student auction dinner. Watch www.scms.coop additional details. Wait until you see who is coming to campus to spend time with this group!

A huge thank you goes out to Brent Dixon, Mark Arnold, and PTP New Media for helping me get C2C from concept to reality!

Have questions about SCMS? Contact Director and Synergist, Janine McBee at 800.442.5762x6634, jmcbee@scms.coop or tweet @SCMSJanine.

(No scholarship application is required!)

Is Your Money in the Bank?

Quick question... Is Your Money in the Bank? The PTP NEW MEDIA and CU*SWAG team had a blast putting this little diddy together for the Young & Free video contest in an effort to help educate the public about why you should move your money.  You can watch the video below or on the Young & Free HQ web site.  Voting starts Monday and we will keep you updated on that. Mad props to Tim McAlpine for putting together such a great challenge. 

Can Facebook Make You Sick?

Coming back from GAC and a total immersion into social media and Twitter, it was great to have some awesome face to face conversations.  As I have discussed before, it can be very easy to get so immersed into social media, we forget about physical connections.   The Crash the GAC experience was great and so worth it.  As some might know, I had some travel troubles with an airline (detailed on Twitter of course) and ended up getting in late Tuesday evening. 

After missing the day's events, all that was left to attend was the Crash the GAC tweet up.  While I could have canceled the trip due to the airline issues, I decided to go ahead and push forward because I knew that it would be so awesome to get to meet and hang out with the future of the credit union movement. 

It was so worth it and way to short as I could have hung out with the "crashers" all night.  So many great people. So many great conversations.  So many great ideas.  And it was awesome chatting face to face.

As I get back to the office and reflect on the week's events, my tweets may slow for a bit to allow time to connect with those back at the office. Check out what Susan Fletcher has to say about social media and your personal health.  Great tips indeed.  Shout back and share your thoughts and comments below.

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A controversial study from the Institute of Biology recently reported that social networking sites such as Facebook could raise your risk of cancer, strokes, heart disease and dementia.   The reason:  "Increased isolation could alter the way genes work and upset immune responses, hormone levels and the function of arteries and impair mental performance." In other words, not being around other people is bad for your health.

Last year I blogged about how Facebook helps you stay in the Smart Zone.  And I still believe it does.   I've embraced blogging, Twitter (sort of), YouTube, Facebook and of course, email.  Plus, I'm lost without my iPhone.

Just to prove I'm not "down" on Facebook, there are studies that show it increases productivity at work.  An Australian study found surfing the internet for fun during office hours actually increased employees productivity. The study from the University of Melbourne says "workplace internet leisure browsing, or WILB, helped to sharpen workers' concentration."  It goes on to say that people need to zone out for a bit to rest their mind so they can have a higher concentration level.

But communicating with someone on Facebook does not replace human contact.  When you minimize or eliminate contact with people you increase your chances of social isolation, loneliness, a negative outlook and ill health.  This is true even for introverted people.

Use these Smart Moves so that Facebook doesn't make you sick:

• Call someone out of the blue.  Not by poking them on Facebook or sending them an email.  Pick up the phone and call someone - voice to voice. 

• Resist the urge to answer your cell phone when you are at lunch with a coworker. The only time I interrupt a conversation to answer my cell phone is if I see the school nurse calling.   A fast way to lose connection with someone is to interrupt the conversation with a call from someone else.

• Words are a tiny part of communication.   Experts say that 7% of human communication comes from words, while 38% is from a person's tone of the voice and a whopping 55% comes from body language.  Without face-to-face interaction you are only using 7% of your capacity to communicate.

• Find ways to connect.  Find a reason to say thank you, offer sympathy to a bereaved friend, give a birthday wish or congratulate someone. What about a "happy belated President's Day" phone call?  Even better, St. Patrick's Day is coming up - use this as your excuse to call someone!

• Acknowledge people by speaking to them when they enter your presence.  My Director of Client Relations, Zan Jones, is a stickler about this.  It could be because she has had a career in sales and management and knows the importance of relationships.  Zan says that she never passes by someone in the hallway without acknowledging them in some way - usually with a smile and a "Hi." Don't miss a day telling your coworkers, "Good morning."

• Serve with someone.  One of my favorite ways to connect with people is to volunteer for a project or cause.  Volunteer to serve on the board of a nonprofit agency or on a church committee, answer the phones at the hospital or work at the concession stand during your kid's sporting events.  By serving in the community you create a personal win-win.

 Even the CEO of Facebook, Mark Zuckerberg, understands the importance of spending personal time with other people.  In the March issue of Fast Company, he reveals that during what Facebook called its "Christmas break" he and several Facebook employees went to India for the week long family celebration and wedding of 2 Facebook staffers.  Now that's a Smart Move!

By the way, I'd love for you to join my Facebook Fan Page or follow me on Twitter!

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Susan Fletcher, Ph.D. is a psychologist, author and speaker who specializes in helping individuals, professionals and organizations apply strategies for fast improvement.  Her Smart Zone™ strategies provide ways to be a top performer at work and home. To learn more about how to be in the Smart Zone please visit her website at www.FletcherPhD.com or contact Susan at (972) 612-1188 or by email at drfletcher@fletcherphd.com

Credit Union Leaders Book Club Launched

I don't know about you, but I am surrounded by books I plan to read. Great books sit waiting to provide aha moments, challenge my thinking, or to provide much needed escapes. Gifts waiting to be opened and explored, they look at me wide-eyed as if to ask which book will I devour next?

 

I have collected a number of business books in the last year that all seem more than worthy to spend quality time with. Yet, before I open any of the books, another one lands on my radar and finds it way home. My list of recommended books continues to grow. I trust the sources. They must be good reads. Right?

 

And yes, I must confess, I’m a cycler. No, Lance Armstrong doesn’t need to be worried that I might be a hidden threat. For as long as I can remember, I’ve cycled between fiction and non-fiction reading. Lately I’ve been reading historical fiction. The books have taken me on great adventures back in time and broadened my perspectives.

 

Was my recent escape to fiction driven by guilt that when I got bogged down reading “Einstein”? A trusted friend recommended the book. I know she would not do that lightly. Yet half way through I laid it down and it sits by my chair. I can’t completely let it go. It sits starring at me. Einstein and I will reunite somewhere down the road.

 

During a recent CUChatUp blog talk, the participants started chatting about business books. Book recommendations started flying. Inspiration! Around the same time, I had received one of those delightful Amazon emails about new books. I'm so weak and they know me so well. This one mentioned "Getting Naked: A Business Fable...about shedding the three fears that sabotage client loyalty" by Patrick Lencioni. I'm a fan of his "Five Dysfunctions of a Team".

 

It hit. The perfect storm - energy sparked by a community of friends who like to read and make a difference and a new book by an author I like It’s time to cycle back to business reading.

The call to action. The call to community. The LinkedIn Group “Credit Union Leaders Book Club” was born. Using the discussion feature of LinkedIn, this is a community where credit union professionals and friends committed to professional and personal development are encouraged to grow together. Being part of the community adds a sense of accountability and responsibility. We’re spread out across the country and all have busy schedules. The online discussion gives us more options to learn from and share with each other. On March 15 we start our 1st book discussion, covering one chapter a week. Our community will determine the next book.

 

Feel free to join our group and share the challenge with your team. Together we can learn from and challenge each other forward. Feel the energy. Make the commitment.

Transparency, Authenticity, Honesty and Passion for Topics and Brands

Thanks go out to ConversationAgent by Valeria Maltoni for a little morning inspiration! Time to put your thinking caps on.

Transparency, authenticity, honesty and passion are commonly thought about and addressed as people navigate a wide variety of social media channels. If they are not being thought about, warning, do not pass go. Please slow down and give these areas serious consideration. You owe it to your customers, employees, board of directors, share or stock holders. What are the norms for your business environment? Your team?

Take a moment to hop on over to a blog referenced by a tweet from @ConversationAge:

Diva Marketing Blog - "Where Does 'Transparency' Fit In The New Social Media Marketing Model?" The post highlights insights from 39 people active in social media.

Questions that raced through my mind:

• Should your organization have degrees of transparency?

• Is it important for your audience to know who writes copy for your communication channels?
  To know who is responding to them?

• Do you have content strategy? Communication goals? Are you having conversations and building relationships?

• How personal should your social media, public conversations be? As work and personall communication channels blurr, when are you simply yourself and when are you representing your company? Both 24/7/365? Are we ready for that?

• What lessons have you learned?

CU Water Cooler Liquid Lunch

If you missed it, you can listen to yesterday's Liquid Lunch from the CU Water Cooler below.  I enjoyed a great conversation and discussion with Denise Wymore that continued the conversation from her blog posts, Ask the Experts: “What will marketing look like in 2020?”:

Olivier the Race Car Driver Raoust

James Robert What does the “W” stand for Lay

Jeff Sexy Photo Stephens and

Kent the Cool Dog Lover Dicken

Social Media, Patience & Education - Looking Back & Reflecting Forward

Following up on two recent posts by James Robert Lay about "Credit Unions, Twitter, Service and Brand Management"...

Those who know me, know I did not embrace Twitter and Facebook until this last summer. Had enough on my plate already without adding any additional distractions or diversions from the work at hand. Many conversations, yes, real conversations, diving in, listening, learning and lots of coaching later, I now champion both tools. And, yes, I'm still learning.

As director of a leadership development school for credit union professionals, reaching my target market is crucial. The ability to develop a relationship with future students before they come to campus helps us to maximize their experience. You do become vulnerable when you put yourself out there. At the same time, you also gain strength and support as you spend the time to establish relationships and learn together. All relationships take time to develop.

As senior director of training for the Texas Credit Union League, finding new speakers and topic ideas help me to better serve our membership. When I’m looking for subject matter experts, tweets and blogs help me get a better picture about the speaker, as well as topic ideas to meet the needs of our membership.

As someone who likes to use financial services, I appreciate when I see tweets alerting me to special hours of business, challenges with websites/ATMs, financial management tips, and more. Time is precious. I like it when someone cares enough to save me time.

As a member of a various communities, it's nice to know where and when there are opportunities to serve and give back.

As the mother of a freshman college student, twitter is how I get campus wide alerts.

Some of my aha moments included:

1)     Twitter provided a no cost way to set up crisis communications when we had students on campus. (Grateful the need to use did not arise.)

2)     Twitter provided a way for me to bring subject matter experts into the classroom for brief periods of time who could not have been there otherwise.

3)     After linking Twitter to Facebook, I was finding some people were more likely to respond to tweets through Facebook. Hmm. Unproven conclusion – until social media tools and applications are sanctioned in the workplace, people are more likely to respond on personal time through Facebook (unless they have cool phones).

4)     Innovation and new ideas are important as you work to position your company forward. By strategically selecting who and what topics I follow, I’ve found solid information with minimal time.

5)     Engaging with the right people through social media grows valuable relationships. It’s always been important to reach people in the manner they wish to be communicated with. I have treasured contacts who prefer Twitter or Facebook for 1^st point of contact. From there we migrate to other forms of communication as appropriate.

6)     Sometimes you just need a little laughter to break up your day or to know that there are good news stories out there.

Before writing this, I did a little research on tweet posts over the last 24 hours from folks I follow:

1)     5 Sure-Fire Ways to Operationalize Social Media by Jay Baer

“And in 2010, we’re going to move from experimentation to methodology. It will be the year that the real-time Web and social media become operationalized.”

I agree with Jay that 2010 will see a lot of social media strategic decisions made and processes refined.

2)     As someone who loved the efficiencies of RSS feeds for storing key topics in a summarized fashion, I find myself following into the same scenario that Richard MacManus describes in:

RSS Reader Market in Disarray, Continues to Decline
December 20, 2009 - ReadWriteWeb.com

“One of the interesting trends of 2009 has been the gradual decline of RSS Readers as a way for people to keep up with news and niche topics. Many of us still use them, but less than we used to. I for one still maintain a Google Reader account, however I don't check it on a daily basis. I check Twitter for news and information multiple times a day, I monitor Twitter lists, and I read a number of blogs across a set of topics of most interest to me. “

3)     @MattRhodes directed me to “Social Media as  Crisis Management Tool”
FreshNetworks - “I have a client who once said to me: “We want to use social media to attract more complaints”. This may seem an odd thing to say, all too often attracting complaints is a reason people cite for being anxious about using social media. But this client knew that one part of their service didn’t always perform as well as they might hope. They also knew that nobody ever really complained to them. They must be complaining somewhere, they thought, and we’d like them to be complaining to us.”

He goes on to note some uses for social media in context of crisis management:

·         Keep people up-to-date

·         Represent your brand

·         Engage people talking about you

·         Communicate strategically through hub and spokes format

All this to say that conversations are happening.

1)     We have to be better about telling the good stories and turning around the bad ones. Social media tools provide opportunities to do so. It’s time to hone our skills to take advantage of these dynamic, rapidly evolving forms of communication.

2)     New information is coming at us faster than we can absorb. Social media tools help us gather data and information rapidly. However, don’t let social media be your only research source.

Be deliberate. Have a strategy. Join the community. Looking forward to exciting things in years to come as we work together to innovate forward.

Credit Unions, Twitter, Service and Brand Management - 2 of 2

As I posted a real life example and case study about how credit unions can use Twitter to provide service to members and manage their brand online yesterday (click here to read the great discussion and comments), it highlighted the dark side (cue Imperial March... sorry bad Star Wars reference) of social media. 

Today's post will highlight how one credit union was able to turn a negative situation into a positive experience for a credit union member. The ironic thing is this example was found while researching yesterday's blog post. In brief summary, @navyfcusucks also writes and maintains a blog to document his and other people's dislike and hate for Navy FCU.  Once again, this is killer to the Navy FCU brand as you can see the key words used for how people find his blog site.

However, I also found he highlighted a very positive story as well on his web site. This at the time of writing (12/20/2009) was featured on his blog site's home page with the title "An Example of How Credit Unions are SUPPOSED to Work".

The post goes on as quoted below:

"I was looking through YouTube today at some credit union stuff and I happened upon this video: LINK

Now, it isn’t the video that caught my eye, but rather a comment made by a viewer about his unpleasant experience with Bellco Credit Union. What happens next? He receives a reply IN THE YOUTUBE COMMENTS AREA from Bellco’s VP of Customer Relationship Management, with an apology and a phone number to call her personally. The next posting is by the guy who made the complaint stating that everything has been taken care of.

See for yourself:

This is what customer service looks like. This is an example of how to make members feel like being part of a credit union is something special."

Bellco Listens. Does Your Credit Union?

The interesting thing to note about this response from Bellco CU is that the video where the comment was posted was not a Bellco CU video.  It was simply a Banker Spank parody video that was posted on You Tube which also includes many other comments as well.

Bellco CU was able to use social media listening tools (Google Alerts, search.twitter.com) to hear what was being said about their brand in the social media world.  They should be applauded for not only listening, but responding and turning a negative situation into positive one.  Not only did one member learn that they are being heard, but everyone who reads the follow up from Bellco, this blog post as well as the other knows that Bellco listens to their members. 

Is your credit union listening to what is being said about your brand online? Are the tools and people is place to respond as needed without having to go through 5 layers of corporate approvals to water down a message? 

This is where the magic happens. This is where credit unions can turn members into advocates for them. Shout back and share your thoughts.  I would love to hear from you!

Twitter: a faster horse, trends, the classroom, & our future work force

My mind is racing as I think about the tremendous opportunities that lie ahead as we innovate, communicate, learn, and grow together.

Others may question the value of Twitter. It was not that long ago that I didn't even want to consider another communication channel. I was too busy and there was too much trivial communication. Now, I'm thankful for an ever-growing, thought-provoking, community of connections and viewpoints shared on Twitter.

Browsing through Twitter updates this morning, I came across @BertDecker's reference to a quote by Henry Ford:

"If I'd asked my customers what they wanted, they'd have said a faster horse."

Fortunately, Mr. Ford chose a different path, pioneering a new form of transportation. Might social media be to communication, like the Model T was to transportation, where Twitter is the higher speed evolution?

Next, I spent some time reviewing @MichaelHyatt's pointer post to the free ebook, "What Matters Now: Things to think about (and do) this year". More than 70 big thinkers collaborated to provide a picture of where we are headed, including Seth Godin, Chris Anderson, Tom Peters, Elizabeth Gilbert, Guy Kawasaki, and more.

The ebook begins with a spotlight on generosity. Logic would indicate that people start focusing on looking out for number one when the economy is tough. It turns out that the connected economy doesn't respect this natural instinct. Instead, we're rewarded for being generous.

Covering such areas as dignity, momentum, consequences, compassion, DIY, accountability, responsibility, collaboration, change, context, authenticity, and more, the ebook is worth taking the time to read. Slow down, contemplate, and give some serious thought to the concepts. Take time to ask yourself, "What does this mean to me?"

Next, @rossdawson pointed me to "A futurist's view of the 'next big thing' in social media" by @VenessaMiemis and featured on www.businessesgrow.com.

When I came across:

Many young people are not being taught how to benefit from the power of the web as a tool for building a network and for learning. I mean, anyone who uses Twitter or belongs to an online community of some sort has seen that sharing information and learning from one another is not only fun and rewarding, it's addictive. Kids need to be shown how to navigate that world too.

It's not just the kids who need to be introduced to or taught about the value of social media. All ages can benefit when they find the right focus and discover the best channels to use for their goals and interests.

I was compelled to pay it forward today, sharing insights I found valuable with others. Now will you share with me? Has someone's tweet inspired, challenged, and helped you position forward? It's your turn to pay it forward, shout out and share with others.

Vendors Invited to Become Rock Stars through YouTube Video Contest

Are banks and credit unions in your target audience? Are you looking for new and creative ways to attract potential clients and help keep existing clients loyal ?  TechMecca has just the contest for you. Create an informative video of value to the financial industry and you are on the road to stardom. Now is the time to create some buzz and become a rock star!

Strategic thoughts about Social Media Trends and Predictions

A number of business professionals I work with are still questioning the value of social media. If you are one of the doubters or naysayers, take a moment to read Jeff Bulla's blog on "45 Social Media Trends and Predictions".

He gives some great food for thought as you consider the strategic implications of social media for your organization.

For those who have already embraced social media as a strategic business tool:

1. What have you learned from your social media journey, both positive and negative experiences. As we move forward, learning from each other helps all of us position foward faster.

2. How are you leveraging your social media efforts?

3. Are you using measurements to evaluate your social media impact? If yes, please share what they are and why you chose them a metrics.

Hi Mom! Live at the Mobilize.org Conference! Watch Below...

Watch a live stream from mobilize.org conference and get involved with the chat on the credit union blog.

Are you still undecided about or dismissing social media?

No matter what form of social media that comes to mind, blogs, twitter, facebook, and so on, they are simply another form of communication. In a recent conversation with Amanda Vega she described social media as being similar to conversations at a cocktail party. Some conversations are more engaging than others. And yes, some conversations may send you desperately running away in search of more interesting people to be around. There are even times when you have no real interest in any conversation at the party and you flee from the event.

As with any communication medium, there are those who prefer one form or another. As you weigh the value of social media, ask yourself  “how do people I want to serve, sell to, or have relationships with, communicate?” If no one in your world tweets or spends time on Facebook, by all means, you don’t need to go there. In today's competitive market place, identifying how people prefer to communicate is a solid strategy to position your business forward.

A big part of who I am is built around developing relationships with credit union professionals, speakers, and service providers.

A younger credit union COO I know probably won’t answer a phone call unless you are already listed as “OK” when your phone number pops up, doesn’t care to read paper based mail, and prefers not to use email. I had to make a decision. Is he important enough for me to want to have a conversation with? Absolutely! Because I do value the relationship, I choose to communicate the way he prefers - via Twitter. Does that mean we don’t email, talk on the phone, or visit in person? No. However, we have established a way to stay connected and strengthen our relationship through Twitter and Facebook. Because of the relationship, many more channels of communication and business opportunities become open.

Another of our CEOS just wants a phone call. He said if I called him he'd send me a student every year. Easy enough. I'm happy to place the call to keep the relationship and build the business. And yes, I learned this through good old fashioned face to face communication and asking for the business.

As we go forward and wrestle with various forms of communication, it's not as easy as what form will I choose. It is all about strategy. No matter the form of communication, or how many channels you feel are appropriate for your business, spend some time assessing the form, style, value, and direction for each. Take a tip from Seth Goodin as he compares social media to a hammer, "The best way to find the right tool for the job is to learn to be good at switching hammers."

Ask yourself where are the conversations occurring that are important to me and my company? Be deliberate. Form the relationships and join in the conversation by both listening and speaking. Bring value to the conversation and be real.

If you have already embraced social media, what are you doing to enlighten others about the business value of the medium?

Lessons Learned Thru Twitter - Twitter, Customer Service and Good Brand Management

- Building the Business Case for 140 Precious Characters

Checking this morning's tweets, I came across @ConversationAge Twitter, Customer Service and Good Brand Management http://ow.ly/yz2H.

She got my attention and I followed her link. For those of you serious about brand management and customer service, I recommend spending some thought time reading Valeria Maltoni's post. She addresses how those 140 character twitter messages have the potential to directly impact your brand and can function as a customer service tool.

She gives great tools about how to track tweets about your company. Maltoni goes further, nothing that "online monitoring is broader than Twitter", as she mentions additional web monitoring sites.

Keep exploring and learning as online communication channels grow and develop. Join the conversation, develop the relationships, and keep positioning forward!

Tweet on my friends.

Video: Leverage the Power of Social Media With Any Budget

This past spring we attended the Texas Credit Union League Annual Meeting in Austin, TX.  Matt Davis (on Twitter: @CUWarrior) who is the Director of Public Relations at Members Credit Union ($200 million, Winston-Salem, NC) spoke on the power of social media.  As a member of the Filene Research Institute’s 30-Under-30 Group and author of “The Credit Union Warrior” blog, Davis has been at the center of credit union innovation since 2004. This session explored the power of social media and its vast potential for developing community with your membership. Matt discussed past successes and failures in credit union blogging and strategies that your credit union can use to succeed in this new form of media - regardless of your asset size. Credit unions of all sizes can be successful in social media and the failure to initiate may be far more risky than the failure to launch such a promotion!  Check out the video below and let us know how your CU is leading the way with social media!

Do You Have a Fowarding Quotient Strategy?

New term for me today - Forwarding Quotient (FQ). Are you strategically and thoughtfully taking time to forward content of value to your clients, peers, work team, and friends?

I learned about FQ through a weekly update from a LinkedIn group I follow - twitter innovators Innovation & Creativity Network of Tweeters . Scott Jacobs posted a link to Harvard Business Publishing (a source that I also follow through RSS feeds) "Conversation Starter - The Disadvantage of Twitter and Facebook" by Michael Schrage.

As I read along, I was nodding in agreement. Whether we grow our relationships through face to face contact or online connections, special are those who know us well enough to share pertinent information that build us up, help us with projects, or provide inspiration and spur innovation.

I've found useful information through posts to this LinkedIn group. Scott's post, his choosing to participate and not just observe, gave me value. HBP posting timely articles with attention grabbing headlines keep me coming back.

Have you made the commitment to participate in social networking communities? Twitter? Facebook? LinkedIn?

Do you add value by forwarding information or commenting on blogs that grab your attention?

Do you have a lesson learned, aha moments, informative articles that will help someone position forward?

Add value. Be a contributor to the communities and dialogues around you. Share!

Learning Continues Through Social Media Channels & E-mail Communications

Social media is simply another language. One where those who are fluent or even learning themselves are often more than willing to share their knowledge and coach novices. Today, Sean McDonald was gracious enough to take the time to educate me and open my mind to yet another way to share lessons learned.

Once I decided Twitter did have value, I typically begin my business day with a quick overview of tweets. This morning a post by @ConversationAge caught my attention:

RT @ConversationAgeListening is a basic, human element of your business. Why is it so hard? http://ow.ly/pyHG  

For those new to Twitter - RT is a "re-tweet" or repeat of someone else's message.

Since I still consider myself new to a lot of the social media channels, and sage advice I continue to receive is to listen, the tweet reference caught my attention. After reading it, I wanted to share the message with others. I emailed Sean directly, seeking permission to repost as a guest blog on this site. 

He was kind enough to take the time to introduce a new term to me "pointer post" to me, including an example:

Thank you for the kind words, glad the post is helpful to you. Best approach for you sharing my blog post is to do a pointer post.  A pointer post is where you write a short intro on cugrow.com (intro can be how it applies to the CU business, what you liked about the post, or something as short and sweet like, “this is what we have been discussing at cugrow, thought you would benefit from another point of view”) and then link over to the original post.

Thanks Sean for taking the time to reach out and help educate others along the way. For me, this is one of the many values just waiting for folks as they learn to embrace a wide variety of communication tools.

Do you have lessons you've learned about social media to share with others? Shout back and share.

Monday's Are for Moms

Many thanks to Shari Storm and Verity Credit Union for hooking us up with some rocking "Mom Rocks" tattoos.  On Friday, some of us at the PTP NEW MEDIA office got tatted up to show some credit union love for moms everywhere. 

Many props go out to Tim McAlpine and Currency Marketing for another awesome social media initiative to help Verity connect and build relationships with women at their credit union and in the community. 

What an awesome time to launch this program as women baby boomers are the fastest growing demographic on the social web. I have first hand knowledge of this when my mom told me the other day that she now has a Facebook page. Whoa....

Check out the quick video below to see what Verity Mom is all about. You can check out Tim's blog post too for all the good juicy details.

How are you connecting with a sub demographic at your credit union in a real, authentic and personal way.  Shout back and let us know your thoughts.

Helping People Understand Twitter and Other Social Media

When reviewing the weekly update from one of my LinkedIn groups, I came across the following post from David Pittman (Sr. Director, Marketing Communications, Initiate Systems, Inc.). I found his approach insightful and have his permission to share…

My company recently jumped headlong into social media, becoming active on Twitter, Facebook, and, LinkedIn, with soon-to-roll plans for other social media outlets. As the marketing communications director, I'm responsible for getting all this action rolling. That means I also field a huge range of questions from co-workers.

The most frequent type of question I get is "How is [X] different from [Y]?", especially "How is Twitter different from Facebook?" To help my colleagues understand the different social networks, I borrowed from my product marketing friends and created personas for each network. Each persona is the name of a fellow well-known employee, so everyone can quickly picture the personality of each social network and the 'feel' we will try to give to each in our communications.

Below are the personas I wrote, with the names changed to protect the guilty.

• Our blog is like Tom C: authoritative but with a humorous edge. Invites other opinions.
• Twitter is like Bill F: clever, witty and fun; easily interacts with other people; not afraid to ask thought-provoking questions.
• The website is like Ginger K: organized, has everything you need. Isn’t as outgoing as other media, but is always ready to interact with you.
• Flickr is like Emily G: has all the images, pictures and graphics you could want. (One person added, “And is easy to use.”)
• YouTube is like Dr. Robert H: has depth and technical knowledge, but also has a funny personal side.
• LinkedIn is like Alexandra T: knows everybody; exudes a professional demeanor; isn’t afraid to reach out and make connections.
• Facebook is like Ted P: cheerful, congratulatory and social. Reaches out to other people, encourages interaction among different people, has lots of friends; is able to integrate personal and professional.

What do you think of the characterizations he applied to each social network? What changes would you make?

Building the Business Case for Social Media - Come on in, the water's fine

My venture into social media began a little over a year ago as a result of a conversation with two young men before they were about to do a presentation at Southwest CUNA Management School (SCMS) for alumni and students. The students had arranged for the presentation about the basics of social media. At the time this was all new to me and I wasn't ready to embrace any of it. However, James Robert Lay and Brad Garland impressed me. They were young, professional, passionate, and communicated well. It wasn't even the presentation that got my attention. It was how they approached business. Since then they have both become treasured friends and mentors.

One of the lessons I was reminded of when visiting with James Robert and Brad was to invest time in getting to know professionals outside of your own generation and beyond existing customer/member and vendor relationships. As relationships grow and new ones are formed, when we are looking for them, there are numerous opportunities to learn from each other. Collaborations can be a driving force to help position forward.

James Robert coached me through basics of blogging, eventually opening the door for me to blog on this site. As with most social media tools, the advice was to observe first. See how the media is used. Find blogs that interest you. Participate by commenting. Submit guest blogs. Learn how to stand up. Walk. Run. You decide each step of the way how quickly you want to progress.

I was introduced to RSS feeds. Cool. They saved me time by organizing blogs with information that was of interest to me directly into files in my Outlook. Now, when I have time, I can quickly review information, looking for new ideas and innovative approaches. To position forward we need to be finding new ways to do business.

LinkedIn is still my favorite, though this one seems to be more difficult to get folks to "buy into". To me it's more professional. One of the challenges is for folks who ventured into LinkedIn when it was primarily a HR recruiting/job hunting communication tool. They tend to think, been there, done that, tool has no value. It has evolved beyond it's HR/Job function, though it still has elements related to that. I like the ease of sharing news and starting/following discussions. I much prefer following a discussion here as opposed to weeding through email or twitter strings.

Facebook. Twitter. Waiste of time? Why bother? To maintain and grow market share, as well as position forward, we need to reach people beyond our traditional market(s) and contacts.

Before SCMS began this summer, I had just started to explore Twitter as a communication tool. During some idea generating sessions we used Twitter for live comments. As the process evolved, we realized that Twitter had power to bring expertise immediately into the conversation or to share "back home". No travel. No expense. Real time.  We had strategic "experts" join our classroom conversation from New York, Washington D.C., and California. The experts gained new ideas. Credit union employees were able to be part of the conversation, gaining insights, without leaving the office. All players won.

Recently Brad posted a twitter offering to help on projects. I took him up on his offer with a simple request for him, but something that would have taken me time to figure out. I wanted to sync twitter with facebook and had not spent the time to figure out how to do it. He made it happen with a few key strokes and I was off and running.

This morning I posted on Twitter that I was looking for ways to help folks see the business case for social media. Darrell Bahr picked up my message on facebook, sending me the following reply:

"Need case studies/examples. CU people are largely numbers people, so they need something tangible and proven/tested before they will try something so "radical". A few places to look:

Link 1

 

Link 2

 

Yes, I could keep going on. This just scratches the surface. But another lesson learned, you have to manage time. My other duties are screaming at me. 

 

Care to share ways to show the business value of various social media tools? I'm all eyes and ears - shout back.

Quick Credit Union Blog Update

I am in Fort Worth this morning and about to kick off the Hands-on Social Media session for SCMS.  This is going to rock as we will be letting credit union leaders of today and tomorrow get to play with social media. From blogging to twittering to web video and podcasts, we are going have fun creating SCMS2009: Speak Your Mind. Share Your Experience.  Following along today and click to watch the blog being built live.

If you want to follow along, simply pick up the #scms RSS feed here. After the session, we will be doing an interactive recap and QA with a live twitter stream. So please feel free to shout back and share your thoughts, ideas and questions.

Rock it!

Credit Unions: Don't Tick Your Members Off

Have you ever been wronged by a company? Of course you have. What did you do about it?  Complain to them? Write a letter?  Tell the BBB?  Was the issue rectified and did they ever do anything about it.

One guy was wronged by United Airlines for breaking his guitar and wrote a song about it.  It went viral on You Tube and has been seen by over 2,800,000 people.

Watch the video below to see and hear his story...

United Airlines had to put on damage control fast and “a managing director of customer service called Carroll and apologized, going so far as to ask if United could use the video internally to train its people.”

So credit unions, take note, if you tick off your members (even one member) who has the skills, technology and know how, this could be you. The question is, are you prepared how to handle this?  How long would it take for you to try to make things right?  What would you do?  I’m not trying to scare anyone but more of this could happen (maybe just not with this much production).   

This is why it’s so important to listen in social media. For some tips on this check out Google Alerts and Twitter Search where you can setup RSS feeds to stay in the know.

Shout back and share your thoughts and ideas about this.  Look forward to the conversation.

Note: I know this was first published here and here.  This post was written on Friday, July 11th but was scheduled to go out today after some other things like this and this.  This just goes to show how fast things like this can travel.

SCMS Hands-On Social Media Class & More

Southwest CUNA Management School
Grad School - Social Media Lab: Credit Unions Get Down & Dirty

 

It’s time to stop talking about social media, roll up your sleeves, and experience some of the tools first hand. James Robert Lay, Brad Garland, and Kent Sugg team up to divide you up. Attendees will divide into work teams to create various social media elements. You’ll discover that with some strategic thinking, nominal investment, and time, you can effectively take advantage of opportunities afforded you through blogging, polling, podcast, Flickr, Twitter, Facebook, YouTube, and more.

Unlike other events where you or your staff attend and get excited about the potential of social media, only to return and hit a dead end because you have no idea where to start, you’ll be in real life scenarios to help you better understand and work with social media when you return home.

 

Visit the school site for the full Grad School curriculum, schedule and related details.

 

For the 1st Time - SCMS is Offering a Day Rate

 

Open Invite to Credit Union Professionals to Attend the SCMS Fireside Chat with Robert Gallman and Susan Mitchell - no charge to take advantage of this event and experience the excitement of SCMS!

Swing for a cause - the development of credit union leaders! The 21st Annual SCMS Scholarship Golf Classic is open to all.

 

It's not too late to enroll as a 1st year student! Plan now to connect with tomorrow's leaders. Enroll today!

Invest in the Future

It’s time to rethink strategies and find innovative solutions to today’s challenges. Seeking ways to maximize the return on how time and money are spent is crucial. Southwest CUNA Management School (SCMS) is an environment where applied knowledge and networking are structured to help students find innovative and sound strategies to help position their credit unions forward.

This is the year to seriously consider enrolling yourself or key staff in SCMS — the place to connect with professionals dedicated to the future, an industry think tank.

- Credit union focused curriculum

- Networking opportunities
- Awesome faculty
- Student participation 

Two innovative credit union communication tools students initiated over the last year:

YouTube Video (Bank vs. CU Novella) - Kudos Alex Rascon, (SCMS Class of 2010 president, GECU)

This blog, CU Grow - Thank you James Robert Lay and Natasha Melugin (SCMS Cl of 2009) for your vision, commitment, heart and passion!

- Opportunity to be part of shaping the future of credit unions!

The school is intense. Less than 80% of a first year class make it to graduation. Successful completion of the school is something to take pride in. A three-year commitment, this summer's session is from July 12-22.

SCMS offers professional and personal development opportunity, providing a strong base for credit union leadership. Take the challenge. Make the commitment. Enroll today!

Invest in the Future by Enrolling in Southwest CUNA Management School

Challenges are here, both in the economy and in the workplace. As we deal with challenges and seek solutions, opportunities often present themselves. Now, more than ever, it's important for us to creatively connect both inside and outside of the credit union movement. Together we can find and capitalize on opportunities. I have just the place for you to connect with professionals dedicated to the future.

To help position your credit union forward and develop leaders, consider enrolling yourself and key management team members in Southwest CUNA Management School (SCMS). The SCMS curriculum has been celebrated for years. The growing list of professional credit union leaders to have emerged from the three-year school continue to shape and develop the credit union movement in innovative and positive ways.

To maximize both your personal and professional ROI for this intense school, students should arrive on campus with a strong determination to focus on:

• Being ready to capitalize on the broad networking opportunities. Students and alumni represent a wide range of credit union expertise.

• Planning to take advantage of the vast expertise offered by faculty. Many bring international experience to the classroom, challenging students with crucial topics. Faculty also encourage students to pursue innovative concepts.

• Arriving prepared to actively participate, incubating ideas and contributing to the overall educational experience by offering their own unique perspectives.

• Being a part of creating and shaping the future of the credit union movement.

When students arrive determined to take advantage of all SCMS has to offer, the rewards both personally and professionally extend well beyond the year of graduation. Shape the future and make a positive change in the credit union by enrolling in SCMS today. Enrollment is limited to the first 50 students. Seats have been going fast. Only 26 1st year student slots remain.

Students and alumni are encouraged to take full advantage of networking options by also utilizing the SCMS groups in LinkedIn and on Facebook.

Watch for information about the SCMS Grad School on July 22. One of this year's sessions will feature a hands-on workshop about how to create various social media forms of communication.

For more informtion give me a shout back!

Web 2.0 101 – An Introduction to Social Media for Credit Unions

Blogs, YouTube, Twitter, MySpace & Facebook…what does it all mean? Christopher Morris introduced these new social media tools and gave examples of how credit unions and others are leveraging them. He also provided tips (and tricks) on how to succeed in your own social media efforts, including some free online tools every credit union marketer should be leveraging.

Is Your Business Ready to Blog? Shari Storm created the first financial industry corporate blog in 2004. She has an in-depth knowledge of the social media landscape and how it affects our businesses. She discussed lessons learned, and how to measure success while giving solid advice for credit unions considering social media.

A new breed of creative has emerged. Rather than amplifying one voice, new marketing builds conversations and participation. Through interactive examples, Brent Dixon demonstrated how to bring design, rich media, and community management together to hit the mark in a digital age.

Watch the brief interview and session recap below:

Did You Know? Now That You Do- How Will This Affect Your Credit Union?

Very interesting video on change and where the world is going. Now that you do know, how does this affect your credit union? Do you know? Blog back and tell us how!

Twitter for Your Credit Union

Lately I have been getting a lot of questions about Twitter.  What is it?  How does it work?  How can it help my credit union.  A great conversation follows and lights begin to click.  Below is a short video breaking down the basics of Twitter from the people at Common Craft (watch below).

Guest Post - Managing Your Social Networks

As social media continues to be a hot topic in the credit union world, and a great way to build relationships online, it's important to manage social networks while not getting overwhelmed by them.  I know for a fact that this is so easy to do.

For example, I run Facebook, Twitter, email, text and voice all from my phone.  Some days I have to hide my Blackberry or turn off the alerts to get anything done. Other days, I wanted to be uber connected to the social network world.

Check out the great tips below from Susan Fletcher, Ph.D. when she first got into social networking with Facebook:

I was resistant.  How do I have time to get on that site and isn't that for kids and college students?  Then we went on vacation this summer and we were watching our friends check their Facebook pages and I got curious.  They didn't fit the profile I had drummed up in my head as the type of people who would be social networking.  As we talked about it, they set up a page for me in what seemed like just a few seconds.  Soon I had a profile picture, was listing my favorite books and began searching for people I was curious to find.  I'm hooked.  I am the face of Facebook, or as some call it, FB.

Social networking used to mean going to Chamber of Commerce meetings and then it got real fancy with targeted opportunities like organized weekly networking groups. With online social networking, now you can stay in your PJs and network. I don't even have to do my hair!  There are currently 39,911,920 people active on FB.  When I looked to see how many people in the U.S. ages 35 and up were on FB, I found out there are 9,823,660. And I'm one of them!
 
Here is how being on Facebook and social networking keeps you in the Smart Zone.
 
Stress Management:  I believe everyone has a bucket inside of them that gets full when they feel aggravated or frustrated.  We need things in our lives that empty our bucket so it doesn't get full.  When it gets full, we have what I call an exaggerated response.  While I don't always have my FB up throughout the day, I do get on it sometimes between patients, at the end of the day, and when I am hanging out in the airport waiting for my flight.  It empties my bucket and I enjoy some of what my FB friends post.  Here is a video that came recently from one of my friends.

Relationships Build Business: Many of the speakers I present with and many of those who hire me to speak are people that I really enjoy getting to know.  There is an excitement about the speaking business and there are so many things we may have in common. A recent article in Fast Company shows how those who use the social networking site, LinkedIn, make more money.  While I never intend for my FB page to be an advertisement, it is only natural that there are opportunities that will come your way.

Social Networking supports the Smart Zone Secret:  The Smart Zone Secret is to get out of your head and put the focus on someone else.  I believe we all have the tendency to take ourselves too seriously.  Recently I had a bad fall on an icy day. (What is a Florida girl doing in Texas anyway?)  The fall ended up being serious enough that I got a few staples in my head.  One of my best friends growing up, Don, is now a professor at Oregon State University. He and I stay in touch on FB and he called me "metal head."  Only Don can get away with that.  Don knows how to remind me to not take myself too seriously.  He knows the Smart Zone Secret.

One caveat: Sometimes FB can fill your stress bucket.  Using it during productive work hours can waste time and is unfair to your employer. Or if you stay up until the wee hours of the morning it can steal needed sleep time.  This is an issue with all of us as we have the ability to work 24/7. 
Keeping the above caveat in mind, I'd love to be your FB friend!  So please send me a friend request.

Shout back and let us know how you have handled getting into social networking. Or... let us know what fears you have about getting into social networking. We look forward to hearing your thoughts and comments.

Credit Unions can Make it Work in a Down Economy

While it seems the economy news is getting worse every day (or hour/minutes if you are on some social networks), it’s so important to keep a positive attitude and not get stuck in the here and now.  Yes, the credit union world has been rocked in the past few days with some not so happy news.

Yet… check out what Seth Godin has to offer.  Andrew Warner is an Internet entrepreneur and the founder of Mixergy.  He interviewed Seth Godin who provided “7 Tips for Startups in a Down Market”.

Check out the video below:

Connected Communications Via LinkedIn – One of Today’s "Tools of the Trade"

In today’s business environment:

• It’s critical we learn how to maximize our communication options, informing members/customers about valuable products and services, providing ways for those same members to share their knowledge/experiences and connect in a “safe” community. We need to be a trusted resource that they keep coming back to, or are attracted to, because we add value. We care about their well-being and success.
• As a movement, credit unions have been built, and continue to thrive, upon the philosophy of “People Helping People”. With hectic schedules, often crazy commutes, project overloads, lean staffing and more, it’s even more important we not only maintain our network, but grow a base of contacts to share challenges and successes with.

There is an online tool to help! It’s simple, easy to use, can be updated immediately and best of all: it’s free!

Is LinkedIn something you have just heard about? A place where you set up your profile (information) a couple of years ago, but haven’t really thought about since then?

If you haven’t visited LinkedIn in the last three or so months, I recommend you take a moment to visit and explore this social media communication and networking tool.

For more information, click over to “I’m on LinkedIn-Are You?”. A big thanks to Brian McCue, Member Service Centers, Inc., for sharing the article.

Campaigns and Credit Unions: "Change" Your Approach

Social media and micro sites have played a vital role in connecting people with candidates throughout the campaign process. Even now, with the beginning of a new presidential term, these marketing tactics are being implemented by companies (and the government) to connect politically with people. Using modern and innovative techniques to raise awareness took these marketing campaigns from average to viral.

No matter what your political preference is (or if you even have one), credit unions should take note of these marketing tactics. Use these large scale campaigns as a jumping off point and follow two rules: 1.) Scale it back significantly to fit your credit union size and 2.) Make it your own...personalize your campaign in a way that speaks to your community (an example of this is Security One FCU's Experience Change 2009 micro site*). Here are a few ideas worth reviewing:

• Connecting with the country in an updated way, New White House Web Site.
  
• First, this micro site encourages Americans to speak their mind to the new president and now, it's staying current with a SuperBowl focus, Pepsi's Refresh Everything.
  
• Action followed by a free reward generates brand awareness, Free Starbucks Coffee.
• Schipul highlights the important role of social media during the Inauguration, Social Media Inauguration.

Implementing similar strategies on a smaller scale gives credit unions the opportunity to connect with current members and expand their reach to new audiences.

*Disclaimer: Security One FCU is a PTP NEW MEDIA client.