October – December 2014
This event has been postponed. A new date is in the works, more information to come.
Carie Schelfhaudt, Director of Digital Marketing, McDougall & Duval Advertising
An active player since the inception of social media, Carie directs all social and digital marketing strategies for McDougall & Duval’s clients, a majority being in financial services. She is a sought after speaker and writer, presenting at conferences and regularly writing columns to educate others on the best practices for online and social media marketing at backs and credit unions.
I. Writing a Social Media Policy
Writing a social media policy that satisfies the needs of human resources, marketing and compliance can be an intimidating task. But have no fear! Knowing what not to do when making a policy can make the process so much easier.
II. Social Media Training 101 for Credit Union Employees
New guidelines from regulators say financial institutions need to train employees on official, work-related use of social media. Learn the key components of developing an employee education program for your financial institution.
III. Content Tips for Financial Marketers
Expecting the unexpected and planning ahead for quick responses are critical to your new online marketing strategy. Now is the time to develop a plan.
Click here for the Registration Flyer.
Premier Wine Tasting Event!
Date: Friday, October 17th Time: 6:30 p.m. to 9:00 p.m. Place: Mohegan Sun Dress: Black Tie/Cocktail Party
Click here to download the flyer!
Bankruptcy & Collections Update
The world of the delinquent member is never boring and it never stands still. Much has happened over the last year that directly impacts your Collections Department. From improving your collections calls to understanding your rights in bankruptcy, this informative and interactive session is sure to have something for you! It is never too late to sharpen your collections skills and better position your credit union to assist troubled members who want to work with you and maximize the recovery from everyone else. Join credit union attorney and collections consultant David Reed as he highlights the latest techniques, tips and trends to maximize your collections function. The event includes ample time to answer your questions and group discussion. Click here for the Registration Flyer.
The session will cover:
Creating Effective Collections
- Perfecting Your Collections Call
- Impact of the New Mortgage Servicing Rules
- Latest Skip Tracing Tools and Techniques
- Effectively Utilizing Collections Agencies and Law Firms
- Avoiding Consumer Protection Landmines
Fine Tuning Your Bankruptcy Process
- Avoiding Inadvertent Violations of the Automatic Stay
- Perfecting Your Proof of Claims
- Recent Bankruptcy Litigation Trends
- Maximizing Reaffirmation Opportunities
- Finding and Recovering Bankruptcy Fraud