Posts Tagged ‘Dan Reynolds’

Some D&B love from TJ McCue

November 7, 2008

I was introduced to TJ McCue through a referral from William Azaroff. TJ is an awesome, sharp, well-connected professional, and it was my pleasure to meet him for coffee in his home area of the Olympic Peninsula outside Seattle, on the way to BarCampBankBC. TJ now writes for Dun & Bradstreet’s AllBusiness blog, and was kind enough to do a write-up about our online switch kit yesterday.

Earlier this summer, Dan Reynolds, our Switch Kit Coordinator, conducted a webinar explaining what the EverythingCU Online Switch Kit is all about, as well as our latest innovations with it. I’ve converted that webinar into a SlideShare with audio which you can view below. Running time is approximately 49 minutes (about 25 minutes of presentation, followed by about 24 minutes of Q&A). If you don’t have that kind of time, fortunately we have a text FAQ located here.

Our Online Switch Kit came about as the direct result of attending our first-ever CU conference, which was the 2002 CUES Marketing conference in Seattle. The VP of Marketing for Pinellas County FCU (now Achieva) demonstrated her paper-based switch kit to a standing-room only audience during a breakout session. We knew that we’d have a hit on our hands if we developed a way of simplifying the process of filling out a member’s name over and over again, online. So we built the product in 2003, and now have more than 170 credit unions using it.

Part of the reason TJ wrote up our case study is that he understands how much power there is in developing a targeted product to a specific niche audience. Here are my takeaways from this journey (which you can apply to your own business):

  • Decide on your niche, and get to know as much possible about it, especially the the people and happenings therein
  • Go out and meet them where they are (in this case, their conferences, but it can also be their place of work, or where they live or socialize)
  • Pay close attention to their needs and what resonates with them
  • Figure out how you can help make their own lives (or their customers’ lives, if it’s B-to-B), easier. If they don’t even know they have a problem or pain-point yet, so much the better.
  • Create the product that solves or eases this problem or pain-point.
  • When you do all of these things, word will spread amongst that community.

Thanks, TJ, for a stellar write-up of the product!

Successful World 2.0 Hands-on Workshop in Lake George

December 5, 2007

Explaining World 2.0Just got back from a fun, intense day of leading a workshop for the NYSCUL Adirondack and Capital Region Chapters on Bringing Your CU into World 2.0. This was a laptops-up, hands-on workshop, and it was a resounding success. As part of the workshop, we twittered with several people who couldn’t be at the event, including Ginny Brady, Ron Shevlin, Jeff Hardin, and even Brent Dixon, who we conversed with while he was with 20-year-old Board Member Justin Ho in Austin TX for the YES Summit. Via twitter, Brent asked our collective workshop in Lake George if we had any questions for Justin. Linda Dickie, of Hudson River Community CU asked what the average age of Justin’s board was. I twittered that question to Brent, who in turn asked Justin. Brent twittered back to us that the answer was 57. (A very young number according to our Lake George friends.)

Laptops Up at Lake George NYIt was fantastic to take the mystique out of World 2.0 by demonstrating how quick, simple and free it is to sign up for these tools and sites. Attendees now have the foundation for how to succeed and win in this new World 2.0 we are living in.

Also, huge props go to Linda Bourgeois and Jody Carpenter of UFirst FCU, for organizing the event and making today possible. In addition, a big thank you to EverythingCU’s Dan Reynolds and Adam Lueb, who demonstrated EverythingCU’s webinar interface and online switch kit, respectively (and for taking some great pics of the workshop). And it was indeed great to meet Charles Folensbee, Matt Barbell, Kim Reilly, and Kip Summerlin in person at last, and to reconnect with Walt Everhardt, VP of Marketing for First New York FCU, who has been blogging for several months now.

Demonstrating blog commentingI will be doing this workshop throughout 2008 to help CUs across the country experience first-hand how easy it is to get going with World 2.0. If you know the education director at your state’s CU League, please email me and I will email you back a PDF containing the info that is covered in this hands-on workshop that you can, in turn, forward to him or her. If you attended this event, in-person or virtually via twitter, please comment here! Here are some Twitter Tips. Also, if you send me your email, I’ll send you a PDF of the slide deck. Let me know what we could have done better, or what topics you’d like to see covered more, or less of. More of Adam’s great photos of the event available here.

Live World 2.0 workshop in Lake George NY

November 30, 2007

Myself and the EverythingCU team is getting pumped for a live, hands-on World 2.0 workshop taking place in Lake George, NY next week on Wednesday, December 5. The combined chapters of the Adirondack and Capital Regions of the NYSCUL are hosting us. We’ve instructed all the participants to BRING THEIR LAPTOPS. We’re not just going to be talking about World 2.0 and social media/networking, we’re going to be DOING IT. We’re so excited about the sites and tools we’re going to be covering. It will be an eye-opening experience for all the attendees, and will hopefully catapult their respective CUs into this new wired digital age. It’s exciting! And we’re so excited to be meeting several long-time EverythingCU members, including President Charles Folensbee of Saratoga Community CU. Walter Everhardt, VP of Marketing for First New York FCU is going to be there, along with President Linda Bourgeois, and Director of Marketing Jody Carpenter of UFirst FCU in Plattsburgh. Ginny Brady, blogging Board Member of UFirst FCU will be with us virtually via twitter, as will our own Matt Taggart and Nate Duval…. can’t wait! Dan Reynolds and Adam Lueb will be assisting me in person. If you can’t make it, please join in via twitter…. here I am on twitter.

Thank you, Spokane Federal Credit Union

July 22, 2007

Spokane Federal Credit UnionThank you, Krista Felker, Pamela Kippes, Deb Olson, and Charlotte Nemec, for hosting my webinar on Thursday. It was fantastic to re-connect, and meet such great members of EverythingCU.com. I really appreciated having an audience while I delivered my Bringing Your CU into World 2.0 webinar for you and 25 other credit union professionals all over the country. It was such a treat to be able to broadcast the webinar from Spokane Federal Credit Union’s boardroom during my Spokane week which included two days of brand consulting for United Health Services Credit Union.

Webinar at Spokane Federal Credit UnionSpecial thanks to Krista for supplying me with a lovely stand so that I could have my laptop near eye-level while delivering the presentation. Also, big thanks to Dan Reynolds for moderating the webinar so nicely from the EverythingCU.com homefront in Holyoke, Massachusetts. Also in attendance from Holyoke were Matt Taggart and Adam Lueb, giving shout outs to all of our credit union friends.

Afterwards, Krista, Pam, and Deb were gracious enough to select and accompany me to a fantastic little restaurant called Downriver Grill for lunch. The chicken taco salad really hit the spot!