CU Water Cooler Symposium

September 11-12, 2014 • Austin, Texas


Join us for the 5th annual CU Water Cooler Symposium—a must-attend credit union experience held annually in the fall

Robert Oxoby, 2013 Symposium

Shari Storm, 2013 Symposium

Brent Dixon, 2012 Symposium

The CU Water Cooler Symposium is a different kind of credit union event 

We care about content and conversations. We put together styles, speakers and topics that other events won’t touch. We’re respectful, yet challenging. We’re independent, yet collegial. We’re fun and serious at the same time. We created the CU Water Cooler Symposium not as a competitor to existing events, but a brand new approach to credit union events. The industry has responded kindly. As we prepare for our 5th annual event in the Fall of 2014, we encourage you to attend. 

We believe that this is the most modern, inspirational, and collaborative event in credit unions. We pick venues that are limited to about 150 attendees. The audience is a real mix—a few CEOs, mostly VPs and directors, and a few specialists and coordinators. They’re from all parts of the credit union—marketing, IT, operations and HR. Plus, there are always a handful of progressive consultants and technology vendors. In 2013, we had attendees from 29 U.S. states and three Canadian provinces. Everyone who attends is extremely open-minded, positive and tuned in.


Register

Tickets will be sold in three waves. Get in early, save your spot and your cash!

Cancellation policy
All ticket purchases are non-refundable and cannot be transferred to future events. If you cannot attend the Symposium this year, you can transfer your registration to another person for CUWCS 2014 only.

Credit union employee? You're eligible for a $100 discount! Enter cuemployee.


Speakers and agenda

Two days of top-notch speakers await

We are presenting an agenda filled with fresh topics and thought-provoking talent. The line-up includes a mix of our editors and invited guests and, as always, we guarantee that each speaker will have something unique and interesting to share.


Crash the Symposium

crash-01.jpg

The CU Water Cooler editors are thrilled to be partnering with The Cooperative Trust and CUNA Mutual Group to bring 10 crashers to the 5th Annual CU Water Cooler Symposium!

Crashing the CU Water Cooler Symposium means there is no cost to these young credit union professionals for registration, as registration is being provided by CUNA Mutual Group!

Crash supported by

The Cooperative Trust
is made possible by


The venue and travel

According to Time Magazine, The Alamo Drafthouse is "the best theater ever" 

We've all been to too many conferences in beige hotel conference rooms, sitting on uncomfortable stacking chairs, looking at crappy little screens, listening to awful sound and eating rubber chicken. We feel strongly that where we hold the annual CU Water Cooler Symposium is as important as who's on the agenda—that's why we're super excited to be hosting this year's event at the legendary Alamo Drafthouse Cinema. It's a single-screen movie theater called The Ritz.

The Ritz was built in 1929 and has a long and storied past. It started as a western movie house and, over the years, the Ritz morphed into a punk rock venue featuring the likes of the Dead Kennedys and the Red Hot Chili Peppers. Since 2007, it's been home to the Alamo Drafthouse Cinema. The Alamo Drafthouse has been hailed as "the best theater ever" by Time Magazine, and "the coolest movie theater in the world" by Wired Magazine

Sounds like a perfect backdrop for talking about tech, trends and credit unions! The convenient location is right in the heart of downtown Austin and 15 minutes from the Austin-Bergstrom International Airport.

Planning your trip

For those traveling by plane, there is no need to rent a car. There are plenty of hotels within walking distance. Entertainment and dining options are also a short walk away. Grab a cab to and from the airport and you'll be set!

Special rate at the Marriott Courtyard

We've arranged a block of hotel rooms at the Marriott Courtyard Austin Downtown for our attendees at a rate of $179 per night, which includes breakfast for one person. The cutoff date for reservations at the negotiated contracted rate is August 19, 2014. Please make your reservations by this date if you want to take advantage of the negotiated rate. Please note that Austin is very busy during our time there, so we recommend making reservations soon. Reservations can be made by individual attendees through this special link.

Alamo Drafthouse Cinema, The Ritz
320 E 6th Street, Austin, Texas

 

Lodging alternatives

Marriott Courtyard not for you? There are a bunch of other hotels within a short walk. Head over to Austin Tourism for a complete list or hit up Airbnb to find a bed.


Our sponsors

Title sponsors

Currency is a leading integrated marketing agency for credit unions. Currency's marketing programs, including Young & Free, Money Mom and It's a Money Thing, drive product sales and deliver ROI.

 

6th Story is dedicated to helping cooperatives, especially credit unions, realize their potential through the sixth cooperative principle: cooperation among cooperatives. Our combined years of expertise exceeds the number of years credit unions have been in existence.


Friends of the Symposium

Mount Lehman Credit Union is a small credit union located in beautiful British Columbia, Canada. With a history of more than 70 years in business, Mount Lehman is equally known for highly personal service and cutting-edge technology services.


Presenting sponsors

Buzz Points is a bank, buy and redeem local, merchant-funded loyalty program, and an exclusive CSS strategic alliance provider. Our turn-key solution launches in 90 days, point liability resides on our balance sheet and we encourage 100% point redemption. Buzz Points builds stronger communities, one point at a time.

 

The Cooperative Trust is a grassroots group of young people working in credit unions and cooperatives. Founded in 2010, we connect and enable those fighting for the future of socially-responsible finance. Our goal is simple. While we can’t predict the future of business, credit unions, or cooperatives, we want to help build it. We want to learn from industry leaders. We want to build things. We want to grow. We want to help solve problems. We want to work. We want to laugh. We want to make a difference. Together.

 

CU*Answers, a 100% credit union-owned CUSO, offers expertise in implementing technical solutions to operational needs, and is a leader in helping credit unions form strategic alliances and partnerships. Serving credit unions across the country for more than 40 years with their flagship CU*BASE® core processing system and a cooperative business model.

 

CUES is in the business of leadership potential. With a legacy of service spanning more than 50 years, we measure our success one leader at a time. As credit union leaders face uncharted territory and boundless challenges, CUES stands as the galvanizing force for our members to sharpen their skills.

 

CUNA Mutual Group was founded in 1935 by credit union pioneers and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™ branded consumer insurance products; and investment and retirement services to help our customers succeed.

 

A productive frontline staff cannot be left wondering “what’s important?” or “how am I doing?” GameFI leverages game mechanics to drive frontline engagement with strategic priorities, shorten the employee performance feedback loop, make training fun, and optimize productivity, while building a sales and service culture.

 

Larky cultivates great discounts with merchants in your backyard. Then we send members credit union-branded smartphone alerts when they are physically near a qualifying discount—so members get free, instant discounts, compliments of their credit union.

 

Member Loyalty Group has teamed up with Satmetrix, the co-developers of the Net Promoter Score® to build a customized, comprehensive Net Promoter System for the credit union industry. Credit unions can now leverage the same caliber program as successful Global 2000 companies to drive business results through a deliberate, organization-wide focus on building member loyalty.

 

Mid-Atlantic Corporate Federal Credit Union and its family of companies provide quality investment, lending and payment services, including ACH, share draft and electronic bill payment. Mid-Atlantic Corporate develops services with our member in mind, and delivers them with the kind of accountability, consideration and responsiveness our members expect—and deserve.

 

RevolutionCredit is the first SaaS patent-pending interactive credit data and decisioning platform that uses behavior data created by delivering byte-sized gamified financial education at the point of transaction to transform the credit decisioning process for both lenders and consumers. RevolutionCredit was founded in 2012 by Zaydoon Munir, a veteran of Experian and the credit and financial services industry.


Supporting sponsors

Card Analysis Solutions founder, Ondine Irving, has been providing credit union card portfolio solutions to our nation's credit unions since 2003. Over 500 credit unions have benefited from training, audits and overall guidance with their credit card portfolios. #GoCUCards!

 

Founded by Julie R Ferguson, JRF Consulting concentrates on growth and member engagement. Julie is very passionate about helping credit unions around the country create and execute focused and results oriented business development strategies.


Sponsorship opportunities

Presenting sponsors

There are eight presenting sponsor spots available. Your sponsorship package includes:

  • Seven-minute rapid fire demo
  • Three-minute speaker introduction
  • Opportunity to win one of two Best of Show awards
  • Two attendee passes
  • Mentions from stage
  • Inclusion on slides and T-shirt
  • Two Symposium T-shirts

$2,500

Supporting sponsors

Your sponsorship package includes:

  • One attendee pass
  • Mentions from stage
  • Inclusion on slides and T-shirt
  • One Symposium T-shirt

$1,250

Want to sponsor?

Drop us an email if you are interested in learning more.

Name *
Name