The National Credit Union Foundation and the Filene Research Institute invite you to join Ben Rogers in the second session of the CU Tomorrow Webinar series. Session 2 address (1) working with Advisory Groups to gain a sense of what younger members want. (2) Using these focus groups can provide credit unions of any size valuable information in the development and (3) implementation of young adult programs with little or no designated budget.

1. Goals, Assessments, and Advisors

2. Goal-Setting

3. Young Adult IQ

4. Advisory Groups

5. Goal-Setting

6. Goal-Setting Goals define the results that people should aim to achieve. Goals are touchstones for performance planning, appraisal, rewards, and improvement. Without goals, time and energy would be wasted on activities that contribute very little to organizational success. -Harvard Business Review 2006

7. Goals vs. Activities Activities Goals Writing periodic reports Increasing cross-sells by 10% Handling member complaints Reducing member turnover by 15% Meeting weekly to discuss new account development Introducing three new accounts before January Releasing new marketing campaign Attracting 100 young adult members

10. Young Adult IQ

13. Advisory Groups www.realsolutions.coop/solutions

18. Ben Rogers 608-231-8171 [email_address] Lois Kitsch 202-508-6770 [email_address]