Kelsey Balcaitis' presentation for the Next Top Credit Union Executive competition in Dallas, November 2010

1. i
SOUTHWEST FINALIST
Kelsey Balcaitis
Community Education Specialist
A+ Federal Credit Union ($770M)
Austin,Texas

2. Kelsey Balcaitis
Community Education Specialist
A+ Federal Credit Union

3. Kelsey Balcaitis
Community Education Specialist

4. A+FCU Mission:
We will be your financial
partner helping you fulfill your
life-long dreams.

5. • 2007: Impromptu brainstorming session
• 2008: Launched with new website
We will be your
financial partner
helping you fulfill
your life-long
dreams.
What’s Your
Dream?

8. We can
help.

9. We can help.
Products Services Workshops
Free
Financial
Coaching
Website/
Social
Media

11. Online Community/Social Network:
A website that provides a virtual community for people
interested in a particular subject, to simply "hang out"
together or to increase their circle of acquaintances.
- PC Magazine Encyclopedia

12. Americans spend 22.7% of
their time online on social
networking sites, up 43% since
2009. Only 8.3% of their time
online is spent on email.
- “What Americans Do Online” August 2010 Nielsen Study

13. US traffic to social networks
grew to 149 million unique users
per month in February 2010.
This is a 30% increase from
February 2009.
- Nielsen Company Report, March 2010

14. From April 2009 to March 2010,
social networking use among
internet users age 50 and older
grew from 22% to 42%. For users
age 18-29, it grew 76% to 86%.
- Pew Research Study

16. Self
Actualization
Esteem
Social Needs
Safety Needs
Biological and
Physiological Needs

18. We cannot live only
for ourselves.
A thousand fibers
connect us with our
fellow men.
-Herman Melville

19. Often, we are too slow to
recognize how much and in
what ways we can assist each
other through sharing such
expertise and knowledge.
-Owen Arthur, Prime Minister of Barbados

21. We are committed
to helping you
develop sound
financial building
blocks for every
stage of your life.
- Center for Financial Wellness Mission

22. Would you
recommend
A+ to others?

23. • Mission
• Characteristics
• Will and Won’t
• Functions
• Appearance

24. If you don’t know where you are going, any road
will take you there.
- Cheshire Cat, Alice’s Adventures in Wonderland by Lewis Carroll

25. Research.
Research.
Research.

26. • How to build?
• Layout
• Appearance
• Starter content

30. • Email invite
• Community testing
• Survey
• Analyze feedback
• Make changes
• Launch community

31. Go confidently in
the direction of
your dreams. Live
the life you have
imagined.
- Thoreau

32. i
Q&A with
Kelsey Balcaitis