Welcome To North America's Premier Credit Union Marketing Agency
 

 

Past speaking presentations

Young & Free: Challenge Marketing Explained

03-05-2009
BC Association of Integrated Marketers
Vancouver, BC


Presentation overview

Generation Y is almost twice as big as Generation X. Could your business benefit from tapping into this market? Learn how the Young & Free Program is helping Canadian and US credit unions target Gen Y consumers. Apply these ideas to your business and you too will gain a competitive advantage. Tim McAlpine explains the Web 2.0 lessons learned and why the Young & Free Program appeals to Gen Yers and how it’s driving them to become credit union members.

Download handouts
+ Young & Free: Challenge Marketing Explained (4.19 MB PDF)


Young & Free One Year Later

10-01-2008
FORUM Solutions/Trabian Partnership Symposium
Fishers, Indiana

 
Here is a recording of Tim's presentation in Fishers, Indiana


Presentation overview

Gen Yers are the future of the online channel, but attracting them requires a non-traditional approach. Learn how Common Wealth Credit Union's new Young & Free Alberta targets Gen Yers with an integrated marketing and social computing program centered around the youngfreealberta.com microsite. Currency Marketing created an integrated program that included finding and hiring a Gen Y spokesperson to represent the product, the credit union and their generation. Tim McAlpine will speak about the lessons learned on Web 2.0 dos and dont's and how this program is appealing to Gen Yers who have become Common Wealth credit union members.

Download handouts
+ Young & Free one year later (840 KB PDF)

Audience feedback
"Best were Tim McAlpine, Matt Davis, Jeff Stephens, William Azaroff"
"Favourite: Young & Free"
"Loved having an update on Young & Free"
"Very inspired by Tim McAlpine"


Designing a social computing strategy to
attract Gen Yers

06-23-2008
Forrester 2008 Financial Forum
New York, New York

 
Presentation overview

Gen Yers are the future of the online channel, but attracting them requires a non-traditional approach. Learn how Common Wealth Credit Union's new Young & Free Alberta targets Gen Yers with an integrated marketing and social computing program centered around the youngfreealberta.com microsite. Currency Marketing created an integrated program that included finding and hiring a Gen Y spokesperson to represent the product, the credit union and their generation. Tim McAlpine will speak about the lessons learned on Web 2.0 dos and dont's and how this program is appealing to Gen Yers who have become Common Wealth credit union members.

Download handouts
+ Designing a social computing strategy to attract Gen Y (1.40 MB PDF)


Small is beautiful. Your credit union can remain small and successful.

05-04-2008
CUES Canada West AGM
Ottawa, Ontario

 
Presentation overview

With the tidal wave of mergers and consolidation within the Canadian and US credit union systems, it seems as though getting bigger is the only way for credit unions to survive. However, there are fine examples of very successful credit unions that are bucking the trend and purposefully remaining small. Tim McAlpine will explore how these credit unions are using marketing, technology and good old-fashioned member advocacy to not only remain small, but also continue to be viable and successful.

Download handouts
+ Small is beautiful (1.74 MB PDF)


Where does traditional marketing fit in a Web 2.0 world?

04-22-2008
DOXIM Exchange 2008
Toronto, Ontario


 

Presentation overview
With the sex appeal of blogging and social networking taking center stage, you may be tempted to kiss those old boring marketing tactics goodbye. Not so fast! Integration is the name of the game. Tim McAlpine will explore how your credit union can marry the best of online and offline marketing and communications tactics to deliver killer results.

Download handouts
+ Where does traditional marketing fit? (1.50 MB PDF)

Session grade
Content and topic 3.68/4.00 (92%)


Engaging Generation Y on their own terms

03-05-2008
CUES Execu/Summit 2008
Steamboat Springs, Colorado

Part 1 (two-hour session)


 

Part 2 (two-and-a-half-hour session)


Presentation overview
Currency is in the middle of a wonderful social media experiment with Alberta’s Common Wealth Credit Union. To promote Common Wealth Credit Union’s new Young & Free account to Alberta’s 17 to 25 crowd, Currency has created an integrated marketing program centered around the youngfreealberta.com microsite. The thrust of the program is finding and hiring a spokesperson from Gen Y to represent the product, the credit union and their generation. Tim McAlpine and the 2008 Y&F Spokesperson, Larissa Walkiw, spoke about the Web 2.0 dos and don’ts that they have learned and how this program is authentically appealing to a new generation of potential credit union members.

Download handouts

+ Part 1 – Morning Session (1.57 MB PDF)
+ Part 2 – Afternoon Session (1.21 MB PDF)

Related blog posts
+ Speaking at CUES Execu/Summit and we need your help
+ YouTube love from Steamboat Springs 

The Launch Story video
+ Request access from Tim McAlpine tmcalpine@currencymarketing.ca

Session grade
Content and topic 3.77/4.00 (94%)  |  Delivery 3.42/4.00 (86%)

Audience feedback
"Great information."
"Bring Tim and Larissa back next year to talk about the end of year one!"
"Excellent session with Tim McAlpine and Larissa Walkiw."
"Homerun with Tim and Larissa." 


Engaging Generation Y on their own terms

04-23-2008
CUTech Spring Forum
New York, New York

Presentation overview
This was the same presentation as the session above for the CUES Execu/Summit 2008. Tim McAlpine co-presented the Young & Free Alberta story with Eric Dillon from Common Wealth Credit Union.

Session grade
Content, topic and delivery 4.82/5.00 (97%)

Session ranking
First out of 11 sessions

Audience feedback
"Excellent."
"Glad we got to see both Tim and Eric."

 
INFORMATION

Interested in having Tim McAlpine speak at your next credit union event?
+ Profile (PDF)
+ Book Tim now

+ Photo (JPG)

UPCOMING

NCUF Real Solutions Conference
01-21-2010
Orlando, FL
+ Visit site

CUNA Business and Marketing Council Conference
03-23-2010
Washington, DC
+ Visit site

33rd Annual National Directors' Convention
08-06-2010
Las Vegas, NV
+ Visit site

PAST EXPERIENCE

08-15-2009
CUES
Webinar

06-27-2009
Card Services for Credit Unions
Webinar

06-24-2009
Canadian Co-operative Association 100th Anniversary Congress
Ottawa, ON

06-04-2009
Maine State Credit Union League
Portland, ME

04-29-2009
Open Solutions Client Conference & Solutions Expo
Las Vegas, NV

03-05-2009
BC Association of Integrated Marketers
Vancouver, BC

10-01-2008
FORUM Solutions/
Trabian Partnership
Symposium

Fishers, IN

09-08-2008
US Central Moving Members' Money Conference
San Antonio, TX

07-17-2008
Indiana Credit
Union League

Indianapolis, Indiana

06-24-2008
CUES Annual
General Meeting

Cancun, Mexico

06-23-2008
Forrester's
Financial Forum

New York, NY

06-10-2008
Member Gateways Meeting
San Antonio, TX

06-09-2008
Millennial Financial Services Forum
New York, NY

05-13-2008
CUES Experience
Minneapolis, MN

05-04-2008
CUES Canada West AGM
Ottawa, ON

04-23-2008
CUTech Spring Forum
New York, NY

04-22-2008
Doxim Exchange
Toronto, ON

03-05-2008
CUES Execu/Summit
Steamboat Springs, CO

10-01-2007
FORUM Solutions/
Trabian Partnership
Symposium

Fishers, IN

11-13-2005
MACU Fall Conference
Vancouver, BC


 
"Tim’s presentation at our MACU 2005 Fall Conference, Crafting a Unique Position for Your Credit Union, was excellent. Through a mix of insightful video and humorous story telling, Tim demonstrated that credit unions have a long way to go to stand out from the competition. He offered sound advice that credit union marketers could take back and easily start employing."

Shelley Sawchuk
Manager, Brand & Advertising
Servus Credit Union, Edmonton, Alberta
and former MACU Chair
 


 
"Tim spoke at the 2007 FORUM Solutions/Trabian Partnership Symposium in Indianapolis. Tim rocked. He shared his personal experiences in creating successful credit union marketing initiatives to reach new markets through new products, unique delivery channels and positioning credit unions as fun and rewarding places to improve your financial well being."

Doug True
FORUM Solutions President
FORUM Credit Union Senior Vice President
Fishers, Indiana
 


 
"I wanted to thank you for your presentation – it was incredibly unique and very well-received by our members."

Clayton Mitchell
Board Member
BC Association of Integrated Marketers
 



"Thanks Tim for coming to Maine and presenting your thoughts to us. I enjoyed the entire presentation a ton!"

Ryan O'Connor
Seminar attendee