On August 11th Xtend, Inc. hosted its 2nd Sales and Marketing Roundtable for credit union professionals. Attendees from Michigan, Illinois, Indiana and South Dakota discussed industry trends in sales and marketing, current initiatives underway at their respective credit unions, and opportunities for collaboration. The morning session consisted of credit union participants sharing success stories and insight on industry opportunities. The afternoon was filled with a deep dive training session on KPI reporting and software utilization.

Eight of the twenty participants attended the event remotely, using web cams to participate in the conversation. “We are very proud of the level of importance our credit unions place on participating in events like these,” said Liz Winninger, Marketing and Business Development Manager at Xtend. “When you get these marketing and sales professionals in a room there is never a shortage of discussion and thought provoking ideas. And the conversation doesn’t stop there; group email discussions will continue between our credit unions. Even though they may serve very different memberships on different sides of the country, the insight is incredibly valuable. That type of cooperation can be rare in today’s competitive marketplace, and is the foundation upon which the credit union industry was founded.”

Xtend hosted the Sales and Marketing Roundtable at its headquarters in Grand Rapids, MI.