Where
Sheraton Fishmerman's Wharf
2500 Mason Street
San Francisco, CA 94133
We have negotiated special room rates at $229 per night.
Tuition
Satisfaction guaranteed–if not 100% satisfied, tuition will be reimbursed.
- One Attendee: $1,245
- Multiple Attendees: $1,095 per person
- Early Bird Before 3/31/2017: $1,095 per person
Cancellation Policy
- Within 2 weeks of event, registration can be transferred to another session
- 10% Cancellation Fee Once Registered
Thanks to our SIGNATURE Sponsors
Each will be onsite at the session!
Come join us in San Francisco for two and half days of credit card program education, innovation and motivation you won't find anywhere else.
2017 Topics
- Effective Credit Card Portfolio Analysis
- High Yield Lending Strategies with Ed Swanson from LSI
- OPen Discussions with Card Processors and Loyalty Providers
- Understanding Card Programs Impact on Credit Union Financials
- Product Structure
- Rate Discussions
- Card Program Revenue Review
- RFP Management 101
- DIsclsoures and Terms
- Expense Control
- Processor Invoice Reviews
- Understanding Processor Pricing
- Best Practices in Marketing, Analysis and Operations
- Workshops utilizing YOUR data
Ed Swanson, of Lending Solutions Consulting will a special session on Credit Card Lending. We will also have representatives on hand from CSCU, CO-OP , FIS, MAP, PSCU and Vantiv.
MasterCard will be on hand to disuss brand support. Strategic Resource Management will be available to discuss RFPs and Debit Program Analysis.
We will also have independent Loyalty Program Providers including BreakAway Loyalty, Augeo Marketing, FIS Loyalty Solutions and CURewards on a panel discuss to discuss best practices in reward programs and how credit unions can be more effective and reduce loyalty program expenses.
And as always, Ondine will share with you the best practices of Credit Card Program Management- as she has been teaching credit unions since 2003!
Best Practices: Credit Card Program Management
- What You Should and Should Not Be Doing With Your Card Program in the Current Economic Environment
- What the "Best Run" Credit Card Programs Have In Common
- Is Your Program Designed to Compete?
- How to Sustain Manageable and Consistent Growth in 2017
- What is the Best Program Structure for YOUR Members?
- What Are the Most Effective Marketing Programs?
- What Does Your Portfolio Really Need (and not what your processor wants to sell you?)
- Success and Failures with Reward Programs
Expense Management
- The anatomy of a credit card processor invoice
- Learn the secrets other credit unions use to reduce expenses
- Are you paying too much for your card processing?
- Common oversights that cost money
- Gain a thorough understanding of processing expenses and your processor invoice
Workshop
- Bring Your Processor Reports and Invoices and we will review in class- TMG, PSCU, VANTIV, FIS (this session is focused on Full Service platforms only and is not relevant to Pass Through or In House processing)
- Learn effective ways to measure your portfolio performance and why your processor anaylses do not tell the entire story
- Creating your own analysis to to determine your portfolios specific needs (and not what your processor wants to sell you)
- Learn the best use and understanding of processor management reports
- Best practices in credit card website pages
- What are the true most effective credit card marketing programs? The ones that don't cost an arm and a leg!
If you have additional questions or would like a more detailed agenda, call 1-866-602-9777 or email ondine@cardanalysissolutions.org or olivia@cardanalysissolutions.org
Food, Food and More Food...and Provided by Our Sponsors.
- Full HOT Breakfast Included Each Morning
- Lunches Provided Each Day of Meeting
- Morning and afternoon refreshments will be served
- Cocktail reception will be held Monday evening