Free Resources
Created just for Credit Unions!
Best Practice Guides
Boiled down, tried and true guides - summarized for easy reading the quick implementation.
NCUA Grant Guide: Are you a low income designated credit union? This guide was created to help you apply for NCUA grants.
Trade Show / Event Guide: How do you get the most of your participation at external events.
Web Site Best Practice Guide: What are the 3 main reasons a person visits a credit union website? Find out here!
Looking for more?
Recently, we launched CuCurator - A marketing membership exclusively for credit unions.
2024 Marketing Calendar - Editable
Coordinating Campaigns with guides and ready-to-use / editable artwork
Worksheets & Guides with pro tips in execution
Ready to use Newsletter Templates and content by season
Live Monthly Working Hours: Brainstorm with your peers and a Fractional CU Chief Marketing Officer
Credit Union signage - editable artwork to complement your campaigns
New campaigns and material added monthly!
Looking for hands-on support? Learn about my retainer program for Marketing & Operations Support.
Increase Loans • Grow your Membership • Compliant Marketing • Vendor Negotiations • Proven Campaigns • Small CU Grant Assistance • Core Conversion Assistance