Kelsey Balcaitis CUES NTCUE Presentation

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

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SOUTHWEST FINALIST

Kelsey Balcaitis

Community Education Specialist A+ Federal Credit Union ($770M)Austin, Texas

Kelsey BalcaitisCommunity Education Specialist

A+ Federal Credit Union

Kelsey BalcaitisCommunity Education Specialist

A+FCU Mission:

We will be your financial partner helping you fulfill your

life-long dreams.

• 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?

We can help.

Products Services Workshops

Free Financial

Coaching

Website/Social Media

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

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

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

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

Self

Actualization

Esteem

Social Needs

Safety Needs

Biological and Physiological Needs

We cannot live only for ourselves.

A thousand fibers connect us with our

fellow men.  -Herman Melville

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

We are committed to helping you develop sound

financial building blocks for every

stage of your life. - Center for Financial Wellness Mission

Would you recommend A+ to others?

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

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

Research. Research. Research.

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

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

Go confidently in the direction of

your dreams. Live the life you have

imagined.- Thoreau

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Q&A withKelsey Balcaitis