Over the last several years Mr. Lucas has made a variety of presentations to over 15,000 sales and marketing professionals, financial board of directors and graduate schools. Upcoming and previous presentations and topics by Mr. Lucas are listed below. Presentation contact names and reference are available upon request, email or call Paul at (202) 320–5759.

2012 Presentations

• Western States CU Volunteer Conference
  February 12-14, 2012, Treasure Island, Las Vegas, NV
  Topic: 60 minutes to more effective oversight of marketing

• NJCUL Reality Check 2012 Conference
  February 27-29, 2012, Harrah's, Atlantic City, NJ
  Topic: Word Games: Why the Right Tagline is Critical to Your Business

• ProfitStars Educational Conference
  march 6-9, 2012, Caesars Palace, Las Vegas, NV
  Topic: Increase Your Penetration in the Debit and Credit Card Market

 

2011 Presentations

• Denver, CO CU Chapter Dinner Meeting
  June 2, 2011, Denver, CO
  Topic: How to Grow Loans
• Symitar Users Conference
  September 19-22, 2011, San Diego, CA
  Topic: Word Games: Why the Right Tagline is Critical to Your Branding

2010 Presentations

• Sparks Technology Users Conference
  March 8-9, 2010, Chicago, IL
  Topic: Making Your Agency Stand Out in a Crowded Marketplace
• Symitar Users Conference
  September 14-17, 2010, San Diego, CA
  Topic: Down or on the Rebound: Smart Marketing in Any Economy
  Joint presentation with Roy MacKinnon, from First Entertainment CU, Hollywood, CA
• Symitar Alliance Conference
  November 4, 2010, Chicago, IL
  Topic: KEYNOTE: Leading the Way to Recovery

2009 Presentations

• Credit Union Journal’s GROW Show
  April 27-29, 2009, Hotel del Coronado, San Diego, CA
  Topic: Left Coast, Right Coast, We'll Help You Steal The Most
  Joint presentation with Roy MacKinnon, from First Entertainment CU, Hollywood, CA on the best marketing campaigns that worked nationwide in 2008-early 2009
  
• Ohio & Pennsylvania CUL Marketing
  June 10-12, 2009, Pittsburgh, PA
  Topic: How Your Brand Impacts Growth Potential
• MDC Owner's Meeting
  August 3-4, 2009, Chicago, IL
  Topic: National Brand Panel
• Texas CUL 2009 Leadership Conference & Exploration Expo
  September 10-12, 2009, San Antonio, TX
  Topic: How Your Brand Impacts Growth Potential
• CU Times - CU Best Practices Conference
  OCTOBER 7-9, 2009, San Diego, CA
  Topic: Keynote - Branding & Marketing survival essentials in the new marketplace

2008 Presentations

• Denver Area Chapter CU Assoc. of Colorado
  March 12, 2008, Denver, CO
  Topic: How to drive profitable membership growth
• CUNA Marketing & Business Development Council Conference
  March 17, 2008, Gaylord Opryland, Nashville, TN
  Topic: Should We…or Shouldn't’t We: A Point/Counterpoint on Implementing a National Branding Campaign
• Minnesota Credit Union Network Annual Meeting & Convention
  APRIL 11-12, 2008, Sheraton Hotel, Bloomington, MN
  Topic: How to drive profitable membership growth
• Symitar Educational Conference 2008
  August 25-29, 2008, Manchester Grand Hyatt, San Diego, CA
  Topic: How to drive profitable growth – Thursday August 28
  Topic: Gen Y Marketing Panel Discussion – Friday August 29
• CU Times Conference - CU Best Practices for:
  Driving Revenues and improving efficiencies
  December 4-5, 2008, Disney’s Contemporary Hotel, Orlando, FL
  Keynote Speaker - Topic: How Your Credit Union’s Brand Impacts Growth Potential - Friday December 4

2007 Presentations

• 8th Annual CU Journal Business Development Conference
  APRIL 12-13, 2007, Hyatt Regency, Boston, MA
  Topic: Keynote Address - Postcards from Growthville, USA
• 30th Annual National Directors' Convention
  August 7-10, 2007, Rio Hotel & Casino, Las Vegas, NV
  Topic: Strategy Makeover: Capitalize on new markets and new members!
• First Entertainment Annual Staff Development Day
  October 8, 2007, Hollywood, CA
  Topic: Postcards from Growthville, USA
• West Texas CU Chapter Meeting
  October 9, 2007, Abilene, TX
  Topic: Branding, Marketing & how to grow your CU!

2006 Presentations

• 29th Annual National Directors' Convention
  August 1-5, 2006, The Venetian, Las Vegas, NV
  Topic: Maximum Growth Opportunities, without a charter change!
• 1st Advantage FCU Managers Retreat
  August 9-11, 2006, Wintergreen Resort, Wintergreen, VA
  Topic: Personal Branding Seminar for Relationship Managers
• ENCORE’s Business Services Symposium
  September 28-29, 2006
  Marriott at Metro Center, Washington, DC
  Topic: B2B Marketing & Branding

2005 Presentations

• Financial Competitiveness Issues Facing Credit Unions
  November 10 , 2005, Broker Inn, Boulder, CO
  Topic: Branding & Retail Marketing
• CUES Alternative Growth Strategies Seminar
  September 8-9 , 2005, Manchester Grand Hyatt San Diego, CA
  Topic: Leveraging Branding
• CUES Rocky Mountain Council
  August 11-13, 2005, Vail Cascade Resort & Spa, CO
  Topic: Successful CU branding & marketing today
• 28th Annual National Directors' Convention
  August 2-6, 2005, The Venetian, Las Vegas, NV
  Topic: How to create a winning brand strategy

2004 Presentations

• Georgia Marketing Council
  Sept 30-Oct 1, Evergreen Resort at Stone Mountain, GA
  "Marketing your CU today -what works and what you must do to succeed"
• 27th Annual National Directors' Convention
  August 3-6, 2004, The Venetian, Las Vegas, NV
  "How to create a retail marketing strategy for your CU"
• Georgia CUL Conference
  May 6-8, 2004, Savannah, GA
  "Growth Strategies"
• CU Journals SEG & Business Development Conference
  March 4-5, 2004 at Disney's Coronado Springs Resort, Orlando, FL
  "What you need to know about managing your business development and SEG efforts."

2003 PresentationS

• York County Chapter of PACUL
  February 3, 2003 at Holiday Inn, York, PA
  Keynote After Dinner Speaker
  "Communications a critical business practice"
• MACUMA Monthly Dinner Meeting
  February 10, 2003 at Channel Inn, Washington D.C.
  Keynote After Dinner Speaker
  "Branding for CUs"
• Fairfax High School
  March 11, 2003 Fairfax, VA
  "Marketing"
• CUNA Marketing Management Schools Levels II & III
  June 11-14, 2003, New Orleans, LA
  "Multi-Cultural Marketing & Branding"
• Midwest Marketing Conference
  July 9-11, 2003, Indianapolis, IN
  "Multicultural Marketing: New Opportunities or Missed Connections?" and "All Aboard! Marketing your Community Charter to New Passengers"
• 26th Annual National Director's Conference & Expo
  August 5-8, 2003, The Venetian, Las Vegas, NV
  "Secrets to Grow your Credit Union's Assets"
• CUNA Marketing Management eSchool
  August 12, 2003 on-line 2-4 p.m. Central Time
  "Branding"
• Symitar System's 2003 Client Conference
  September 3-5, 2003 San Diego, CA
  Marketing Panel Discussion
• CUNA's 2003 Volunteer Leadership Conference
  November 1-5, 2003, Half Moon Bay Resort, Jamaica
  "Making your CU grow and prosper during these competitive times" and "Serving the under served: Marketing to Hispanics and other minority groups"

2002 PresentationS

• Ohio Credit Union League’s Annual Convention
  April 25-27, 2002, Hyatt Regency, Columbus, Ohio
  "Cooperative Branding"
• CU Best Practices Symposium, CU EDU-CRUISES
  June 22-29, 2002, Alaska Voyage of the Glaciers
  "CU Marketing"
• Symitar System’s 2002 Client Conference
  August 20-24, 2002, San Diego, CA
  "Marketing Mistakes to Avoid"
• The Association of Corporate Credit Unions 7th Annual Meeting
  October 8, 2002, Kiawah Island Resort, SC
  "Collaborative Marketing and Public Relations"

2001 Presentations

• Professional Latin-American Association
  January 30, 2001, Virginia Beach, VA
  "Hispanic Demographics"
• Pennsylvania Credit Union League
  February 22, 2001, Harrisburg, PA
  "CRM (MRM) & Relationship Pricing"
• Missouri Credit Union League
  May 5, 2001, St. Louis, MO
  "Target Marketing & Segmentation"
• NACUSO Annual Conference
  May 8-11, Las Vegas, NV
  "CUSO Strategic Marketing Principals"
• CUNA Marketing Management School –Part II
  June 15, 2001, Miami, FL
  "Multimedia Channel Promotions"
• CUNA’s Top Issues Workshop
  July 29, 2001, Seattle, WA
  "Marketing to Women & Hispanic’s"
• 24th Annual National CU Directors Conference & Expo
  July 31-August 3, 2001, Las Vegas, NV
  "Secrets to Grow your CU & Net Assets"
• Symitar Systems, Inc. Educational Conference
  September 4-8, 2001, San Diego, CA
  "E-Marketing Strategies for CUs"
• Ohio Credit Union League – Marketing Network Meeting
  November 7th, 2001 Columbus, OH
  "E-Marketing, Marketing Strategies for Community/Near Community CUs, Retail Marketing, Direct Mail Principals & Branding for CUs"

2000-1999 Presentations

• Navy Federal for the Virginia Credit Union League, November, 2000
  Women Rule the World –Female Demographics"
• CTCE & 62 Executives of Various Companies, November, 2000
  "E-Future"
• Wisconsin Credit Union League, September 2000
  "E-Future & New Trends in Marketing"
• CUNA (Credit Union National Association) June, 2000
  "New Trends in Marketing"
• Virginia Credit Union League, February, 2000
  "Yellow Page Advertising"
• Metro-Tech Chemicals
  Charlotte, NC, June, 2000
  "E-commerce strategic development/planning"
• US Government Graduate Studies Program, March, 2000
  "Negotiation Principals"
• CUJournal Conferences
  San Diego, CA & Tampa, FL, Fall, 1999
  "URL Branding" and "How to market on the Internet"

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