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Thank You TruStage for Supporting and Sponsoring
Wednesday April 23, 2025 10:00am - 11:00am PDT
We've invited John Felton, CEO of Southern Chautauqua FCU and Jim Casini, Community Development Officer back after rave reviews following their presentation in 2024 in Nashville.  During this session they will delve deeper into their strategic member process to capture opportunities to serve each individual member, beginning with signing the member and through the important 'honeymoon phase'.   John and Jim will share their proven tactics to develop a sincere trusted relationship with every member which grows with every interaction and touchpoint, both in person and in digital.   The importance of removing friction for members, the critical role of staff, and management fostering a unique culture found at this small but mighty credit union.

John will share their template for success on how ROA happens naturally at his credit union by striving to meet the needs of members and engaging staff... Every Member, Every Time!
   
Speakers
avatar for John Felton

John Felton

CEO, Southern Chautauqua FCU
John Felton is CEO of Southern Chautauqua FCU.  Located in western New York, the Credit Union is approaching $160 million in assets, serves 19,000 members and 80 staff members that operate 5 full-service branches and 4 high school, student-staffed branches.  John has been instrumental... Read More →
avatar for Jim Casini

Jim Casini

Community Impact Officer / Director, Southern Chautauqua FCU
Jim graduated from LeMoyne College in Syracuse, NY in 1980 and received a Bachelor of Science degree in Business Management.  After college, Jim began his career back in the family business in Olean, New York.  L’Alcove-Castle, Inc. was a corporation running numerous operations... Read More →

Wednesday April 23, 2025 10:00am - 11:00am PDT
Ballroom

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