Bryce Roth
President | CoFounder

Speaker’s Session(s):

September 27, 2016

Case Study Panel: Understanding Generation Y

2:30 PM-3:30 PM EST

What Are Millennial Behaviors/Trends? How Do Bank And Credit Unions Execute An Effective Strategy And What Are Best Practices For Communication?

  • Gen Y trends and behaviors are a constantly evolving and fluid dynamic.
  • Purchasing Power Leaders: Social behaviors between marketer and consumer.
  • Social platform evolutions and the dynamics of inter-platform marketing strategy – Platform turnover and adaptation to new and emerging platform use/behaviors.
  • The humanization of brands on social.
  • Timing of brand and product: What is appropriate/strategic and when is it the right time to execute?
  • Participation and execution in real time.
  • Varied Creative Dynamic: Digital video, photography, graphic images, AB testing of creative, etc.
  • Social Media And Real Life: Living the brand and eliminating the real life disconnect.
  • A Catered Experience: Targeting specific demographics and cohorts with unique social strategies.

Moderator: Shawn Ketchum

Panelist: Karrie Drobnick, Megan Larsen, JD Scroggin

September 28, 2016

Case Study Session: Earn Revenue From Social Media Despite Compliance Hassles

1:00 PM-2:00 PM EST

Verve, a Credit Union, has grown not only likes, but also loans! From March 2015 through the rest of the year, the credit union generated nearly 200 new loan leads and closed $2.2 million in loans that were directly traced back to the credit union’s social media efforts through its CUSO, Chatter Yak!. And Chatter Yak! ensures the credit union is in compliance with that alphabet soup of pesky regulations from HMDA to UDAAP. Attendees of this session will:

  • Learn the essentials of maintaining regulatory compliance while using social media
  • Discover how to grow social media presence, and more importantly,
  • How to turn that presence into revenue-producing leads.

Speakers: Bryce Roth, Michael Ogden, Karrie Drobnick

Time until #BankSocial 2017:



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Speaker BIO:

Bryce Roth is the co-founder and President of the marketing and advertising credit union service organization (CUSO), Chatter Yak! LLC. In 2011, Bryce was named a Trailblazer 40 and Below by CU Times and in November 2013 he was named a finalist for the Next Top Credit Union Executive competition. Most recently, Bryce was named one of The Credit Union National Association’s Credit Union Rockstars for 2014. Bryce served on the Wisconsin Credit Union League’s YP Advisory Board in 2015. Bryce has a passion for financial literacy, speaking about the importance of the cooperative financial model and of course, talking about marketing, advertising and how credit unions can better integrate and utilize various communication channels to improve their advertising efforts.

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Bryce Roth

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