CrossState Annual Convention

May 12, 2021 - May 13, 2021

Virtual Conference

Event Information

Join us for CrossState’s Second Annual Convention! The premier networking, education, and professional development event for New Jersey and Pennsylvania credit union professionals will be held virtually from May 12-13.

Please note that if you are registering on behalf of someone else, choose the group registration when registering.

What to Expect

Get to know your credit union colleagues during the virtual networking opportunities held throughout the two-day virtual event. Celebrate the achievements of those who paved the way and look toward the future of the movement with the awards program and presentation. Don’t forget about the educational and professional development opportunities from the education sessions and world-class keynote presenters.

See All That Convention Has to Offer:

Connect with colleagues and catch up with friends between the virtual educations sessions and trade show hours. Breakout sessions, group chats, and one-on-ones are available to deliver that in-person feel and connection you get at our typical in-person convention.

Recognize the leaders of the credit union movement with the Lifetime Achievement Awards, Leaders in Financial Literacy, Community Service Awards, and more. A dedicated ceremony will be hosted to honor these credit unions and professionals for their dedication to the movement.

Hear from top experts in the credit union movement as well as inspiring keynote presenters whose goals are to help you think outside the box, and bring new strategies to your credit union for 2021 and beyond.

Additional Key Information:

Wednesday’s Agenda

Thursday’s Agenda

Speakers

Clint Pulver: Clint Pulver is an Emmy Award-winning, motivational keynote speaker, author, musician, and workforce expert.

He’s also fun, dynamic, entertaining – and the no-stress speaker clients love to work with.

A Professional Drummer for over 20 years, he’s played with top headlining fellow musicians in venues like the Vivint Arena, the Stadium of Fire, and the Kodak Theater in Hollywood. In 2010 he founded the UVU Drumline known as the Green Man Group, which he directed for six years and went on to direct the Drumline for the NBA’s Utah Jazz until 2015.

Clint was featured in Business Q Magazine as one of their “Top 40 under 40” as a premiere Corporate Keynote Speaker. He has appeared on America’s Got Talent and in feature films with actors such as School of Rock’s Jack Black and Napoleon Dynamite’s John Heder.

Joel Hartzler: As Senior Stewardship & Development Director, Joel plays an integral role in developing and engaging with a diverse portfolio of members and contributors at Filene. His focus is on creating strong relationships and delivering the message that “research and analysis on issues vital to the financial services industry is needed to move forward.”

His presentation “The Credit Union of the 21^st Century” begins the process of reimagining the 1934 Federal Credit Union Act and aligns the credit union manifesto with twenty-first-century norms—economic, social, and technological—so that credit unions can envision how they need to transform to meet the needs of members in the future. We imagine a not-too-distant operating and regulatory future for credit unions to start thinking about.

Joel has been involved in the credit union industry for over 25 years. He started out working for a credit union data processing solution assisting and consulting with clients as they converted to a new platform. In leading these conversions, the exposure to the internal workings of a financial institution, their needs, and various department objectives gave him insight on what made a credit union successful and how it could become more valuable to its members. This led to a role of account management and sales where he was able to match what a credit union needed to the different solutions available in order to grow and serve members.

Maurice Ashley: Maurice Ashley lives his passion. Through his love for chess, he not only made history as the first AfricanAmerican International grandmaster in the annals of the game but he has managed to translate his love to others as a national championship coach, world-class commentator, tournament organizer, author, iPhone app designer, puzzle inventor, and motivational speaker.

Maurice has travelled the world as an ardent spokesperson of the character building effects of chess. Coming from the rough and tough streets of Kingston, Jamaica and Brooklyn, New York, Maurice has tirelessly shared his compelling story with young people in the schools of Ferguson, Missouri, the townships of Cape Town, South Africa and the poverty stricken jungles of Belize, Central America. His book, Chess for Success crystallizes his vision of the many benefits of chess, particularly for at-risk youth, and he continuously spreads his message of living one’s dream to universities, businesses, chess clubs and non-profit organizations around the globe.

Todd M. Harper: Todd was nominated to serve on the NCUA Board on February 6, 2019. The U.S. Senate confirmed him on March 14, 2019, and he was sworn in as a member of the NCUA Board on April 8, 2019. President Joseph R. Biden, Jr., designated him as the NCUA’s twelfth Chairman on January 20, 2021.

As NCUA Board Chairman, Mr. Harper serves as a voting member of the Financial Stability Oversight Council and represents the NCUA on the Federal Financial Institutions Examination Council and the Financial and Banking Information Infrastructure Committee.

Prior to joining the NCUA Board, Mr. Harper served as director of the agency’s Office of Public and Congressional Affairs and chief policy advisor to former Chairmen Debbie Matz and Rick Metsger. He is the first member of the NCUA’s staff to become an NCUA Board Member and Chairman.

Joe Bertotto: Joe Bertotto is the chief culture officer for Vizo Financial. Prior to joining Vizo Financial, Bertotto founded the Strengths Life Project, a workplace consultancy dedicated to helping individuals realize their best self, to the advancement of servant leadership and to creating great workplaces.

Prior to founding the Strengths Life Project, Bertotto was the chief culture officer of Graystone Bank, one of the fastest growing banks in Pennsylvania history. The meteoric rise of Graystone was attributed in large part to the company culture that Bertotto architected. He has also held leadership and organization development positions at Sovereign Bank as well as PNC Bank. Bertotto has been working in the field of leadership and organization development for 30+ years.

Bertotto has written numerous articles on leadership, strengths and organizational culture that have appeared in a variety of publications. Most recently, he released his first book, “Pick Up the Gum Wrapper: How to Increase Performance While Improving Lives.” The book hit Amazon’s #1 New Release List in its category.

Pablo DeFilippi: Pablo DeFilippi is currently SVP at Inclusiv, a national, nonprofit association and CDFI intermediary that represents supports and invests in credit unions serving predominantly low-income, financially underserved communities.

DeFilippi has more than 20 years of experience in community finance and financial inclusion working with regulated financial institutions both in the domestic and international arena. Throughout his career, DeFilippi has implemented, promoted or scaled a number of important initiatives aimed to expanding access to affordable, responsible and sustainable solutions to the financial needs of low and moderate-income consumers.

DeFilippi has held leadership positions in the community development fields: CEO of the Lower East Side People’s FCU a credit union serving financially underserved minority populations in NYC; Managed the World Council of Credit Unions’ International Remittance Program; Worked for the National Cooperative Business Association. During his tenure at Inclusiv, DeFilippi has led some of the most impactful strategic initiatives for the organization.

Valorie Burton:

Valorie Burton, life strategist and international speaker, is CEO of the Coaching and Positive Psychology (CaPP) Institute. Her life-changing message has an intriguing, research-based emphasis in the pioneering field of applied positive psychology – the study of what happens when things go right with us.

Her company provides coaching, coach training, and resilience training and has served clients in all 50 states and 20 countries on six continents. Since 1999, she has written 13 books translated into multiple languages, including Let Go of the Guilt, It’s About Time, and Successful Women Think Differently.

She has appeared regularly on the TODAY Show, CNN, Dr. Oz, and Essence, and has spoken for hundreds of organizations around the globe. She was named one of the top 60 motivational speakers in America and one of the Top 100 Thought Leaders in the field of personal development.

For over 15 years, Valorie’s books, speaking engagements, and coaching programs have helped people make major life changes, be happier and have more fun, become strong leaders, and more.

Event Registration

Contact Us

Sponsor | Exhibit

Sponsorships

KEYNOTE SPEAKER PREMIER SPONSORSHIP: $20,000

PREMIER SPONSOR | $9,000

Receive Top Billing and Maximum Exposure:

Platinum benefit packages includes virtual booth rental, up to three company representative registrations, logo/hyperlink on the convention website, participation in the Trade Show Game, ability to send swag to attendees, event acknowledgement during live sessions, sponsor logo on virtual event home page, and logo placement plus a full-page advertisement in the convention guide.

PLATINUM SPONSOR | $7,000

Platinum benefit packages include virtual booth rental, up to three company representative registrations, event acknowledgement during live sessions, logo/hyperlink on the convention website, sponsor logo on virtual event home page, participation in the Trade Show Game, and logo placement plus a full-page advertisement in the convention guide.

Select the Sponsorship that works best for you!

General Session Sponsorship (6 available)
Includes acknowledgement during the live session, company logo under the session, pre-recorded commercial prior to session.

Breakout Sessions Sponsorship (4 available)
Includes acknowledgement during the live session, company logo under the session, pre-recorded commercial prior to session.

Trade Show Scavenger Hunt Game Sponsorship
Participating attendees will be required to visit your booth to complete their trade show game cards and be entered into the cash prize drawings. Completed cards will be returned to your booth where drawings will be held.

GOLD SPONSOR | $6,000

Gold benefit packages includes virtual booth space, event acknowledgement during live sessions, logo/hyperlink on the convention website, and logo placement with company description, sponsor logo on virtual event home page, plus a full-page advertisement in the convention guide.

Select the sponsorship that works best for you!

DoorDash Lunch Sponsorship (2 Available)
Includes logo on personalized email containing the virtual lunch gift card. Attendees must visit your booth to redeem lunch gift card.

Awards Presentation Sponsorship
Includes logo under session, pre-rolled video before session, and acknowledgement during live session. Also includes logo in the Hall of Achievement, and sponsor announcement when inviting attendees to view the Hall of Achievement.

Coffee Card Sponsorship
Company logo associated with virtual coffee gift card. Includes item in swag bag, and personalized email.

Social Media Take Over Sponsorship
Allows your company to take over the CrossState’s social media pages the week leading up to annual convention. Advertise your company and invite members to check out your booth. All posts do need approved by CrossState Credit Union Association.

SILVER SPONSOR | $5,000

Benefit package includes virtual booth space rental, logo placement, and a half-page advertisement in the convention guide. Additional benefits as listed.

Additional benefits as listed under each option. Select the sponsorship that works best for you!

Emerging Leaders Game Night
Included logo under session, ability to speak prior to the game, and take part in the game.

Physical Swag Bag Sponsorship
Includes branded bag or box sent to all attendees prior to the convention. Includes branded item in bag.

Virtual Swag Bag Sponsorship
Includes branded email sent to all attendees prior to convention. Includes your company’s digital content in virtual swag bag.

Push Message/Notification Sponsorship
Includes 2 personal messages sent to all attendees during the convention.

Tutorial Video Sponsorship
Includes logo and acknowledgment during the video sent to all attendees prior to the convention. Tutorial video will also be displayed on the home page of the event with your company logo.

CORPORATE SPONSOR | $4,000

An excellent way to have a presence and forgo the traditional booth space. Corporate sponsorship’s allow for two company representative registration to reap all the benefits that the convention has to offer.

Select the sponsorship that works best for you!

Swag Bag Raffle Sponsorship
Includes swag item in swag bag sent out to all attendees during the convention. Acknowledgment during live sessions and marketing materials.

Virtual Live Tech Support Sponsorship
Includes personal email with company information sent to all attendees who reach out to CrossState for technical support. Includes logo and messaging with tech support information being sent to all attendees prior to the convention.

Post-Event Survey Sponsorship
Includes your logo on our post-event survey sent to all attendees. Includes sponsorship logo on email to all attendees containing the survey as well as hyperlink to your company’s website.

Convention Guide
Includes a full page, color advertisement prominently placed on the inside front or back cover. Non-exclusive

Exhibiting

Be part of this powerful event and showcase why your company is a valuable component to moving New Jersey and Pennsylvania credit unions forward.

Dedicated exhibit hours and networking opportunity:The virtual exhibit hall will be available for our attendees to visit at any time over the duration of the convention, but we also built in dedicated time in the agenda for the attendees to visit each virtual booth!
Two Company representative registrations:access to all keynote and educational sessions, as well as access to attendees during the virtual event. (Two additional company representatives may register at the discounted rate of $500 for a maximum of four company representatives per booth.)
Company listing on convention website
Company profile in the convention guide

BOOTH ASSIGNMENT, PACKAGE, AND INVESTMENT:

Below are the two tier prices and the benefits that you can choose from:

$1,200

Dedicated exhibit time
Two company reps
Company listing on convention website
Company profile in convention guide
Ability to edit your own booth
Company files and videos in booth
Live visitor tracking
Instant jump to private video calls, text chat, and screen share sessions
Manual lead retrieval
Pre-Attendee list

$1,500

Dedicated exhibit time
Three company reps
Company listing with hyperlink on convention website
Company profile in convention guide
Ability to edit your own booth
Company files and videos in booth
Live visitor tracking
Instant jump to private video calls, text chat, and screen share sessions
Auto-lead retrieval
Participation in the Trade Show Scavenger Hunt
Pre-Attendee list

For additional exposure, we have put together sponsorships that will give your company maximum exposure. Visit the sponsorship tab.

We have also put together additional opportunities that you can add on to your exhibit booth. Check out the additional opportunities’ tabs.

CrossState is dedicated to make our virtual convention the most beneficial and efficient virtual event for your company. We will work with you to set up your virtual booth, answer any questions that you may have, and be with you every step of the way.

Additional Opportunities

Additional Opportunities

Logo/Hyperlink | Pricing: $200

Logo with hyperlink will be placed on the convention website and mobile app. Company logo will also be placed along with your company profile in the convention guide.

Please submit your logo to jkumpf@crossstate.org by March 26. Best if providing an illustrator file; transparent background.

Advertising in the Convention Guide

The convention guide is distributed to all attendees and includes everything they’ll want to know – from speakers to special events and exhibitor information – it’s all in one place!

Full-Page Ad $425 | Half-Page Ad $300

Artwork is due no later than March 26.

Artwork should include a bleed of .125” on all sides.

Full Page – Final size: 7.5 x 10” | Bleed size: 7.75 x 10.25
Half Page – Final size: 7.5 x 5” | Bleed size: 7.75 x 5.25 | Half page ads are only available in the horizontal format.

Please send a .pdf or .jpg of your artwork to jkumpf @crossstate.org .

Demo Showcase | Pricing: $500

Purchase a spot in our demo showcase for an opportunity to give a 10-15 minute pre-recorded demo. Demo will be played on a loop throughout the entire convention.

Push Notification | Pricing: $200

Want to send a short message to all attendees during convention? Purchase the ability to do so and have your message be sent as a notification to all attendees during convention. The message will also show on the home screen of convention.

Social Media Feed | Pricing: $150

CrossState’s social media is feed will be live on the homepage of convention. Give your company a shoutout during convention for all attendees to see.

Trade Show Game | Pricing: $150

Drive attendees to your booth by being part of the Trade Show Scavenger Hunt game

Send Swag Items to Attendees | Pricing: $150

Showcase your company by including a piece of swag in our swag bags that get sent to attendees prior to convention.

Auto Lead Retrial | Pricing: $99

Want to send more representatives to our virtual convention? Purchase an extra ticket!

CrossState Annual Convention

Event Information

What to Expect

See All That Convention Has to Offer:

Networking

Celebrations

Professional Development