Trish Shermot is a change agent with over 20 years in the credit union industry. From a credit union marketing evangelist, to a public television host, to a senior leader—Trish’s experience is heavily weighted in driving change for the organizations she has worked with. As a Filene Research Institute Innovator, Trish has also worked on projects across the country that are forward thinking and changing the way credit unions present products and services.

During her tenure at CTCE Federal Credit Union the credit union received various awards due to her leadership, these include three time winner of both the Dora Maxwell Award, The Louise Herring Award for Philosophy in Action and several communications awards. Trish has also been nominated for the CUES Marketer of the Year and is a Toastmaster with a Competent Communicator designation.

Trish recently presented at the World Order Council of Credit Union Conference in Gdansk, Poland and has presented Marketing Segmentation session for the CUNA Marketing Council, Credit Union Executives Society, Credit Union Insurance Society, Reinsel LLC and the Pennsylvania Credit Union League.

Trish is instrumental in bringing new products and services to the credit union community through strategic and branching initiatives. Her experience in securing grant funding and working with community partners to collaborate on projects that benefit all has been noted by her recent project for year round public television programming in partnership with CUNA and the Schuylkill Valley Chapter of Credit Unions.

Marketing and Planning Offerings

  • Strategic planning and implementation for mid-size organizations.
  • Marketing plans for mid-size credit unions
  • Business development and advocacy plans
  • Project Management – Bring life to your business plans.

Sampling of Speaking Topics:
From Incremental to Incredible
A Case Study in Innovation and Planning for Your Team

 What is differentiating your credit union? Do you have tools in place to transform your workplace and member experience?  Take this opportunity to identify and experience the incremental processes in your organization that can lead to incredible results. This session will cover what businesses have done to deliver innovation every day. Transformation doesn’t start with cutting costs it starts with you! So, get your toolbox ready to bring it home to where the rubber hits the road and start innovating todayJoin Trish as she shares stories, templates and exercises to get you started.

Packaged to Sell
You Can’t Merge if You Don’t Get the Invite to the Table
Part of every business is long range strategic planning and “what if” modeling. And, it’s really just modeling—until you decide to deliberately deploy one of the scenarios. But what if you decide that you do want to merge with another credit union—it’s not a one way street—it will take two willing parties. Will you be a good candidate? Will you be ready? Do you have what it takes to identify suitable partners for your organization? Beyond your financial position, what are the other levers you need to consider? Trish will share her first-hand experience around packaging a credit union. You’ll walk away with the templates you’ll need to get your credit union merger ready.