Workzone Webinars: Fast Marketing Inside The Compliance Wall
Two credit union marketing leaders on how they keep work moving when every piece has to clear compliance, a rate can change overnight, and the team is already full.
- ✓How to ship marketing that clears compliance and the business unit without losing a week
- ✓What one “quick favor” costs a team, and how to redirect it without saying no
- ✓How to show leadership the whole load, the problem both teams are still working through, live
Hear their actual practices.
Marketing, operations, IT, lending, and the PMO at credit unions and community banks.
Anyone who runs a busy team where the requests come from every direction and no two days look the same.
Executives who need to see the whole team’s work in one place, and whoever owns the status report or keeps projects on track.
You’ll leave knowing how to
Keep more work moving through the team without more status meetings, more handoffs, or more people to chase.
Handle everything that hits the team, from the quarter’s biggest campaign to a same-day rate change, without the small stuff slipping.
See where every person’s time actually goes, so no one sits blocked while a teammate is slammed.
Work through the hardest one together: how to show leadership everything the team ships, from the flagship campaign to the one-line rate change.
Run your own team by the Credit Union Team Health Check you get for registering.
Compliance wants a paper trail. Marketing wants it live by Friday.
Workzone puts requests, approvals, and project status in one place for teams where every piece of work needs a sign-off.
BCU freed up 10-15 hours per week per team member with Workzone.
Every ask gets tracked
Intake forms pull requests out of email and into one queue, so a same-day rate change gets tracked like the flagship campaign.
Sign-off without the chase
Document approvals go straight to the reviewer, with every markup on the file. Workzone sends the nudge so you don’t have to.
One view for leadership
Portfolio View rolls every project into one picture, so leadership checks Workzone instead of calling a meeting.
Two leaders who run tight teams.
Bonnie Beard
Ran project teams at Herman Miller, MillerKnoll, and Bissell before taking over the work at LMCU. She walked in a skeptic and turned low expectations into 95% daily adoption, with sharp opinions on the difference between a team that looks busy and a team that is actually moving the work.
Sarah Johnson
Runs fast-moving marketing across multiple partner brands, each with its own name, look, and audience. She is the one who says there is no such thing as a small ask, and who turns a flat “no” into “how about this instead.”
KEKyndall Elliott, Marketing Leader at Workzone, joins the discussion as moderator, contributor, and the person asking what everyone else wants to know.
A quick self-assessment covering priorities, ownership, handoffs, visibility, and meetings.
Two credit unions. Two operators. One hour.
A conversation, not a slideshow. Can’t attend live? Register and we’ll send the recording and the Health Check.
Your approval queue won’t wait until October 9.
Book a demo and we’ll show you how a request moves through Workzone, from intake to compliance sign-off to launch, with your team’s workflows in mind.
