Events & Webinars

Rethinking Incentives as a Growth Strategy

Wednesday, September 23, 2026
11AM – 12PM CDT

  • WEBINARS

An incentive program can produce activity without producing the right outcomes. The challenge is choosing measures that support growth while discouraging low-quality referrals and other unintended behavior. Hear how Advancial has refined its incentive program over more than a decade to align employee behaviors with changing business priorities.

What you’ll take away

  • How to connect employee incentives directly to organizational growth
  • Ways to encourage quality referrals while minimizing unintended behaviors
  • A framework for using data and reporting to keep your program effective over time

Whether you’re building a new program or refining an existing one, you’ll leave with practical ideas you can apply right away.

Your Guest Speakers

  • Ruth Sanchez, Member Insights Manager, Advancial

    Ruth Sanchez

    Advancial

    Ruth leads CRM strategy, analytics, reporting, and workflows that turn member insights into results for her credit union.

  • Alyssa Frazier, CRM Analyst, Advancial

    Alyssa Frazier

    CRM Analyst, Advancial

    Alyssa runs day-to-day CRM administration, including workflows, reporting, user support, and training at her credit union.