Year In Review

2021

YEAR IN REVIEW MARKETING DEPARTMENT 2019

RECAP AND HIGHLIGHTS

ANNUAL MEETING PROMOTIONS MARKETING BUSINESS DEVELOPMENT WINNERS LIST AND MORE!

2022 PREVIEW

2021 MAREKETING RECAP The Sharefax Marketing Department experienced a year of change...change in personnel...change in marketing priorities...change in branding.

We welcomed a new team member, Deb Lopez, as the new Business Development Representative. Deb has been a great addition to the Marketing Department. She is very creative and sales focused. Deb is a very passionate credit union advocate.

In 2019, the marketing focus shifted to support the Lebanon office so we were charged with using our advertising budget to boost this branch. This effort included many marketing tactics such as Gas Station TV, movie theater ads, billboards, digital marketing including TV and SEO, print ads and direct mail.

The major marketing project of the year for was rebranding and the development of a new logo. A rebranding task force was assembled and began meeting in August 2018. Brand perception was the first element of rebranding that was reviewed by the task force which included an internal review along with surveys of our staff and members. The task force has worked on brand messaging by reviewing taglines from other CUs and financial institutions.

We also spent time reviewing our brand image, our current logo, and the creation of a new logo. Our core values were reviewed and updated. The task force worked with the board, marketing committee and youth committee to finalize drafts of the logo and ultimately selected a new logo for our brand identity. Currently, the marketing department and task force are obtaining pricing for new signage, finalizing staff uniforms, developing marketing materials and working with our web developer to update website. Staff was given a sneak preview of the new logo. The task force plans an unveiling to staff on February 17th at the Enrichment Day Event with launch to members on February 18th.

1ST QUARTER

CHILDREN'S HOSPITAL RADIO THON

Sharefax helped to raise over $50,000 for Cincinnati Children's Hospital Sharefax was a proud sponsor of the 2019 Warm 98 Radiothon on March 14th. The 2019 Radiothon benefited the kids and families who seek expert cancer care at Cincinnati Children’s. Specifically, donations collected helped send children with cancer and blood diseases to a special camp designed to keep them safe and healthy.

The camp allows patients and a sibling to connect with kids who face the same type of health challenges while participating in the classic summer sleep-away camp experience, all while receiving the medical care and emotional support of cancer care providers.

2ND

QUARTER

ANNUAL MEETING

Sunday April 14, 2019 Receptions in Loveland

Sharefax held its annual meeting of the board of directors on Sunday April 14, 2019. Over 100 were in attendance for the event at Receptions in Loveland. The day included a wonderful lunch with desserts and a performance by the Lebanon Opry House Trio.

Dozens of door prizes were provided by many sponsors including: American Heritage Insurance, Atkins and Stang, B105 & Q 102, CUNA, DocuPlus, Doxim, Freimark & Associates, New Richmond Auto Sales, Performance Honda, Spectrum, Top Golf, Urban One, Cumulus Radio (Warm 98, 96 Rock, The Fox 92.5, WGRR 103.5, & Nash 94.1), and Whitmer & Co. CPA's. Several members walked away with grand prizes - Steven Dorgan was the TV Winner, Jason Keith won a $1,000 Genesis Diamond Gift Certificate, and Boyd Taylor won a $100 Target Gift Card.

DONALD JEFFERS SCHOLARSHIP WINNERS Erin Jennings

Jason Keith Erin Jennings is a student at Northern Kentucky University majoring in Social Work.

Minoring in Mental Health & Addictions, Social Justice, and Women & Gender Studies, she plans to work as a PTSD and trauma counselor.

Jason Keith is a senior at West Clermont High School. Jason plans to attend the University of Cincinnati College of DAAP. He plans to pursue a degree in Urban Planning and concentrated interests in Historical Preservation.

2ND

QUARTER

SHRED DAY

Saturday April 20, 2019 Batavia & Evendale Sharefax provided a secure document shredding truck on April 20th. The shred truck was at Batavia from 9:00 am - 10:30 am and then traveled to the Evendale location from 11 am to 12:30 pm. Batavia shredded 2165 lbs. and Evendale did 1839 lbs.

HOME BUYING SEMINAR April 16 - Evendale June 11 - Lebanon October 17 - Mason

COOKING FOR KIDS FUNDRAISERS The Marketing Department supplied raffle prizes and gift baskets to help with our fundraising efforts to support CMN.

3RD

QUARTER

UAW 863 RETIREE LUNCHEON Sharefax was at the UAW in Sharonville for their annual luncheon for retired Ford employees. We gave away 2 Reds Tickets to one lucky retiree! In December, Sharefax provided cupcakes and prize giveaways for the UAW holiday party.

SUMMER TAILGATES

Sharefax sponsored the 2019 Clermont Chamber of Commerce Tailgates Sharefax along with other local Clermont County businesses sponsored residents monthly for a free lunch all summer long! Co-workers, friends, clients and neighbors socialized and grabbed a bite to eat. These events were free and open to the public!

FORD HEALTH FAIR

Thursday September 5 2019 Ford Plant Sharonville, Ohio

4TH

QUARTER

WINNERS LIST Annual Meeting Winners Donald Jeffers Scholarship winners Erin Jennings Jason Keith Grand Prize Winners: Steven Dorgan – TV Winner Jason Keith - $1,000 Genesis Diamond Gift Certificate Boyd Taylor - $100 Target Gift Card Champion Club Winners Quarterly Prize Winners ($50.00 deposit or prize award) Emilie Dick Nolan S Gibson Kailee Green Makayla L Cress Elliot J Gorski Jackson Fite Kaleah Sheppard Henry Williams William K Beamon Arlo Fairchild Payton M Campbell Madison Metzger Osias Wayne Wright Eliza Jamison Emma K Schaeffer Sarah Whitmer Taylor D Markham Emma Stemen Youth Month Winners Samuel Bennett Carly Murrell Credit Union Day Winners - $100 gift cards Batavia: Nancy Neff Evendale: Gerrie Copeland Mason: Stephany Miller Lebanon: Stephanie Austin Milford: Gregg Hospelhorn Email Entries: Shannon Caldwell

Ticket Winners Reds Tickets Glenda Hamblin (UAW EVENT) Alexis Danielle Kuntz (SOCIAL MEDIA OPENING DAY TICKETS) CMN Cooking for Kids giveaways Patti Douglass (staff winner) Beth Hinkle (retirement basket) Deb Lopez (staff winner) Gina Patt (CMN auction winner) Alice Wallace (Race for the Branches ) FC Cincinnati Tickets CMN Cooking for Kids winners Jenny Gast (staff winner) Daniel McDonnold (CMN Auction) MRB dispensary Annual Meeting door prize Lebanon High School after prom Home buying seminar Bengals Tickets CMN Cooking for Kids winners Darrin Moore (staff winner)

SPONSORSHIPS School Sponsorships Batavia – Band, Athletics Evendale – Princeton Health Connection Center, Princeton Music Boosters, Lakota East Athletics Lebanon – Lebanon Band, LHS Theater Program Ad, Athletic Boosters Mason – Mason Band, Mason Foundation, Mason Sports Calendar Milford – Band Boosters and Athletic Boosters, Blanchester Scoreboard Community Sports Cincy Sparx UAA Girls Basketball Cincinnati Gymnastics Event Sponsorships Golf Outings Cincinnati Area CU UAW Local 863 SOAR Golf for Kids Car Shows Sharonville Car Show Route 48 Car Show Walk/Runs Interfaith Hospitality Network of Warren County Steps 4 Healing, Women Helping Women Athletes for Alexis CF Foundation Sophie’s Run Bulldog 5k HealthCare Connection Run Mary Miller Walk/Run Festivals & Events Batavia – Clermont Co. Chamber Summer Tailgate Parties, Shred Day Evendale – Evendale Firehouse Chili Luncheon, Sharonville Car Show, Glendale Street Fair, Shred Day Lebanon – Country Music Fest, Blues Fest, Oktoberfest, Christmas Parade Mason – Empty Bowls, Art Alliance Fall Fair, Mason Chamber events Milford – Dinner of Excellence, National Night Out, Street Eats Miami-Milford

MARKETING BY THE NUMBERS

DOLLAR DOG BIRTHDAY CLUB 178 Birthday Gift Cards Awarded

STUDENT CHECKING TSHIRTS 52 Shirts Distributed

DIGITAL MARKETING BY THE NUMBERS

SOCIAL MEDIA FOLLOWERS

Sharefax increased its social media followers across 5 platforms exceeding our annual goal 2645.

Google Analytics Report, Dec. 31, 2019

SOCIAL MEDIA CLICKS

SEO PERFORMANCE

Social media referrals to the website improved over 2018 to over 1608.

Google Analytics Report, Dec. 31, 2019

A total of 21 keywords currently ranking on page #1, including ALL of main terms!

SEO Report, Nov. 2019, 2020 Digital

DIGITAL MARKETING

FACEBOOK ADS

PRINT ADS

Town Money Saver Ads: 5/2019 - 10/2019

LEBANON MARKETING

BILLBOARD

Campaign Dates: Location:

5/06/19-7/28/19 St.Rt. 48 and Mason-Morrow Rd., South Lebanon, Ohio

LEBANON MARKETING

POSTCARDS REACH MAGAZINE Mailing Dates: 6/2019-8/2019

LEBANON MARKETING

EMAIL MARKETING

LEBANON MARKETING

GAS STATION TV ADS

GSTV FLIGHT DATE:

5/29/19-7/30/19

LOCATIONS:

Speedway, 722 East Main Street Speedway, 596 Columbus Avenue BP, 727 East Main Street Ameristop, 118 West Main Street

LEBANON MARKETING

MOVIE THEATER ADS

SCREENVISION MEDIA FLIGHT DATE:

5/29/19-7/30/19

LOCATIONS:

Colony Square Cinemas 7 screens Middletown Cinemas 10 screens

BUSINESS DEVELOPMENT BY THE NUMBERS

New SEGS Home Instead Vision Maintenance LLC

SEG VISITS BUSINESS DEVELOPMENT NETWORKING NEW MEMBERSHIPS

SEG UPDATE 90 Select Employers Groups Visited 16 Networking Events, Business After Hours, Chamber Meetings Attended 58 New Memberships Opened at SEG Visits

FINANCIAL LITERACY BY THE NUMBERS

FINANCIAL LITERACY @ SEGS SHAREFAX FINANCIAL SERVICES

Bruce Cyr of Sharefax Financial Services conducted two Lunch-NLearns at Sharefax Select Employer RBI Solar. He discussed investments, retirement. The employees were very engaged and asked several questions concerning types of investments, risks, and taxes.

TRINITY DEBT MANAGEMENT

Sharefax partnered with Todd Moore of Trinity Debt Management to offer financial counseling information about credit repair and other options to help improve credit scores.

Lunch-N-Learns were also held at JBM Envelopes and Kadant Clawson.

FINANCIAL LITERACY BY THE NUMBERS

SHAREFAX MONEY TALK

FINANCIAL LITERACY SPONOSORSHIPS CEMARK

BANZAI Banzai is a premium online financial literacy platform for teachers with free tools. Banzai teaches students to navigate adult financial dilemmas with real-life scenarios. Sharefax sponsored 4 schools in 2019 including Batavia High School, Batavia Middle School, Clermont Northeastern, and William Mason High School. Over 15 teachers were served with over 660 students educated.

Cemark shows students the advantages of using a credit union. With the basic concept of ‘not for profit, not for charity, but for service’ credit unions provide financial services more economically than other financial institutions. Sharefax has sponsored 7 schools with 446 Saving with Mandy & Randy workbooks and 23 schools with 1060 Making the Right Money Moves workbooks.

SCHOOL VISITS

DAVE RAMSEY

Foundations in Personal Finance: High School Edition is comprehensive program with video lessons taught by Dave Ramsey. Each chapter covers important money topics that build financial confidence and inspire students. Sharefax renewed its sponsorship at Lebanon High School. 113 students participated in the Personal Finance class in the fall semester of 2019.

3 Sharefax Money Talk school visits in 2019 with more booked for 2020!

2020 PREVIEW MARKETING DEPARTMENT

60TH ANNIVERSARY CELEBRATION Events Giveaways Birthday Celebration

LAUNCH OF NEW LOGO & BRAND February 2020 Unveiling at Enrichment Day, February 17th Roll-out to members, February 18th

2020 ANNUAL MEETING Sunday April 5, 2020 Receptions in Loveland 12 noon Entertainment by Table 15 Grand Prize: 60" 4K Ultra Smart TV 3 Scholarship Winners

PROMOTIONS & MARKETING Home Buying Seminars: Feb/Mar/Apr/June Shred Day: Saturday May 2nd

Member Appreciation Week: October 13-17 ICU Day: October 17