Building Digital Relationships through Fintech Partnership 

Ben Maxim

Progressive, consumer-centric credit unions are leveraging fintech partnerships to deepen relationships with modern members. One of the ways cooperatives and fintechs achieve this together is through the delivery of a unified digital member experience. In this session, Michigan State University Federal Credit Union’s Chief Digital Strategy & Innovation Officer, Ben Maxim, will lay out real-world results and data from MSUFCU’s own piloting of various fintechs. Deployed through The Lab at MSUFCU, the credit union’s hub for innovation, each pilot offers lessons to be learned about seamless fintech integration and the digital member experience. 

Breaking Barriers: Cultivating Diversity for Technology Excellence

Terry Hagio

Learn from tech leader Terry Hagio's journey through potentially insurmountable diversity barriers to achieve big goals in innovation. In this session, the VP of Technology Service and Solutions for TwinStar Credit Union will share insights and actionable strategies to help others in the CU industry champion inclusivity in their tech endeavors. Attendees will gain fresh ideas for creative, effective solutions to move through adversity on their own individual journeys to credit union innovation.

Credit Unions Don't Need to Merge to Compete

Charles H. Frederickson, Jr.

In this ever-changing digital world, credit unions can sometimes believe the only way to be relevant is to merge with a larger institution. But is bigger always better? After all, David beat Goliath. What’s more, he did it with a single rock. During this session, Stanwood Area Federal Credit Union CEO Charles H. Frederickson, Jr. will help credit union attendees find their own rock. Credit unions will rediscover their niche and see how, with the help of technology and innovation, they can defeat any giant keeping them from victory.  

Enhancing Credit Union Experience: Leveraging Net Promoter Surveys for Strategic Improvements 

Brenton Paulsen

Vice President of Data Strategy Brenton Paulsen will delve into the potent realm of Net Promoter Surveys (NPS) and demonstrate their pivotal role in the transformation of credit union experiences. The Maps Credit Union and LiveSurvey executive will share his own experience with NPS and reveal actionable strategies for harnessing feedback from detractors, resolving issues and amplifying cross-selling opportunities. Through a blend of real-life case studies and practical methodologies, this session will equip credit unions with the tools needed to elevate member satisfaction and drive business growth. 

Which Use Case is Right? Identifying the Best Data Projects for Achievable Transformation

Sankul Seth

Credit unions know there are many exciting use cases for data analytics. The trick is identifying the ones capable of achieving true transformation while also being realistic to execute. PenAir Credit Union has confronted this challenge head on and discovered highly executable data projects that make a difference. The credit union is sending AVP of Data & Analytics Sankul Seth to share with colleagues what PenAir data teams have uncovered. Sankul will unveil lessons the credit union learned as teams discovered key components and use cases in data and analytics, as well as how each contributed to digital, omni-channel marketing transformation.

Accelerating Financial Well-Being with the Member Financial Health Metric

Greg Leslie

Credit Unions play an essential role in their members’ financial well-being. This session, led by Trellance Client Engagement Manager Greg Leslie, will explore strategies for taking an even more proactive role in solidifying members’ financial health. It all starts with an understanding of a groundbreaking new metric, the Member Financial Health Metric (MFHM). Greg will discuss how the MFHM is calculated, sharing strategies for defining key indicators and establishing benchmarks. Attendees will discover how to rely on MFHM for a variety of initiatives, including the delivery of personalized financial guidance, financial education, gamification and activated participation. Each is critical to the future of financial health, as well as to continuing on "People Helping People" path.

One Bite at a Time: Transforming through Incremental Improvements

Rammesh Rajagopal

When you’re No. 1 in the state and No. 2 in the country, expectations are high. State Employees Credit Union’s Rammesh Rajagopal knows that all too well. In this presentation, Rammesh, SECU’s Head of Application Development and Support, will describe how the 2.7-million-member credit union took an incremental approach to meeting the high expectations of multiple member personas. He’ll share battle stories of confronting the technical challenge of updating their older systems, the unique needs of multi-generational talent and the competitive threat of embedded banking disruptors. Rather than give into the overwhelm of a complete people, process and technology overhaul, the credit union found “one bite at a time” strategies for transforming the experiences of diverse personas and maintaining the trust of members along the way.

Perfect Pairing: CUs and DeFi Poised to Accelerate Financial Inclusion

Becky Reed

The missions of credit unions and decentralized finance (DeFi) are more alike than many may think. Collaboration and community have always been central to credit unions’ effectiveness. Similarly, decentralization’s purpose is characterized by people-centricity and community empowerment. Now is the time for credit unions to embrace this collective ideology to accelerate equal and fair access to financial services for everyone. Join BankSocial.io COO Becky Reed for an exploration of the possibilities around CU + DeFi partnership. A new and powerful grassroots movement will be the result of both the DeFi community and the credit union industry coming together to irrevocably change the financial landscape forever.

Credit Unions & ChatGPT: The Huge Impact of Large Language Models on Banking

Larry Pruss

In this exploration of the wide world of advanced large language models (LLMs), Strategic Resource Management’s Larry Pruss will cover a lot of ground in a brief amount of time. The Managing Director of Digital Assets and Emerging Technologies will talk through the history of AI, how LLMs fit into that history and why they matter to the future of credit unions. Emerging use cases for banking and the risks they present, as well and their transformative power will round out the session. From biases and data security threats to enhanced fraud detection of improved content management, Larry will provide a comprehensive look at the pros and cons of this disruptive technology and leave attendees with a lot to think about on the way back to the office.

Unlocking Growth: Technology Brings Underserved Groups into the CU Movement

Shreenath Regunathan

Technology offers a unique opportunity for credit unions to address and serve the underserved communities and unlock growth and deepen member relationships. Shreenath Regunathan, Co-Founder and Co-CEO of Starlight, will share how the usage of data, AI and local context delivered through innovative technology solutions can lead to a more equitable financial landscape.  Credit union attendees will learn how harnessing inclusive technologies and processes leads to a more equitable financial landscape for all.

Segmentation’s Tech Trifecta: Enhancing Member Targeting with AI, ML & 3rd-Party Data

Kevin Sheetz

Powerlytics CEO Kevin Sheetz will demonstrate how AI and ML, especially when combined with proprietary third-party data, dramatically enhances credit unions’ analytics capabilities.  Segmenting members and predicting their behaviors in both marketing and risks contexts is no longer the dominion of major banks and Big Tech disruptors alone. Democratized solutions have leveled the playing field, making hyper-personalized promotions and account-based risk mitigation possible for even the smallest of credit unions.                                                                                                                                        

Why Volume is the Greatest of the Big Data V’s

Adam Wright

When it comes to big data, credit unions have pursued the three V’s—volume, velocity and variety—with equal effort. The rise of AI is changing this dynamic. In today’s battle for big-data budget, volume is inching slightly ahead of its velocity and variety competitors. That’s because AI is ravenous for data—big data. The bigger, the better. When credit unions expand the volume of data that fuels their analytics, they will finally be able to deliver the personalized, predictive experiences today’s members expect. In this session, CUDX’s Adam Wright will explore what can happen when credit unions feed into and share access to a rich, anonymized and analytically valuable data set.

The Underground: Rising in Leadership, Women in Tech with GWLN

Susan Mitchell and Asha Connors

Many large tech companies have recognized the importance of having a diverse staff and leadership team, and as such have made public commitments to improving gender diversity, including increasing the number of women in their technical and leadership ranks. This session, hosted by The Underground, Susan Mitchell, CEO of Mitchell Stankovic and Associates and Founding Chair of the Global Women’s Leadership Network (GWLN), and Asha Connors, Chief Services Office of Trellance, will challenge credit unions to explore opportunities to engage women in tech leadership roles and provide insights from the strides made by major corporations. They will explore the challenges, triumphs and opportunities that women face in the tech industry and look at GWLN’s role and commitment to closing the gender gap.

Running Your CU Like a Startup with Serverless Computing

Hugh Smallwood and Shane Butcher

Startups are all about meeting goals and creating innovative new processes while keeping costs low. For credit unions looking to lower overhead costs, startups may provide a source of inspiration. One way to run a credit union more like a startup is to invest in serverless computing. Join Hugh Smallwood, CTO of Cloud at Trellance, and Shane Butcher, COO of Cloud at Trellance, as they explore the power and security of cloud computing and how it can help credit unions to reduce overhead and increase computing power.

AI: Moving Beyond the Hype into Action

Daragh Fitzpatrick and Doug Vanderpool

Artificial Intelligence is already dominating mindshare at all levels, and credit unions need to be prepared to take advantage of the power AI has to offer. In this session, we will look at how to prepare for AI in credit unions, including building a foundation of people, process, technology and more. This webinar will give credit union leaders a starting point for their AI journey, including preparing them to avoid pitfalls and presenting specific use cases.

Multiple Personalities: Making Decisions in a Cyber Crisis

Mark Sangster

In a cyber crisis, who makes the decisions: The senior person? The technical expert? The self-appointed hero?  In crisis leadership, removing the emotion is critical. Human biases, office politics and perceived personal fears often influence or delay sound decision-making. The difference between a controlled event and a business disrupting incident, is your ability to harness these human factors to share expertise and ensure personal benefit does not trump organizational objections.

Join cybersecurity expert and author, Mark Sangster, as he identifies common crisis personalities, explores human bias, and consider leadership and learning models to help navigate the pitfalls of the human element in cyber incidents.