2023 Schedule At A Glance

1:00 PM – 2:30 PM

Peer Networking Group Session

Join your peers in person to discuss topics and responsibilities of common interest based on your role in the credit unions. Take advantage of these private, roundtable meetings to share and learn from your peers.

Administrative Assistant

Audit

Business Development

Fraud

IFOE

Training

3:30 PM – 4:15 PM

2022 – The Great Re-Evaluation of Compensation

During this presentation we will discuss some of the current trends and factors affecting compensation in the workplace. This will include the labor shortage, pay compression, inflation, along with geographic work locations. I will be presenting some best practices, along with items for consideration in reviewing the above compensation items.

Joyce Marsh

Sr. HR Consultant

HR Performance Solutions

Fixing This One Algorithm Can Make Lending Fairer For Millions Of Americans

Lenders are required by law to prove they don’t discriminate based on race. But the dirty little secret in finance is that lenders often have to guess the race of their applicants to make sure they’re in line with fair lending laws. The industry relies on a simplistic calculation called BISG that combines last name and ZIP code to guess the race of a borrower. Unfortunately, BISG is not much better than random for key demographic segments like African American. BISG results in 10s of millions of people being miscounted in fair lending analysis.

As part of its commitment to improving equity in financial services, Zest AI has released to the public a new and improved race estimation algorithm that uses more data and better math to significantly increase the accuracy of race estimation. By leveraging AI-powered credit scores along with better race estimation methods, Zest’s credit union customers have increased approval rates for women and people of color by over 30% — with no increase in risk.

In this session, you will learn how fair lending analysis works, how to set a higher bar, and how we can work together to say “yes” to more members of every demographic.

Jay Budzik

CTO

Zest AI

Which CECL Model is Best for My Credit Union?

Join us as we take a deeper look at multiple CECL base loss rate methodologies understanding the assumptions, data requirements, advantages, and disadvantages of each one. nCino’s CECL solution allows the Credit Union to run up to six methodologies alongside your current ALLL to determine the impact CECL will have and the model that will work best for you.

Toni Molinari

Senior Product Manager

nCino

4:30 PM – 5:15 PM

Successful Investment and Bond Portfolio Strategies for Maximizing Earnings In A Rising Rate Environment

Join us as we highlight time-tested investment strategies to maximize earnings in a rising rate environment. We will present actionable ideas that you can take back to your institution to implement.

Charles N. McQueen

President & CEO

McQueen Financial Advisors

Why one-to-one messaging is the key to profitable member relationships

In our remote-first world, businesses may not be able to leverage in-person moments to engage and maintain their member base, but that doesn’t mean you cannot create a memorable and profitable experience. Member relationship management is a simple enough concept in theory. While every business has its own methods of member interaction, building and maintaining a profitable member relationship is often an area that requires some review. In this panel discussion, our team of experts come together to discuss how one-to-one messaging can provide a seamless and personalized experience that benefits both your members and your bottom line.

Scott McArthur

Chief Revenue Officer

Statflo

5 Things to consider before your next core renewal

Your core vendor holds most of the cards when it is time to negotiate either your next renewal or even a new service you are considering. This short session provides some lessons learned from an industry veteran who spent years managing contract negotiations on behalf of one of the largest vendors in the industry.

See negotiations from the lens of a core vendor to learn what is important (and not so important) when it comes to negotiating contracts.

Key Takeaways:
• Who are you really negotiating with inside the vendor?
• Contract terms and timing – what is important?
• War stories on MSRP vs. market rates and why that is important to you.
• A few tips and tricks for negotiating your best deal.

Charlie Kelly                                    Brian Hink

Partner                                              Senior Director

Remedy Consulting                       Remedy Consulting

9:15 AM – 10:00 AM

Fraud Busters: Combat Fraud During Month-End Close

The risk of occupational fraud continues to be on the rise. In this session, we will discuss some of the most effective, most used but least appreciated, fraud-oriented internal controls executed during month-end close. We will deconstruct the nature of their potency and how their effectiveness can be increased even more, as accounting professionals rely on them more than ever before.

Nancy Wu

Head of Sales and Customer Success

SkyStem

Faster Payments – Mapping Out Your Future!

Faster payments have you confused? We understand; there’s a lot out there!
Being strategic about payments means shifting from a reactive to a proactive stance, which can be challenging in an environment of rapid technological change.

As “faster” becomes “real-time,” a well-developed payments strategy is critical to the success of your institution and your members.
Join us to make sure the most critical components are included in your payments strategy!

Lisa Coffey

Chief Innovations Officer

Corporate America Credit Union

Building Cultures of Innovation using the Cooperative Principles

Explore frameworks for creating cultures that foster innovation and creativity to find solutions to serve your members. Credit unions have an additional advantage when using the power of eight Cooperative Principles as the foundation of your Culture of Innovation strategy. Join us while we talk strategy, use cases, and innovate together.

10:45 AM – 11:30 AM

Discard Typical Comfort Zone CU Thinking – Immediate Investment Portfolio Strategies For A Rising Rate Environment

Utilizing over 30 years of experience advising CU Portfolio Managers, we will offer you “Out of the Box” Portfolio Strategies that have worked effectively during the last rising interest rate cycle 2015-2018 which will position you opportunistically for the current interest rate cycle.

Tobias Timm

Director, Credit Union Investment Strategy Group

Oppenheimer & Co.

Learn how to Streamline Communications, which your Members AND Employees will Appreciate.

Simple, effective communication is more imperative than ever. See a live demonstration of how your credit union can communicate more effectively with members, while also offering your employees a better user experience.

Mark Miyamoto

Director of Sales

Eltropy

Hot Topic Round Table Discussion

Envisant staff will facilitate discussions covering Fraud, Current Payments Industry, Fin Tech Interest, and CBD Business Loans

During this breakout session the Envisant team will present Industry ideas for discussion. Join us to talk about relevant topics facing credit unions of all sizes. See if you feel the way your peers feel and also have a chance to provide feedback to the Envisant team for future products and services.

Debbie Perry                             Kris Michel

National Sales Director         Regional Account Manager

Envisant                                      Envisant

12:45 PM – 1:30 PM

Leverage Your Data With Advanced Analytics to Grow the Life Time Value of Members

Credit unions will not “out tech” large banks and fin-techs on their own. The competitive advantage via local, personalized, white-glove service is diminishing as member interactions become more digital. However, with the right partners credit unions have an opportunity to thrive by re-defining the local experience with digitally transforming how they operate. Learn how you can leverage your data with personalized member intelligence using the right data analytics. Use AI powered data analytics to understand more about your members to grow their lifetime value for your credit union, predict churn, understand which products to introduce to your members and when, based upon deep learning models that are informed by your data.

Ryan Wilson

Vice President of Client Relationships

Aunalytics

Secondary Capital: Allowing Credit Union’s to Compete at the Next Level

Credit unions have a new tool in the proverbial tool belt called secondary capital. This tool can protect your credit union against future losses and serve as a foundation for various strategic initiatives and growth. Secondary capital will enable your credit union to do many things faster and with more capital available for use.

Join us as we explore this exciting opportunity that will allow your credit union to grow safely and compete with larger entities. Additionally, you will learn how you can secure this equity at a low cost in the immediate future.

Bill Paton

Vice President, Loan Participations, Lending & Subordinated Debt

Alloya Corporate FCU

Create Non-Interest Revenue the Easy Way

Chase, SoFi, Wells Fargo and many more have impressed the robo adviser wave that’s changing the way people invest. What was once an impossible task for smaller financial institutions is now easier than ever with Access Softeks EasyVest®. Join Marcus Bales, the Senior Sales Engineer at Access Softek, as he reviews the astonishing success their clients have achieved in their first year using EasyVest®.

Session Outline:                                                Learning Objectives:
1. Robo Adviser Introduction                          1. What is a robo adviser
2. Use Cases                                                        2. Why do I need one
3. Client Success Stories                                   3. How to get non-interest revenue with a robo adviser
4. Live Demonstration

Marcus Bales

Senior Sales Engineer

Access Softek

1:45 PM – 3:15 PM

Peer Networking Group Session

Join your peers in person to discuss topics and responsibilities of common interest based on your role in the credit unions. Take advantage of these private, roundtable meetings to share and learn from your peers.

Compliance

Call Center

HR

Lending

Marketing

Ops/Branch Mngt

3:15 PM

Raffle Drawing – $400

We are giving away $400 cash in our grand prize raffle drawing. Get your raffle ticket checked off by exhibitors in each section of the hall and turn your card in with your name and credit union to Pomerol Partners at booth 601. We will draw the winner at 3:15 and you must be present to win.