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September 21 – 22, 2022

LIVE from Madison, Wisconsin

Wisconsin Credit Union Connect gives credit union professionals an unprecedented opportunity to evaluate the latest products and services, learn in high-level educational sessions, meet with industry experts, and network with fellow credit union colleagues.

It’s a truly unique opportunity to find out how to meet tomorrow’s challenges today.

Schedule at a Glance

Wednesday, September 21, 2022


2:30 p.m.
The state of the economy and the great resignation


5:00 p.m.
Reception & Networking



Thursday, September 22, 2022


8:00 a.m.

Registration, Breakfast, and Visit with the Vendors

9:00 – 9:45 a.m.

Concurrent Educational Sessions

9:45 – 10:30 a.m.

Visit with the Vendors

10:30 – 11:15 a.m.

Concurrent Educational Sessions

11:15 – 11:45 a.m.

Visit with the Vendors

11:45 a.m. – 12:30 p.m.

Concurrent Educational Sessions

12:30 – 1:30 p.m.

Lunch & Networking

1:30 – 2:15 p.m.

Concurrent Educational Sessions

2:15 – 2:45 p.m.

Visit with the Vendors

2:45 – 3:30 p.m.

Concurrent Educational Sessions

3:30 – 3:45 p.m.

Cash & Prize Give-aways

3:45 p.m.

Show Concludes

Topics and Presenters


Wednesday, September 21



2:30 PM

The State of Wisconsin Economy: Past Patterns, Current Status and Future Directions


In order to better understand the state of the Wisconsin economy, Professor Deller will review broad historical economic trends of the nation and Wisconsin. Particular attention will be paid to the performance of the Wisconsin economy just prior to the Great Recession and how the economy has recovered. In addition, he will highlight strengths and weaknesses of the Wisconsin economy and how those may influence future directions.

Steven Deller



Geneva Room

4:00 PM

The Great Resignation: What Will be Enough to Keep your Future Leaders Protected?


2021 will be known as the start of “The Great Resignation.” Many companies today are facing a mass exodus of employees, both new and old. While companies are sorting through the why, we are beginning to see the true financial impacts. How many of you are changing branch hours because you can’t meet your staffing needs? How many of us are worried about losing middle managers because of increasing demands on workloads? All of these things trickle down to how well you are able to serve your members and meet their needs. The impact is real. This session will address the Great Resignation and how credit unions can protect their leaders and rising talent.

Geneva Room

Thursday, September 22



9:00 AM

NCUA NEV Supervisory Test and my Investment Portfolio…the Freight Train coming down the tracks!


• What role did / does my investment portfolio play in this?
• The opportunity / cost of pre-positioning portions of my investment portfolio.
• How could I have / can I now position the portfolio to offset some of this risk?

This breakout session will concentrate on helping Credit Union portfolio executives navigate this punishing interest rate environment with the emphasis of capturing competitive yields while offsetting the negative impact of rising interest rates to your NEV Supervisory Test.

Tobias Timm

Director, Credit Union Investment Strategy Group

Oppenheimer & Co.

Geneva Room

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                                Thomas Shields

Chief Revenue Officer                    SVP, Marketing Enablement & Analytics

Statflo                                                  Kasasa

Wisconsin Room

10:30 AM

Enhance the Customer Experience and Increase Market Share with AI-Driven Personalized Interactions


Mining your data is the key to gaining meaningful insights into members and potential members, and the more we understand about them, the better we can enhance their experience and increase revenue opportunities through higher levels of personalization. The key to greater personalization is artificial intelligence (AI)-driven data analytics. Financial institutions generate massive amounts of data that is typically siloed across many systems, leaving it untapped for a variety of uses, such as marketing. To unlock the value of this data, it needs to be aggregated, integrated, and cleansed – a significant challenge that can be difficult and time-consuming, if not nearly impossible.

For this reason, credit unions are adopting advanced analytics with AI and machine learning (ML) to leverage data generated both inside and outside of their organizations to achieve actionable business insights. Data platform and analytics solutions with predictive capabilities enable them to extract strategic customer intelligence, expand products and services, and increase market share. Additional components such as mining transactional data, recording and analyzing branch transactions, propensity models, campaign tracking and measuring key performance indicators heightens personalization and generates greater member intelligence that gives credit unions a competitive advantage.

Rich Carlton

President & CRO

Aunalytics, Inc.

Geneva Room

Charitable Donation Account (CDA): A New Way to Sustainably Fund Your Credit Union’s Member Community Support


Join the CDA Movement: Credit Unions have now invested $1,148,128,773!

Charitable Donation Accounts enable Credit Union to sustainably and responsibly fund their member community support and charitable giving focus through investment returns rather than as a cost through operating income.

Members Trust Company is owned by credit unions. We share your values. Since 2013, we have helped credit unions earn 6x more than their standard investments.* This additional return allows credit unions to fund their charitable giving strategies and allocate a portion of the resources to other types of member support.

Jason Ritzenthaler, CFA, CTFA

Co-Chief Investment Officer

Members Trust Company

Wisconsin Room

11:45 AM

Improving the Economics of Early-Stage Collection


The right early-stage collections strategy aligns with what’s good for your business and what’s good for consumers, but in today’s volatile and uncertain economy, finding win-win solutions can seem challenging. In this session, TrueAccord’s digital collections leaders will provide you with the tools to ensure that you’re architecting the right early-stage collections strategy for your business, without sacrificing a world-class consumer experience.

Glenn Walters

Senior Director of Collection Solutions


Geneva Room

Change is Here – Stay Ahead of the Curve!


Credit Union retail and back-office spaces are currently impacted by many changes and industry trends. During this session, La Macchia Group will talk through what we’re seeing, how it influences credit unions, and what actions you can take to stay ahead of the curve!

Ben La Macchia                               Tim Klatt

Senior Vice President                   Director of Retail Strategies

LaMacchia Group                           LaMacchia Group

Wisconsin Room

1:30 PM

Intelligent Automation – Accelerating Digital Transformation for Credit Unions


BankRPA will discuss how Robotic Process Automation and Workflow solutions can streamline operations and eliminate efficiency gaps at your Credit Union. BankRPA will provide steps to achieve Data accuracy and consistency, automate high volume manual and routine processes across multiple systems, and implement successful Center of Excellence that will scale your automation. Automation solutions in Credit Unions can enable faster decisions, more accurate data, and less repetitive tasks than ever before. Deliver efficient, high-quality customer experiences with human-centric automated solutions.

Mammet Dovgeldiyev

Chief Executive Officer


Geneva Room

Balance Sheet Decision-Making Regardless of Interest Rates: How to Avoid Being Wrong


Many credit unions have looked to interest rate forecasts to guide balance sheet decisions. More enlightened decision-making includes looking at a range of possible outcomes and planning for success in all these outcomes. We will examine how we make decisions, why we make errors in judgement, and how we can avoid the big mistake.

Kevin P. Chiappetta, CFA



Wisconsin Room

2:45 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

Geneva Room

How Predictive Analytics Can Help Financial Institutions                Manage Risk


As the United States begins to emerge from the pandemic, financial institutions will face new risks during an uncertain and unpredictable economic recovery. Potential credit losses, delinquency trends, concentration risk, and credit migration trends will need to be closely monitored, which is best achieved through enhanced reporting efficiency, predictive insights, and stronger portfolio visibility. This gives FIs a clearer understanding of different segments within their portfolio and how they are changing so they can deliver the right insights to the right stakeholder at the right time

In this session, we’ll share how a single platform that combines onboarding, loan origination, account opening, and retail loan analytics empowers institutions to infuse analytics into every major decision related to driving revenue, controlling costs, operating more efficiently, minimizing risk, and preparing for regulatory requirements.

Key Takeaways:

  • Attendees will understand the unique benefits a single platform offers financial institutions with the addition of retail loan analytics.
  • Attendees will learn how utilizing insightful predictive analytics can enhance risk management throughout the loan life cycle.
  • Attendees will gain insight to operational and strategic opportunities available through robust analytical tools to surface data, build reporting efficiencies and manage risk.
Wisconsin Room