
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.
Click the links below to see the presentation slide decks from
the 2022 breakout sessions.
The State of Wisconsin Economy: Past Patterns, Current Status and Future Directions
Key Lending Strategy for Credit Unions
Enhance the Customer Experience and Increase Market Share with AI-Driven Personalized Interactions Part 1
Enhance the Customer Experience and Increase Market Share with AI-Driven Personalized Interactions Part 2
Charitable Donation Account (CDA): A New Way to Sustainably Fund Your Credit Union’s Member Community Support
Improving the Economics of Early-Stage Collection
Change is Here – Stay Ahead of the Curve!
Intelligent Automation – Accelerating Digital Transformation for Credit Unions
Successful Investment and Bond Portfolio Strategies for Maximizing Earnings In A Rising Rate Environment
Ever wanted to know exactly what the examiner is going to ask for?
Schedule at a Glance
Wednesday, September 21, 2022
2:30 p.m.
The state of the economy and Help Teams Learn, Grow, and Succeed
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
Professor
UNIVERSITY of WISCONSIN–MADISON
Geneva Room


Wednesday, September 21
2:30 PM
People and Culture: What Leaders Can Do to Help Teams Learn, Grow, and Succeed
When your employees are intellectually stimulated, emotionally invested, and skilled for the future, they are more likely to perform at their best. We often attribute strong work culture as a means to engaging employees. Instilling a meaningful culture can feel a bit like boiling the ocean, but being intentional with one or two actionable steps can make a significant difference. In this session, you will learn about some of the simple actions you can take to enable your teams to shine their brightest.
Chelsi Gallegos
Vice President and Assistant Director of Organizational Development
Federal Home Loan Bank of Chicago
Geneva Room


Thursday, September 22
9:00 AM
Key Lending Strategy for Credit Unions
On average, credit unions have just over 20% of auto loan debt with even lower penetration in unsecured loans and credit cards. This means that your members have 80% of their debt somewhere else, and despite credit unions having better rates, they are losing marketing share. Meanwhile, fintechs are seeing exponential growth. These direct-to-consumer fintech lenders are using one of two strategies: they are either embedded at the (e-commerce) point-of-sale or they leverage personal finance platforms such as Credit Karma and NerdWallet to harvest demand while creating exceptional user experiences that convert applicants into loans despite high interest rates. Join this session to hear from CEO and Founder of Clutch, to learn how to implement these strategies and provide solutions that allow credit unions to recapture members debt.
Paul Hinrichsen
Head of Marketing Success
Clutch
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
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.
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
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
TrueAccord
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
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
BankRPA
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
President
QuantyPhi
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.
James Craven
Vice President & Senior Consultant
McQueen Financial Advisors
Ever wanted to know exactly what the examiner is going to ask for?
This session presented by Cassidy Burrows focuses on the “secrets to success” in preparing for and excelling in your next exam as it relates to loan portfolio management. With a strong focus on how to mature your operations to a state of readiness through data processes, KPI’s, and operational effectiveness, you will leave the session with some key points to lead your organization to a more rewarding and much less painful exam process.
Cassidy Burrows
Director of Customer Success
nCino