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September 21 – 22, 2022

LIVE from Madison, Wisconsin

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



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


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

Chief Revenue Officer


Mendota 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

Mendota 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

Mendota 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



Mendota 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.

James Craven

Vice President & Senior Consultant

McQueen Financial Advisors

Geneva Room

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


Mendota Room