thank you 2018 sponsors! - axfi conference · 02 04 welcome letter + thank you 2018 sponsors 2018...

AXFI ConferenceJune 10-13, 2018Minneapolis, MN

Brought to you by:

www.axficonference.com

Download the AXFI Conference app on your mobile device at my.yapp.us/AXFI. Open Yapp and tap “Download an existing Yapp” and the AXFI app will appear.

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WiFi Network: MaplePassword: AXFI18

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Digitally Transforming to Soar Higher Together.“Banking is no longer somewhere you go, it’s something you do.”

– Brett King, CEO/Founder of Moven and 2018 AXFI Opening Keynote

Digital transformation has unfortunately become a loosely defined term associated with projects refreshing the website or implementing a new mobile banking app. Digital transformation is about business strategy, it is about re-inventing the credit union business model in the way that companies like Delta Airlines and Domino’s Pizza have by leveraging technology and data to transform their business models and thus elevate their customer journeys to stratospheric levels. It means shifting your company culture to take advantage of your data to make informed data-driven decisions and stay ahead of the ever-changing expectations of your members or customers. Credit unions are not only competing against big banks and the thousands of fintech startups disrupting the traditional business model, but they are competing with the high-tech/high-touch experiences provided by dozens of other companies that members are interacting with every day.

Digital transformation does not come in a box; it is a process and a journey credit unions cannot afford to wait on. At the same time, digital transformation represents incredible opportunities for credit unions. Credit unions,

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Welcome Letter + Thank You 2018 Sponsors

2018 Highlights

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Killer Fintech Speed Rounds

Keynote Speakers

Agenda

Sponsors

12 Breakout Speakers

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Title Sponsors

Onyx Sponsor

Diamond Sponsor

Platinum Sponsor

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Thank You 2018 Sponsors!

Supporting Sponsors Conference Producer

right now, must begin by building and acting on a digital transformation strategy that is supported by a solid foundation of technology and analytics. As a movement, credit unions can collaborate and grow together through data analytics and technology innovation to provide compelling member journeys that keep people coming back.

Credit unions today are aware that data analytics, innovation, and cyber security are critical to the success of financial institutions and the credit union movement as a whole. However, great questions remain regarding what to do and how to do it. The AXFI Conference consistently serves as a forum for credit union professionals, industry experts, application developers and data scientists to come together and discuss challenges, successes, solutions, best practices, and more. The 5th Annual AXFI Conference addresses not only the growing need to make analytics, innovation, and security top priorities for credit unions, but also provides tangible examples and hands-on workshops in each track so credit union employees can walk away from the conference with a deeper understanding of how to move forward and achieve organizational goals. Join peers in highly interactive sessions designed to showcase digital strategies, analytic skills, and innovative opportunities.

Four years ago, we made the commitment to form a conference focused purely on creating a place where great minds focused on analytics and innovation could be brought together to figure out solutions to the great and ever-changing problems facing our industry. What started four years ago with 28 people has now grown more than ten-fold. A movement has started to re-invent this industry by collaborating on analytics and innovation, and we are so pleased that you have decided to join us.

Welcome to AXFI 2018.

Paul Ablack, 2018 Conference Co-Chair

John Best, 2018 Conference Co-Chair

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Digital Transformation Showcase

AXFI 2018 By the Numbers

ORGANIZATIONS

REGISTRANTS

from

and

U.S. STATES

@ 5:30 PM — Kick off the conference by networking with the industry’s brightest talents.

@ 5:00 PM — Immediately following the Digital Transformation Showcase, come join us for a drink and some light hors d’oeuvres.

JUNE .10 // Welcome Reception

JUNE .12 // Cocktail Reception

HELLO

Sponsored by:

Credit unions cannot ignore the fact that traditional business models are being disrupted by fintech startups and evolving member expectations. How has your credit union embraced analytics and/or digitization to improve business operations or member service? The Digital Transformation Showcase gives credit unions a chance to share their successful initiatives and best practices relating to analytics and innovation with the rest of the credit union movement.

130+250+

35+

2 0 1 8 HIGHLIGHTS

Cyber Security TrackBeing secure is more important than uptime these days and is sucking down tons of time from boards and IT teams alike. Join in and learn from the best. Walk away with actionable plans and tools that will put your board’s worst fears to rest.

NEW THIS YEAR

Member Insight: Advanced Analytics Reporting Tools

Uncover a wealth of knowledge in your data with easy,

point-and-click, ad-hoc reporting. Member Insight solutions

empower credit unions with actionable intelligence that drives

cardholder engagement, satisfaction, and retention.

Understand Your Market Our Venture. Your Gain.

pscu.com844.367.7728

Enlightening

Call Keith Richmond at [email protected]

It’s the dawn of a new era in business building. Our big data analytics tool LUX 360°™ lights the way to new revenue with an enlightened, 360° picture of your customer data. That gives you the ability to make faster, more concise, and better informed marketing decisions.That’s smarter marketing. And the smartest part of all — you get it all at no cost to you.

© 2018 Affinion Group

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Killer Fintech Speed Rounds.

CU

Lendified — Lendified Technologies (LTI)’s white label SaaS platform enables lenders to provide small business owners with a frictionless online application process and instant automated adjudication for a superior customer experience.

Pricerazzi — Our presentation will show the leaders in the room how the Pricerazzi’s A.I. Price Protection platform will delight their customers and generate new digital banking revenue opportunities. Provides a service that goes above and beyond traditional banking services.

SuiteBox is a virtual meeting tool that enables real-time signing of documents within the meeting and provides an automated audit trail of all meeting transactions. Now you can sign, close, fund, and file within a single online meeting!

CU Rate Reset — Knock Knock is the first bilateral communication digital engagement platform that provides members with just in time offers from the credit union. The financial transactions executed through Knock Knock are completed in minutes at the member’s convenience.

Active.Ai — Come see how our core business of understanding unstructured data help Financial Services design intelligent conversations through our platform and make predictive, intuitive engagement with their customers on mobile, chat, or voice enabled IOT devices a breeze.

Alpharank builds a graph of the credit unions member base by analyzing all available transaction data without any Personally Identifiable Information (PII). The graph maps relationships between members, enriched with attributes extracted from transaction and usage data.

ALPHARANK

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Experience the Innovation and Technology making its way through the financial services industry.

Back by popular demand, we are excited to announce the 2nd Annual AXFI Killer Fintech Speed Rounds. This session is designed to highlight technology and innovation that is changing the world of financial services. There are many fintech companies focused on developing applications to remove “friction” from current products and processes and creating superior user experiences. Attend this fast-paced and energetic session to discover which companies are out there helping to elevate the credit union movement.

Download the AXFI Conference app on your mobile device at my.yapp.us/AXFI. Open Yapp and tap “Download an existing Yapp” and the AXFI app will appear.

facebook.com/AXFIConference(Be sure to like us!)

WiFi Network: MaplePassword: AXFI18

Stay Connected at AXFI 2018

twitter.com/AxfiConference#AXFI18

8 Analytics and Financial Innovation Conference

K E Y N OT E SPEAKERS

Paul started OnApproach to improve organizational data utilization, better enable decision making and drive

profitability. Prior to starting OnApproach, Paul was Vice President/General Manager of energy information services for Honeywell Automation & Control. His global responsibilities included overseeing all aspects of strategic planning, marketing, promotion, research and development, and general management of the energy information services business. Paul has also held a variety of key sales leadership and general management positions across the United States and Canada for both Honeywell and General Electric. Paul’s background includes experience in financial services, energy, manufacturing and technology. The recipient of numerous sales and leadership awards, Paul has been an active member of several industry and business organizations including The Authentic Leadership Project, The Data Warehouse Institute, and the Richard Ivey School of Business. He earned an honors business administration degree from the University of Western Ontario.

Kevin J. Anderson is one of the most successful and prolific authors working in the science fiction field today, as well as a futurist whose thoughts and imagination are frequently sought out by visionary organizations. He has published 145 books, 56 of which have been national or international bestsellers. 23 million copies of his novels are in print in 30 languages worldwide. He has written numerous books in the Dune, Star Wars, and X-Files universes, as well as two innovative steampunk novels written with Neil Peart, lyricist and drummer for the legendary rock group Rush. He has won or been nominated for the Hugo, Nebula, Bram Stoker, Scribe, Shamus, and many other awards.

Kevin’s original works include the Saga of Seven Suns, the Saga of Shadows, the Terra Incognita fantasy trilogy, and his humorous horror series featuring Dan Shamble, Zombie P.I. He has edited numerous anthologies, including the Five by Five and Blood Lite series. Using new opportunities and technology, Anderson and his wife Rebecca Moesta are the publishers of new-model WordFire Press. He is a board member of the Challenger Learning Center for Space Science Education, and member of the advisory board for XPRIZE and the Lifeboat Foundation.

PAUL ABLACK // Founder & CEO, OnApproach

KEVIN J. ANDERSON // Bestselling Author, Public Speaker, Futurist, WordFire, Inc.

MY SESSION:

Welcome Announcements.June 11–13, 2018

MY SESSION:

The Future is Prologue.June 13 @9:00AM

John Best is the CEO of Best Innovation Group (BIG), a consultancy with a mission to help credit unions create a culture of innovation

in their organizations. He is also the host of BIGCast, a weekly podcast focusing on the latest topics in fin-tech. Prior to BIG, Best was the CTO of Wescom Resources Group, the technology CUSO of Wescom Credit Union, one of the largest credit unions in the country. He has also served as Vice President of E-Business at GTE Federal Credit Union, and prior to that served as a senior network engineer at Suncoast Schools Credit Union. He has a Bachelor of Science in Information Technology from the University of Phoenix. He lives in Colorado with his wife and two children. In his spare time, John loves to play guitar and build drones.

JOHN BEST // CEO, Best Innovation Group MY SESSIONS:

Multiple.June 11 & 13See agenda for full details.

Paul Ablack John Best@JBFintech

Kevin J. Anderson@TheKJA

Kirk Drake@KirkDrakeIII

9June 10–13, 2018 // Minneapolis // axficonference.com

Brett King is a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future

of business. He has spoken in over 50 countries, at TED conferences, given opening keynotes for Wired, Singularity University, Web Summit/MoneyConf, The Economist, World of Watson, CES, SIBOS and more. He has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. He advised the Obama administration on Fintech policy and the Future of Banking and advises regulators and bank CEOs around the world on technology transformation. King hosts the world’s first and #1 ranked radio show on FinTech called “Breaking Banks” (140 countries, 3.6 million listeners). He is the CEO and Founder of Moven, a successful mobile start-up, which has raised over US$24 million to date, with the world’s first mobile, downloadable bank account, available in the United States, Canada, UK, Indonesia, and New Zealand. Named “King of the Disruptors” by Banking Exchange magazine, King was voted American Banker’s Innovator of the Year in 2012, voted the world’s #1 Financial Services Influencer by The Financial Brand and was nominated by Bank Innovation as one of the top 10 “coolest brands in banking.” He was shortlisted for the 2015 Advance Global Australian of the Year Award for being one of the most influential Australians living offshore. His books have been released in more than a dozen languages and he has achieved bestseller status in 20 countries. His fifth book Augmented: Life in the Smart Lane is an international bestseller and has remained in the top-10 on Amazon for over a year.

Kirk Drake is a lifelong entrepreneur, author, and founder of Credit Union 2.0. He is a credit

union and technology enthusiast who built eight successful businesses, notably the Credit Union Service Organization (CUSO) Ongoing Operations, CU Wallet – a mobile wallet venture, and several additional lifestyle e-commerce/mobile platforms.

Kirk harnessed the power of inbound marketing, generating over 500 blog articles, twelve books, created a lead scoring system, and developed a digital engagement strategy resulting in over 100 leads per month. In 2016, Kirk harnessed his 25 years of industry experience to write Credit Union 2.0: A Guide to Helping Credit Unions Compete in the Digital Age.

Kirk is a featured speaker with over 100 previous appearances at conferences, including The World Council Workshop, CO-OP Think Conference, PSCU Annual Conference, Cornerstone Credit Union League, and many more. He helps audiences understand the current state of credit unions, the imminent need to adapt into current digital technologies, and how to regain crucial market share in the banking industry.

When Kirk isn’t busy helping credit unions be relevant in today’s digital age, he loves spending time with his beautiful wife Kimberly and their three amazing kids. They are also starting a vineyard in their beautiful new hometown of Ashland, Oregon.

BRETT KING // Founder/CEO, Moven

KIRK DRAKE // President and CEO, Ongoing Operations

MY SESSION:

Banking 4.0 — Banking Everywhere, But Not at a Bank.June 11 @8:30AM

MY SESSIONS:

Multiple.June 12See agenda for full details.

Brett King@BrettKing

Rhonda Sheets

Harry “Doc” Kloor@HarryDocKloor

Ron Shevlin@rshevlin

Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts. Ron is the author of the book, Smarter Bank, and is the purveyor of fine snark on his Snarketing blog and the Moment of Snark on the Breaking Banks podcast. Consistently ranked among the top fintech influencers, Ron’s prior experience includes research and consulting for Aite Group, Forrester Research, and KPMG. He has an MBA from the University of Texas and a bachelor’s degree in Economics from SUNY Binghamton.

MY SESSION:

The Platformification of Analytics.June 11 @1:00PM

Rhonda Sheets is the Founder, President and CEO of Support EXP, established in 1997. She is an internationally recognized thought leader, innovator, author, trainer, speaker and trusted partner in the financial services community. Rhonda has successfully positioned Support EXP as the leader in developing and delivering dynamic, real-time Customer Experience (CX) Actionable Analytics for financial institutions seeking to differentiate themselves by building authentic, trust-based customer and member relationships. As a visionary and innovator, Rhonda has consistently been in the forefront of achieving superior CX performance results for banks and credit unions — using Voice-of-the-Customer insight and Actionable CX solutions that enable clients to uniquely Live Their Difference™ every day. In addition to her professional work with financial institutions, Rhonda is the founder and driving force behind Support Global Outreach (GO), an international service organization that develops global leaders to make a difference within their communities through care, compassion, and education.

RHONDA SHEETS // Founder, President & CEO, Support EXP Group

MY SESSION:

Digital Transformation is the Strategy — Relationship Transformation is the Goal.June 11 @4:40PM

Harry ‘Doc’ Kloor is CEO and Co-Founder of Beyond Imagination — a company that will bring general purpose humanoid avatars to the world enabling near instantaneous transportation. He is an American scientist, inventor, film producer, director, writer, and entrepreneur. Kloor was the first (and still the only) person to be awarded two PhDs simultaneously in two distinct academic disciplines. He holds PhDs in Physics and in Chemistry, both earned at Purdue University.

Dr. Kloor is a recognized leader in bringing science to the public, and science consultant for NASA, CIA, and fortune 500 companies. In 2016, Kloor returned to XPRIZE Foundation, as Bold Innovator bringing his decades long mission of advancing avatar technologies to XPRIZE. As Bold Innovator he created the Avatar X Prize, raised 22M commitment from ANA to fund this prize, which was formally announced on March 12th, 2018 at South by South West. Dr. Kloor has advised in the area of Blockchain and crypto-currency for many years, and serves as advisor on several ICO offerings.

HARRY “DOC” KLOOR // CEO and Founder, Beyond Imagination

MY SESSION:

The Future is Closer Than We Think...June 12 @8:30AM

RON SHEVLIN // Director of Research, Cornerstone Advisors

Actionable Analytics. Trusted Data.

The world’s most scalable platform for the new connected world.

Stop by and see why.

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Andrew Bertrand began his credit union career over 10 years ago as Marketing Officer at Our Community Credit Union. As the resident data nerd, Andrew moved into the Analytics role as OCCU began their Business Analytics journey over 3 years ago. During that time, OCCU has implemented multiple data initiatives resulting in increased efficiency, increased revenue, decreased costs, and improved member service. Andrew currently oversees business analytics, data strategy, risk analysis, report generation, marketing and segmentation analysis, product costing, and supports ongoing projects at OCCU with business analytics

A 25-year veteran of the credit union industry, Jesse Boyer is a seasoned financial services executive who has held leadership roles at several different credit unions and software CUSOs. Jesse is a proven visionary and strategic leader that translates business strategies into solutions, keeping the best interests of the organization, employees, stakeholders and the community in mind. He is an expert in the areas of operations and technology-driven initiatives while bringing a flair of professional acumen to each segment of a high-performing organization. Currently, Mr. Boyer serves as the SVP/COO at the National Institutes of Health FCU and provides vision and leadership in directing all Information Technology, Retail Delivery, Marketing, Business Development and Digital Services to effectively drive and direct the organizations’ sales and service efforts, e-commerce and community outreach programs for the credit union.

Mike leverages his 20+ years experience in digital business leadership, innovation, and entrepreneurship to help companies realize winning business results with digital technology to expand their value proposition, enter new markets, or drive business process and customer experience optimization. With experience in start-up, turnaround, accelerated growth, and public environ-ments he has launched 4 business units, 400+ consumer products, 100+ partnerships, and 13 technology platforms including the 2005 HR Product of the Year. He has held roles of General Manager, COO, and Vice President in the e-commerce, consumer prod-ucts, manufacturing, digital media, professional services, software, logistics, and finance industries. Mike earned a BS in Marketing and Distribution and MBA in Strategy and Technology from Indiana University’s Kelley School of Business and is a member of the Indiana State Chamber Innovation and Tech Policy Committee and Indy CIO Network. He resides in Fishers, Indiana.

Jim Burner entered the technology field 33 years ago, with 28 of those years in the financial services arena. He specializes in IT strategy, operations, infrastructure, vendor management, information security and compliance. In 1990, Jim began employment at Chevy Chase Bank and was serving as Group Vice President of Technical Services when they were acquired by Capital One in 2010. After 4 years with Capital One as Director of IT, Jim felt a desire to return to the broader scope that a community institution offers and began employment at Tower Federal Credit Union in 2015. Currently as SVP of Operations and Technology at Tower Jim is responsible for Deposit Operations, IT, Information Security and the Project Management Office. Jim enjoys travel, the outdoors, a good book and serving in his church’s Cub Scout program. He celebrates a marriage of 34 years, is the father of 4, and grandpa of 3.

Andrew Bertrand

Jesse Boyer

Michael Bryan

James Burner

Data And Technology Manager, Our Community Credit Union

SVP, Chief Operating Officer, NIH

Vice President, Allied Solutions

SVP, Operations & Technology, Tower Federal Credit Union

B R E A K O U T SPEAKERS


Chad Carrington joined Golden 1 in 2008 and was quickly promoted to Vice President of IT. He was named Senior Vice President of Security, Technology Infrastructure, and Facilities at Golden 1 Credit Union in 2017. Chad leads the development, oversight, and implementation of programs including information security, business continuity, incident response, information technology, and facilities. Chad earned his M.A. in Instructional Technology from California State University Chico. He has more than 20 years of experience in technology, operations, and security disciplines in educational, not-for-profit, and corporate settings. Chad frequently shares his knowledge and expertise at industry conferences and events.

Paul Caiazzo is the Co-founder and Chief Security Architect of TruShield Security Solutions. He is responsible for developing the corporate strategy and leading the technical product and service development efforts. Paul also leads the federal services team, and brings with him multiple years of experience solving complex cyber security challenges within the federal industry. Paul actively provides strategic advice to C-level executives of large federal agencies, such as the US Department of Transportation (DOT) and the Federal Aviation Administration (FAA). He additionally provides multiple federal agencies with guidance regarding CyberScope and Continuous Detection and Mitigation (CDM) programs. He provides additional subject matter expertise in the areas of Continuous Monitoring, Vulnerability Management, Incident Response, and Cyber Security Operations Center Support. His areas of expertise include Cyber Security Architecture, Information Assurance, Senior-Executive Advising, and GRC.

Tim has over 20 years of Credit Union experience. He has worked as an IT Project Manager and DR/BCP Coordinator assisting both front office and back office operations to develop, implement, test and update DR/BC Plans and documentation. Tim has been with Ongoing Operations, LLC for over 9 years helping and guiding clients through the DR/BCP process. Tim holds certifications of Certified Business Continuity Professional with DRII and Crisis Communications Planner with ICOR.

Judy S. DeLucca joined the staff of The New Orleans Firemen’s Federal Credit Union in March of 1980. She was named President and CEO of NOFFCU in 1987 and continues to serve in that capacity today. Judy was appointed to the Credit Union National Association Disaster Recovery Committee in 2006 where she joined other credit union colleagues from across the United States working on recommendations for a coordinated response in the event of future disasters. New Orleans Firemen’s Federal Credit Union was listed in CUNA’s Best Practices for Disaster Recovery under her leadership after Hurricane Katrina. She was named Louisiana Credit Union Professional of the Year in 2008 by the Louisiana Credit Union League, and was the recipient of the Credit Union Executives Society’s 2008 Glenn Johnson Council Award of Excellence for service to the credit union movement.

Yvan De Munck is a strategic advisor to emerging growth companies, particularly active at the intersection of big data and credit risk. Currently heading up the US business for “James”, he helps companies and people develop strategies that nudge clients into behaviors that are socially desirable and financially rewarding. With an earlier career on Wall Street and the last 5+ years focused on fintech related initiatives, he has created a particular interest in the credit union space, a group that has shown increased interest in applying cutting edge technology to solve all too common problems: how to increase origination volumes without taking on more risk; how to keep default rates under control as the cycle turns; how to optimize operational efficiency in the underwriting process – all this in a regulatory compliant way. Yvan brings with him a global perspective (originally from Europe, fluent in 4 languages) and is a FINRA Series 7, 24 & 63 license holder.

Chad Carrington

Paul Caiazzo

Tim Daugherty

Judy DeLucca

Yvan de Munck

SVP/Security, Technology Infrastructure, & Facilities, Golden 1 Credit Union

Co-Founder Chief Security Architect, TruShield Security Solutions

Managing Director - Business Continuity Group, Ongoing Operations

CEO, The New Orleans Firemen’s Federal Credit Union

US Head of Business Development, James


Bob held a position with PSCU for 15 years where his last role was Director of Information Security. In 2010, he started his own security consulting firm where he supported a $120 million credit card portfolio and a 27 branch $750 million community bank single-handedly for 6 years. Bob began working at Ongoing Operations in 2016 when he was hired to oversee and manage OGO’s Chief Information Security Officer as a Service line of business. His primary responsibility is to work closely with Credit Union CEOs, CIOs, CSOs, and staff to measure their current security posture, identify areas that need improvement, create a roadmap to correct and remediate potential security risks, and help them maintain the program. He also provides assistance to the Credit Union to meet all regulatory compliance requirements including NCUA. Bob is a multi-certified expert in many security practices including CISSP, CISM, Certified Ethical Hacker, Certified Forensics Analyst, Certified Incident Handler, Certified in Legal Aspects of Computer Crime, and Tampa Chapter Infragard (Private sector FBI) member.

Bob MilesManaging Director, Information Security Practice Group, Ongoing Operations

Brian Hamilton has 25 years of experience with financial institutions and fintech start-ups, where he has managed all facets of consumer lending operations, and has led key initiatives in the development of groundbreaking on-line applications, custom scorecards, and loan origination systems. He joined CU Direct in 2017 as the Vice President of Innovation, where he leads research efforts on emerging trends and product innovation. Prior to his position with CU Direct, Brian was Vice President of Lending at UNIFY Financial and Chief Credit Officer at BlueYield. He previously served as VP of Lending at SchoolsFirst, First Tech, and the Golden 1 Credit Union.

Partners Federal Credit Union serves the employees of The Walt Disney Company. Currently, Partners serves over 140,000 members throughout the United States with over $1.6 billion in assets. John joined Partners in June 2004 as President and Chief Executive Officer. John has over 30 years of financial services experience spanning retail banking, brokerage and insurance. Before joining Partners, John held leadership roles at Logix (formerly Lockheed Federal Credit Union), Coast Federal Bank, and Valley Federal Savings. John is author of the book, “Doing What Matters: How Leaders Help Individuals and Organizations Thrive,” host of a podcast “C-Suite Interviews” and the founder of www.theceocorner.com, an online forum for leadership development with proceeds going towards scholarships of emerging leaders. A native Californian, John resides in Temecula, California, with his spouse Jackie pursuing a passion for equestrian sports.

Brewster Knowlton is an expert analytics developer and strategist whose driving mission is to help all organizations become data-driven. Having developed data strategies for dozens of credit unions, he delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise - to guide organizations through the many stages of analytics maturity. A frequent presenter, blogger, and educator, Brewster has been referenced and published in several industry journals including: The CU Times, Credit Union Journal, Credit Union Business, CU Insight, CUNA News, and BankNXT. He is the author behind the A:360 analytics podcast, and he has instructed two of the best-selling and highly-rated online SQL courses on the popular online learning platform, Udemy.

Paul Madsen is a technical architect at Swirlds, the developer of the hashgraph consensus algorithm. Madsen has participated in various design, chairing, editing and education roles for a number of identity standards, including OASIS SAML, OAuth 2.0 and FIDO Alliance. He holds a M.S. in Applied Mathematics and a Ph.D. in Theoretical Physics from Carleton University and the University of Western Ontario, respectively.

Brian Hamilton

John Janclaes

Brewster Knowlton

Paul Madsen

Vice President of Innovation, CU Direct

President / CEO, Partners Federal Credit Union

Owner & Principal Consultant, The Knowlton Group, LLC

Technical Architect, Hashgraph by Swirlds Inc.

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Patrick joined CBC Federal in July 2012, and immediately installed CBC’s Core Values – “Make it Right, Make it Easy, and Make it Personal”, which have evolved into CBC’s brand promise. Results have been overwhelmingly positive, with consumer loans up 450%, membership almost doubled, all with the same staffing levels. Prior experience includes the Colorado Credit Union League, SELCO Community Credit Union in Eugene, Oregon, CUNA Mutual Group, and Navy Federal Credit Union; where he served eight years establishing their broker-dealer and RIA, and oversaw 73 branches.

Joan M. Moran is the CEO of Department of Labor Federal Credit Union located in Washington, DC. She has served in this role since 1999. Prior to her current position, Ms. Moran served as CEO of U.S. Customs Service Federal Credit Union. Ms. Moran currently serves as the Treasurer of Vizo Financial Corporate Credit Union. Ms. Moran serves on the Board of the CU Foundation of MD & DC. Ms. Moran also serves on the Ongoing Operations Board of Managers. Department of Labor Federal Credit Union is one of the founding owners of Ongoing Operations. Ms. Moran was a Board member of the MD & DC Credit Union Association. Ms. Moran has also volunteered her time in support of the Metropolitan Area Credit Union Association and the Women’s Executive Management Association (WEMA). Ms. Moran is a Certified Public Accountant and holds a BS in Accounting from the George Mason University.

Rojin Nair is currently the General Manager, Fintech Solutions for Celero. Rojin is a technology executive with 25 years of leadership experience in information management, research, analytics, technology strategy and operational excellence. At Celero, he leads a team of analyst, developers, scientists and engineers responsible for developing financial services technology product innovation in analytics, machine learning, cognitive computing, digital transformation, process automation, digital content management and marketing. A strong believer in the Design Thinking approach, Rojin believes in designing and developing customer centric products and solutions that provide the best user experience to the end users. Current areas of focus include artificial intelligence, cognitive computing, Blockchain, robotic process automation, digital content management, user engagement and experience management.

John has over 16 years of experience in data and analytics with a diverse industry experience including banking, retail, logistics and oil ranging in size from owning his own company to multiple fortune 300 companies. Since joining OnApproach, John has had multiple roles that he has filled within the UX team. He has had the pleasure of working onsite directly with credit unions and helping architect and develop data solutions using the M360 platform. He has also had the opportunity of being part of the team to work on the Big Data solutions that OnApproach has to offer.

Patrick Miller

Joan Moran

Rojin Nair

John Navin

President & CEO, CBC Federal Credit Union

CEO, Department of Labor Federal Credit Union

General Manager, Fintech Solutions, Celero

UX Specialist, OnApproach


Bonnie Ortiz formed O2 Consulting Group, a premier professional services firm, in 2017 after spending almost a decade as the Chief Operating Officer for The Partnership Federal Credit Union. A recognized expert in strategy formation, process improvement and project management, Bonnie now provides her clients with a comprehensive operational toolkit, aligning people, process and systems to corporate goals. She has worked with commercial for-profit and non-profit entities across numerous industries and has managed substantial budgets and staff as a leader within organizations of various sizes, from start-ups to multi-billion-dollar firms. Bonnie’s expertise is rooted in the achievement of operational excellence, focusing the organization’s executive team on advancing their priorities and achieving their desired results.

Brad is known for his expertise in two areas: credit union compliance and making excellent margaritas. Sometimes, work in one of these areas creates a need for the other. Brad has helped credit unions and other financial institutions with compliance, online lending, and applying technology to drive operational efficiency for over 20 years. He’s been making margaritas for at least that long. Brad grew up in a small industrial town outside of Houston, TX, and he still holds allegiance to his home state. Brad holds a BS in Foreign Service cum laude from Georgetown University (hoya saxa!). He and his wife Tonia live in Vienna, VA with their two sons and daughter. When he’s not helping credit unions, Brad is usually involved with Boy Scouts, Girl Scouts, or coaching youth baseball and softball.

Keith Richmond has developed relationships with Affinion clients for over five years in various roles of increasing responsibility. He started with the organization as a National Account Manager and was responsible for helping large financial institutions meet their revenue goals through targeted marketing campaigns. In 2015 Keith began overseeing Affinion’s team of insurance analysts who are responsible for creating client reporting packages. During this time Keith began crafting the company’s vision for how Affinion would expand client data analytics support outside of traditional marketing campaigns. The result of his leadership is the LUX 360° analytics solution that provides demographic, financial, and behavioral business intelligence, specifically related to each client’s account holder base.

Elizabeth Robins is a passionate evangelist for new technology solutions in the financial sector. With a background in both Computer Science and Marketing, she is able to view product development through a broad lens and collaborate across teams to find innovative solutions. As a Senior Product Manager at Symitar, Elizabeth led the Amazon Echo and Apple Watch solutions for Episys, which bring financial services to voice-activated and wearable technology. While with Diebold, her team successfully launched a video solution directed at ATMs in financial institutions, expanding the transactions available to members. As part of the Best Innovation Group team, Elizabeth brings her expertise in product management to a portfolio of exciting new products for the financial industry. Elizabeth holds a MS in Computer Information Systems from University of Phoenix and a BS in Marketing from Oakland University.

Bonnie Ortiz

Brad Powell

Keith Richmond

Elizabeth Robins

President/CEO, O2 Consulting group

CEO, Redboard

Director of Client Reporting & Analytics, Affinion Insurance Solutions

Product Director, Best Innovation Group

Jeff Rosenbeck is PSCU’s cross-divisional Leader of Enterprise Analytics and Business Intelligence. He joined PSCU in 2002 with 15 years of national banking management and consulting experience. With broad proficiencies in Card Operations and Technology, Analytics, Business Line management, and a strong financial acumen, Jeff has led a variety of teams across PSCU. In 2011, he championed PSCU’s enterprise analytics initiative, introducing “Member Insight” in 2014, a best in class analytics platform for the credit union industry. Throughout his career at PSCU, Jeff has built enduring partnerships with leading technology providers and payment industry organizations. Born and raised in Connecticut he earned his bachelor’s degree at the University of Massachusetts. Outside of work, Jeff enjoys time with his family and volunteers for Golden Retriever Rescue and several local civic organizations.

Jeff RosenbeckVP Analytics Strategy & Engagement Enterprise Analytics & Business Intelligence, PSCU

Kristen St. Jean, Manager of Business Intelligence & Analytic Solutions, joined PSCU in 2015 with 15 years of business intelligence and analytics consulting experience across multiple industries. Throughout her career, Kristen has built enduring partnerships with leading technology providers and organizations. Born and raised in Ohio, she earned her bachelor’s degree at the Ohio State University.

Nate Wentzlaff joined OnApproach in 2013 as a Business Analyst and is now the User Experience (UX) Manager. He brings the power of analytics and the beauty of data visualization to the end users through OnApproach’s credit-union-specific data platform, M360. Through M360, users can develop analytics that improve business processes and propel credit unions to their desired destination. He also works to enhance M360 for the rapidly expanding needs of the credit union movement and facilitates app development for the CU App Store (www.cuappstore.com). Nate is an alumnus of The Curtis L. Carlson School of Management in Minneapolis, MN. He graduated with a B.A. in Business with a Finance major.

Kristen St. Jean

Nate Wentzlaff

Manager, Business Intelligence & Analytics Solutions, PSCU

M360 User Experience Manager, OnApproach

Contact us to schedule a demo

Louise Pronovost, VP of [email protected], 604-250-9167www.lendified.ai

Open Yapp and tap “Download an existing Yapp” and the AXFI app will appear.

Download the app for even more great info at

my.yapp.us/AXFI


2 0 1 8 AGENDA

PRE-EVENT // Sunday, June 10

5:30 PM Welcome Reception ➤ Ballroom Foyer & Sky Bridge

6:30 PM Live Music ➤ Lakes Ballroom A & B

DAY 1 // Monday, June 11

7:30 AM Registration + Breakfast ➤ Ballroom Foyer & Sky Bridge

8:00 AM Welcome to AXFI // Paul Ablack, Founder + CEO, OnApproach

8:30 AM Keynote: Bank 4.0 — Banking Everywhere, But Not at a Bank // Brett King, Founder/CEO, Moven

The banking system of tomorrow is being built from first principles today — in the same way Elon Musk built SpaceX and Steve Jobs designed the iPhone. Just ask yourself, if we were building the banking system today, from scratch with all the technology and knowledge we have, would you end up with bank branches that require a signature on a piece of paper before issuing you a passbook or a checkbook? No way. Bank 4.0 is about the banking system that we’re building today and why most banks won’t survive to see that day.

9:20 AM Short Break

9:30 AM ➤ LAKES ABANALYTICS

The Self-Service Revolution: An Analytics Platform Strategy To Drive User Engagement

➤ LAKES CDINNOVATION

Voice, AI And The Future For Credit Unions

➤ CEDARCYBER SECURITY

3 C’s of Cyber Security: Calculating, Communicating, Curing

Jeff Rosenbeck, VP Analytics Strategy & Engagement Enterprise Analytics & Business Intelligence, PSCU; Kristen St. Jean, Manager, Business Intelligence & Analytics Solutions, PSCU

Moving from “Request and Fulfill” to enabling self-service analytics in your organization can be both challenging and rewarding. PSCU’s analytic leaders will present some tried and true practices for leveraging a standardized data platform to drive user skills and enthusiasm for creating their own reporting and analytics. The presentation will include examples of how fostering collaboration among users, partners, and other stakeholders can take your organization’s analytics efforts to the next level.

Elizabeth Robins, Product Director, Best Innovation Group

Voice interaction, once a source of frustration for many users, has improved so dramatically in the last decade that voice authentication systems now rival other biometric modes in accuracy. Voice controls for simple devices will soon evolve into the only control mechanism for complex systems like automobiles. Can a voice-controlled user interface for tellers be far off? While conversation is a natural process for humans, we often struggle when developing the interaction styles for these systems and teaching an AI how to understand and communicate about complex tasks and ideas is as much art as science. Join the conversation as we explore how voice and artificial intelligence are poised to change everything about how you interact with the world.

Bob Miles, Managing Director, Information Security Practice Group, Ongoing Operations

In today’s world of cyber attacks and data breaches, it is important to understand the goals and motivations of attackers as well as how attacks happen. Every day, businesses are at risk of becoming victim to data breaches — and these breaches continue to happen because organizations do not have the tools to discover the data which exposes security threats, unprotected data at rest and insider access to unprotected data. Businesses recognize the importance of security, but they often don’t realize the urgency until they see something tangible. There are tools to make it more concrete by assigning real dollars to your data sensitivity, building a strong case for data protection and triaging the most important problems to tackle.

10:30 AM Break ➤ Ballroom Foyer & Sky Bridge

11:00 AM Killer Fintech Speed Rounds ➤ Lakes Ballroom A & B

12:00 PM Networking Lunch ➤ Lakes Ballroom A&B / Sky Bridge


1:00 PM Keynote: The Platformification of Analytics // Ron Shevlin, Director Of Research, Cornerstone Advisors

The term “platform” gets used liberally in the world of banking, with seemingly every tech vendor offering what it thinks is a platform. What is new about platforms is its development over the past few years as an emerging business model. A new breed of vendors is emerging—platform service providers—who will change how banks and credit unions purchase and deploy technology. The analytics ecosystem is ripe for this kind of platformification. This session with Cornerstone Advisors Director of Research Ron Shevlin will look into the platformification of banking, and how the trend will impact the analytics capabilities of credit unions over the next 10 years.

1:50 PM Short Break

2:00 PM ➤ LAKES ABANALYTICS

Collaborative Analytics: Leveraging External Data Using a Data Lake


Hands on with Culedger: Part I


Cyber Security — A Panel Discussion

Michael Bryan, Vice President, Digital Strategy, Allied Solutions; Keith Richmond, Director of Client Reporting & Analytics, Affinion Insurance Solutions

Consumer expectations evolve quickly and competition is coming from new players every day. Technology, retail, and healthcare industry winners leverage the power of digital and data to transform their business. Financial services firms have this same op-portunity to harness Big Data and “one data language” to increase profitable member relationships, reduce risk, decrease costs, and deliver bottom line results.

Moving from rear view mirror analysis of past results to a forward looking predic-tive assessment of risks and opportunities requires more data than one Credit Union can accumulate. Exponentially expanding access to quality actionable data is the power of Collaborative Analytics.

John Best, CEO, Best Innovation Group

This breakout is designed to prepare credit union technology experts to make the shift to distributed ledger technologies. This session will provide effective educational and real-world strategies that will help you understand the value of the blockchain and distributed ledger technologies. The session emphasizes the key innovations, services, and features that make up the CULedger platform and provides custom training and hands-on experience with the latest distributed ledger technology that has been carefully crafted for the credit union industry. After this session, you will better understand distributed ledger technology, how semantic web can help your organization, smart contracts, self-sovereign identity and the Credit Union Financial Exchange (CUFX).

Moderator: Bonnie Ortiz, President and CEO, O2 Consulting Group Panelists: Chad Carrington, SVP/Security, Technology Infrastructure & Facilities, Golden 1 Credit Union; James Burner, SVP Operations and Technology, Tower Federal Credit Union; Jesse Boyer, NIH Federal Credit Union

Cyber security attacks on credit unions have become exceedingly more regular, com-plex, and targeted. In this session, we will discuss types of attacks, advance persistent threats, and the precautions credit unions should take to protect themselves and their members. The panel will discuss the most important issues in cyber security that are threatening credit union information sys-tems and network infrastructure as well as share proactive strategies and best practices.

3:00 PM Break ➤ Ballroom Foyer & Sky Bridge


Using Analytics to Solve Credit Union Problems: Hands-On Workshop Part I


Hands On with Culedger: Part II


SIEM: What Is It and Why Do You Need It

Brewster Knowlton, Owner & Principal Consultant, The Knowlton Group, LLC; Nate Wentzlaff, M360 User Experience Manager, OnApproach; John Navin, Senior UX Specialist, OnApproach

To fully collaborate on analytics, the credit union movement needs a platform to foster an ecosystem where analytics thrives. During this session, attendees will have a chance to experience the power of OnApproach M360, the analytics platform for the credit union movement. Through M360, application development, dashboards, predictive analytics and a variety of analytics can be developed once and shared on the platform. The session will be interactive, so bring your laptop and join the fun!

John Best, CEO, Best Innovation Group

This is a continuation of the Hands On with CULedger: Part I session.

Paul Caiazzo, Cybersecurity Strategist and Entrepreneur, TruShield

In the rapidly changing world of cyber-security, there remains a constant – the devil is in the details. From ports and protocols, to access control lists and authenticators, the volume of valuable data grows by terabytes a day. But with a low signal-to-noise ratio, how do we unlock that value? Through automated analysis of those myriad details, we can hope to gain big-picture insights into our organization’s performance across the entire security spectrum. Our goal is to narrow your focus to those analyses we’ve found to be most valuable in turning data derived from today’s detective controls into tomorrow’s preventive controls.

4:30 PM Short Break


4:40 PM Keynote: Digital Transformation is the Strategy — Relationship Transformation is the Goal // Rhonda Sheets, Founder, President & CEO, Support EXP

The conventional wisdom is that digital transformation is key to staying competitive in a banking marketplace where the rules and consumers’ expectations keep changing. There will come a time when the digital playing field will be even – everyone will have sufficient digital capabilities, or they simply won’t be “in the game.” The more fundamental question is: What is the endgame you are driving toward? If you’re still losing members, you are poorly postured to compete. Rhonda’s thought leadership will provoke you to profoundly transform member relationships, inspiring you to Live Your Difference™.

5:30 PM End of Program for the Day

DAY 2 // Tuesday, June 12

7:30 AM Breakfast ➤ Ballroom Foyer & Sky Bridge

8:15 AM Welcome

8:30 AM Keynote: Credit Union 2.0 — Future Proofing Your Credit Union // Kirk Drake, President And CEO, Ongoing Operations

Credit Unions are under unprecedented attack from all angles. 1000’s of Fintechs are collectively hurting the bottom line. Regulators are slowing the industry down. Credit Union 2.0 outlines the DREAM (Differentiation, Repeat and Reinforce, Educate and Excite, Automate and Motivate) methodology that will help your CU begin the process of digitally engaging your members, building fierce loyalty and making them feel the CU difference. The Credit Union 2.0 movement teaches why we need to change, key case studies from awesome credit unions, lessons learned from other cooperatives, strategies for creating fierce loyalty including – The ultimate first 100 Day Experience, Hacking your CU’s Repeated Mistakes, and Education = Trust | Trust = Sales. Finally, CU2.0 will provide an optimistic outline of the CU of the tomorrow that digitally engages members, builds fierce loyalty, scales gracefully, and make your members feel like they own the place! In addition, your audience will receive access to the Credit Union 2.0 Fintech database and resources.

9:20 AM Short Break


The Analytics Journey: Past, Present and Future


Machine Learning in Lending


Workshop: Trust Through a Browser

Moderator: John Janclaes, CEO, Partners Federal Credit Union Panelists: Rojin Nair, General Manager, Fintech Solutions, Celero; Patrick Miller, President/CEO CBC Federal Credit Union; Andrew Bertrand, Data And Technology Manager, Our Community Credit Union

Analytics is top of mind and a top priority at your credit union… but where do you start? In this session, you will hear from several leaders making great strides with analytics at their credit unions. The conversation will focus on setting the foundation, quick wins, milestones, and the building up of an effec-tive data strategy.

Brian Hamilton, VP of Innovation, CU Direct

Machine learning is an application of artificial intelligence enabling machines to learn from experience rather than programming. In this session, you’ll learn how the application of this technology can improve the quality and efficiency of loan underwriting, processing, funding, and portfolio management.

Kirk Drake, President and CEO, Ongoing Operations

This Credit Union 2.0 Workshop focuses on how to build trust through a browser. This workshop is a highly interactive session designed to teach core principals of how Amazon sold its first books and convinced millions of people to make their first online purchase. Once the Trust framework is established and we have identified core anthropological reasons behind our bizarre human behavior — we apply the framework and educate credit unions on the Seven Stages of Content and how credit unions can begin down the journey of building amazing Fintech like experiences by hacking trust and the digital experience. Workshop partici-pants will walk away feeling highly energized and excited about beginning, enhancing, or evolving their digital strategies!

10:30 AM Break ➤ Ballroom Foyer & Sky Bridge



Collaborating for Insights from Big Data: Hands-on Workshop Part II


Hedera Hashgraph — a Fast, Fair & Secure Public Distributed Ledger


The Future of IT Security

Brewster Knowlton, Owner & Principal Consultant, The Knowlton Group, LLC; Nate Wentzlaff, M360 User Experience Manager, OnApproach; John Navin, Senior UX Specialist, OnApproach

After experiencing OnApproach M360 in Session 1, attendees will be able to develop deeper insights utilizing daily benchmarking and big data analytics through OA Caspian, OnApproach’s data lake for the credit union movement. Through OA Caspian, credit unions now have the ability to access a credit union owned pool of data that will foster collaboration and enable much more accurate and robust analytics. The session will be interactive, so bring your laptop and join the fun!

Paul Madsen, Swirlds

Hashgraph is a consensus algorithm that is fast (100k tps), fair (no single party can prevent a transaction from being recorded) and secure (asynchronous Byzantine Fault Tolerant and DDoS resilient). This talk will cover how hashgraph works, how it is different than current blockchain-based consensus, and why it has the desirable features listed above. Hedera is a coming public ledger based on hashgraph. We will discuss the technical extensions to hashgraph necessary for deploying in an open, permissionless model - including proof of stake, sharding, and participant incentives. Additionally, Hedera’s governance model, designed to ensure a transparent & stable currency and platform will be presented.

Bob Miles, Managing Director, Information Security Practice Group, Ongoing Operations

Today, most of our critical systems are inter-connected and driven by computers. In the future, this connection will be even tighter. Virtually all of our personal data will reside in cloud computing, where we don’t fully control the data flow and access to information.

In the coming years, nation sponsored organi-zations will continue to develop cyber-attack technologies for defense and offense; finan-cially driven criminal groups will continue to seek ways to monetize cyber-attacks; hacktiv-ists will continue to use cyber to convey their messages; terrorist groups will also shift to cyber space. What can we do?

12:00 PM Networking Lunch ➤ Lakes Ballroom A&B / Sky Bridge

1:00 PM Keynote: The Future is Closer Than We Think... // Harry Kloor, CEO and Founder, Beyond Imagination

“We’ve always believed that physical presence is core to the human experience, and that face-to-face builds on empathy and human emotions — so how then can we scale that impact from 6% to 100%?” That was the question asked by the ANA Avatar team, led by American scientist Dr. Harry Kloor. We needed to change our mindset. Who are we? What’s our actual mission? Dr. Kloor’s mission is to connect people with the world. We started with helicopters, but could we cross time, distance and culture with something else? What if there was a future where avatars allow people’s consciousness to be transported instantaneously across the globe and beyond, that means impacting all 7.5 billion people on earth. What would change if people could instantly spend money in another country? Join Dr. Kloor for a fascinating discussion on how the world might change right before our eyes.

1:50 PM Short Break


Fintech and Blockchain Disruptions Driving Accelerated Digital Transformation


How Data Science is Helping Credit Unions Today


Crisis Ready: Prepare Your CU for Risks in Compliance, Disaster Recovery and Beyond

Rojin Nair, General Manager, Fintech Solutions, Celero

Globally, driven by the urge for financial decentralization, peer-2-peer business models, the shift from a product-centric to customer experience-centric economy, the goal of financial inclusion of underbanked and digital technology evolution the fundamental business models of the financial services industry is transforming. Consumers have a vast amount of alternate choices and financial institutions are under tremendous pressure to deliver innovative solutions and services. In this session, Rojin will be providing insights into the fintech, artificial intelligence, and blockchain-based disruptions and discussing some thought process and approaches that financial institutions can undertake in their digital transformation journey.

Yvan de Munck, US Head of Business Development, James

Data Science can be immensely helpful to credit unions of every size. From helping to increase acceptance rates, to decreasing default rates, or simply understanding how your underwriters and decision engines are making decisions over time, running a Credit Union without Data Science tools will soon be as absurd as running one without computers. In this presentation you will learn how Data Science can help your credit union to: Increase acceptance rates, while controlling risk; Decrease default rates on higher risk segments; Decrease time-to-acceptance; Deliver more value to your existing members and attract new ones; Make strategic decisions about how to grow the business profitably.

Introduction: Brad Powell, CEO, Redboard

Moderator: Tim Daugherty, Managing Director Business Continuity Group, Ongoing Operations; Panelists: Judy DeLucca, CEO The New Orleans Firemen’s Federal Credit Union; Joan Moran, CEO, DOLFCU

CU Recover Site presentation and panel discussion with different credit unions that have experienced a disaster and how they handled the disaster.

3:00 PM Break ➤ Ballroom Foyer & Sky Bridge

22

3:30 PM Digital Transformation Showcase ➤ Lakes Ballroom A & B

5:00 PM Cocktail Reception ➤ Ballroom Foyer & Sky Bridge

DAY 3 // Wednesday, June 13

8:00 AM Breakfast ➤ Lakes Ballroom A & B

8:45 AM Welcome

9:00 AM Keynote: The Future is Prologue // Kevin J. Anderson, Bestselling Author, Public Speaker, Futurist, Wordfire, Inc.

Bestselling science fiction author and noted futurist Kevin J. Anderson dives into a galaxy of possibilities regarding commerce, wealth, transactions, and how it relates to today’s emerging technologies such as Cryptocurrency, Artificial intelligence and data analytics. He will share from his perspective what people will value in the future. He draws on his own experiences as a bestselling science fiction author as well as the panoply of thought experiments that science fiction makes possible, from Star Trek, Star Wars, and Dune—all properties he has worked on. And what self-respecting author would be caught empty handed without a worst-case scenario?

9:50 AM Short Break

10:00 AM Keynote: Breaking Digital Gridlock // John Best, CEO and Founder, Best Innovation Group

John will be discussing his new book Breaking Digital Gridlock which was written to empower credit unions to make the shift to digital—even without a seven-figure consulting budget. From leadership, to technology, to security, and more, John will talk about effective, real-world strategies for taking the leap without tearing your organization apart. With an emphasis on maintaining the culture, services, and features you have carefully crafted for your customers over the years, these strategies allow you to make your organization more resistant to digital disruption by adopting key technologies at key points in their evolution.

10:50 AM Closing Remarks ➤ Lakes Ballroom A & B

11:15 AM Conference Adjourns

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Transforming TheMember Experience

For More Than170 Credit Unions.

teamadapt.com

Get MORE From Your Core Adapt SmartApps™ For Your Contact Center.

Fraud Detection & Prevention

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NOTES


OnApproachOnApproach is the only CUSO dedicated to credit union success through a collaborative analytics ecosystem. By providing a secure and frictionless data experience, OnApproach empowers credit unions to take full control of their own data and their own futures. We exist to serve the credit union movement with technology and expertise required for the digital transformation of the industry business model. OnApproach’s collaborative ecosystem enables communities of users, data scientists, and application developers focused on analytics innovation.

TITLE SPONSOR

www.onapproach.com

facebook.com/oaadmin

twitter.com/OnApproach

linkedin.com/onapproach

blog.onapproach.com

S P O N S O R S

GOLDSPONSOR

ONYXSPONSOR

www.affinion.com/solutions/ insurance-solutions

www.alliedsolutions.net

Affinion Insurance Solutions is a leading provider of marketing and insurance administration expertise to financial institutions and other partners. They are the brand behind their clients’ brands as they provide solutions and products that work together to strengthen member engagement, increase brand loyalty, and generate sustainable non-interest income for clients.

Allied Solutions is proud to be one of the nation’s leading providers of insurance, lending, and marketing solutions for financial institutions and other affinity organizations. We are focused on helping our clients grow their bottom line, protect their business and consumers, and evolve to stay ahead of the competition. Contact us today at 800.826.9384.

GOLDSPONSOR

www.bankbi.com

BankBI is a business intelligence and analytics software organization offering a performance management application for Credit Unions. It is aimed at lowering the cost of enterprise class analytics by means of a cloud-based performance application via a subscription-based pricing model and pre-built integration to data warehouses and core banking systems.

DIAMONDSPONSOR

www.ongoingoperations.com

Ongoing Operations (OGO) is a managed IT services provider helping Credit Unions focus on what matters most: their member facing technology. Founded and funded by over 20 Credit Unions and industry partners, OGO’s infrastructure platform was designed for more manageable, transparent, reliable, scalable, and cost-effective IT.

PLATINUMSPONSOR

www.pscu.com

PSCU, the nation’s leading credit union service organization (CUSO), supports the growth of nearly 900 Owner credit unions representing 20.4 million accounts. PSCU’s secure business offerings include payment solutions, risk management, analytics, loyalty programs, marketing, strategic consulting and mobile platforms. Comprehensive 365/24/7 member support is delivered by PSCU’s U.S. contact centers.

www.teamadapt.com

Adapt Telephony Services, LLC (Adapt) provides CU-specific Smart Applications that are pre-integrated to financial cores and designed to transform the member experience, eliminate fraud and streamline member interactions. Adapt has the expertise, experience and disciplined processes to help your CU achieve a superior member experience.

SILVERSPONSOR


TITLE SPONSOR

facebook.com/bigfintech

twitter.com/BigFintechMedia

bigfintechmedia.com/Blog

www.big-fintech.com

Best Innovation Group (BIG) is an innovation think tank designed to help its clients achieve quicker adoption of cutting edge technologies. BIG also leverages the size and scale of its clients to create relationships with entities that would not otherwise want to engage in the credit union market. BIG generates avenues to attract top technology talent to credit unions.

Best Innovation Group

SILVERSPONSOR

SILVERSPONSOR

www.trulync.com

www.arguscloud.com

TruLync offers a fully hosted solution for the OnApproach M360 platform, which enables institutions to increase efficiencies, manage risk, enrich relationships with members, and increase sales and profitability. TruLync’s service bureau allows more credit unions to participate by minimizing the cost of increasing staff along with building and maintaining an infrastructure in-house.

ArgusCloud is a leading provider of securely hosted analytical, risk & compliance management solutions for financial institutions. Our solutions maximize the value of data & analytics to help allocate & align resources to strategic objectives and assist financial institutions in understanding, managing and mitigating risk (default, fraud, funding, and compliance).

SILVERSPONSOR

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Lendified Technologies (LTI)’s white label SaaS platform enables lenders to provide small business owners with a frictionless online application process and instant automated adjudication for a superior customer experience. Our AI based credit engine leverages multiple data sources to instantly analyze and adjudicate term loans, lines of credit, leasing and credit cards.

SILVERSPONSOR

SILVERSPONSOR

www.cudirect.com www.cu-rise.com

CU Direct helps its credit unions increase loan volume and income, create efficiencies, and grow membership through its industry leading lending software technology. CU Direct offers an extensive suite of products and services designed to help credit unions advance their lending programs, while managing risk.

CU Rise Analytics is a global CUSO that was started with the sole mission of helping credit unions better understand, serve & support their members. CU Rise’s service offering centers around bringing Data Science, Predictive Modelling, Business Intelligence & forward looking Data Technologies to our clients.

SILVERSPONSOR

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The first and onlybook of its kind.

Equipping credit unions with the tools needed to empower employees and providing members with the superior financial service they want and need.

In his book, Ongoing Operations CEO, Kirk Drake gives you everything you need to create a meaningful and authentic digital brand that will take your

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Ongoing Operations helps credit union executives and IT leaders achieve greater efficiency in technology so they can focus on building their membership base and increasing membership satisfaction. Through four business areas (information security, managed hosting, disaster recovery and telecommunications), we are committed to delivering thought leadership, resources and solutions for the purposes of:

Ongoing Operations was formed in 2005 as a business continuity CUSO by a group of credit union leaders determined to offer better disaster recovery solutions. The company quickly expanded as it acquired three companies: CU Recover (business continuity planning), Teneros (email replication) and Cloudworks (a highly secure and redundant cloud computing platform).

Today, Ongoing Operations, backed by over 20 CUs, is designed to be your IT department’s trusted partner. Our unique combination of tech skills and deep knowledge of credit unions gives you the freedom and peace of mind to focus on serving and growing your membership. From end-to-end, we’ll help you plan, implement and maintain a completely customized and secure IT solution that meets your CU’s specific needs and integrates into your existing infrastructure.

• aligning technology with business strategy;• maximizing IT investment; and• improving operational performance.

Kirk Drake, [email protected]

Founded: 2005Headquarters: Hagerstown, MDWeb: ongoingoperations.com

@Ogo_Cuso


BRONZESPONSOR

BRONZESPONSOR

www.gomarquis.com

www.redboard.com

With over 800 clients Marquis is the largest provider of data analytics software, services, and consulting to financial institutions in the world, providing scalable, results-driven marketing, sales and compliance solutions for over 30 years.

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BRONZESPONSOR

www.flowtrackeranalytics.com

FlowTracker Analytics, Inc. is a portfolio analytics platform that enables Banks and Credit Unions to:• Conduct Smarter Performance Management.• To improve the effectiveness of the selling and

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BRONZE SPONSOR

www.corelationinc.com

Based in San Diego, CA, Corelation is the provider of KeyStone—an innovative, member-centric, core processing solution for today’s credit unions. Using the latest technology and vast experience in the industry, KeyStone promotes unparalleled connectivity to best-fit solutions through the KeyBridge API empowering credit unions to offer superior customer service.

BRONZE SPONSOR

www.supportexp.com

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www.pureitcuso.com

Comprised of a team of experienced architects and consultants, Pure IT is a trusted partner that provides clear documentation and strategy roadmaps to better position credit unions to serve their members. We understand that investing in technology can appear to be counterintuitive, with cost-cutting and due diligence pressures put on the organization. However, our approach has proven to transform traditional IT Cost Centers into strategic enablers that are ready for change, growth, and sustainability. For more info contact us by email: [email protected]

BRONZE SPONSOR

BRONZE SPONSOR

www.trellance.com

We’re Trellance, a new company sprouted from years of payments experience to provide powerful new solutions to credit unions. Trellance was created to provide the structure and solutions to help credit unions not just compete, but thrive. We provide next-generation insights, resources, expertise and execution capabilities to credit unions. We’re talking about vibrant strategies to grow your community and attract new members, along with powerful tools to keep current members even more engaged. Trellance is here to support your growth.

www.connectfss.com

Connect is a CUSO providing advanced enterprise digital banking services, including account access, advanced payments, account opening, custom lending workflows, electronic document management, card controls and deep core system integration. Connect’s theming technology allows CUs to provide channel consistency and to differentiate their digital banking experience like never before.

SUPPORTINGSPONSOR

www.alkami.com

Plano, Texas-based Alkami Technology, Inc. provides online and mobile banking solutions for banks and credit unions. Its ORB Platform delivers security, flexibility, extensibility and a superior architecture for the future of digital banking. With its modern interface and intelligent content delivery system, the platform is the ultimate digital banking solution.

BRONZE SPONSOR

www.cusolaw.com

www.plantoastound.com

The Event Group Strives to Amaze and Plans to Astound by producing exceptional events and marketing materials. With 20 years of experience in working with large corporations, government agencies, start-ups, and academia, The Event Group understands accountability and the bottom-line.

CONFERENCE PRODUCER

The digital transformation of your lending operations begins with data intelligence. Lending Insights unlocks the power of your data to uncover opportunities, analyze your loan portfolio, meet regulatory requirements, and manage data like a scientist—all with easy-to-use dashboards. Let Lending Insights get you started on the road to next generation lending.

Experience the best of all worlds, where credit union insight meets transformative lending solutions.

Start the journey at

CUDIRECT.com/LendingInsights.

LOAN PORTFOLIO ANALYTICS

DATA INTELLIGENCE TODAY. READY FOR TOMORROW.

SUPPORTINGSPONSOR

Messick Lauer & Smith P.C. provides services to hundreds of credit unions and CUSOs nationwide and is known for its work with CUSOs, regulatory compliance, loan participations, vendor manage-ment, business lending, mortgage lending, gover-nance, mergers, and advocacy. The Firm enjoys a unique perspective of being at the cross-roads of credit unions, regulators, and private sector inno-vation that has enabled it to assist in the creation of collaborations that generate significant income and cost savings for credit unions.

SUPPORTINGSPONSOR

www.cu-2.com

Credit Union 2.0 combines digital strategies, marketing, communications, and technical know-how to help credit unions rise to their peak in the digital age. Founded by Kirk Drake in 2016, Credit Union 2.0 provides credit unions with the tools necessary to excite their members through digital coaching, content creation/strategies, and workshops.

Taxis.Bookstores. Credit Unions.

TOTAL INTEGRATION. EXPERT ANALYSIS. DATA HAS A NEW HOME WITH M360.

OnApproach is the only CUSO dedicated to credit union success through a collaborative analytics ecosystem. By providing a secure and frictionless data experience, OnApproach empowers credit unions to take full control of their own data and their own futures. We exist to serve the credit union movement with technology and expertise required for the digital transformation of the industry business model. In addition to the proven and patented OnApproach M360 Data Model, OnApproach’s CU Analytics Ecosystem consists of multiple elements that enable communities of users, data scientists, and application developers focused on analytics innovation. The CU App Store (CUAppStore.com), an online marketplace that allows credit unions to benefit from a wide array of reporting and analytics products and services. Additionally, OnApproach Caspian, a Big Data “Lake” combines large volumes of structured and unstructured data sources to enable such innovations as Near Daily Peer Benchmarking and In-Depth Predictive Analytics Capabilities.

Turn your data into meaningful analytics and insights before the next Uber or Amazon does.

Learn more at onapproach.com.

thank you 2018 sponsors! - axfi conference · 02 04 welcome letter + thank you 2018 sponsors 2018...

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