2nd Annual CUNA Councils CIO/COO Forum

May 31- June 1, 2017 in New Orleans, LA.  Register Now

The CUNA CIO/COO Forum will bring credit union senior technology and operations executives together to share best practices and discuss relevant industry challenges and opportunities.  Find out what your peers are talking about in an open forum environment driven by attendee input.

Forum Rates:  CUNA Members - FREE  /  Non-CUNA Members - $1,195

Register Now

Forum Agenda

Download Agenda Downloadable Agenda
 

Day One:

Wednesday, May 31, 2017

(Combined CIO/COO Forum Day)
1:00-2:00 pm
Bayside B & C
Leadership: The Royal Way

Richard Lett [bio], CEO at LeClair Group, St. Paul, MN
Drawing on his experience leading Royalty Protection Operations, major national events, solo Trans – Atlantic sailing and as CEO of a national insurance brokerage; Richard shares thoughts on risk management, responsibility, decision making and being prepared for all eventualities. Richard’s lessons, whilst important, include humor and a view of the world from someone who has been on the inside of world events for many years”.
 
2:00-2:30 pm Open Discussion: Leadership Challenges in your CU
2:30-2:45 pm
Bayside Foyer
Networking Break
2:45-4:30 pm
Bayside B & C
Intersection of Fraud and Cyber Security

Moderators: Heather Lally and Bill Podborny, Alliant CU
A strong cyber security program is essential to fraud prevention since so much fraud is initiated through cyber security attacks. In an evolving digital landscape, it’s imperative that the cyber security and fraud teams work hand-in-hand.  How can we better partner to focus on prevention as opposed to recovery?  What trends are you seeing in cyber security and traditional fraud?  Answer these questions and more in this cross-functional session between CIOs and COOs.

5:00-6:30 pm
Roux Bistro
Reception

Network with your fellow CIOs/COOs

Day Two:

Thursday, June 1, 2017

8:00-8:30 pm
Bayside A
Networking Breakfast
 
8:30-8:45 am
Bayside C
Technology Welcome and Introduction

Guy Russo, CUNA Technology Council Chair
8:45-9:30 am
Bayside C
How AI Can Change the Conversation with Your Members

Stessa Cohen
[bio], Research Director at Gartner, Inc.
Digital Assistants / Chatbots, Mobile Banking, Digital Banking
9:30-10:00 am
Bayside C
Moderated Round Table Topics
  • Mobile Banking
8:30-10:00 am
Bayside B
Operations, Sales & Service Welcome and Introduction

Greg Inman, CUNA Operations, Sales & Service Council Chair

Round Table Discussion:
Managing Priorities–It's Time to Stop Drinking Out of a Fire Hydrant

10:00-10:15 am
Bayside Foyer
Networking Break
10:15-Noon
Bayside C
Moderated Round Table Topics

Moderators: Stessa Cohen
[bio], and Cindy Keely [bio], Gartner, Inc.

Topics to include:

  • Big Data/Analytics
  • Cloud Computing
  • Digital Assistants
  • Latest Trends
10:15-Noon
Bayside B
Round Table Discussion

Driving Organizational Change – Letting Go of the Elephant in the Room
Noon-1:00 pm
Bayside A
Networking Lunch
1:00-2:45 pm
Bayside C
Moderated Round Table Topics

Moderators: Stessa Cohen [bio], and Cindy Keely [bio], Gartner, Inc.

Topics to include:

  • IT Risk Management
  • DevOps & Data Center
  • Block Chain/CULedger
  • Current IT Challenges
2:45-3:00 pm
Bayside C
 
Thank You and Parting Words

Guy Russo, CUNA Technology Council Chair

Conclusion and Attendee Requests for Follow-up

1:00-2:45 pm
Bayside B
Round Table Discussion

Delivering Exceptional Member Experience – Close Encounters
2:45-3:00 pm
Bayside B
 
Thank You and Parting Words

Greg Inman, CUNA Operations, Sales & Service Council Chair


Conclusion and Attendee Requests for Follow-up

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.


Leadership: The Royal Way

Drawing on his experience leading Royalty Protection Operations, major national events, solo Trans – Atlantic sailing and as CEO of a national insurance brokerage; Richard shares thoughts on risk management, responsibility, decision making and being prepared for all eventualities. Richard’s lessons, whilst important, include humor and a view of the world from someone who has been on the inside of world events for many years”.

Richard Lett, CEO at LeClair Group, St. Paul, MN

Richard LettRichard led the protection of senior members of the British Royal Family and coordinated protection operations at major State and International Events; highlights include the Weddings of Prince Charles & Camilla in 2005, Prince William & Katherine in 2011; the 200 Year Commemoration of the Battle of Trafalgar in 2005; and the Queen’s Jubilee Celebrations in 2002 and in 2012.

Richard has always been committed to sports, training and youth projects. He has taken several years out of his police career to work as Team Leader for ‘Drive for Youth’, an ex-offender, drug rehabilitation back-to-work program; as well as Raleigh International, a UK ‘Youth Gap Year’ Charity joining expeditions in Zimbabwe, Chile and Belize. In 1991 Richard won the British Sub Aqua Club’s ‘Wilkinson Sword’ for achievements as an Advanced Diving Instructor. In 1995 BBC produced a documentary titled 999 International Rescue highlighting Richard’s role in the rescue of three men, one a US citizen, off the coast of Belize. In 2001 Richard became a Royal Yachting Association Yacht Master Offshore Instructor. In 2012 Richard commanded the VIP protection operation in Central London for the London Olympic and Paralympic Games.

After 30 years with the Scotland Yard’s Royalty Protection Department, Richard retired following the 2012 London Olympic Closing Ceremony to be with his wife Margaret, who was born and raised in Minnesota. Immediately after their wedding, Richard sailed independently across the Atlantic Ocean in his 32-foot yacht called ‘Pathways to Children’ from Plymouth, England to Newport, Rhode Island in the Trans-Atlantic yacht race. Richard is currently preparing to enter the next Trans-Atlantic yacht race and raise money on behalf of Gillette Children’s Hospital.

Queen Elizabeth II made Richard a Member of the Royal Victorian Order in the 2013 British New Year’s Honors Awards for his loyal service to the UK and the Royal Family. He lives in Minnesota, where he is CEO of LeClair Group, a national individual and group health insurance brokerage. Richard is an Ambassador for Pathways to Children and a Member Advocate for the Minnesota Benefits Association (MBA), a non-profit representing the MN public sector.

Richard is on LinkedIn and can be contacted by email at Richard.Lett@LeClairGroup.com.


How AI Can Change the Conversation with Your Members

Topic discussion includes: Digital Assistants / Chatbots, Mobile Banking, Digital Banking.

Stessa Cohen, Research Director at Gartner, Inc., Stamford, CT

Stessa CohenStessa Cohen is a Research Director in Gartner, where she is part of the Banking Industry Service Global Research team. Ms. Cohen's areas of expertise are in delivering the digital bank experience and related digital banking technologies and trends, use of social capabilities, multichannel integration, mobile imaging for banks, mobile banking and mobile financial services, and online banking. She also has extensive expertise in deposit capture and processing, paper-based payments and transaction processing. She has a background in technology analysis, IT outsourcing and management, back-office process and workflow analysis, information design, and software development. 17 years in total with Gartner, 29 years in IT industry.


Moderated Roundtable Topics

Topic discussion includes: IT Risk Management, DevOps & Data Center, Block Chain/CULedger, Current IT Challenges, Big Data/Analytics, Cloud Computing, Digital Assistants, Latest Trends

Cindy Keely, Gartner Executive Programs, Executive Partner at Gartner, Inc., Stamford, CT

Cindy KeelyCindy Keely is an Executive Partner based in the Conshohocken, Pennsylvania, office and serves clients in Pennsylvania and New Jersey. With 22 years IT experience and 7 years at Gartner - today Cindy works closely with numerous credit unions helping their CIOs achieve success.

Before joining Gartner, Ms. Keely worked for 15 years in IT systems analysis, project management, network management and consulting in state and local government. Most recently, Ms. Keely worked on special projects for the state's CIO. She was instrumental in establishing enterprise architecture standards and in leading teams in the selection and procurement of all classes of technology. Besides creating the state's Microsoft technology adoption road map, she served as the lead technical resource for IT hardware contracts. In 2009, Ms. Keely led cost-saving initiatives resulting in $13.5 million of hard-dollar savings on IT software contracts.