4th Annual CUNA Technology Council CIO /
Operations & Member Experience Council COO Forum

June 12 – 13, 2019 | Hilton Austin Convention Center | Austin, TX

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

Agenda:

Downloadable Agenda


Forum Facilitators: Chris Saneda and Heather Lally

Day One:

Wednesday, June 12, 2019

1:00–1:15 p.m.
Governor's
Ballroom A&B
4th Fl

Combined CIO/COO
Welcome and Introduction to CUNA Councils

Chris Saneda, CUNA Technology Council Chair
Heather Lally, CUNA Operations & Member Experience Council Chair
1:15–2:15 p.m.
Governor's
Ballroom A&B
4th Fl

Combined CIO/COO

 
Transform Your Credit Union Using Agile

Andy Schuman [bio], Director, Transformation, CUNA Mutual Group, Madison, WI
Sidd Kuckreja [bio], Director, Information Technology, CUNA Mutual Group, Madison, WI

How can you transform your credit union to meet the increasing digital demands of your members? An important aspect is to embrace an Agile mindset to transform your culture, processes and technologies to go-to-market quicker than ever before. Hear about CUNA Mutual Group’s journey using Agile to transform its business. Andy and Sidd will share key learnings, benefits and the value of Agile and focus areas for continued improvement. They will share their recommendations and best practices for credit unions that will help you embark on, or enhance, your own Agile journey.

Q&A (last 15 minutes)

2:15–2:30 p.m. Networking Break
2:30–3:30 p.m.
Governor's
Ballroom A&B
4th Fl

Combined CIO/COO

 
Agile in Your Credit Union - Panel

Samantha Amburgey [bio], Michigan State University FCU, East Lansing, MI
Christopher Kearney [bio], CIO, TruWest Credit Union, Tempe, AZ
Alan Pitcher [bio], VP-Information Technology, Alliant Credit Union, Chicago, IL
 

Moderators: Andy Schuman, Director, Transformation and Sidd Kuckreja, Director, Information Technology, CUNA Mutual Group, Madison, WI

Hear from a panel of credit union technology leaders about their Agile journey and how they have helped their credit unions navigate the demand for new technology and faster delivery.

3:30–3:45 p.m. Networking Break
3:45–4:45 p.m.
Governor's
Ballroom A&B
4th Fl

Combined CIO/COO

 
Roundtable topics that effect both Technology and Operations:
  • Service Management – Evolving Automation and Self-Service

Moderator: Murali Krishnan, SVP/Chief Information Officer, LGE Community Credit Union, Marietta, GA

Discussion: As we evolve branch delivery experience with self-service technology, how will it impact the overall member experience?

  • BI & AI

Moderators: Tammy Fleiger, VP Operations, STCU, Liberty Lake, WA
Buddy Bennett, VP Operations, Cyprus FCU

Discuss with your peers how business intelligence and artificial intelligence is being used to improve credit union performance and provide a better member experience.

  • Cross Functional teams through Technology and Operations

Moderator: Jennifer Kimmell, VP Strategy Management, TruWest Credit Union, Tempe, AZ

Discuss leveraging technology to create and support collaboration through cross functional teams within the credit union.

5:00–6:30 p.m.
The Reverbery Lower Lobby
Reception

Network with your fellow CIOs/COOs

Day Two:

Thursday, June 13, 2019

8:00–8:30 a.m.
Room 408 - 4th Fl
Networking Breakfast
8:30–9:30 a.m.
Room 416AB
4th Fl

Combined CIO/COO

 
Digital Transformation

Jennifer Addabbo [bio], Founder, Partner, CU Engage, St. Petersburg, FL

Does Digital Transformation scare you? What is Digital Transformation? What is the Industry response to Digital? In this presentation, CU Engage will discuss Digital Transformation, and the five digital myths that are plaguing credit union’s today. During this session, areas to focus on during your Digital Transformation journey and common questions asked will be shared. We will discuss how digital disruption is affecting financial institutions today and things they should consider when planning their Digital Transformation Strategy.

  • Your road to your Digital Strategy
  • The journey to Digital Transformation
  • The importance of a Digital Strategy Plan

Q&A (last 15 minutes)

9:30–9:45 a.m. Networking Break
9:45 a.m.–12:00 p.m.
Room 410 - 4th Fl

CIO



 
Technology Council Roundtable Discussion Topics:
  • Fintech Partnerships
  • IT Audits and Risk Assessments
  • Payments
  • AI and Machine Learning
  • Analytics and Business Intelligence
  • Cybersecurity
9:45 a.m.–12:00 p.m.
Room 412 - 4th Fl

COO


 
Operations & Member Experience Council Roundtable Discussion Topics:
  • Leadership Development and Mentoring
  • Coaching & Accountability
  • Branching Strategies
  • Attracting Experts to Become Part of Your Staff
  • Process Automation
12:00–1:00 p.m.
Room 408 - 4th Fl
Networking Lunch
1:00–2:45 p.m.
Room 410 - 4th Fl

CIO

 
Technology Council Moderated Roundtable Discussion: What Keeps You Up at Night?

(Prior to the meeting attendees will be surveyed for desired discussion topics.)
2:45–3:00 p.m.
Room 410 - 4th Fl

CIO

 
Thank You and Parting Words

Chris Saneda, CUNA Technology Council Chair


Conclusion and Attendee Requests for Follow-up
1:00–2:45 p.m.
Room 412 - 4th Fl

COO

 
Operations & Member Experience Council Moderated Roundtable Discussion: What Keeps You Up at Night?

(Prior to the meeting attendees will be surveyed for desired discussion topics.)
2:45–3:00 p.m.
Room 412 - 4th Fl

COO

 
Thank You and Parting Words

Heather Lally, CUNA Operations & Member Experience 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.


Session Title: Transform Your Credit Union Using Agile

Andy Schuman, Director, Transformation, CUNA Mutual Group, Madison, WI

Andy SchumanAndy is a Certified ScrumMaster® and SAFe® Agilist with over 20 years leading strategic business and technology initiatives. He is responsible for the implementation of agile best practices across the Business Transformation Program using the Scrum methodology. Andy serves as the program manager, managing teams on agile best practices, directly managing the Scrum Masters, driving continuous improvement with an ongoing focus on customer and business value, and architecting teams that are empowered and accountable in delivering results.

Andy joined CUNA Mutual Group in 2011 as an IT Strategy Program Manager where he worked with the IT Leadership Team to develop and refresh a 3-year IT Strategy Roadmap. In that role, he also provided ongoing oversight and direction to the IT strategy project teams. Andy also served as a Senior Sourcing and Vendor Manager where he managed 30+ sourcing and contracting efforts and managed key IT global partnerships to optimize value and ensure strategic alignment. Prior to joining CUNA Mutual Group, Andy worked in consulting with Baker Tilly Virchow Krause, LLC. (2003 – 2011) and held multiple roles with International Business Machines (1996 – 2003) 


Session Title: Transform Your Credit Union Using Agile

Sidd Kuckreja, Director, Information Technology, CUNA Mutual Group, Madison, WI

Sidd KuckrejaSidd is responsible for the implementation of innovative technology solutions using agile best practices across the Business Transformation Program. More specifically, his responsibilities include serving as the overall technology leader, delivering and implementing solutions across all initiatives and the Lending portfolio, directly managing the Tech Leads, driving continuous technology improvement with an ongoing focus on customer and business value.

Sidd joined CUNA Mutual Group in 2010 as a Business Systems Consultant where he worked to build solutions such as TruStage, Private Student Loan, Digital Services Platform. He also led Enterprise Architecture where he was responsible for all facets of architecture across the organization. Sidd was then recruited to help CUNA Mutual Group’s internal startup, AdvantEdge Analytics.

Prior to joining CUNA Mutual Group, he worked in consulting with Compuware Corporation and Home Security of America. Sidd held multiple roles from solution design to architecture in the delivery of enterprise-wide business solutions with a balanced focus on people, process, data, and technology. 

Sidd holds a Bachelor of Electronics/Telecommunications from the College of Engineering – Pune. He is ITIL v3 certified and has completed Professional Scrum Foundations course.   


Session Title: Agile in Your Credit Union - Panel

Samantha Amburgey, CIO, Michigan State University FCU, East Lansing, MI

Samantha AmburgeySamantha has been with MSUFCU since July 2004 and previously served as the eServices Manager, Vice President of eCommerce and eServices, and Senior Vice President of Remote Services prior to her current role. As CIO, Samantha is a leader in moving MSUFCU forward with advancing and executing the Credit Union’s key strategic initiatives through technology. She oversees the Credit Union’s technology network, infrastructure, support, member-facing and employee-facing programming development, and information security teams and strategies. Samantha received a Bachelor of Arts degree in Sociology from University of Nevada, Las Vegas and is currently pursuing a Master of Business Administration from Central Michigan University.


Session Title: Agile in Your Credit Union - Panel

Christopher Kearney, CIO, TruWest Credit Union, Tempe, AZ

Chris KearneyChris has over 20 years of financial services and technology industry experience. He currently is responsible for leading Technology, Strategy Management and Facilities. Chris has been involved in the credit union industry for over 15 years, developing and using his passion to lead organizations through change while bridging the gap between business and technology.
Chris holds Bachelor of Science and Master of Business Administration degrees from Arizona State University.


Session Title: Agile in Your Credit Union - Panel

Alan Pitcher, VP-Information Technology, Alliant Credit Union, Chicago, IL  

Alan PitcherAlan has previously help positions from Calgary Canada, BSc. Computer Information Systems, Career Technologist, 11 years in the Oil & Gas Industry (Calgary/Houston) as a Systems Programmer, Architect and GM of US Computer Services.  In 2000, he joined Tribune Interactive in Chicago focusing on digital news products such as chicagotribune.com & latimes.com. Then Alan joined Alliant in 2011 growing the Technology team from 34 to 120 individuals. His major focus area at Alliant has been agile digital product development.


Session Title: Digital Transformation

Jennifer Addabbo, Founder, Partner, CU Engage, St Petersburg, FL

Jennifer AddabboJennifer has worked in financial services for over 16 years. She spent several years working at FIS helping financial institutions create strategies for their digital channels. After leaving FIS, she worked as Vice President, Credit Union Experience for PSCU working with credit unions as they selected their partners for credit, debit, online banking, mobile and bill pay with a focus on the member experience.

Jennifer graduated from James Madison University with a focus in design and communication.