Close

18th Annual CUNA Technology Council Conference

2013 Loews Hollywood Hotel | Hollywood, CA | September 22-25

Agenda

Time
Session
 
10:00 a.m. - 7:30 p.m.

Conference Registration Open

Refreshements sponsored by MoneyGram and CUNA Strategic Services

12 Noon - 3:00 p.m.

Transforming the Branch Experience

Brian Porter, Solutions Executive-Consumer Transaction Services, Diebold, Canton, OH

Sponsored by Ongoing Operations and CUNA Strategic Services

Conference attendees will not want to miss this year’s pre-conference work-shop.  We will  share with the audience a comprehensive examination of the branch transformation process that is underway and gaining momentum. How do members really want to interact with their financial institution?  What trends are shaping an defining the branch of the future?  You will be able to answer the question, “does the Apple Store mentality really work for everyone?”.   How does a credit union strategically go about answering these questions? 

We will be discussing the technological impact of branch transformation as it affects branch design, layout and size and how gaining operation efficiency will be critical for credit union’s success.  How does mobility and mobile devices fit into this puzzle and how can it be leveraged to our advantage?  Also the skills required for employees of the future will be examined and we will explore the differences of universal positions versus specialists positions and the pros and cons of each.

This is a collaborative workshop so the exchange of ideas is highly encouraged and welcomed. 

This session is for all credit union leaders from all asset sizes and conference attendees who want and need to gain an edge on these game changing ideas.  You will certainly benefit by making this your first stop of your conference experience.

3:15 - 4:00 p.m.

FIRST TIME ATTENDEE ORIENTATION

We invite all conference first-time attendees to join us at this event. Meet the Technology Council executive committee and find out what our conference is all about.

4:15 – 4:30 p.m.

WELCOME AND OPENING REMARKS

Sue Douglas, Chief Operations Officer, State ECU and Chair, CUNA Operations, Sales & Service Council

Heather Moshier, EVP Information Technology, San Diego County CU and Chair, CUNA Technology Council

4:30 – 5:30 p.m.

Being Decisive

KEYNOTE ADDRESS

Chip Heath, NY Times bestselling Author and professor at Stanford Graduate School of Business

Sponsored by Harland Clarke and CUNA Strategic Services

Research in psychology has revealed that our decisions are disrupted by an array of biases and irrationalities: We’re overconfident. We seek out information that supports us and downplay information that doesn’t. We get distracted by short-term emotions. When it comes to making choices, it seems, our brains are flawed instruments. Unfortunately, merely being aware of these shortcomings doesn’t fix the problem, any more than knowing that we are near sighted helps us to see. The real question is: How can we do better?

In this session, Heath will introduce a four-step process designed to counteract these biases—a process based on an exhaustive study of the decision making literature. Along the way, Heath will share an array of fascinating stories, from a rock star’s ingenious decision-making trick to a CEO’s career-ending acquisition to a single question that can often resolve thorny personal decisions.

Heath will share the answers to critical questions like these: How can we stop the cycle of agonizing over our decisions? How can we make group decisions without destructive politics? And how can we ensure that we don’t overlook precious opportunities to change our course?

Audience members will walk away with fresh strategies and practical tools enabling them to make better choices. Because the right decision, at the right moment, can make all the difference.

5:30 - 7:30 p.m.

WELCOME RECEPTION

Meet your Sponsors

Sponsored by TracFone Wireless

Open to all attendees.

Time
Session
 
7:30 a.m. – 7:30 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Display
Internet Café - Sponsored by Harland Financial Solutions, Vantiv, and Xpress Data, Inc.

 

7:00 – 8:00 a.m.

BREAKFAST

Visit with Sponsors

Sponsored by Palmetto Cooperative Services LLC

8:00 – 9:00 a.m.

SPEED ROUND 1

Join us for six fast paced presentations from top technology companies.

9:00 – 9:15 a.m.

PASS TIME TO BREAKOUTS

9:15 - 10:15 a.m.

Conforming the Diametrically Opposed: Security and Productivity

Andrew Jaquith, CTO, SilverSky, Boston, MA

Sponsored by Adapt Telephony Services

For many credit unions, effort spent on compliance crowds out security considerations. Financial regulations and audit standards were created with large financial institutions in mind, but often leave security out in the cold. Credit unions serving a small member base struggle to satisfy all audit criteria with only a few IT staff on board. Security and productivity are usually completely opposed; most organizations think about what needs to be done with respect to security first, leaving productivity impact as a secondary consideration. All too often, little thought is put into how they might reinforce each other. In this session, SilverSky CTO Andrew Jaquith will present how a little creative thinking can yield great ideas on how to improve productivity while keeping employees secure.

9:15 - 10:15 a.m.

How We Solved the Disaster Recovery Debate

Rich Griesser, VP Information Technology, Hughes FCU, Tucson, AZ

Sponsored by Hyland Software

Disaster Recovery of key critical infrastructure and services is a forgone conclusion in today’s electronic service delivery model. As a newly minted VP of IT, it was one of the first charges assigned to me by the President. The first question that came to mind for me after 15+ years in the consulting world was, “How important is it to our mission of member service that we provide consistent and near real-time access for our members and how long can we afford to be offline”?

To meet the expectations of our senior leadership and the board of directors, it was critical for us to build out a DR site that allowed us to switch over all of our key operations and processes in hours not days.

Our approach to this puzzle was to build out a DR site that was as close to a real-time production environment as possible, including secondary connections to all key vendors, as well as redundant security systems and infrastructure backbone.

9:15 - 10:15 a.m.

Managing Mobility in the BYOD Era: New Technology Requires New Thinking

Clint Adams, Product Manager, MAAS360-Fiberlink, Blue Bell, PA

Sponsored by ShoreTel

Gartner recently indicated that half of all businesses in the US will demand that employees participate in BYOD programs in the very near future.  Mobile devices have blurred and practically removed the lines between personal and business use, as well as corporate and cloud resources.  Providing access to company data on devices you do not own requires new thinking and flexible approaches that balance the user experience, data security and employee privacy.  Regulations and compliance requirements are also making the mobile phenomenon challenging for credit unions, as existing rules need to be adapted to the unique capabilities that these personal devices enable.  We’ll discuss different situations and what management, IT and Security need to learn to adapt to this new paradigm.

10:15 – 11:00 a.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by Business Data, Inc.

11:00 - 11:15 a.m.

PASS TIME TO SESSIONS

11:15 a.m. – 12:15 p.m

Conforming the Diametrically Opposed: Security and Productivity

Andrew Jaquith, CTO, SilverSky, Boston, MA

Sponsored by MShift, Inc.

For many credit unions, effort spent on compliance crowds out security considerations. Financial regulations and audit standards were created with large financial institutions in mind, but often leave security out in the cold. Credit unions serving a small member base struggle to satisfy all audit criteria with only a few IT staff on board. Security and productivity are usually completely opposed; most organizations think about what needs to be done with respect to security first, leaving productivity impact as a secondary consideration. All too often, little thought is put into how they might reinforce each other. In this session, SilverSky CTO Andrew Jaquith will present how a little creative thinking can yield great ideas on how to improve productivity while keeping employees secure.

11:15 a.m. – 12:15 p.m

How We Solved the Disaster Recovery Debate

Rich Griesser, VP Information Technology, Hughes FCU, Tucson, AZ

Sponsored by CoNetrix

Disaster Recovery of key critical infrastructure and services is a forgone conclusion in today’s electronic service delivery model. As a newly minted VP of IT, it was one of the first charges assigned to me by the President. The first question that came to mind for me after 15+ years in the consulting world was, “How important is it to our mission of member service that we provide consistent and near real-time access for our members and how long can we afford to be offline”?

To meet the expectations of our senior leadership and the board of directors, it was critical for us to build out a DR site that allowed us to switch over all of our key operations and processes in hours not days.

Our approach to this puzzle was to build out a DR site that was as close to a real-time production environment as possible, including secondary connections to all key vendors, as well as redundant security systems and infrastructure backbone.

11:15 a.m. – 12:15 p.m

Managing Mobility in the BYOD Era: New Technology Requires New Thinking

Clint Adams, Product Manager, MAAS360-Fiberlink, Blue Bell, PA

Sponsored by National Purchasing Partners

Gartner recently indicated that half of all businesses in the US will demand that employees participate in BYOD programs in the very near future.  Mobile devices have blurred and practically removed the lines between personal and business use, as well as corporate and cloud resources.  Providing access to company data on devices you do not own requires new thinking and flexible approaches that balance the user experience, data security and employee privacy.  Regulations and compliance requirements are also making the mobile phenomenon challenging for credit unions, as existing rules need to be adapted to the unique capabilities that these personal devices enable.  We’ll discuss different situations and what management, IT and Security need to learn to adapt to this new paradigm.

12:15 – 1:30 p.m.

MEMBERSHIP LUNCH

(open to all CTC attendees and sponsors)

Sponsored by Cherwell Software

1:30 – 1:45 p.m.

PASS TIME TO SESSIONS

1:45 – 2:45 p.m.

SPEED ROUND 2

Join us for six fast paced presentations from top technology companies.

2:45 – 3:30 p.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by SilverSky and CUNA Strategic Services

3:30 – 4:30 p.m.

CUFX Update - Panel Discussion

Jeff Johnson, SVP IT, Baxter CU, Vernon Hills, IL
Leonard Shackelford, CUFX Enthusiast, Woodstock, GA
Manus Hand, Application Architect, Open Technology Solutions, Denver, CO
Trey Kelso, VP Business Solutions/Development, Virginia CU, Richmond, VA
Brian Lalonde, Sr. Web Software Engineer, STCU, Spokane, WA
Tim Tibbals, Enterprise Architecture Director, Baxter CU, Vernon Hills, IL
Moderator: Brian Bodell, CEO, Finivation Software, New York, NY

Experts from leading credit unions and top vendors are collaborating on CUFX, an initiative of the CUNA Technology Council, to develop standards that would make product and service integration across the credit union industry easier and less expensive.

For credit unions to grow, provide the best member experience across all channels, and remain competitive in the marketplace, they must continually improve their technical infrastructure.

IT impact and ROI are hampered by the lackof asingle integration standard. Credit unions spend millions of dollars independently integrating similar solutions. Even the same vendors providing the same business process have highly custom integrations at each credit union.

CUFX (Credit Union Financial Exchange) Service Framework is a standards initiative to:

  • Simplify integration and reduce initial and ongoing costs of independent vendor-provided and credit union-created offerings
  • Increase speed of delivery of new business functions across the credit union industry
  • Improve member experience and employee efficiency
  • Free vendors from repetitive,time-consuming, low-impact customization, so they can focus their efforts on application innovation

Join us at this panel session to hear about all of the strides made with CUFX during the past year.

5:30 - 7:30 p.m.

SOCIAL/NETWORKING EVENT

Sponsored by Symitar

Join us at our social/networking event – Hollywood style! You will enjoy beverages and appetizers and who knows, you may meet a star or two! 

Time
Session
 
7:00 a.m. - 6:00 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Displays
Internet Café - Sponsored by Harland Financial Solutions , Vantiv and Xpress Data, Inc.

7:00 - 8:00 a.m.

BREAKFAST

Visit with Sponsors

Sponsored by DocuSign, Inc.

8:00 – 8:15 a.m.

MORNING ANNOUNCEMENTS

8:15 - 9:15 a.m.

Industry Update

Diana Dysktra, President/CEO, CA/NV CU League, Ontario, CA

Sponsored by CUNA Mutual Group

Diana Dykstra will share her unique perspective on the industry and regulatory environment.  She’s seen it from all sides—as a lending professional, a credit union CEO, and now as President/CEO of the California/Nevada Credit Union Leagues.  Be prepared to engage in a dialogue about what is (and isn’t) happening in the credit union movement and the good, bad, and ugly of the current regulatory environment.

9:15 – 9:30 a.m.

PASS TIME TO SESSIONS

9:30 – 10:45 a.m.

SPEED ROUND 3

Join us for six fast paced presentations from top technology companies. You will also get to cast your vote for the best of show during this last and final Speed Round session.

10:45 – 11:15 a.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by FMSI

11:15 – 11:30 a.m.

PASS TIME TO SESSIONS

11:30 a.m. – 12:30 p.m.

Responding to the Top Security Challenges Facing Credit Unions Today

Chris Gates, Partner/Principal Security Consultant, Lares Consulting, Denver, CO

Sponsored by Diebold, Inc. and CUNA Strategic Services

Regulations, compliance, audits, fraud, projects, vendor management, DDoS and the list is endless. Where do we start? This session discusses how to stay on top of current threats while staying sane and protecting your credit unions assets.  Come learn how you can maximize your resources and efforts that will provide a greater overall security posture and peace of mind.

11:30 a.m. – 12:30 p.m.

Online, Mobile, and ACH Anomaly Detection, FFIEC Guideline Requirements and More!

Eric LaBadie, VP of Sales & Services, Guardian Analytics, Mountain View, CA
Fred Shuherk, Web Services Manager, Star One CU, Sunnyvale, CA

Sponsored by BIT Statement Processing

Star One Credit Union and Guardian Analytics will co-present what   is; how it identifies  activity, compromised accounts, and fraudulent transactions; how to implement and operationalize anomaly detection, and real world examples illustrating Star and fraud prevention success.

11:30 a.m. – 12:30 p.m.

The Future of Mobile Payments

Christopher Boone, President/CEO Cimbal, Inc., Los Altos, CA

Sponsored by Wescom Resources Group

This session provides an objective overview of the mobile payments market, including why so many companies are seeking opportunities in this space, the competing technologies in mobile payment, the market participants, adoption challenges, how to make money in mobile payment, and what is needed for a solution to win.

12:30 – 1:45 p.m

NETWORKING LUNCH

Sponsored by PSCU

1:45 – 2:00 p.m.

PASS TIME TO SESSIONS

2:00 – 3:00 p.m.

Responding to the Top Security Challenges Facing Credit Unions Today

Chris Gates, Partner/Principal Security Consultant, Lares Consulting, Denver, CO

Sponsored by OneID Identity Services and CUNA Strategic Services  

Regulations, compliance, audits, fraud, projects, vendor management, DDoS and the list is endless. Where do we start? This session discusses how to stay on top of current threats while staying sane and protecting your credit unions assets.  Come learn how you can maximize your resources and efforts that will provide a greater overall security posture and peace of mind.

2:00 – 3:00 p.m.

Online, Mobile, and ACH Anomaly Detection, FFIEC Guideline Requirements and More!

Sponsored by NXP Semiconductors

Eric LaBadie, VP of Sales & Services, Guardian Analytics, Mountain View, CA
Fred Shuherk, Web Services Manager, Star One CU, Sunnyvale, CA

Star One Credit Union and Guardian Analytics will co-present what is; how it identifies  activity, compromised accounts, and fraudulent transactions; how to implement and operationalize anomaly detection, and real world examples illustrating Star   and fraud prevention success.

2:00 – 3:00 p.m.

Best Practices for Building an Enterprise-Wide Electronic Delivery Channel Strategy

Tim Daley, Senior Consultant, Cornerstone Advisors, Scottsdale, AZ

This session will provide practical tools and tactics for Credit Unions to use when creating their Electronic Delivery Strategy. Areas covered will include; reporting and benchmarks, internal application assessments, competitive market analyses, channel staffing and management, industry trend monitoring; and building a channel investment roadmap.

Sponsored by InfoImage, Inc.

3:00 – 3:45 p.m.

NETWORKING BREAK

Sponsor Drawings

Sponsored by Verafin and CUNA Strategic Services

3:45 – 4:00 p.m.

PASS TIME TO SESSIONS

4:00 - 5:00 p.m.

Business Intelligence and Data Warehousing – Go or No Go?

Glenn Carney, VP Technical Services, CommunityAmerica CU, Lenexa, KS
Lindsey Myhre, Accounting/Finance Director, STCU, Liberty Lake, WA
Tim Tibbals, Director of Application Development, Baxter CU, Vernon Hills, IL
Kyle Welsh, VP Technical Services, BECU, Tukwilla, WA

Moderator: Michael Norton, IS Manager, STCU, Spokane, WA

Sponsored by Buzz Points, a fisoc, Inc. Company and CUNA Strategic Services

Business Intelligence is today touted by most technical and trade publications.  What does it take to produce meaningful reports and insights into your members?  Is it as easy as the vendor demonstrations purport it to be? Come hear from a panel group of credit unions that collectively have over 40 years of data warehouse experience among them.  Learn from their collective experiences as to the pros and cons, realities and myths, benefits and costs of embarking on the quest of turning all of your transaction data into insightful member information. 

4:00 - 5:00 p.m.

DDoS: Lessons Learned

Bill Podborny, Chief IS Officer, Alliant CU, Chicago, IL

Sponsored by Guardian Analytics

What is a Denial of Service (DDos) attack? Why should my credit union care? Learn about the security threat by al-Qassam and how it felt to have your credit union listed as a potential target. How did that credit union prepare for the attack? Benefit from their research and findings and decide what your DDos strategy should be?

4:00 - 5:00 p.m.

How Credit Unions are Taking Advantage of the Cloud

Randy Romes, Principal, Information Security, CliftonLarsonAllen, Minneapolis, MN

Sponsored by Evault, A Seagate Company

Whether you realize it or not, your credit union is probably already using “Cloud-based services”.  This session will explore the advantages and pit-falls of common cloud based solutions.  We will present case studies from real world scenarios in order to “learn from the pain of others” so we don’t have to repeat the same mistakes.  Participants will leave with clear strategies to better address the operational and compliance challenges associated with cloud solutions.

5:00 – 6:00 p.m.

NETWORKING RECEPTION

Visit with Sponsors

Sponsored by OnApproach

Time
Session
 
8:00 – 11:00 a.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Display
Internet Café - Sponsored by Harland Financial Solutions , Vantiv and Xpress Data, Inc.

8:00 – 8:30 a.m.
8:30 – 9:30 a.m.

Fraud Prevention in Today’s World

Randy Romes, Principal, Information Security, CliftonLarsonAllen, Minneapolis, MN

Sponsored by SMA Solutions

Fraudsters are constantly evolving.  Industry breach analysis reports point to a continued upswing in hacking activity from both organized crime, AND foreign nation states.  As our defensive measures improve attackers change tactics to evade them.  In this session we will use statistics from global information security studies combined with our first-hand experience with risk assessment, network penetration assessments, and incident handling and hacker forensic investigations to provide attendees with up to the minute attack trend information as well as practical advice to improve the information security posture.  Participants will leave the session with clear strategies to prevent and mitigate risks posed by hackers, fraudsters, and modern malware attacks.

9:30 – 9:45 a.m

BREAK

9:45 – 10:45 a.m.

The O’Shea Report: Change 180°

Sponsored by Alkami Technology

The world is changing...fast. Fast enough that by next week, the iPad will be thought of as Amish furniture. It's time to laugh about it. Change 180° takes you on a hilarious journey through the ups and downs of dealing with change. Through motivational humor, The O'Sheas help audiences snuggle up to change, stomp on suspicion, and open their minds to progress. The O'Shea Report: Change 180° will help your audience laugh as they examine:

-How to change the "soap opera" of the office by changing your perspective
-From Leave It To Beaver to texting--the evolution of communication
-How workplace personalities the conserver, the pragmatist, and the originator deal with change
-The value of staying current, being flexible, and creating a supportive environment

Packed with humor and insightful tips, this keynote is ideal for organizations looking for a lighthearted way to deal with the heavy topic of change.

10:45 – 11:00 a.m.

CLOSING REMARKS