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19th Annual CUNA Technology Council Conference

2014 Mandalay Bay Resort & Casino | Las Vegas, NV | September 21-24

Agenda

Time
Session
 
10:00 a.m. – 7:30 p.m.

CONFERENCE REGISTRATION

Noon – 3:00 p.m.

Folding Time™: Achieve Twice As Much in Half the Time

Neen James, Productivity Expert and Thought Leader, Doylestown, PA

You don’t have time to do everything you only have time to do everything that matters! If we can get clear about those activities that make the biggest difference to our productivity we can get more done in less time and free ourselves up to get on with whatever else we choose.

Never underestimate the freedom to choose what you work on. By ridding ourselves of obligation, poor work methods or egocentric practices we can get more done in less time. Often our work is an ‘unconscious doing’ rather than a ‘conscious choosing’. If you need more hours in the day, work back after everyone has gone home, or find yourself taking work home almost every day then you may be stuck in a productivity trap – this workshop is for you.

3:15 – 4:00 p.m.

FIRST TIME ATTENDEE ORIENTATION

4:15 – 4:30 p.m.

WELCOME AND OPENING REMARKS

Belinda Caillouet, Chief Operations and Information Officer, STCU and Chair, CUNA Technology Council     

Steve Langley, VP Sales and Service, Travis CU, and Chair, CUNA Operations, Sales, and Service Council

4:30 – 5:30 p.m.

Kill the Company: End the Status Quo, Start an Innovation Revolution

Lisa Bodell, CEO, futurethink, New York, NY

Winning innovators embrace change – do you? What holds you back from better innovating, every day? In too many organizations, we’re stuck in the land of status quo. We’ve forgotten how to think differently, and lack the simple tools to solve problems creatively. The very structures put in place to help organizations grow are now holding us back. So, it’s time to Kill the Company! This keynote is an inspirational call to arms: to start a revolution in how we think and how we work.

The key lesson of this Keynote: if we want people to approach change differently, we have to change our approach. You will learn how simplification lets us achieve more and better innovate. This can reignite critical aptitudes such as curiosity, inquiry, creative problem solving, and more.

Lisa will introduce tangible ways to ignite innovation through the dynamic yet simple exercises in the Kill the Company Toolkit, including Kill a Stupid Rule, Killer Queries, Impossible to Possible, and many more. You will leave this Keynote with ways to eliminate needless complexity with simple, inspiring ways to make innovation happen now!

5:30 - 7:30 p.m.

WELCOME RECEPTION

Time
Session
 
7:15 a.m. - 4:30 p.m.

WELCOME CENTER OPEN

Conference Registration

Sponsor Displays

Internet Café

7:15 - 8:15 a.m.

BREAKFAST

Visit with Sponsors

8:15 - 9:15 a.m.

SPEED ROUNDS – Session 1

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

9:15 – 9:30 a.m.

PASS TIME TO BREAKOUTS

9:30 - 10:30 a.m.

Leading the Future of Your Credit Union: Staying Ahead When Everything We Do Today is So Yesterday

Mark Sievewright, President, CU Division, Fiserv, Brookfield, WI

The rapid evolution of technology-fueled by the proliferation and adoption of electronic devices (smartphones, tablets, etc.), changing consumer expectations and the entrance of non-traditional competitors - has sparked a revolution that represents an urgent call-to-action for America's credit unions. Additionally, with competition intensifying and diversifying, credit unions have to determine new ways to get ahead (and stay there) by offering products and delivery channels that distinguish them in the market-place. Mark’s presentation will focus on the opportunities and challenges that credit unions will face and how stepping-up the execution of mobile banking and payments strategies will allow them to remain relevant and competitive.

10:30 – 11:00 a.m.

NETWORKING BREAK

11:00 – 11:15 am

PASS TIME TO SESSIONS

11:15 a.m. – 12:15 p.m.

Monetizing the Digital Channel: Ain’t it About Time?

BREAKOUT SESSION (session repeats)

Susan Steele, Sr. Director Business Development, Digital Insight, Palm Springs, CA

Research firms say financial institutions will increase digital banking spending by 6.8% in 2014, led by the sweet spots of mobile banking and digital wallet. Much of this outlay is driven by fear of disintermediation, or of "being left behind". But what if your mobile spending embraced change with a laser focus on return on investment?

In this session, learn about the key trends driving mobile innovation in the market and the potential to both solve real problems for your members while driving revenue to you.  We'll also take a look at potential disruptors with a keen eye to collaboration. Finally, we'll address the benefits and drawbacks of channel profitability, as a way to help your thinking about evaluating ROI.

11:15 a.m. – 12:15 p.m.

Compliance Answers: PCI and Credit Unions

BREAKOUT SESSION (session does not repeat)

Tom Schauer, CEO, Trust CC, University Place, WA

The Payment Card Industry has specific standards to govern the security of cardholder data and PIN based transactions.  These standards are known as PCI-DSS and PCI-PIN. This talk will address those standards by a) describing their applicability to credit unions, b) providing an overview of the key PCI provisions and c) prescribing an approach to establish compliance.

11:15 a.m. – 12:15 p.m.

Measuring for Success: Redirect Your KPI's

BREAKOUT SESSION (session does not repeat)

David Potterton, Research Director, Cornerstone Advisors, Inc., Scottsdale, AZ

Changing member attitudes and channel choices are impacting CU business models - both now and in the future. It's time for a Delivery Redirect and CU's must therefore reassess their internal processes, channel strategies, KPI's and benchmarks to ensure they are aligned and focused to support this new reality. Utilizing Cornerstone's numerous technology, channel, payments and performance assessments and Cornerstone's Research practice, this breakout session will explore how CU's can focus on the right measures to drive success.

12:15 – 1:30 p.m.

MEMBERSHIP LUNCH

Open to all CTC attendees and sponsors

1:30 – 1:45 p.m.

PASS TIME TO SESSIONS

1:45 – 2:45 p.m.

SPEED ROUNDS – Session 2

SPEED ROUNDS – Session 2

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

2:45 – 3:15 p.m.

NETWORKING BREAK – Visit with Sponsors

3:15 – 3:30 pm

PASS TIME TO SESSIONS

3:30 – 4:30 p.m.

Heroes, Villains, and Strange Old Men: Surviving This Crazy CU Life

GENERAL SESSION

Andy Janning, President/Founder, NO NET Solutions, Brownsburg, IN

You are going approximately eleventy-billion miles an hour each day, marketing and developing business like a proverbial boss while trying to listen well, fight fair, resolve conflicts, build relationships, and be unbelievably awesome. But how do you do all that? How can you keep everybody in your personal and professional lives happy while not completely burning yourself out?

This session has the answers. It will share lessons from a former credit union executive, a Nobel Peace Prize-nominated leadership development program, every movie in your Netflix queue, and a motley crew of old men. You’ll leave with practical skills to transform your credit union…and your corner of the world.   

5:30 - 8:30 p.m

SOCIAL EVENT

Join us on Monday evening, September 22 at the House of Blues, located right off of the casino floor at Mandalay Bay.  You’ll enjoy plenty of food and beverages along with a DJ playing the latest hits!  There will also be ample opportunities to network throughout the evening.  Guests may join you at this event for $50 per person.

Time
Session
 
7:15 a.m. - 5:30 p.m.

WELCOME CENTER OPEN

Conference Registration

Sponsor Displays

Internet Café

7:15 - 8:15 a.m.

BREAKFAST – Visit with Sponsors

8:15 – 9:30 a.m.

SPEED ROUNDS – Session 3

SPEED ROUNDS – Session 3

Join us for five fast paced presentations from top technology companies. Voting for the Speed Round Best of Show will also take place at this session.

9:30 – 10:30 a.m.

Cloud Computing: The New Standard for IT Service Delivery

BREAKOUT SESSION (session does not repeat)

Kevin Prince, Principal Technology Strategist, D+H, Sandy, UT

Credit unions are under increasing pressure to support, maintain, and secure their technology. At the same time, outsourced cloud computing has become one of the fastest growing areas for credit unions, who want to compete more effectively, increase profitability, create new efficiencies, and cut IT management costs. This session will offer an interactive demo of cloud computing and clearly demonstrate how it can simplify your credit union’s IT service delivery, budgeting, risk management, and examinations.

9:30 – 10:30 a.m.

Top Tech Trends

BREAKOUT SESSION (session does not repeat)

Doug Benzine, VP, Publishing & Strategic Resources, Credit Union National Association, Madison, WI

9:30 – 10:30 a.m.

Increasing Tech Skill Sets and Recruiting IT Talent

BREAKOUT SESSION (session does not repeat)

Brian Kidwell, EVP, D. Hilton Associates, Inc., The Woodlands, TX

As consumer demand for the latest technologies continues to grow, the need for IT executives with strong, diverse experience is proving crucial to the success of tomorrow’s credit union. Join Brian as he discusses how as the talent shortage continues technology executives can put themselves in a better position to move up in the credit union structure.

 

10:30 – 11:00 a.m.

NETWORKING BREAK – Visit with Sponsors

11:00 – 11:15 a.m.

PASS TIME TO SESSIONS

11:15 a.m. – 12:15 p.m.

Payments Technologies Panel

Fredda McDonald, EVP/Chief Creative Officer, PSCU, St. Petersburg, FL
Chris Otey, Chief Revenue Officer, CU Wallet, Woodland Hills, CA
Leah Work, BD Manager Product and Technology, CO-OP Financial Services, Rancho Cucamonga, CA
Facilitator: Brian Bodell, CEO, Finivation Software, New York, NY

Observations on the payment marketplace, related technologies, barriers to adoption, and how credit unions should prepare to serve their members and compete against powerful companies.

 

11:15 a.m. – 12:15 p.m.

Strengthening the Member Experience through Innovation

Kevin Miller, VP IT Strategy & Architecture, CUNA Mutual Group, Madison, WI

With the explosion of mobile devices, credit union members are changing the way they gather, consume and use information regardless of demographics. Trends like mobile applications and gamification techniques are impacting and changing how technology products and services are created, designed and used.  We will address how these trends are changing the types of delivery channels credit unions can use to provide their products and services. We will also discuss how this new interaction can strengthen the overall relationship for both the member and the credit union. We will discuss how smartphone loan applications, retirement calculators and online investment advisors are examples of how this technology is changing how credit unions are driving new marketshare.

11:15 a.m. – 12:15 p.m.

What is Big Data?

Paul Ablack, President/CEO, OnApproach, LLC, Plymouth, MN

We are starting to hear more and more about Big Data and Business Intelligence.  What does this mean for credit unions? Join us at this session and learn more on this hot topic.

 

12:15 – 1:30 p.m.

NETWORKING LUNCH

1:30 – 1:45 p.m.

PASS TIME TO SESSIONS

1:45 – 2:45 p.m.

Mitigating Technology Risk – Security, Vendor and Compliance

BREAKOUT SESSION

Randy Romes, Principal, CliftonLarsonAllen, LLP, Minneapolis, MN

Advances in areas such as mobile technology, cloud computing, and social media present opportunities to grow with our members.  The challenge of managing that growth in the face of rapid technology change can be daunting.  Technology evangelist’s sound like this: “We need to move our Cloud to our iPhone, so we can have a Social Media channel in our electronic mobile payment strategy…”  What does that mean?  IN ENGLISH???

In this session we will explore risk management strategies to support mobile technology, cloud computing, social media and a progressively tech savvy membership in a manner to supports the credit union’s compliance requirements.  Participants will leave with practical strategies for managing the risks related to these opportunities in a manner that allows for growth and service enhancement.

1:45 – 2:45 p.m.

Mobile Matters: Deploying a Mobile Strategy

BREAKOUT SESSION (session repeats)

John Best, President, BIG: Best Innovation Group, Denver, CO

Join John as he presents information on pull through strategies that will keep your current members happy and entice the next generation of credit union members.  John will touch on payments, loyalty programs and migrating home banking.

1:45 – 2:45 p.m.

The Migration to EMV in the USA from a Founder’s Perspective

BREAKOUT SESSION (session does not repeat)

Philip Andreae, Director Field Marketing, Oberthur Technologies, Mableton, GA

Philip Andreae the executive at Europay who founded the consortium that developed the EMV specifications will discuss the evolution of EMV, its core attributes and the challenges facing American as we drive to the October 2015 liability shift.  His session will look to helping the audience understand the key questions they must address as they develop their customer proposition.

2:45 – 3:15 p.m.

NETWORKING BREAK

Sponsor Prize Drawings

3:15 – 3:30 p.m.

PASS TIME TO SESSIONS

3:30 - 4:30 p.m.

Top 3 challenges for a CIO and CIO Leadership

BREAKOUT SESSION (session does not repeat)

  • Butch Leonardson, SVP/CIO, BECU. Tukwila, WA
  • Mike Atkins, CIO, Bellco CU, Centennial, CO
  • Tammy Langpon, VP Business Transformations, Coastal FCU, Raleigh, NC
  •  Moderator: Caroline Martorano, QA Manager, Baxter CU, Vernon Hills, IL

Credit union CIO’s deal with many challenges in the coming year as they face more complex organizations with fast, growing needs. Higher expectations, member experience, security, the list goes on and on, for a CIO. The role of the CIO is inevitably changing. A panel of CIO’s will discuss what a CIO leader is, and what it takes to be a good one, along with the top challenges they face.

3:30 - 4:30 p.m.

Here, There, Everywhere – The Rise of Omni-Channel Banking

BREAKOUT SESSION (session does not repeat)

Chris Fleischer, Market Research Manager, D+H, Cary, NC

With the rise of digital banking capabilities, there is heavy debate about the role of branches amid the “Future of Banking” prognostications. How will financial institutions strategically reconcile their branch infrastructure, while also building out their digital self-service functions? Traditional channels are now alternative, and alternative channels are becoming mainstream. In this session, we’ll look at how channel usage has changed over the years and how new technology offerings will impact how consumers manage their finances.

3:30 - 4:30 p.m.

Beyond IT Automation

BREAKOUT SESSION (session does not repeat)

Chris Fleicher, Market Research Manager, D+H, Cary, NC

With the rise of digital banking capabilities, there is heavy debate about the role of branches amid the “Future of Banking” prognostications. How will financial institutions strategically reconcile their branch infrastructure, while also building out their digital self-service functions? Traditional channels are now alternative, and alternative channels are becoming mainstream. In this session, we’ll look at how channel usage has changed over the years and how new technology offerings will impact how consumers manage their finances.

Kathy Hooker, President, SMA Solutions, Kingwood, TX

Automation in the IT world has been a major focus for years and many credit unions would say they are “automated” today.  But, are they really?  Today’s automation technology starts in the IT department but true operational efficiency is achieved when it’s embraced throughout the organization.  This session will explore “outside of the box” automation scenarios with real world examples of driving automation into the operation of the credit union.

4:45 – 5:30 p.m.

Monetizing the Digital Channel: Ain’t it About Time?

BREAKOUT SESSION

Susan Steele, Sr. Director Business Development, Digital Insight, Palm Springs, CA

Research firms say financial institutions will increase digital banking spending by 6.8% in 2014, led by the sweet spots of mobile banking and digital wallet. Much of this outlay is driven by fear of disintermediation, or of "being left behind". But what if your mobile spending embraced change with a laser focus on return on investment?

In this session, learn about the key trends driving mobile innovation in the market and the potential to both solve real problems for your members while driving revenue to you.  We'll also take a look at potential disruptors with a keen eye to collaboration. Finally, we'll address the benefits and drawbacks of channel profitability, as a way to help your thinking about evaluating ROI.

4:45 – 5:30 p.m.

Mobile Matters: Deploying a Mobile Strategy

BREAKOUT SESSION

John Best, President, BIG: Best Innovation Group, Denver, CO

Join John as he presents information on pull through strategies that will keep your current members happy and entice the next generation of credit union members.  John will touch on payments, loyalty programs and migrating home banking.

4:45 – 5:30 p.m.

Mitigating Technology Risk – Security, Vendor and Compliance

BREAKOUT SESSION

Randy Romes, Principal, CliftonLarsonAllen, LLP, Minneapolis, MN

Advances in areas such as mobile technology, cloud computing, and social media present opportunities to grow with our members.  The challenge of managing that growth in the face of rapid technology change can be daunting.  Technology evangelist’s sound like this: “We need to move our Cloud to our iPhone, so we can have a Social Media channel in our electronic mobile payment strategy…”  What does that mean?  IN ENGLISH???

In this session we will explore risk management strategies to support mobile technology, cloud computing, social media and a progressively tech savvy membership in a manner to supports the credit union’s compliance requirements.  Participants will leave with practical strategies for managing the risks related to these opportunities in a manner that allows for growth and service enhancement.

4:45 - 6:00 p.m.

Tour and Reception– Switch SUPERNAP

Attendees will have the option to attend a private tour of Switch's SUPERNAP 8 in Las Vegas on Tuesday, September 23 at 4:30pm.  SUPERNAP 8 is the only certified Uptime Institute Tier IV rated colocation facility in North America and is the recognized world leader in data center ecosystem design, development and mission critical operations. The tour will conclude with a private reception at The Innevation Center, powered by SUPERNAP. Registration is limited to 50 participants and transportation will be provided. 

Registration for this event is required.

6:00 - 9:00 p.m.

ON YOUR OWN

Time
Session
 
8:00 – 11:00 a.m.

WELCOME CENTER OPEN

Conference Registration

Sponsor Displays

Internet Café

8:00 – 8:45 a.m.

BREAKFAST

8:45 – 9:45 a.m.

The Risk of Having Members

GENERAL SESSION                               

Jim Stickley, CTO, TraceSecurity, La Mesa, CA

In this session Jim Stickley will discuss the evolving attacks your members are dealing with.  From malicious mobile applications to advanced malware, Stickley will demonstrate how malicious technology will continue to target your members and how compromised members continue to put your credit union at risk.  In addition, Stickley will discuss how member education and awareness is becoming the front line of defense against these attacks.

9:45 – 10:45 a.m.

Developing an Outstanding Culture

CLOSING SESSION

Robert Richman, Culture Activist, Las Vegas, NV

After sharing stories of what makes for an amazing culture where people love to work while driving results, Robert opens up the audience’s eyes to what culture really is and how it works. Sharing this view of “The Matrix” behind what’s really driving the company, Robert shows how culture change can actually happen immediately, by demonstrating how the culture of the room can change in a moment. Now that the audience understands the power of culture, how it works, and how it can change, Robert leaves the group with three high leverage tools that can be used immediately to create long-term change

10:45 – 11:00 a.m.

CLOSING REMARKS

Belinda Caillouet, Chief Operations and Information Officer, STCU and Chair, CUNA Technology Council     

Steve Langley, VP Sales and Service, Travis CU, and Chair, CUNA Operations, Sales, and Service Council