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21st Annual Technology Council Conference

Cosmopolitan Hotel | Las Vegas | September 28- October 1, 2016

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Time
Session
 
1:00 p.m.- 4:45 p.m.

3rd Annual CUNA Technology Council Security Summit

The Technology Security Summit is sold out.

September 27-28, 2016 at the Cosmopolitan Hotel in Las Vegas, NV.

Day One: Tues. Sept. 27, 1:00 p.m.- 4:45 p.m.
Day Two: Wed. Sept. 28,  8:00 a.m. - 3:15 p.m.

Meet with fellow CIOs and IT professionals in this free face-to-face learning and networking event.  You do not need to attend the Conference to come to the Security Summit, but members are encouraged to stay for the entire event. 

See Security Summit Details and Agenda

TueTuesday, September 27, 2016sday, September 27, 2016

Time
Session
 

Charity Fundraiser & Raffle

Join us in our efforts this year to raise money for CU4Kids at the CUNA OpSS and Technology Council Conferences. We will be selling raffle tickets throughout our event for a chance to win some great prizes. Tickets will be 1 for $5 or 5 for $20. Be one of the first to get your ticket when you check in at the conference registration desk on Wednesday September 28th. Your donations for this fundraising effort will be presented to the local Children’s Miracle Network hospital on Saturday, October 1st. Country singer Lindsay Ell will be on hand to help us present the check to CMN.

8:00 a.m. - 3:15 p.m.

3rd Annual CUNA Technology Council Security Summit

The Technology Security Summit is sold out.

September 27-28, 2016 at the Cosmopolitan Hotel in Las Vegas, NV.

Day One: Tues. Sept. 27, 1:00 p.m.- 4:45 p.m.
Day Two: Wed. Sept. 28,  8:00 a.m. - 3:15 p.m.

Meet with fellow CIOs and IT professionals in this free face-to-face learning and networking event.  You do not need to attend the Conference to come to the Security Summit, but members are encouraged to stay for the entire event. 

See Security Summit Details and Agenda

10:00 a.m. – 7:30 p.m.

CONFERENCE REGISTRATION

9:00 am - Noon

PRECONFERENCE WORKSHOP – Empathic Banking: Drive New Revenue by Anticipating Member Needs

Sponsored by Gartner, Inc.

Stessa Cohen, Research Director, Gartner, Inc., Stamford, CT
Know your members better and drive revenue through digital business. Through this workshop come away with a practical approach and considerations for developing your digital transformation strategy.

This session requires registration and is a separate fee.  You may include it as an option when you register for the Conference.  If you are already registered, please call 800-356-9655 x4400, to add it to your registration.

3:15 – 4:00 p.m.

FIRST TIME ATTENDEE ORIENTATION

4:15 – 4:30 p.m.

WELCOME AND OPENING REMARKS

4:30 – 5:30 p.m.

KEYNOTE ADDRESS – Designing Your Business for the 21st Century

Mike Walsh, Founder & CEO, Tomorrow, New York, NY

The companies that thrive in the near future will be the ones that not only embrace change but are the first to break the rules. If you could start with a clean sheet of paper, how would you design your company? Should your youngest staff member be making coffee or running your R&D team? Is Big Data something for your IT department to worry about, or a weapon to be wielded by your management team? Do you ban social networks or use them to collaborate more effectively?

Most companies are simply not designed to survive. They become successful on the basis of one big idea or breakthrough product. That early success then becomes a rigid code, and as customer habits and markets change, many fail to see that everything that made them successful is exactly what will destroy them later.

5:30 - 7:30 p.m.

WELCOME RECEPTION – Meet your Sponsors

Time
Session
 
7:00 a.m. - 4:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café

7:00 - 8:00 a.m.

BREAKFAST – Visit with Sponsors

8:00 - 9:30 a.m.

SPEED ROUNDS – Session 1

They’re back and more popular than ever!  Join us for 11 fast paced presentations from top technology companies.

9:30 – 9:45 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:45 - 10:45 a.m.

Kill the Password (session repeats)

Chris Doner, CEO/Founder, Access Softek, Berkeley, CA

Password issues are the single biggest obstacle to mobile adoption. Universal biometrics solve the problem of forgotten or mistyped passwords with unique biological identifiers, resulting in fast, secure logins. Learn how impressively unhackable biometrics are and how they can drive significant digital adoption gains.

 

9:45 - 10:45 a.m.

IT Security – Pick the Low Hanging Fruit First– (session does not repeat)

Alexander Freund, CIO, 4IT, Inc., Miami, FL

Fully securing IT infrastructure is about creating multiple barriers that must be breached to successfully penetrate systems where the important data resides, and monitoring continuously for unauthorized access.  Much like physical security, the first layer gets you 80% of the way, is simple to implement, and not expensive.  For the non-technical executive, we will cover security considerations for corporate wireless, services exposed to the internet, IT audits, portable and workstation security, password policies, and backups / disaster recovery.  This session will provide the list of topics to address with your IT department, and the important questions you should be asking before the NCUA does.

 

9:45 - 10:45 a.m.

Part I - How to Implement a BI Program within Your Organization (session does not repeat)

Keith Taylor, Business Intelligence Advisor, S&P Global Market Intelligence, Charlottesville, VA
Sandy Steward, AVP, I.T. Applications & Business Support, Langley Federal Credit Union, Newport News, VA

Using a real life case study, this session will cover preparation, assessment, planning, execution and metrics to implement a new BI program.

 

10:45 – 11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 – 11:30 a.m.

PASS TIME TO BREAKOUT SESSIONS

11:30 a.m. – 12:30 p.m.

Kill the Password

Chris Doner, CEO/Founder, Access Softek, Berkeley, CA

Password issues are the single biggest obstacle to mobile adoption. Universal biometrics solve the problem of forgotten or mistyped passwords with unique biological identifiers, resulting in fast, secure logins. Learn how impressively unhackable biometrics are and how they can drive significant digital adoption gains.

11:30 a.m. – 12:30 p.m.

Squirrels and Shiny Objects: Stop Chasing, and Make Innovation Work (session does not repeat)

Elry Armaza, Impact Director & Analyst, Filene Research Institute, Madison, WI

In this ever-evolving world, riddled with disruption, it can be difficult for credit unions to distinguish between trivial fads and those trends that they should engage in. Participants in this session will learn techniques to evaluate the environment, gain insights from it, and build an innovation competency that will help them execute on their priorities without losing focus on what really matters: Our members.

 

11:30 a.m. – 12:30 p.m.

Preparing for Your Next NCUA IT Exam (session does not repeat)

James Harris, Principal, Compliance Advisory Services, LLC, Austin, TX

This session will discuss how to prepare for your next NCUA IT Exam.  Specifically, it will discuss various risk assessments, examiner request list & associated questions, cyber responsibilities, policies, and training, etc.

12:30 – 1:30 p.m.

MEMBERSHIP LUNCH (Open to all CTC attendees and sponsors)

1:30 – 1:45 p.m.

PASS TIME TO SESSION

1:45 – 3:15 p.m.

SPEED ROUNDS – Session 2

Join us for our next group of 11 top technology company presenters.  At the end of this session, the audience will vote for the Speed Round Best of Show.  Be a part of the action as we crown the best of the best!

3:15 – 3:45 p.m.

NETWORKING BREAK – Visit with Sponsors

3:45 – 4:00 pm

PASS TIME TO SESSION

4:00 – 4:45 p.m.

AWARDS PRESENTATION

Join us as we present the OpSS and Technology Council awards.

6:30 – 9:30 p.m.

SOCIAL EVENT

Join us on Thursday evening, September 29 at the Marquee Nightclub & Dayclub, at The Cosmopolitan of Las Vegas.  You’ll enjoy 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 $95 per person.  You must be 21 years old to attend. A valid id for proof of age and an event ticket is required.

Time
Session
 
7:00 a.m. - 4:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café

7:00 - 8:00 a.m.

BREAKFAST – Visit with Sponsors

8:00 – 8:15 a.m.

CONFERENCE ANNOUNCEMENTS

8:15 – 9:15 a.m.

GENERAL SESSION – Future Freak: Techs Transforming Financial Services

Lee Wetherington, AAP, Director of Strategic Insight, Jack Henry & Associates, Inc., Valdosta, GA

The future is always already here…if you know where to look. How might sarcastic gestures replace user names and passwords? Why might your kid’s allowance redefine the expectations of a new generation of consumers? How might electromagnetic loops make $8B worth of POS terminal upgrades unnecessary in 2016? What if mobile payments could be done without a mobile device? And what exactly does all of this mean for financial institutions and those they serve? Join Lee Wetherington, and get your future freak on.

 

9:15 – 9:30 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:30 – 10:30 a.m.

Cloud Computing: What’s all the Fuss About? (session does not repeat)

Tim Goodwin, CIO Digital Channels, Fiserv, Hillsboro, OR

For many credit unions, the initial hype surrounding cloud computing was confusing. What was it, really? How secure was it? Did it really reduce IT costs? Would it improve member service? Was it going to introduce a compliance nightmare? A few years have passed and it turns out the hype was worth it. Financial institutions are investing in cloud computing in big numbers – estimated at $3.2 Billion by 2017 according to Aite Group. Come to this session to learn how other credit unions are using the cloud to manage IT costs, improve member service, safeguard against disasters and keep data safe.

9:30 – 10:30 a.m.

Part II - Maturing BI Within Your Organization (session does not repeat)

Keith Taylor, Business Intelligence Advisor, S&P Global Market Intelligence, Charlottesville, VA
Sandy Steward, AVP, I.T. Applications & Business Support, Langley Federal Credit Union, Newport News, VA


Moving beyond getting started, this session will cover how to build and mature your BI program within your organization.

9:30 – 10:30 a.m.

Interpreting the FFIEC Cybersecurity Self- Assessment Tool (session repeats)

Wayne Trout, Regional Information Systems Officer, National Credit Union Administration, Austin, TX

In 2015 and 2016 Wayne Trout served as one of the NCUA representatives to the FFIEC group assisting in the development of the Cybersecurity Assessment Tool. During this session, Wayne will discuss the intent behind the tool and how to help your credit union interpret and respond to the Inherent Risk Profile and the Maturity Assessment.

10:30 – 11:00 a.m.

NETWORKING BREAK – Visit with Sponsors

11:00 – 11:15 a.m.

PASS TIME TO BREAKOUT SESSIONS

11:15 a.m. – 12:15 p.m.

Big Data/Analytics – An Opportunity for ALL Credit Unions to Re-Invent Themselves (session does not repeat)

Paul Ablack, Founder/CEO, OnApproach, Plymouth, MN

There are over 6,000 FinTech companies that are looking for ways to get into the retail financial services market in the U.S. Credit unions have been here for years and have over 100 million members today. However, they cannot rest on what worked in past. The new challenge is how to hang on to those members that are now coveted by many nimble start-ups. As we have learned from companies like Amazon and Netflix, you can use information to create very deep and loyal customer relationships. While credit unions sit on huge volumes of data for they have done very little to take advantage of the huge potential that it holds. Furthermore, the level of investment required is beyond reach for 95% of credit unions. The industry needs to capitalize on this opportunity. This session will talk about the challenge, the opportunity and how to get started.

11:15 a.m. – 12:15 p.m.

DevOps – The What, Why and How (session does not repeat)

John Toman, Sr. Manager Software Engineering, Symitar, a Jack Henry Company, San Diego, CA
John Clark, Solutions Architect Software Engineering, Symitar, a Jack Henry Company, San Diego, CA

Come and learn how organizations everywhere are using DevOps concepts and tooling to speed up software delivery. We’ll talk about the concepts of DevOps, where it came from, where it fits in software and computing, the emergence of tooling to achieve it, and how to get started. Finally, as an example, we’ll show how Symitar is beginning to use DevOps to deliver more functionality faster and with higher quality. If you build or deploy software, this session is for you!

 

 

11:15 a.m. – 12:15 p.m.

Interpreting the FFIEC Cybersecurity Self- Assessment Tool

Wayne Trout, Regional Information Systems Officer, National Credit Union Administration, Austin, TX

In 2015 and 2016 Wayne Trout served as one of the NCUA representatives to the FFIEC group assisting in the development of the Cybersecurity Assessment Tool. During this session, Wayne will discuss the intent behind the tool and how to help your credit union interpret and respond to the Inherent Risk Profile and the Maturity Assessment.

12:15 – 1:15 p.m.

NETWORKING LUNCH

1:15 – 1:30 p.m.

PASS TIME TO BREAKOUT SESSIONS

1:30 – 2:30 p.m.

The Financial Impact of Cloud Computing (session does not repeat)

Kirk Drake, CEO, Ongoing Operations, Hagerstown, MD

In the “Financial Impact of Cloud” ongoing operations provides actual data and trend information on a variety of credit union sizes.  OGO shows the before and after picture of a credit union who has adopted cloud and how it has impacted their IT expenses, growth, and overall credit union financial health.

1:30 – 2:30 p.m.

Product Innovation for Financial Institutions (session repeats)

Marshall Yuan, Group Product Manager, NCR, Redwood City, CA

How do you creatively rethink product innovation to succeed amidst technological and cultural change? Attendees in this session will hear insights on how to drive product innovation informed by customer perspectives and preferences.

1:30 – 2:30 p.m.

Stop that Breach! (session does not repeat)

Jeromie Jackson, Director of Security & Analytics, Nth Generation, San Diego, CA

Breaches are occurring at an alarming volume and velocity.  Antiquated countermeasures are no longer effective.  Organization’s need to have a well-defined plan to execute.  In this session we will discuss leading techniques, frameworks, and technologies organizations are deploying to mitigate the impact of breaches.

 

2:30 – 3:00 p.m.

NETWORKING BREAK - Sponsor Prize Drawings

3:00 – 3:15 p.m.

PASS TIME TO BREAKOUT SESSIONS

3:15 - 4:15p.m.

Going to the Cloud – Lessons Learned and Battle Scars (session does not repeat)

Ben Morales, Chief Technology & Operations Officer, Washington State ECU, Olympia, WA
Sam Poozhikala, Sr. Director IT Enterprise, First Technology FCU. Mountain View, CA
Scott Prebel, CTO, OpenTechnology Solutions, Centennial, CO
Pete Sedgwick, Director Cloud and Information Security, Baxter CU, Vernon Hills, IL
Moderator: Caroline Martorano, Director IT Operations & Support, Baxter CU, Vernon Hills, IL


Join us as our panel of experts discuss converting from one premise infrastructure to the Cloud. What are the lessons learned, battle scars and successes experienced by various credit unions.

 

3:15 - 4:15p.m.

Product Innovation for Financial Institutions

Marshall Yuan, Group Product Manager, NCR, Redwood City, CA

How do you creatively rethink product innovation to succeed amidst technological and cultural change? Attendees in this session will hear insights on how to drive product innovation informed by customer perspectives and preferences.

3:15 - 4:15p.m.

A Deep Dive Into Email Phishing (session does not repeat)

David Anderson, Manager Information Security Group, CliftonLarsonAllen LLP, Minneapolis, MN

Have you had to deal with ransomware in your environment because of a phishing attack? Has your CFO received a spoofed email from the CEO, asking to wire money? These are two of the most common phishing attack vectors today. In this session, we will dig into how email phishing is conducted, how the emails bypass spam filters, and what you can do to protect your organization.

4:15 – 4:30 p.m.

Raffle Ticket Drawing

4:30 – 5:30 p.m.

BONUS SESSION – Credit Unions Win with Distributed Ledger and Universal Identity

Elliot Cotto, Chief Creative Officer, Best Innovation Group, Inc., Tampa, FL
Tom Stacy, CTO, Best Innovation Group, Inc., Tampa, FL


Distributed ledger (Blockchain): What it is, how it works, its impact on the financial industry and how credit unions specifically can benefit.
Universal Identity: How the credit union industry can beat out the big banks in the race to solve the world’s identity problem.

Evening

ON YOUR OWN

Time
Session
 
8:00 – 8:30 a.m.

BREAKFAST

8:30 – 8:45 a.m.

Presentation to Children’s Miracle Network – CU4Kids

8:45 – 9:30 a.m.

GENERAL SESSION - Industry Update

Rich Meade, Chief of Staff & COO, Credit Union National Association, Washington, D.C.

9:30 – 9:45 a.m.

BREAK

9:45 – 10:45 a.m.

CLOSING SESSION – Classically Trained, Comically Derailed

Mike Rayburn, Award-Winning Speaker, Entertainer, and Guitar Virtuoso

There is nothing else like it! Mike Rayburn's critically acclaimed presentation is an odyssey of masterful guitar, clean, universally appealing comedy, and musical combinations God never intended. "A comic genius... enough wit and talent to jumpstart a pacemaker!" raves the Aspen Daily News. His entertainment style has been described as "Victor Borge with a guitar (and too much coffee)" and he draws his material from many musical styles we all know and love.

10:45 – 11:00 a.m.

CLOSING REMARKS