Roundtable Event

CUFX Delivers Real Results for Credit Unions

03.22.2017 - 03.22.2017 (tech)

1:00 pm CT Online via Adobe Connect

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What does the Credit Union Financial Exchange (CUFX) make possible for credit unions? In this live session, representatives from Alkami Technology will explain how CUFX enabled them to seamlessly integrate their ORB platform at three credit unions through a collaboration with Open Technology Solutions (OTS).

Discover how CUFX:

  • Brought a vision of simpler, better integration to fruition
  • Reduced design and development time by more than 140 hours
  • Improved speed to market by over 1 month
  • Streamlined the process of adding new services
  • Supports the industry for your success

Get these results and more by registering today for the upcoming webinar!

Meet Your Speakers:


Stephen Bohanon, Founder, Chief Strategy & Sales Officer, ALKAMI

Stephen has nearly 20 years of industry experience. Prior to founding Alkami, he was VP and senior business consultant for Catalyst Consulting, where he focused primarily on operations and technology.  He has also served as an account executive for ACI Worldwide, where he specialized in business development for online banking solutions; and held positi8ons with Custom Credit Systems, Metavante Image Solutions and Advanced Financial Solutions.

Eddie Wassef, Principal Architect, ALKAMI

Eddie has over 15 years of development experience and has served on other industry standard committees in the past.  Prior to Alkami, he has been an Enterprise Architect in the Healthcare industry and Systems Architect in both the Ticketing and Broadcast industries.  He specializes in high performance, high throughput systems and messaging.  Since joining ALKAMI, he has overseen the implementation of CUFX and has spear-headed the modernization and streamlining of the platforms.

Chad Bakeman, Digital Solutions Coordinator & Solutions Architect, Open Technology Solutions

Chad is with Open Technology Solutions, a CUSO for Bellco, Bethpage, and SECU Credit Unions.  Chad has worked in software development for over 20 years for industries ranging from telecom to healthcare to accounting and banking.  He has extensive experience in data structure and access to data via services.  Since joining OTS in 2016, Chad has taken a lead role as Architect of a new set of web services that will provide essential data to the Alkami ORB platform.

David LaCroix, CUFX Standards Manager (and Enthusiast)

David has worked in the information technology industry for over 25 years with several Fortune 100 companies.  He has extensive experience in developing and deploying large scale corporate systems for mainframe, client server and mobile solutions.   David currently uses his skills as an accomplished technical project manager, and business analyst to meet the diverse needs of the credit union industry to gain the full potential of the CUFX standards.



Cross Council Event Schedule

Date Discipline Title Type Tuition  
M & BD

Building a “Cooperative” Brand

ROUNDTABLEFree for Council members 
O & ME
M & BD

CUFX Delivers Real Results for Credit Unions

ROUNDTABLEFree for CUNA members 
03.27.2017 03.30.2017

CUNA Consumer & Residential Mortgage Lending School

SCHOOL$1,495 ($1,695 after Jan. 27, 2017) - Council members get 10% offRegister
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