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Fintech Connect 2024 Agenda

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Pre-Conference: Monday, June 3, 2024

3:00 pm - 4:00 pm: Panel Discussion
Financial Empowerment Across Generations

Panelists: Crissi Cole, Penny Finance Founder & CEO | Rhian Horgan, Silvur Founder & CEO | Tanya Van Court, Goalsetter Founder & CEO

By prioritizing financial education tailored to the needs and preferences of each generation, credit unions can empower their members to navigate complex financial decisions with confidence and resilience. Through collaboration, innovation, and a commitment to lifelong learning, credit unions can play a pivotal role in shaping a financially secure future for members across all generations.  In this dynamic panel discussion, hear insights, experiences – and maybe even some advice – from three experts who are collectively committed to helping credit union members navigate financial decisions throughout all phases of life.

4:00 pm - 4:30 pm: Networking Break
Break with vendors and address from Curql and CSS

4:00 pm - 4:30 pm: Technology Network Meeting
Meeting of the CCUA Technology Network

4:30 pm - 6:30 pm: Cocktail Reception with Entertainment
Experience the sounds of live music from Liquidity Crisis sponsored by Members Mobile

Tuesday, June 4, 2024

8:00 am - 2:00 pm: Registration

8:00 am 8:45 am: Breakfast and Coffee

9:00 am - 10:30 am: Cyber Showcase
Featuring five fintechs, these concise sessions showcase cutting-edge products tailored to enhance security and elevate member services. 

10:30 am 10:45 am: Break with Beverages and Snacks

10:45 am - 11:30 am: Breakout Sessions and Demonstrations

  • Main Room: No Gatekeeping Here!  How Fintech Collaboration with Credit Unions Can Serve the Industry
    Join fintech leaders from Janusea, Salus, and Clutch for an engaging panel discussion on fostering fintech and credit union cooperation to drive amazing experiences. Our panelists, comprising industry experts and innovators, will delve into effective strategies for enhancing collaboration between fintechs and streamlining communication with credit unions. From leveraging cutting-edge technology to navigating regulatory complexities, attendees will gain valuable insights into driving innovation and meeting evolving member needs.
     
  • Private Demonstration East: FiVerity
    FiVerity's Anti-Fraud Collaboration Platform facilitates real-time information exchange among financial institutions, data providers, and anti-fraud solutions through secure, anonymized fraud intelligence sharing. The FiVerity platform expedites the detection and prevention of both known and unknown fraud, offering proactive alerts, transparent risk assessment, and automated fraud categorization. Endorsed by government regulators for its effectiveness, FiVerity is dedicated to advancing AI-driven financial crime detection in collaboration with industry leaders. Major financial organizations, regulators, law enforcement agencies, and academic institutions actively participate in the collective fight against digital fraud.
     
  • Private Demonstration West: Illuma
    Illuma is a nimble and responsive CUSO and FinTech team working hard to accelerate digital transformation by helping credit unions augment their brand reputation with a modern and seamless end user experience and better account security. Illuma delivers real-time voice authentication and fraud prevention solutions for credit unions and community banks through our flagship product, Illuma Shield™.
     
  • Quick Connect Sessions
    • Eltropy
    • FiVerity
    • Harness
    • Illuma
    • Marstone
    • RenoFi
    • Reseda Group
    • Salus
    • Silvur
    • Trellance
    • WithClutch

11:30 am - 11:45 am: Break

11:45 am - 12:30 pm: Breakout Sessions and Demonstrations

  • Main Room: No Gatekeeping Here!  How Fintech Collaboration with Credit Unions Can Serve the Industry
    Join fintech leaders from Janusea, Salus, and Clutch for an engaging panel discussion on fostering fintech and credit union cooperation to drive amazing experiences. Our panelists, comprising industry experts and innovators, will delve into effective strategies for enhancing collaboration between fintechs and streamlining communication with credit unions. From leveraging cutting-edge technology to navigating regulatory complexities, attendees will gain valuable insights into driving innovation and meeting evolving member needs.
     
  • Private Demonstration East: FiVerity
    FiVerity's Anti-Fraud Collaboration Platform facilitates real-time information exchange among financial institutions, data providers, and anti-fraud solutions through secure, anonymized fraud intelligence sharing. The FiVerity platform expedites the detection and prevention of both known and unknown fraud, offering proactive alerts, transparent risk assessment, and automated fraud categorization. Endorsed by government regulators for its effectiveness, FiVerity is dedicated to advancing AI-driven financial crime detection in collaboration with industry leaders. Major financial organizations, regulators, law enforcement agencies, and academic institutions actively participate in the collective fight against digital fraud.
     
  • Private Demonstration West: Illuma
    Illuma is a nimble and responsive CUSO and FinTech team working hard to accelerate digital transformation by helping credit unions augment their brand reputation with a modern and seamless end user experience and better account security. Illuma delivers real-time voice authentication and fraud prevention solutions for credit unions and community banks through our flagship product, Illuma Shield™.
     
  • Quick Connect Sessions
    • Eltropy
    • FiVerity
    • Harness
    • Illuma
    • Marstone
    • RenoFi
    • Reseda Group
    • Salus
    • Silvur
    • Trellance
    • WithClutch

12:30 pm - 1:30 pm [Main Room]: Lunch

1:30 pm - 2:15 pm: Panel Discussion
Unveiling the Future: Investing Strategically in Fintechs and CUSOs 

Facilitator: Barb Lowman, President of CUNA Strategic Services
Panelists: Sam Das, TruStage Ventures Managing Director | Nick Evens, President & CEO Curql Collective | David Araujo, President/CEO Service Credit Union 
In this informative session, learn from our industries leaders the strategy of fintech and Credit Union Service Organization (CUSO) investment.  As the financial landscape undergoes rapid transformation, savvy investors are turning their attention to the opportunities presented by fintech innovation. Join us as we explore the compelling reasons why credit unions should embrace fintech investments and how to do so effectively. From identifying promising startups to understanding the strategic value of CUSOs, gain practical insights into navigating the fintech investment landscape. Whether you've already made an investment in a fintech, or are exploring new avenues for growth, this session offers indispensable guidance for capitalizing on the fintech revolution and securing a prosperous future for your credit union.

2:15 pm - 2:30 pm: Break

2:30 pm - 3:15 pm: Case Study with Arkatechture
Nurturing Innovation: How One Fintech Grew Alongside Credit Unions
Jamie Jackson, Arkatechture Founder & CEO 
Join us for a journey through the evolution of Arkatechture, a fintech that has flourished in partnership with credit unions and was recently named ‘New CUSO of the Year’ in 2023. From its grassroots beginnings at St. Mary’s Bank, to its current role in shaping the future of credit union data analytics, this story shares a compelling narrative of innovation and collaboration that embodies the spirit of the credit union movement. Discover how credit unions, fintechs, and technology partners are joining forces with Arkatechture to leverage data as a catalyst for growth and to better serve credit union members.

3:15 pm - 4:00 pm: Keynote Session
Days of a Future Past: Shaping the Credit Union Industry
Devon Lyon, President & CEO, Central One Federal Credit Union
In this thought-provoking session, we'll explore the dynamic shifts shaping the credit union industry. Brace yourself as we embark on a journey through the days of a future past, where we'll unravel the mysteries of fintech, relevancy, and strategic planning.  Together, we'll forge a path towards a prosperous and sustainable future for the credit union industry.