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