Fintech Connect Webinar Series

Webinar Series Registration Sessions Speakers Session Replays

Join us for the Fintech Connect Webinar Series, a dynamic follow-up to our recent conference. This series will showcase one innovative fintech each week, running from July 23rd through September 2024.

Dive deeper into the cutting-edge technologies and trends shaping the future of financial technology. Each webinar provides a unique opportunity to engage with industry leaders, explore groundbreaking solutions, and participate in interactive sessions.

July 23, 2024 | 9:30 am - 10:30 am
July 31, 2024 | 10:30 am - 11:15 am
August 8, 2024 | 10:00 am - 10:30 am
August 13, 2024 | 10:00 am - 11:00 am
August 20, 2024 | 11:00 am - 12:00 pm
August 27, 2024 | 9:30 am - 10:15 am
September 4, 2024 | 10:00 am - 10:45 am
September 24, 2024 | 10:00 am - 10:45 am

Please note that this webinar series is exclusively for credit union professionals. Partners interested in connecting with CCUA credit unions can email solutions@ccua.org.

Each session is led by fintech industry experts who were highly praised for their engaging presentations at the Fintech Connect conference, offering attendees a chance to hear more from these standout speakers.

Sign up to attend each session individually. This allows you to tailor your virtual experience and attend the sessions most relevant to your interests.

September 24, 2024 from 10:00 am to 10:45 am: Janusea

Please note that this webinar series is exclusively for credit union professionals. Partners interested in connecting with CCUA credit unions can email solutions@ccua.org.

Each session is led by fintech experts who were highly praised at the Fintech Connect conference, offering more insights from these standout presenters

July 23, 2024 | 9:30 am - 10:30 am

Marstone, Inc.
Presenter: Margaret Hartigan, CEO & Ben Baker, CFA – Director
Session Title: Revolutionizing Digital Wealth Management
Webinar featuring Marstone, a female-founded leader in digital wealth management, who has been democratizing finance for over a decade. Marstone's mission is to make investing accessible to all, empowering everyone to secure their financial future. In this webinar, you will discover how the Marstone Wealth digital investing solution can help your credit union engage, retain, and grow your membership while driving new revenue. Learn from industry experts about innovative strategies to enhance your financial offerings and meet the evolving needs of your members.

July 31, 2024 | 10:30 am - 11:15 am

Goalsetter [2024 CCUA Cyber Showcase Champion]
Presenter: Chris Harper, Senior Director for Credit Union Partnerships
Session Title: Creating the Next Generation of Credit Union Member
Explore the challenges and opportunities in fostering financial literacy and engagement among younger members. Learn innovative strategies to ensure your credit union remains relevant and sustainable by investing in the education and empowerment of the next generation.

August 8, 2024 | 10:00 am - 10:30 am

Salus
Presenter: James Chemplavil, CEO & Co-Founder, Salus
Session Title: How Young Consumers Use Financial Services in 2024
Learn about the trends for how younger consumers are navigating the environment for jobs, housing, and inflation, and see how the incumbent and disruptive players in financial services are positioned to meet these needs.

August 13, 2024 | 10:00 am - 11:00 am

Silvur
Presenter: Rhian Horgan, Founder & CEO
Session Title: How Credit Unions are Deepening Relationships with Their Largest Depositors: Members age 50+
Retirement is a universal milestone, with 99% of members eventually retiring, not just the 2% served by wealth managers. Confronted with uncertainties about government benefits, complex redemption processes, and an overload of information, today’s retirees are consolidating their assets across fewer institutions and depositing their retirement income where they feel most supported.

Social Security represents the largest retirement asset for your members, signifying a valuable 25-year, direct deposit relationship. However, most credit unions capture only 20% of these flows, which highlights a significant opportunity for growth. And, Americans over 50 hold 83% of the nation's personal wealth, while a single financial institution typically manages less than 3% of their assets. 

These trends indicate the critical need for solutions that credit unions can use to effectively retain retirement-age members during asset consolidation and to nurture these relationships to expand wallet share throughout their retirement. Join the award winning CUSO Silvur to learn more about the steps credit unions can take to support all retirement-age account holders at scale, capitalize on the account consolidation process and strengthen your deposit base.

August 20, 2024 | 11:00 am - 12:00 pm

Penny Finance
Presenter: Crissi Cole, Founder & CEO
Session Title: Investing in Women: Pave the Way for the Next Generation of Decision Makers
The next generation of money-makers, spenders, and investors isn’t coming––they’re already here, and they’re largely female. Women currently make 90% of the financial decisions in American households, whether they’re partnered or not. They also invest over 90% of their assets and earnings back into their families. That’s why Penny Finance is here. With data from about 30,000 women, join Founder & CEO Crissi Cole to discuss the latest on all the ways women are flipping the financial game on its head. We’ll discuss their fiscal challenges and goals, as well as strategies to engage and support your existing members.

August 27, 2024 | 9:30 am - 10:15 am

Ranqx
Presenter: Seth Brickman, President
Session Title: How to Drive Community Prosperity
Credit Unions are constantly looking for ways to be a driver of community prosperity. Your CU has the opportunity to play a pivotal role as a community advocate, not merely as a presence within the community but as an integral part of it. Since small businesses make up ~50% of business revenue, new job creation, and employment opportunities, there is no better way than to collaborate with them to make a meaningful difference.

September 4, 2024 | 10:00 am

Ascent
Presenter: Arjun Sahgal, Co-founder & CEO
Session Title: Every Application, Every Form, One Experience
Imagine a beautiful and consistent experience for every digital touchpoint across the credit union: Ascent streamlines and simplifies any and all product applications and forms without disrupting your existing systems and processes! Learn how Ascent can replace the patchwork of full-stack product applications, static web forms, and PDFs that you currently have with one modern, intelligent, and easy-to-deploy platform.

September 24, 2024 | 10:00 am - 10:45 am

Janusea
Presenter: Kyle Stutzman, CEO & Masako Long, VP of Sales
Session Title: Breaking Down Barriers: Integrating Fintech Solutions to Serve Your Members Better!
Implementing innovative technology can be challenging, but credit unions don’t have to navigate these complexities alone. The right partnerships can help remove historic collaboration and integration barriers, so you can better serve all your members.

July 23rd

Marstone, Inc.

Margaret Hartigan | Founder & CEO

Inspired to help demystify finance for investors and enable institutions to better engage and retain clients, Margaret Hartigan founded Marstone, a Rhode Island-based digital wealth platform available for financial institutions to white-label and offer to their clients.

Prior to starting Marstone, Margaret was a top quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, split between New York and San Francisco. A graduate of Brown University, Margaret is an active leader in the alumni and major development efforts at both Brown University and Phillips Exeter Academy. She’s a member of the Milken FinTech Advisory Committee, serves on the NPX advisory board, and is a former trustee of Sonoma Academy, in Santa Rosa, California. 

Benjamin Baker, CFA | Director

Ben has 20 years of experience working in the financial services and technology sectors in roles including resource management, financial planning and analysis, and strategy and execution. Ben joined Marstone in 2014 and currently leads enterprise sales. Prior to joining Marstone, Ben worked in the Institutional Securities Group at Morgan Stanley, where he designed and implemented complex financial models focused on capital allocation and return metrics. Ben holds a Bachelor of Science in Business Administration from the University of Florida where he majored in Economics and minored in Entrepreneurship. He is also a CFA Charterholder.

July 31st

Chris Harper | Senior Director for Credit Union Partnerships at Goalsetter

As a long time veteran of the Credit Union industry, Chris has worked with countless Credit Unions helping them improve member growth, drive operational efficiencies and increase ROI. A graduate of Western CUNA Management School, a former Credit Union Board member and one-time Senior Director at Filene Research Institute, Chris understands the Credit Unions' mission of People Helping People and the importance of not only serving your members but your broader community. Chris now leads Goalsetter's charge of empowering Credit Unions in growing the next generation of members.

August 8th

James Chemplavill | CEO of Salus

Salus

James Chemplavil is the Co-founder and CEO of Salus, the only automated digital underwriting platform that removes unnecessary costs and barriers to real-time microlending. Salus proved its use case in its first two years, where lenders using the Salus platform have helped thousands of sub-prime microloan borrowers save nearly $1 million versus costlier, predatory alternative loans. Prior to launching Salus, he spent 16 years underwriting high-risk debt in the corporate investment space through multiple credit cycles. In addition to his credit expertise, James has focused his efforts on impacting the underserved as a board member of Classroom Central, a Charlotte-based nonprofit that supports lower-income students in the Charlotte and outlying areas.

August 13th

Rhian Horgan | Founder & CEO of Silvur

Silvur

Rhian Horgan is the founder and CEO of Silvur, a CUSO/FinTech that helps credit unions grow deposits and improve member engagement for the segment with the most assets as they navigate their post-W2 financial lives. Prior to becoming CEO of Silvur, Rhian was a Managing Director for JP Morgan Chase. Rhian is a best selling author and has been a vocal advocate for ensuring that Social Security is modernized to meet the reality of 21st century retirement.

August 20th

Crissi Cole | Founder & CEO of Penny Finance

Penny Finance

After a decade working in private wealth at Goldman Sachs, Crissi Cole founded Penny Finance in 2020 with one mission: to close the wealth gap for women. Since then she has raised VC funding and was selected as one of ten companies to participate in the 2023 Techstars Future of Longevity startup Accelerator in partnership with Pivotal Ventures (Melinda Gates Investment Company), as well as pitched at VentureTech 2023, the nation's leading Fintech showcase for Credit Unions. Today, 23,000 women use Penny Finance as their virtual financial planner.

August 27th

Seth Brickman | President at Rancx

Ranqx

Seth is an innovative leader known for building popular software products and transforming businesses with data-driven decision making and conversion rate optimization. As Head of Product at Amazon and a leader at Microsoft and Carnival Corporation, he has consistently boosted customer satisfaction, engagement, revenue, and EBITA. A US Navy veteran and MBA Adjunct Professor, Seth regularly engages with future leaders while expanding his own expertise.

September 4th

Arjun Sahgal | Co-founder & CEO of Ascent

Ascent

Arjun spent time in business and commercial underwriting at Silicon Valley Bank, where he gained a firsthand understanding of the broken data management and diligence problem in the lending function. Prior to this, Arjun founded startup Eazel, which virtualized art galleries and sourced extensive distribution partners to serve similar non-technical organizations. After leaving his startup, he became a pre-seed investor at Future Labs, where he focused on fintech and enterprise SaaS companies.

Stay up-to-date with the Fintech Connect Webinar Series! In case you couldn't make it to the live webinars, we've got you covered. Catch the highlights and insights from every session of the 2024 Fintech Connect Webinar Series. Don't miss a beat—watch the recaps now!

Fintech Connect Webinar Series Recordings

Revolutionizing Digital Wealth Management with Marstone | July 23, 2024