Tuesday, November 17, 2020

12:00 p.m.

Opening Remarks
Keith Riddle, President & CEO, Sherpa Technologies

Emerging Digital Economy
Mark Sievewright, Founder & CEO, Sievewright & Associates

Mark will review digital transformation trends conveyed during strategic planning engagements and share his perspective on the emergence of an expansive digital economy that will impact credit unions and their members.

12:55 p.m.

Panel: Leadership Perspectives on Digital Transformation
Moderator: Mark Sievewright, Founder & CEO, Sievewright & Associates
Join Mark and a panel of CEOs who will review the impact of digital transformation on their credit unions, share thoughts regarding fintech engagement, and outline the importance of collaboration consortiums with industry leaders.

  • James Nastars, President & CEO, Meritrust FCU
  • Jason Peach, President/CEO, West Community CU
  • Kent Lugrand, President & CEO, InTouch CU

1:40 p.m.


1:45 p.m.

King of the Hill - Mobile App Edition
Dave DeFazio, Partner, StrategyCorps

Right now, fintech disruptors are helping tech-savvy consumers reimagine banking tasks while enticing them with new places to keep their funds — instead of a checking account at your financial institution. The secret to improving your future deposit growth lies in understanding the changing role of banking products in the financial lives of today’s consumers. In this session, Dave will dive into ongoing research that explains these trends — including which mobile features matter most to each generation, from millennials to baby boomers. After this session, you will understand:

  • How the growth of app-based payments and rewards are turning checking accounts into “paycheck motels.”
  • How the trickle-down-effect of mobile banking is helping the biggest banks widen their lead against community banking institutions.
  • How faster access to paychecks is evolving as a key banking feature in the gig economy.
  • The newest tip-based pricing strategies for financial service products.

2:35 p.m.

Panel: Perspectives on Digital Transformation and the App Economy
Moderator: Dave DeFazio, Partner, StrategyCorps
Join us for an insightful panel discussion covering a diverse suite of topics including successful tactics to combat payment disruption, the importance of embedding financial wellness tools within your member experiences, and the critical components of an enterprise digital transformation strategy.


  • George Chacon, VP, Corporate Strategy, Bethpage FCU
  • Rick Weber, President & CEO, CBC FCU
  • Kipp Riesland, Sr. Program Manager, Financial Wellbeing, Patelco CU

3:20 p.m.


3:25 p.m.

The New Normal for Financial Services
Scott Harkey, Chief Strategy Officer & Head of Payments, Levvel

The world has changed dramatically in the last six months and member needs have changed along with it. In this session, we will explore the key themes shaping member behavior and offer best practices on what organizations can do to embrace the “new normal.” You are sure to walk away with ideas you can directly apply to your organization today. From this session, you will:

  • Learn how customer expectations have changed and how to adapt your products and services to meet these needs.
  • Learn about some of the key success stories in financial services from the last six months and the role technology played in that success.
  • Learn what technology investments today can lead to great opportunity tomorrow.

4:15 p.m.

Panel: Lessons in Innovation – Challenges and Opportunities Panel
Moderator: Scott Harkey, Chief Strategy Officer & Head of Payments, Levvel
Join our panel of experienced credit union executives as they discuss their innovation journey as well as best practices to follow for long-term success.


  • Remie Cruz, Director, Digital Transformation, Wright-Patt Credit Union, Inc.
  • Haley Murph, VP of eService and Payments, Gulf Winds Credit Union
  • Jeffrey Staw, Chief Innovation Officer, Open Technology Solutions, LLC

5:00 p.m.

Closing Remarks

*Subject to Change



© Sherpa Technologies