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.
1:40 p.m.
Break
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:
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.
Panelists:
3:20 p.m.
Break
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:
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.
Panelists:
5:00 p.m.
Closing Remarks
*Subject to Change