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Agenda


TUESDAY, APRIL 2, 2019

11:00 AM - 6:00 PM Registration
Lone Star Foyer (3rd floor)
4:30 PM - 5:15 PM State of the Business Meeting
Member-Owners and PSCU Staff Only

Lone Star D (3rd floor)
6:00 PM - 8:00 PM Welcome Reception
JW Grand Foyer (4th floor)



WEDNESDAY, APRIL 3, 2019

7:00 AM - 8:15 AM Breakfast
JW Grand 6-7 (4th floor)
7:00 AM - 5:00 PM Registration
Lone Star Foyer (3rd floor)
7:00 AM - 8:15 AM Senior Leadership Breakfast
Lone Star E (3rd floor)
8:30 AM - 8:45 AM Welcome & Introductions
JW Grand 1-5 (4th floor)
8:45 AM - 9:45 AM Opening Keynote Presentation by Chuck Fagan
JW Grand 1-5 (4th floor)

Speakers: Chuck Fagan
9:45 AM - 10:30 AM Keynote Address: "The High Performance Climb"
JW Grand 1-5 (4th floor)

Speakers: John Foley
10:30 AM - 11:00 AM Break/Expo
JW Grand Foyer (4th floor)
11:00 AM - 11:45 AM Keynote Address: "Machine Intelligence & Digital Transformation"

JW Grand 1-5 (4th floor)

Speakers: Mike Walsh
11:45 AM - 12:30 PM Keynote Address: "A Conversation with Marlee Matlin: From Oscar to the West Wing and Beyond"

JW Grand 1-5 (4th floor)

Speakers: Marlee Matlin
12:30 PM - 1:30 PM Expo
JW Grand Foyer (4th floor)
12:30 PM - 1:30 PM Lunch
JW Grand 6-7 (4th floor)
1:30 PM - 2:30 PM Behind the Data
Quantifying the amount of digital information around your products and membership can be daunting. What is clear is that there is an awful lot of it, and PSCU’s Analytics solutions endeavor to provide fresh and actionable insights. Join us for a discussion of some important business trends and an exciting preview of our new, emerging analytics solutions.

Lone Star E (3rd floor)

Speakers: Jeff Rosenbeck, Kristen St. Jean, Jeff Carelli, Doug Perusse
1:30 PM - 2:30 PM Future Proofing Your Business Through Technology
What key technologies should you be watching? Are you investing in the right technologies? Will they ultimately deliver the impact to your members that they need? Learn about some of the newest advancements available today and how to ensure you’re evolving for the consumer of tomorrow.

Lone Star F-G (3rd floor)

Speakers: Jim Marous
1:30 PM - 2:30 PM Keeping Up With Your Members
As consumer expectations around engagement continue to evolve, digital banking has quickly become the focal point of a member’s relationship with their financial institution. See how PSCU breaks down the impact of this evolution, the important role it plays, and real-life examples of how some of today’s top credit unions have tailored their digital banking platforms and taken member engagement to new heights.

Lone Star D (3rd floor)

Speakers: Jeff Chambers, Michael Batts
1:30 PM - 2:30 PM Protecting Your Credit Union
Safety and security are paramount when it comes to earning and maintaining member trust. Join us as we look into the importance of resiliency, cybersecurity, and how you can keep your credit union safe.

Lone Star A-B (3rd floor)

Speakers: Nick Curcuru, Stacy Arruda
2:30 PM - 2:45 PM Break
2:45 PM - 3:45 PM Future Proofing Your Business Through Technology
What key technologies should you be watching? Are you investing in the right technologies? Will they ultimately deliver the impact to your members that they need? Learn about some of the newest advancements available today and how to ensure you’re evolving for the consumer of tomorrow.

Lone Star F-G (3rd floor)

Speakers: Jim Marous
2:45 PM - 3:45 PM Keeping Up With Your Members
As consumer expectations around engagement continue to evolve, digital banking has quickly become the focal point of a member’s relationship with their financial institution. See how PSCU breaks down the impact of this evolution, the important role it plays, and real-life examples of how some of today’s top credit unions have tailored their digital banking platforms and taken member engagement to new heights.

Lone Star D (3rd floor)

Speakers: Jeff Chambers, Michael Batts
2:45 PM - 3:45 PM Let Data Take The Wheel
With the amount of data available at your fingertips, it’s never been easier to uncover key insights that guide precise and informed decisions. Join PSCU to discuss new uses for data and simple techniques that enable data to drive campaign automation, member engagement, and strategic growth.

Lone Star E (3rd floor)

Speakers: David Ross, Matthew Mullarkey, Ph.D.
2:45 PM - 3:45 PM Protecting Your Members
Keeping your members safe is at the top of just about every roadmap. And as fraudsters get smarter, we must continue to think one step ahead to keep your members safe. Join us for a discussion about fraud trends in the industry today, how fraud is evolving, and where credit unions should be investing on behalf of their members.

Lone Star A-B (3rd floor)

Speakers: Stacy Arruda, Ivana Spadijer
3:45 PM - 5:00 PM Expo
JW Grand Foyer (4th floor)
6:30 PM - 7:15 PM Cocktails & Networking
JW Grand Foyer (4th floor)
7:15 PM - 10:00 PM Charity Dinner, Auction & Entertainment
Join us for a delightful evening of fine dining and entertainment! This is your chance to relax and connect over cocktails and then enjoy a formal dinner in the company of peers. Throughout the evening, you're invited to take part in our silent auction benefiting the National Credit Union Foundation. Whose Line is it Anyway? stars Colin Mochrie and Brad Sherwood are taking to the stage live to entertain us all and help with the auction.

JW Grand 1-5 (4th floor)



THURSDAY, APRIL 4, 2019

7:30 AM - 8:45 AM Breakfast
JW Grand 6-7 (4th floor)
7:30 AM - 8:45 AM Inclusion & Diversity Breakfast: "Life Above the Belt: A Knockout Game Plan for Creating Balance"
Hosted by Susan Adams Women’s Network, Sankofa and PSCUnity

Lone Star E (3rd floor)

Speakers: Laila Ali
9:00 AM - 9:15 AM Welcome & Introductions
JW Grand 1-5 (4th floor)
9:15 AM - 10:00 AM Keynote Address: "Enhancing the Member Experience to Drive Credit Union Growth"
JW Grand 1-5 (4th floor)

Speakers: Bob Trunzo
10:00 AM - 10:45 AM Keynote Address: "Finishing the Fight: Becoming A Champion of Success"

JW Grand 1-5 (4th floor)

Speakers: Laila Ali
10:45 AM - 1:30 PM Expo
JW Grand Foyer (4th floor)
12:00 PM - 1:30 PM Lunch
JW Grand 6-7 (4th floor)
12:00 PM - 1:30 PM Senior Leadership Meeting & Lunch: "Reinventing Leadership for the Age of Machine Intelligence"

Lone Star E (3rd floor)

Speakers: Mike Walsh
1:30 PM - 2:20 PM Connect. Engage. Grow.
A winning loyalty rewards program is a great answer when consumers ask “What’s in it for me?” Join us for a discussion around the importance of Loyalty programs, their impact on achieving top of wallet status, and peek behind the curtain at the latest tools and programs available to provide your members with meaningful rewards…faster.

Lone Star F-G (3rd floor)

Speakers: Casey Merolla
1:30 PM - 2:20 PM Delivering on Member Experience Through Omni-Channel Strategies
We’re all in the experience delivery business. As credit unions strive to strengthen relationships with their members, providing superior service helps reinforce that value and solidify that bond. Join us for an informal discussion with other CU executives on how they are connecting with their Members through omni-channel strategies to positively impact the member experience.

Lone Star A-B (3rd floor)
1:30 PM - 2:20 PM Innovation Spotlight
Are you able to spot innovators and disruptors in the FinTech ecosystem? How do you leverage innovation to level the playing field? Learn from some of the industry’s strongest innovators how to shift your focus to track new developments and enable you to develop strategies to leverage innovative technology in your credit union.

Lone Star C (3rd floor)

Speakers: Mastercard Start Path Companies
1:30 PM - 2:30 PM Senior Leadership Meeting: "Reinventing Leadership for the Age of Machine Intelligence"

Lone Star E (3rd floor)

Speakers: Mike Walsh
1:30 PM - 2:20 PM What's Next in Payments
Stay on top of the payments industry, from the fundamentals to what’s new and on the horizon with a discussion from one of the industry’s renowned thought-leaders, Mark Sievewright, founder & CEO of Sievewright & Associates.

Lone Star D (3rd floor)

Speakers: Mark Sievewright
2:20 PM - 2:30 PM Break
2:30 PM - 3:20 PM Connect. Engage. Grow.
A winning loyalty rewards program is a great answer when consumers ask “What’s in it for me?” Join us for a discussion around the importance of Loyalty programs, their impact on achieving top of wallet status, and peak behind the curtain at the latest tools and programs available to provide your members with meaningful rewards…faster.

Lone Star F-G (3rd floor)

Speakers: Casey Merolla
2:30 PM - 3:20 PM Innovation Spotlight
Are you able to spot innovators and disruptors in the FinTech ecosystem? How do you leverage innovation to level the playing field? Learn from some of the industry’s strongest innovators how to shift your focus to track new developments and enable you to develop strategies to leverage innovative technology in your credit union.

Lone Star C (3rd floor)

Speakers: Mastercard Start Path Companies
2:30 PM - 3:20 PM What's Next in Payments
Stay on top of the payments industry, from the fundamentals to what’s new and on the horizon with a discussion from one of the industry’s renowned thought-leaders, Mark Sievewright, founder & CEO of Sievewright & Associates.

Lone Star D (3rd floor)

Speakers: Mark Sievewright
2:30 PM - 3:20 PM Using Data Insights to Optimize Your Card Portfolio
Where should your CU be spending discretionary consulting / marketing / data dollars? Digital, Predictive Analytics or Smart Campaigns? Gain insight into the importance of third party portfolio evaluation and the opportunities with swarming member communications to achieve optimal outcomes.

Lone Star A-B (3rd floor)

Speakers: Glynn Frechette
3:30 PM - 4:15 PM Closing Keynote: "The Goalposts of Leadership Are Shifting: Are you?"

JW Grand 1-5 (4th floor)

Speakers: Peyton Manning
7:00 PM - 10:00 PM Closing Party
Get ready to dance, dine and party under the roof of national concert treasure, Austin City Limits, and to the tunes of three national music icons. This year's Thursday night Member Forum party will be hosted by Mark McGrath. He'll be performing a few of his biggest hits, along with his group, Ezra Ray Hart - featuring Kevin Griffin of Better Than Ezra, and Emerson Hart of Tonic.