Information Security Awareness Training Program Made Easy Patricia Kelly Director Information Systems, STCU, Liberty Lake, WA and Kelly Dowell, Executive Director, CUISPA, Austin, TX Attention Vendors - Sponsor this Session!
Reduced budgets, limited resources, never ending security threats, and increased governance requirements – with all of these issues tugging at you during these uncertain times, how can you possibly develop and maintain an effective information security awareness training program? This is where we can help by giving you some quick, easy and inexpensive tools to establish an effective program that is easy to maintain and customize based on your credit unions' needs. We will assist you in developing a program that educates employees on security threats and best practices in a new and innovative way. This interactive session will ensure the information will stick with your employees.
Recent history has seen the rise of innovation as a key mandate for driving top-line growth in business across multiple sectors. But as organizations have devoted increasing resources and attention to innovation, a critical issue has been ignored in the process. How can you create new value if your company doesn't have a gut sense for what people outside its walls actually value? The challenge facing business today isn't a lack of innovation, it's lack of empathy.
Dev Patnaik takes audiences inside leading companies like IBM, Target and Intel to see how empathy can drive change and growth. He dives deep into the human brain to find the biological sources of empathy and their critical role in decision-making, learning, and judgment. And he spends time on both sides of the political aisle, to show how empathy can give politicians the acuity to cut through a morass of contradictory information.
9:15– 9:45 am
Networking Break – Visits with Sponsors ~ Sponsored by CUNA Mutual Group
9:45–
11:00 am
BREAKOUT SESSIONS
For Mature Audiences Only? A Panel Discussion on the Future of the Online Channel... Andrew Taylor, Chief Technology Officer, Jwaala, Austin, TX, Roger Amador, Jr., VP Q2 Credit Union Solutions, Q2 Software, Austin, TX and Albert Ko, SVP Online Financial Management, Digitial Insight, an Intuit Company ~ Sponsored by MShift, Inc.
Is the online channel mature or are there new enhancement/products coming that will bring in a whole new set of users to your online channel? What can your organization do to hold onto your current online users? This vendor panel will provide the following insights:
A product roadmap that discusses each company's vision around addressing the future needs of online users.
A discussion about what is finally attracting new users (outliers) to the online space.
A discussion about what new products or enhancements have helped solidify the online relationship with existing members.
A chance to ask the panel your question about the future of the online space.
Online Account Opening - Strategies and Trends Ed Langel, Electronic Services Director, Alliant CU, Chicago, IL ~ Sponsored by Syntellect
What is Alliant Credit Union’s strategy to drive online account enrollment and account opening that has made the online channel the largest “Service Center?” Learn about Alliant’s strategies of a successful business model that drives remote and call center as their primary delivery channels, online account opening trends and online banking integrations.
Current Trends and Traps in DRBC Mark Mazenko, Director of Business Development, IT Lifeline, Liberty Lake, WA ~ Sponsored by Diebold, Inc. and CUNA Strategic Services
Learn how to simplify critical components of DRBC in an era of financial crisis, intense executive scrutiny and membership uncertainty. You will take away proven tactics and tools to aid in accomplishing your DRBC objectives.
Enterprise Collaboration and Knowledge Management Kyle Welsh, VP Technology Services, BECU, Seattle, WA ~ Sponsored by ShoreTel
Maximize the investment value within your enterprise by integrating collaboration technology and knowledge management. Learn how BECU has leveraged their investments in these technologies through integration, providing their employees with the right information at the critical ‘moments of truth' interactions with their members, creating the ultimate member experience.
11:00–
11:15 am
Networking Break – Visits with Sponsors ~ Sponsored by Digital Insight
Collaboration Technologies in Action - BECU/Next IT Tracy Malingo, VP, Business Development, NextIT, Spokane, WA and Kyle Welsh, VP Technology Services, BECU, Seattle, WA Attention Vendors - Sponsor this Session!
Maximize the value of your investment in collaboration and knowledge management in your enterprise by integrating them. See how BECU has leveraged their investments in collaboration and knowledge management technologies by integrating them and getting the right information to their employees at the critical ‘moments of truth' when interacting with their members.
Alliant Credit Union's Six Sigma Journey Laurie Wallace, Business Process Analyst, Alliant Credit Union, Chicago, IL Attention Vendors - Sponsor this Session!
There are virtual solutions for every problem that all cost real money. We'll sort through these pretenders and separate the proven technologies from the bleeding edge while matching it to our credit unions needs. You won't want to blink as we outline technologies we have tried, implemented, and dismissed in the past year saving you precious time and perhaps a few dollars too.
What Your Members and Potential Members Really Want!
Bob Hoel, PhD, Filene Fellow, Filene Research Institute, Madison, WI Attention Vendors - Sponsor this Session!
This session gets inside the heads of financial services consumers. It's based on in-depth interviews with members in their homes and on other cutting edge research efforts. The conclusion is clear: consumers look at financial products and services very differently than most bank and credit union CEOs and board members do.
New research shows ways your credit union can better meet the true needs and wants of members. It goes far beyond what's learned in most surveys. It is loaded with fresh insights into gaining larger share of members' wallets and increasing member loyalty. Understanding your members better will enhance their lives and pay big dividends to your credit union.
4:30 pm
Social Event - Casino Night ~ Sponsored by Symitar
Join us for a fun-filled evening as the CUNA Technology Council plays host to a casino night. Try your luck at black jack, roulette and other casino games while enjoying the many food stations and beverages that will be available. Stay until the end and you could be one of the lucky ones to trade your casino dollars for terrific prizes. It's a night of networking, food and fun!
Reconnecting: The Rise, Fall and Change of U.S. Consumer Debt and International Capital Markets Max Fraad Wolff, Economist, Freelance Economist and Writer, New York City, NY ~ Sponsored by PSCU Financial Services
This presentation examines the emergence of international imbalances. These imbalances flowed into American consumer credit markets- principally the mortgage finance arena from 2001-2007. This created rising credit availability, falling standards and anomalously low interest rates. The strained condition of U.S. consumers and the quantity and price of credit aligned to create the conditions for the perfect storm. We have now reached the end of the beginning of seismic shift in U.S. consumer credit markets. What lies ahead for consumers, credit unions and the macroeconomy?
9:00–
9:30 am
Networking Break – visit with sponsors ~ Sponsored by IT Lifeline
9:30 – 10:45 am
BREAKOUT SESSIONS
Learn about some of the key initiatives that the core processors are exploring to make your credit union more competitive and help drive efficiency. Take a deep dive into what they have planned for the upcoming release and over the next five years. Discover how these initiatives line up with industry trends and how they will benefit your credit union.
Core Processor Roadmap - Open Solutions Esther D'Albero, VP Core Product Management, Open Solutions Inc., Glastonbury, CT and Chris VanDerStad, VP Foundation Architecture, Open Solutions Inc., Glastonbury, CT ~ Sponsored by InfoImage
Core Processor Roadmap – Symitar Kathy Hooker Burress, President, and
Ted Bilke, General Manager Operations and Development, Symitar Systems, San Diego, CA ~ Sponsored by Jwaala
Core Processor Roadmap – Harland Financial Solutions David McConney, EVP And General Manager Credit Union Core Systems, and Cheryl Bookhammer, Director Client Services, Harland Financial Solutions, Pleasanton, CA ~ Sponsored by DigitalPersona, Inc.
Core Processor Roadmap – Fiserv Vince Francone, CTO, Credit Union Solutions, Fiserv,
Troy, MI
and Sara Brooks, Chief Strategy Officer, Credit Union Solutions, Fiserv, Frisco, TX Attention Vendors - Sponsor this Session!
10:45–
11:00 am
Networking Break – Visit with Sponsors ~ Sponsored by Digital Insight
11:00 – 12:15 am
BREAKOUT SESSIONS from above repeat
12:15 –
12:30 pm
Networking Break – Visits with Sponsors
12:30 - 1:30 pm
Café Conversations – Select a Roundtable
Become a strategic partner with your core processor. Here is your chance to ask questions and share experiences with your core processor. If you are looking to convert your data processing system, do your investigative work at the conference. This will give you the opportunity to hear from the top core processors all in one place. You can also hear how other credit unions are using the various systems.
Open Solutions
Industry Experts:
Esther D'Albero, VP Core Product Management, Open Solutions Inc., Glastonbury, CT and Chris VanDerStad, VP Foundation Architecture, Open Solutions Inc., Glastonbury, CT Attention Vendors - Sponsor this Session!
Symitar
Industry Experts: Kathy Hooker Burress, President, and
Ted Bilke, General Manager Operations and Development, Symitar Systems, San Diego, CA Attention Vendors - Sponsor this Session!
Harland Financial Solutions
Industry Experts: David McConney, EVP And General Manager Credit Union Core Systems, and Cheryl Bookhammer, Director Client Services, Harland Financial Solutions, Pleasanton, CA Attention Vendors - Sponsor this Session!
Fiserv
Industry Experts: Vince Francone, CTO, Credit Union Solutions, Fiserv,
Troy, MI
and Sara Brooks, Chief Strategy Officer, Credit Union Solutions, Fiserv, Frisco, TX ~ Sponsored by Guardian Analytics
1:30 –
1:45 pm
Networking Break – Visits with Sponsors
1:45– 3:00 p.m
BREAKOUT SESSIONS
Are Mergers Something to be Feared? Jim Cardwell, CEO, Cardwell Group, Westlake, OH Attention Vendors - Sponsor this Session!
Have you ever wondered about the pros and cons of a merger? In this highly interactive session, you will discuss how to create a healthy merger. The discussion will focus on how to create a new unified company by the joining of two separate organizations and how to create a high performance culture in the new entity. This is your opportunity to ask questions about virtually any facet of the merger process.
Credit Union IT Security and Compliance Update: Don't Let your CU Headline a Hack Tom Schauer, CEO, TrustCC, University Place, WA ~ Sponsored by Open Solutions
This presentation will describe recent security breaches and will both summarize how credit unions can comply with regulatory requirements and prevent a major security incident. IT compliance will be demystified! You will also receive many samples and templates to take home in this packed presentation.
Open Source Software in the Enterprise Chris Hyde, VP Information Technology, Numerica Credit Union, Spokane, WA ~ Sponsored by Saksoft, Inc.
Freeware, Shareware, and Open Source software have come a long way since their introduction in the 80's. There are many free and low cost alternatives to the expensive software products you may currently use, (Microsoft Office, SQL Server, Crystal Reports, etc). These alternatives all have communities of programmers, users and in some cases companies that support them. This presentation will give you a brief overview of the history of the Open Source movement, and the various business models associated with them. It will then go on to focus on three widely used software categories that are available as Open Source alternatives; Office suites, Databases/Reporting/BI, and Collaboration.
Red Flag Rules and What they Mean to Your Credit Union Kevin Prince, Chief Architect, Perimeter eSecurity, Milford, CT ~ Sponsored by Perimeter eSecurity
The Red Flags Rule was developed pursuant to the Fair and Accurate Credit Transactions (FACT) Act of 2003. Under the Rule, financial institutions and creditors with covered accounts must have identity theft prevention programs to identify, detect, and respond to patterns, practices, or specific activities that could indicate identity theft.
By attending this session you will:
Gain an understanding of the Red Flags Rule.
Learn what a comprehensive identity theft program includes.
The Gramm-Leach Bliley Act, how does it differ?
Gain an understanding of the growth of fraud and identity theft.
Gain an understanding of what your credit union needs to do to be compliant from a data and network security perspective.
Opportunities in the Turbulence
Marley Gray, Chief Technology Strategist – Banking, Microsoft, Charlotte, NC
Butch Leonardson, SVP/CIO, BECU, Seattle, WA
David McConney, EVP and General Manager Credit Union Core Systems, Harland Financial Solutions, Pleasanton, CA
John Morawski, Chief Technology Officer, Massachusetts CU League, Marlborough, MA
Facilitator: Sam Kilmer,
VP, Market Development, Harland Financial Solutions, Lake Mary, FL ~ Sponsored by CUNA CPD Online
These are unprecedented, dynamic times for the financial services industry and the credit union movement. However, there are opportunities out there in the turbulence. Join our expert panel for a review of some top business trends and technology's role in dealing with the opportunities and challenges. Numerous industry best practices will be discussed so you can take home proven ideas to consider and deploy.
