IT Strategic Technology Planning
Bob Roth, Managing Director, Cornerstone Advisors, Scottsdale, AZ
During the first hour of the workshop we will go through the components of the Technology Strategy Plan. Workflows and outlines will be provided along with pointers for each step.
During the second hour we will go through some trends that we are seeing Credit Unions incorporate into their Technology Strategy Plan's. I.E., Electronic Delivery Channel, 3rd Party Contract savings, etc.
During the third hour, we will do breakout sessions in groups and flesh out some major components of the plan. Areas will be up to the groups but could include: High Level goals of the plan; Guiding Principles of IT; Goals specific to your Credit Union; etc.
Every participant should come knowledgeable about their Credit Union’s Corporate Strategic Plan.
We invite all conference first-time attendees to join us at this event. Meet the Technology Council executive committee and find out what our conference is all about.
Rudy Pereira, SVP Operations & Technology, Alliant CU, Chicago, IL Jennifer Lehn, EVP, Numerica CU, Spokane, WA
8:30– 9:30 a.m.
KEYNOTE ADDRESS
Tim Sanders Gives the Power to The People
Tim Sanders, Best Selling Author and Business Solutions Expert ~ Sponsored by Harland Clarke & CUNA Strategic Services “People are the next big thing,” writes Tim Sanders in his first book, a New York Times business best seller. His point of view is novel: Your members do business with your people – not products or processes. Your relationships with your talent, partners and customers are the most valuable assets you have. So treat people as if they are #1.
From people skills to humanizing business, his talks center on the people side of the profit and loss statement. Too often, we approach business from a technological or financial sense and miss the bigger picture. Based on hundreds of thousands of pages of research, he offers bottom-line expertise with clear takeaway items for audiences.
9:30 –
10:00 a.m.
NETWORKING BREAK – Visit with Sponsors ~ Sponsored by IT Lifeline
10:00 a.m. –
Noon
SPEED ROUNDS
NEW this Year - Speed round sessions offer a unique and powerful platform for financially focused technology companies to demonstrate their latest innovations to conference attendees.
Focus on Financial Technology Innovation – Speed rounds focus exclusively on the biggest and most innovative ideas in Financial Technology. The CTC sponsors are creating the future for credit unions and will not only inspire you but also help you compete.
Competition has Intensified – In the current economic environment, competition is more fierce than ever and technological innovation continues at an incredible pace. You can’t sit still and hope to survive. Come get an edge on the competition.
12 Noon – 12:45 p.m.
LUNCH with SPEED ROUND PRESENTERS
Do you want to learn more about a certain demo you saw? Grab a lunch and join the presenter for a more in-depth discussion.
12:45– 1:00 p.m.
Visit with Sponsors in the Welcome Center
1:00 - 2:15 p.m.
BREAKOUT SESSIONS
Remote Channel Optimization
Ed Langel, Director Electronic Services, Alliant CU, Chicago, IL
~ Sponsored by Hyland Software
The economic challenges over the past few years have resulted in compressed financial earnings and increased operating costs, driving a renewed focus to optimizing remote channel usage. The evolution of online banking systems, mobile banking applications and call center integrations is critical to a successful remote channel strategy. This session will address how migrating routine transactions and driving self-service features to more cost effective channels can reduce overall costs and retain a highly engaged membership.
Managing IT Risk in a Cloud Environment (repeats on Tuesday morning)
John Rostern, Managing Director, Coalfire Systems, New York, NY ~ Sponsored by Switch & CUNA Strategic Services
This session will provide an overview of cloud computing and its impact for Credit Unions, their IT Departments, and their service provider relationships. This session will include an overview of the regulatory requirements that relate to the cloud, various frameworks that are available for reviewing and managing risk, and discuss how the cloud may impact the regulatory landscape. It will include a review of 5 critical skills that are critical for evaluating the risk in the cloud.
Adding Online Services without Introducing Risks
Terry Austin, CEO, Guardian Analytics, Los Altos, CA ~ Sponsored by InfoImage
As credit unions fulfill growing customer preferences for online banking, how can they bolster security and continue to expand their online services without increasing risk?
With increasingly stealthy fraudsters turning to ACH transfers, money mule schemes and man-in-browser attacks to perpetrate their scams, credit unions must be able to protect both themselves and their customers from fast-paced cybercriminal innovation while still supporting the online channel’s continued growth.
In this session, we will present some real-world stories of recent online fraud attempts against credit unions and discuss how to build a strong layered and behavioral-centric security framework to combat the threats of enhanced online banking.
iPad for Branch Application
John Best, CTO, Wescom CU, Pasadena, CA ~ Sponsored by ShoreTel
The age of mobile is here and it isn’t just for the members! Your credit union staff needs it as well. Learn how using mobile in your branches can change the way you engage your membership.
How BECU Manages the Project Pipeline
Jesse Douglas, VP Program Management, BECU, Tukwila, WA
Nancy Edwards, IT Program Management Manger, BECU, Tukwila, WA
This case study will walk through the BECU process of project approval, project prioritization, project staging and subsequent execution. In addition, it will cover how prioritization and staging conflicts are resolved and how changes to priority are handled. Finally, how the infamous meteorite projects are processed.
Enhancing IT Operations through Automation Technology
Kathy Hooker Burress, President, SMA USA, Software & Management Associates, Kingwood, TX
Neville Kroeger, SVP Technology, SMA, Software & Management Associates, Kingwood, TX
Jeff Johnson, SVP Information Technology, Baxter CU, Vernon Hills, IL
This presentation will offer a practical high level overview of enterprise IT automation technology and provide authentic examples of how it empowers credit unions to achieve increased operational efficiency throughout the entire organization. It will be relevant to any credit union IT professional – including COO, CIO’s, IT Managers with the desire to enhance the productivity and value of their organization while reducing the cost of routine operations.
What’s the Point of Bringing Item Processing In House? A View of the Benefits of Moving to a Self Sufficient Item Processing Environment
Milton King, Sales Director-The ISA Group, ProfitStars – A Jack Henry Company, Cape Coral, FL
George Rudolph, VP Operations, Alliant CU, Chicago, IL ~ Sponsored by CheckAlt Payment Solutions
This session is designed to understand the benefits and pitfalls of bringing your item processing needs into your financial institution. We will speak of the value added benefits of a central repository of all check related transactions, how the automation of such a solution should work and the benefits of reducing labor time, money value, etc. Please join us for an informative session for all your item processing needs.
Leveraging Social Media
Lance Kissler, New Media & Marketing Officer, Spokane Teachers CU, Liberty Lake, WA ~ Sponsored by Alkami Technology
Learn how to use social media to deepen relationships with your current members, grow membership, provide financial education outreach, monitor your brand and conduct competitive market analyses. Specifically, you’ll see which services and tools can be used to achieve your goals, how to measure ROI and work with key stakeholders to serve your members. Several specific examples will be provided, including policies, Facebook fan growth, reporting/metrics and monitoring services.
3:45–
4:45 p.m.
GENERAL SESSION
Criminal Masterminds. It’s a Living.
Jim Stickley, CTO/Co-Founder, TraceSecurity, La Mesa, CA ~ Sponsored by Software & Management Associates
Jim Stickley has spent the past 15 years playing the part of a criminal. He has stolen credit cards, built fake ATM’s and broken into over 1000 financial institutions. All totaled he has had access to over a billion dollars through his efforts. Fortunately for the rest of us, Stickley is no criminal. Stickley is hired by organizations and media outlets to test the security of everything from banks to the average person on the street. During this session Stickley will demonstrate numerous techniques he has used to gain access to facilities through social engineering as well as how you and your customers can become victims of identity theft. More importantly, Stickley will give simple tips and tricks on how you can protect yourself, your customers and your organization from becoming another identity theft statistic.
Join us for an exciting evening at the Buckhorn Museum & Saloon located just steps from the Riverwalk. You’ll enjoy an evening of networking along with great food and beverages. The museum, which features wildlife from all over the world; including fish, birds, and animal oddities will be open for your enjoyment. Or, just spend your time interacting with your conference sponsors and attendees. Transportation will be provided. Guests are included for a nominal fee.
BREAKFAST – Visit with Sponsors ~ Sponsored by DocuSign
8:15 - 8:30 a.m.
CONFERENCE UPDATES and ANNOUNCEMENTS
8:30 -
9:30 a.m.
GENERAL SESSION
Leadership Strategies for a New Era
Mark Sievewright, President, CU Solutions Group, FiServ, Brookfield, WI ~ Sponsored by CUNA Mutual Group
There’s a transformation underway in the U.S. financial services industry. Driven by profound changes in the economy, consumer demographics, the regulatory environment and technology, this transformation will have a dramatic effect on how credit unions do business and how they strategize and collaborate around products, services, and information. Credit union members - businesses and consumers, alike - are redefining what it means to be empowered and connected through a growing array of electronic devices and applications. Additionally, new generations of consumers are bringing with them new preferences, new thinking and new ways of doing business. This session will highlight the changes underway, the implications for credit unions and the leadership strategies they need to pursue.
Managing IT Risk in a Cloud Environment
John Rostern, Managing Director, Coalfire Systems, New York, NY ~ Sponsored by Syntellect, Inc.
This session will provide an overview of cloud computing and its impact for Credit Unions, their IT Departments, and their service provider relationships. This session will include an overview of the regulatory requirements that relate to the cloud, various frameworks that are available for reviewing and managing risk, and discuss how the cloud may impact the regulatory landscape. It will include a review of 5 critical skills that are critical for evaluating the risk in the cloud.
The Legal Aspects of E-Discovery: What You MUST Know!
Gregory Johnson, Attorney/Legal Technologist, Paine Hamblen LLP, Spokane, WA ~ Sponsored by Somansa Technologies, Inc.
Computing devices have been a integral part of America's businesses for about three decades. In a litigation or investigation, most of the factual data of the matter exists on various computing devices as electronically stored information (ESI). E-discovery lawyer, Greg Johnson, will lead a discussion about ESI; the legal process known as e-discovery (the discovery of ESI); and the various issues faced by organizations who are dealing ESI and e-discovery. Topics of discussion include: e-laws; e-rules; retention practices; e-mail; VM; smart phones; and, social networking.
You Can’t Protect What You Don’t Know
Nicole Tutt, Information Security Officer, Spokane Teachers CU, Liberty Lake, WA ~ Sponsored by Diebold, Inc. & CUNA Strategic Services
Information security today requires much more than just being able to identify and repel known threats. You must be able to discover subtle detail and changes in behavior within your environment that may be hidden below the surface. It is as much about being able to establish what is ‘normal’ as it is recognizing potential threats. This session will discuss what type of monitoring and what underlying details can be utilized to protect your environment more effectively.
The Intersection Between Social Media & Payments
Ben Milne, CEO, Dwolla, Des Moines, IA
Jeff Russell, EVP, The Members Group ~ Sponsored by BIT Statement Processing
Business is not as usual anymore. The recent sea change in consumer behavior – caused by phenomena like GroupOn, Facebook, and Twitter – has put many issuers and credit unions at odds with the demands of an increasingly socially-oriented constituency. Uninformed and, perhaps, antiquated institutions are failing to grasp the new and innovative technologies that would allow financial institutions and the public to reconcile this growing divergence. One such technology, Dwolla, is helping credit unions and issuers embrace this behavioral shift and channel it into lucrative opportunities. This conversation will address the expectations of the emboldened 21st century consumer and how integrating features, such as social payments through Facebook and Twitter, and providing tools, like real-time payments analytics dashboard, the industry can harness this tidal shift for future prosperity.
11:30 a.m. – 12:45 p.m.
MEMBERSHIP LUNCH (open to all OpSS/CTC attendees and sponsors)
1:00– 2:15 p.m.
BREAKOUT SESSIONS
Leadership Skills Needed for CIO/CTO: A Panel Discussion
Jackie Buchanan, CEO, Genisys CU, Pontiac, MI
Sam Kilmer, VP Market Development, Harland Financial Solutions, Lake Mary, FL
Sherri Evans, CFO, TruChoice FCU, Portland, ME
Heather Moshier, EVP IT, San Diego County CU, San Diego, CA
With credit union performance increasingly in focus, the alignment of information technology with business requirements and the CIO/CTO role have never been more important. This session will explore necessary skills for effective information technology management from the perspective of the internal executives the CIO/CTO serves. Panelists will include Jackie Buchanan: CEO, Genisys CU, Heather Moshier, EVP Information Technology, San Diego County CU, Sherri Evans, CFO, TruChoice FCUand moderator (Sam Kilmer, Harland Financial Solutions) a CMO. Attendees will take away experienced insights, practical tips, and best practices for both successful CIO/CTO career development and improved CU service.
Network/Bandwith Monitoring Tools and Techniques
Pete Cortez, Technical Instructor, New Horizons Computer Learning Center, San Antonio, TX
We will discuss several closed and open source monitoring tools available to administrators. Most organizations, from the smallest office to the largest enterprises rely on some kind of network monitoring tools to help them analyze performance issues, alert them to threats, and provide reports about the health of the network environment.
Mobile Remote Deposit Capture: A Strategic Growth Engine for Credit Unions
George Dow, VP Business Development, Vertifi Software, LLC, Burlington, MA
Mary O’Rourke, VP Electronic Services, Randolph-Brooks FCU, Live Oak, TX ~ Sponsored by Vertifi Software, LLC
Mobile remote deposit capture (RDC) is one of the hot technologies in banking today. Find out how some of the nation’s largest credit unions are delivering this service to their members through both independent as well as integrated RDC applications. Key performance indicators, case studies, and best business practices will be presented.
Technology Trends and Strategies for Credit Unions
Rick Roy, CIO, CUNA Mutual Group, Madison, WI ~ Sponsored by Jwaala
Technology in today’s world is changing and evolving at an accelerating pace. Does this pose a threat or an opportunity for credit unions? In this session, Rick Roy, Chief Information Officer for CUNA Mutual Group, will explore today’s key emerging technology trends and the implications of these trends to credit unions and their members. Key trends covered will include mobility and consumerization of IT, Cloud computing, Security and Privacy, and the staffing implications of these trends.
Visit sponsor displays to find out if you are a winner!
2:45–
4:45 p.m.
MINI WORKSHOPS
Improving Efficiency with Data Warehouse
Jason Bedsworth, VP, CFS Consulting, Oak Brook, IL
This session contains two parts. Part one will provide an overview of Business Intelligence offerings available for credit unions including examples of the business value that can be achieved from making investments in Business Intelligence. Part two will include two - three business cases where a problem will be stated followed by a before and after demonstration of how that problem might be addressed in a credit union both without and then with a business intelligence solution in place. Business problems will cover the areas of Marketing, Risk Management, Branch/Channel Operations and Finance/Accounting.
Making Project Management Work for IT and its Stakeholders
Karla Norwood, President, Connections Online, Westlake, OH
During this session, attendees will be provided with a wealth of information that focuses on:
Balancing the three most important project categories
Selecting the right projects for the right reasons
Building a priority management system that everyone supports
Making cross-functional project teams more productive
Building transparency into the project management process
This Isn’t the Company I Came to Work For: Leading Change and the Continuously Evolving Blueprint of Your Enterprise
Jeff Rendel, CSP, President, Rising Above Enterprises, Corona, CA
Change is here in many forms – new ventures, restructuring, mergers, acquisitions, culture shifts, career uncertainty, and more. Whether it’s creative destruction or disruptive innovation, today’s business environment requires an unprecedented degree of inventiveness and agility, the decisive dividing line between change strategy and focused execution. How does a change initiative deliver its promised value? Well thought-out management of the operational aspects of corporate change, along with managers and executives overlooking involvement, reinforcement, participation, and communication can make your culture a competitive advantage.
In the end, your people are leaders and will deliver. Every day, they want to: think and act strategically; own their area of expertise; play a part in decision-making; and, understand the candid reality about their career and business. In the past, conformity trumped innovation, hardly a breeding ground for great leaders of change. Aligning corporate change initiatives with your employees’ desires to lead in their own jobs – as well as the needed operational adjustments – increases the success rate of any change.
