Sessions



Operational Innovation Welcome

 


Operational Innovation - Hands-Free! The Future of Payments are Contactless

Troy Stang
Todd Clark
Melissa Kopp
Libby Calderone
Bob Long
Although not new to the payments space, digital wallets, contactless payments, and contactless ATMs were not commonly adopted solutions in the U.S. market. Given the current environment, many credit unions are reporting renewed member interest in these solutions. This session features a powerful panel of industry experts uncovering the latest results in card transaction data while interpreting market feedback. Leave this session with a better understanding of the landscape and actionable next steps.

Sponsored by:


Sponsors




CUNA Mutual Group is a financially strong insurance, financial technology and investment company. With roots in the credit union movement, we have a generations-long history of working with financial institutions to protect and grow their businesses. We enable our customers to help their customers achieve financial stability through solutions that stay ahead of the pace of today’s rapidly changing marketplace. The companies of CUNA Mutual Group offer commercial, personal insurance products; lending solutions; retirement, investment, data and analytics, and marketing services. 







Origence delivers the ultimate origination experience. For 25 years as CU Direct, we’ve helped credit unions increase loan volume and income, create efficiencies, and grow membership through our automotive, lending and strategic solutions. Today, as Origence, our next generation technology solutions and services span across indirect lending, mortgage and consumer loan origination, digital retail, analytics, marketing and CRM, auto shopping, vehicle service programs and identity theft solutions, advisory services, and outsource loan processing. We help credit unions optimize the member experience, leveraging integrated solutions to bring efficiency, productivity, and profitability to lenders. Visit www.origence.com for more information. 




Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution serving nearly 1,400 credit unions nationally with innovative core financial services and superior back-office support. Services, designed specifically for the credit union industry, include payment solutions, liquidity, investment options and balance sheet management assistance.
 
Catalyst Corporate strives to be the premier corporate credit union, providing exceptional member value in an efficient, safe and sound manner. Catalyst Strategic Solutions, LLC, a wholly-owned subsidiary, combines its 30 years of experience with a cooperative business model to provide unparalleled service and access to analytical resources, strategic consultation and investment portfolio management services.
 




Headquartered in Livonia, Mich., CU Solutions Group is an award-winning credit union service organization that offers products and services in the areas of technology, marketing, HR performance and strategic advisory. The organization is home to national credit union-focused brands including Love My Credit Union Rewards, Save to Win, MemberXP, CUBE TV Studios, and Performance Pro. The company has more than 100 investors comprised of credit unions, credit union leagues and credit union system organizations and maintains strategic partnerships with Intuit TurboTax®, GSTV and CU Risk Intelligence. For more information, visit CUSolutionsGroup.com.










LSC’s® mission is to help credit unions compete. Our dynamic suite of product solutions includes Debit, Credit and CUMONEY® Prepaid Visa® Debit Cards and Gift Card programs. Grow and retain members with the convenience of all major ATM networks. LSC provides in-house customer service and an experienced Portfolio Development Team to help your credit union develop and manage successful marketing promotions. Advance with LSC.




Member Access Processing offers industry-leading, full-service Debit, Credit, Prepaid, ATM and Mobile solutions.  As the nation’s only aggregator of the Visa Debit Processing Service platform for credit unions, MAP is able to leverage our one-of-a-kind partnership with Visa to provide our clients the reliability, security, and service that no other provider can offer.
 
Our customizable, single-point technology systems help credit unions reach the peak of cardholder usage, loyalty and program efficiency within the first year.  With unparalleled security and fraud protections from MAP, our clients are outperforming their bank and credit union competitors and have achieved the lowest fraud rates in the U.S. Our clients have been first-in-the-nation adopters of EMV, card controls, transaction alerts, on-demand card manufacturing and they continue to innovate with digital issuance and contactless payments.




 

 

DDJ Myers, Ltd. is committed to supporting credit unions with exemplary products and services for board development and governance, strategic planning, executive search, executive compensation advice, and succession planning.  We are highly skilled in designing and facilitating conversations in the board and executive team about cultural competence in diversity, equity, and inclusion.

 

Our leadership coaches provide top tier executive and board coaching and facilitation of individual, organization, and board assessments.

 

DDJ Myers is an industry thought and best-practice leader and has been supporting high-performing organizations for more than 30 years. We are considered subject-matter experts in the industry and are proud to work with a diverse team that honors authenticity, personal values, and purpose-driven work. Aligning actions and beliefs are a core practice at DDJ Myers.

 




Western Governors University (WGU) believes that talent is universal—even if opportunity isn’t. Higher education is the best way to bridge that gap, but traditional higher ed wasn’t built for the realities facing many of today’s students. So WGU created a nonprofit, 100% online university focused on expanding access to education around the country. WGU innovation keeps students top of mind, giving them the flexibility and freedom they need to succeed in today’s workplace.







Glia creates digital-first moments that simplify and transform communications between Credit Unions and members using Messaging, Video, Voice, CoBrowsing, and Artificial Intelligence. Financial enterprises with high-consideration sales and support experiences need to deliver choice, continuity, and speed. Glia transcends the channel discussion to focus on what matters - members!




Illuma Labs delivers real-time voice authentication and fraud prevention solutions for credit union contact centers. The flagship product, Illuma Shield, replaces traditional knowledge based authentication practices with an effortless and secure voice biometric solution. The net result is elevated member experience, enhanced security, and improved operational efficiency in your contact center.

Illuma Shield has been showcased at multiple premier Fintech events such as FinovateSpring and FinovateFall, and won Best in Show at VentureTech 2019. Visit our Virtual Booth for more information!













CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud-mitigation service.













Welcome to Narmi's Virtual Booth!

Narmi provides superior technology – namely mobile banking, online banking, digital account opening and banking APIs – to credit unions. Banking through these digital channels hasn’t changed in years and has become an antiquated, transactional experience when it should be a highly emotional and data-driven experience.


With Narmi’s help, credit unions can better compete with Mega-Banks, Challenger Banks and FinTech companies to create a more diverse and engaging financial ecosystem. Today, Narmi’s platform powers credit unions with billions of dollars in assets, and helps move millions of dollars between financial institutions on a daily basis.
 










About Allied Solutions, LLC

Allied Solutions is one of the largest providers of insurance, lending, and marketing products to financial institutions in the US. Allied Solutions uses technology based products and services customized to meet the needs of 4,000 clients along with a portfolio of innovative products and services from a wide variety of providers. Allied Solutions maintains over 15 regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. Visit alliedsolutions.net to learn more.







NWCUA Members! Welcome to the DefenseStorm & PureIT Collaboration...

We're glad you stopped by! 

We know that credit unions are playing a huge part in keeping our communities thriving, so we’re happy that you are here!   We miss seeing familiar faces, catching up on life, sharing which vendor brought the best swag, and taking fun selfies… hopefully we’ll have the opportunity to do that again soon.   

In the meantime, hope you are staying healthy.  We’d love it, if you’d say hello on chat or jump into our live Zoom meeting to see you in face to face! 

So, why are you here today? 

If you are looking for the answer to one of the following, you may be in the right place: 

- Our leadership wants better visibility and understanding to our overall cyber risk.   
- We are looking for someone to help us with our IT Strategy. 
- We are evaluating vCISOs 
- Help me understand why audit prep so challenging and time consuming, I wish I could press a button and have everything I need in one place! 
- I want to take a #defensestormselfie 
- I want someone to compliment me on my blue plaid jacket 
- Just testing my luck for a raffle prize! 
- Wanted to check out who had a fun video on their welcome page







Elan Advisory Services

Elan Advisory Services provides strategic consultation to ensure your credit union has the right products and services to compete in your market. Through Elan Advisory Services’ internal partners, we deliver best-in-class products and exceptional service to more than 3,000 financial institutions across the United States. With solutions such as end-to-end agent credit card services, mortgage services, and merchant processing, Elan Advisory Services can help your credit union increase revenue and efficiencies. 

For more information, visit www.elanadvisoryservices.com.




ESP, Inc. provides core processing with incredible customer service and total flexibility in vendor integrations.




The Federal Home Loan Bank of Des Moines is a member-owned cooperative that provides funding solutions and liquidity to nearly 1,350 financial institutions to support mortgage lending, economic development and affordable housing in their communities. Serving 13 states and three U.S. Pacific territories, FHLB Des Moines is one of 11 regional Banks that make up the Federal Home Loan Bank System. Members include community and commercial banks, credit unions, insurance companies, thrifts and community development financial institutions. FHLB Des Moines is wholly owned by its members and receives no taxpayer funding. For additional information about FHLB Des Moines, please visit www.fhlbdm.com.
 




Haberfeld helps credit unions in the Northwest and nationwide align ROI-focused marketing and effective frontline execution to help maximize growth and engaged members to fulfill their mission. Credit unions partner with Haberfeld to significantly increase non-interest income, loans, core deposits and improve COF. They also partner with us to more strategically target new core members, create and encourage a culture of sales as escalated service, and to develop inclusive, member-friendly products, policies, procedures and processes to pave the way for growth. Our strategy typically doubles new, core retail and business member account openings and attains over five products and services per household. The new members obtain more products and services because they see our clients as their primary financial institution. 




JMFA is one of the most trusted names in the industry for improving performance and profitability. Whether it’s uncovering new savings with vendor contract negotiations, strengthening revenue, or serving members better with a 100% compliant overdraft program—JMFA offers comprehensive consulting to help your credit union deliver measurable results.




Parama Partner's team of experts specialize in credit union compliance. We customize our services to address your compliance needs so that you don’t have to worry about navigating complex regulations. 

Our Help Desk provides 24 X 7 on-demand compliance solutions for credit unions of any size. You'll get the answers you need within hours, and even less for urgent issues.

Our Internal Audit Services gives you access to our team of professional auditors who bring proven industry experience to each engagement. We use Ncontract's NVerify©, an automated, integrated auditing solution that not only ensures compliance, but also identifies opportunities for internal process improvement.







Like most credit union executives these days, you wear a lot of hats. You are busy beyond busy, and your needs are constantly changing – especially as balance sheets become more complicated and portfolios become more sophisticated. To complicate things further, you may not have the time, tools, and training needed to keep risk and opportunity balanced for peak performance.

The constantly changing interest rate and regulatory environment today is compelling credit unions to actively manage their balance sheets more than ever before. Analyzing the potential impact of interest rate risk is no longer a luxury, but a necessity.

Changes to NCUA's interest rate risk supervision are forthcoming. Prepare for the Net Economic Value (NEV) Supervisory Test which calculates your NEV ratio and sensitivity for base case and +300 basis point stress rate scenarios. The results of the test will be used in part to determine which of the four risk classifications your credit union will be assigned (low, moderate, high, and extreme). Are you prepared?

The NCUA has begun to standardize the treatment of non-maturity shares which represent a significant percentage of funding for credit unions. We can help you understand the standardization and how it affects the value you assign to non-maturity shares.

QuantyPhi is built on the notion that highly motivated staff provide better outcomes for clients. The research explains how motivation is measured, and just how clients can expect to benefit from working with QuantyPhi. Making sure employees and clients are perfectly aligned in their motivation will produce better results and higher satisfaction for clients.

Enter to Win a $50 Amazon Gift Card







Welcome to SWBC's virtual booth.

Headquartered in San Antonio, Texas, SWBC is a financial
services company providing a wide range of insurance, mortgage, and investment services to individuals, businesses, and financial institutions. SWBC’s Financial Institution Group provides quality solutions and services that help credit unions, banks, consumer credit companies, and mortgage servicers of all sizes manage risk, generate income, and streamline operations.

Thanks for stopping by!




Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is the leading provider of revenue-driving solutions for community banks and credit unions. Our Velocity Intelligent Platform™ powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, deposits and loans to our client financial institutions.

 

Our solutions address the changing regulatory landscape, evolving technology and consumer needs. Our ability to swiftly and proactively develop innovative new solutions stems from our seasoned leadership team, providing a powerful mix of financial, analytical, legal, marketing and technical backgrounds. This unique blend of expertise allows us to develop a true consultative relationship with our clients and help them succeed within the ever-changing economic, technological and regulatory environments. 

https://myvelocity.com/

 




Western CUNA Management School, where credit unions send promising managers and upper-level staff to acquire the depth and breadth needed to enhance their credit unions’ success and to advance their personal career goals. Concentrated academic education over three yearly two-week terms. Located at Pomona College, Claremont, CA. 










Strategic Resource Management (SRM) has assisted over 1,050 financial institutions realize $3.6 billion in value by advising in critical areas such as payments, digital transformation, core processing, artificial intelligence, and operational efficiency. Our decades of experience have lowered costs, enhanced revenues, increased productivity, expanded customer satisfaction, and provided a competitive edge for our clients. Our services include strategy development, gap analysis, process improvement, RFP management, vendor scoring, industry benchmarking, and contract negotiations. Our team includes industry-leading subject matter experts that speak at dozens of conferences throughout the year and are regularly quoted in industry media outlets.