8:00 a.m. – 3:00 p.m.
CONSUMER LENDING SUMMIT
The change in consumers’ wallets over the past 10 years has been dramatic. Economic shudders have left lasting effects. Regulators have imposed substantial new obligations. Technology continues to revolutionize consumer demand and expectations for financial products and services. And in the midst of it all, financial institution leaders, lenders and marketers are left to map out strategies for success.
That’s why there’s no better time for the Consumer Lending Summit. Presented by Strategic Information Resources — the leading source for actionable market and consumer data — the Consumer Lending Summit gathers top bankers, credit union leaders and mortgage lenders together with some of the industry’s leading solutions providers for a unique conference. Hosted at the exciting and convenient MGM Springfield, this event promises a day of exceptional education, prime networking and insightful ideas.
5:00 pm – 8:00 pm
CREDIT UNION &
COMMUNITY BANK HEROES
Join us as we recognize the credit union and community bank champions who have been heroes to their communities. This year’s soiree gets a new home at the Armory Theater at the amazing MGM Springfield. We’ll feature an open-bar cocktail reception from 5-6 p.m. and honor our award winners from 7-8 p.m.
In between, we’ll hear from a special guest on what it means to stay strong even when all is going against you. We’re delighted to welcome Monica Lewinsky in a rare appearance, as she takes the stage to discuss the events that shaped and warped her life, and her work now as an anti-bullying activist. Monica’s appearances have drawn rave reviews from those who’ve seen her, and you won’t want to miss this limited-seating event.
COFFEE & CONTINENTAL BREAKFAST
8:00 a.m. – 10:00 a.m.
SBA LENDERS FORUM
We welcome the U.S. Small Business Administration as it presents an update and forum for banks and credit unions working to improve access to capital to our region’s growing small business economy.
- SBA updates from Jihoon Kim who is responsible for operations of SBA’s loan processing and servicing centers across the US.
- Vincent Vieten of the NCUA and a discussion on NCUA’s revised member business lending rule which went into effect on January 1, 2017.
- Moderated panel discussion of credit union professionals from across the region. Hear about best practices and trends from your peers.
- SBA’s new SOP 50 10 5K and district office updates.
Meeting Room 2
8:00 a.m. – 8:45 a.m.
THE NEW COMMUNICATION REVOLUTION WITH MICROSOFT OFFICE365 AND TEAMS
As many credit unions have looked to shift their email function from on-premise Exchange servers to the cloud, they have explored a Microsoft Office 365 subscription. However, Office 365 is way more than email! Included in nearly all subscriptions is Microsoft Teams – a web-based communication and collaboration platform whose adoption has reduced internal email traffic in organizations by over 80%! Join us as we discuss the maturity of the Microsoft Office365 platform and ways that credit unions are already benefiting from Microsoft Teams in their organizations! Presented by Dave DelVecchio, President, and Mike Lareau, CTO, Suite3
Meeting Room 1
10 CRITICAL BENCHMARKS FOR STRATEGIC CREDIT UNION GROWTH
Kirk Kordeleski, digital transformation strategist and former CEO of Bethpage FCU, joins Information Builders to present the strategy and crucial steps necessary to drive strong, profitable growth for credit unions, and the use of analytics to measure and guide that progress through data-driven insight and decisions.
Discussion points will include:
- How Kirk grew Bethpage FCU into a regional leader (over 450% throughout his tenure)
- Digital recipe for growth
- Initial steps toward action and multi-phased roadmap
- Survey results from BIG illustrating analytics guidance for today’s competitive market
8:45 a.m. – 9:30 a.m.
7 PROBLEMS ALL CREDIT UNIONS FACE AND HOW TO SOLVE THEM WITH IT
Learn how some of the highest performing credit unions leverage information technology (IT) to strike the optimal balance between customer service and regulatory compliance. Can these financial institutions provide a richer customer experience, reduce cost, and minimize risk all at the same time? IT IS POSSIBLE! Presenters Bryon Beilman, President and CEO of iuvo Technologies, and Jeff Beard, Senior IT Consultant, and Microsoft 365 Subject Matter Expert, bring their broad experience in supporting and managing IT for Credit Unions and Banks. They’ve identified 7 critical ways IT can be leveraged to ensure compliance and better serve your members. Attendees of this session will leave with a detailed checklist of how to identify and solve the issues and use this knowledge to become higher performing organizations.
DIGITAL MORTGAGES AND CUS: CHANGING THE INDUSTRY
The growing popularity of digital mortgages – full online applications, online underwriting tracking, e-closings — has changed consumer expectations of the loan process and has amplified the importance of credit unions forging strong business partnerships with the right lenders. Join Justin Glass, Chief Digital Officer at United Wholesale Mortgage, the nation’s leading wholesale lender, to get up to speed on all the latest digital trends that are shaping the mortgage industry. You’ll learn what systems CUs of all sizes should keep an eye on to best serve your members and grow your business. And you’ll find that an array of mortgage lending tools may be easier to access than you think.
Meeting Room 1
9:30 a.m. – 10:15 a.m.
SPECIAL MORNING KEYNOTE
Three-Time New England Patriots Superbowl Champion
FINDING YOUR WINNING STRIDE
From a slow career start to three Super Bowl rings; From a brutal cancer diagnosis to a survivor committed to helping others — the Joe Andruzzi story is a remarkable tale of overcoming the odds. Andruzzi played college football at Southern Connecticut State University in New Haven, Connecticut, where he majored in special education. He played every position on the offensive line and started all four years. Andruzzi was a Division II All-American his junior and senior years as well as an offensive team captain during his senior season. Andruzzi played high school football at Tottenville High School in his hometown of Staten Island, New York City, New York. He was a classmate of Major League baseball All Star starting pitcher Jason Marquis and a teammate of Adewale Ogunleye, defensive end for the Miami Dolphins and then the Chicago Bears.
In 1997, Andruzzi was picked up as an undrafted rookie free agent by the Green Bay Packers. He was allocated by the Packers in February 1998 to play football in Scotland for NFL Europe. Andruzzi was released from the Packers after three seasons. He was then signed by the New England Patriots in 2000, where he played five seasons and earned three Super Bowl rings. In recognition of his contributions, Andruzzi received the Ed Block Courage Award in 2002 and the first Ron Burton Community Service Award in 2003. Andruzzi became a free agent in February 2005 and was signed by the Cleveland Browns. He played with them for two seasons.
In 2001, Andruzzi and his wife, Jen, were introduced to C.J. Buckley, who had an inoperable brain tumor. The families became very close and, therefore, it was devastating when C.J. died late in 2002. Always driven to help others in need, the couple launched the C.J. Buckley Brain Cancer Research Fund at Children’s Hospital. Then, on May 30, 2007, Andruzzi was diagnosed with non-Hodgkin’s Burkitt’s lymphoma, predicted to double in size in just 24 hours. The family relocated back to New England where Andruzzi had an aggressive form of chemotherapy treatment over three months at Dana-Farber Cancer Institute and Brigham and Women’s Hospital. Andruzzi’s last treatment was on August 6, 2007 after which he spent the following year at home in recovery.
After completing treatment, the Andruzzi family founded the Joe Andruzzi Foundation in 2008. They are committed to tackling cancer’s impact by providing financial assistance for patients and their families as well as funding pediatric brain cancer research.
EXHIBIT HALL OPENS
10:00 a.m. – 11:15 a.m.
BREAK WITH EXHIBITORS
11:15 a.m. – Noon
THE ANATOMY OF A SOCIAL ENGINEERING ATTACK
According to some studies, over ninety percent (90%) of data breaches involve some element of social engineering. Fortunately, there are many ways to improve your organization’s ability to detect and respond to social engineering attempts. This session will examine the anatomy of a social engineering attack and demonstrate how your organization can improve its ability to protect, detect, and respond to these threats. Presented by Nathaniel C. Gravel, Vice President of Information Security and Technology, Brian Brunelle and Michael Kannan, Senior Security Consultants, GraVoc Associates, Inc.
FASTER PAYMENTS — AN INDUSTRY PROGRESS REPORT
Does it seem like Faster Payments such as Zelle and RTP are not yet faster? As member and credit union interest in Faster Payments continues to rise, it is important to stay informed of where the major industry players are in their development of these services. This session will give you an up-to-date review of where the industry is today and an overview of major technology investments being made in the short term. You also will receive suggestions on how to meet your members’ needs today. Bring your questions to a 45-minute presentation to help you stay informed. Presenters are Ben Jordan, Senior Vice President, Product Development, and Rebekah Higgins, Product Owner, Payments, at Synergent.
Meeting Room 1
12:00 p.m. – 1:00 p.m.
BUFFET LUNCH INSIDE EXHIBIT HALL
1:00 p.m. – 1:45 p.m.
10 FINANCIAL INDUSTRY TRENDS YOUR CU CAN’T IGNORE
Learn about the 10 financial industry trends that we see in our work with over 250 community financial institutions and the state associations. Attendees will receive insight into topics such as cybersecurity, capital, strategic, and market trends, among others.
Presenter: John J. Leonard, CPA, MBA, Principal, Financial Institution Group, Wolf & Company
1:45 p.m. – 2:45 p.m.
SPECIAL CLOSING KEYNOTE
Navy SEAL, Bestselling Author, Endurance Athlete
HOW TO RUN YOUR CU LIKE YOU’RE SEAL TEAM SIX
When it comes to Navy SEALS, Don Mann is the real deal. As a member of SEAL Team Six for more than eight years and a SEAL for more than 17 years, he worked in countless covert operations, operating from land, sea, and air, and facing shootings, decapitations, and stabbings. He was captured by the enemy and lived to tell the tale, and he participated in highly classified missions all over the globe, including Somalia, Panama, El Salvador, Colombia, Afghanistan, and Iraq. Moreover, Mann is a high endurance athlete, who has been in more than 1,000 races (mostly extreme runs that make marathons look like a walk in the park). At one time, he was the 38th highest ranked triathlete in the world.
Mann is the author of the autobiography “Inside SEAL Team Six: My Life and Missions with America’s Elite Warriors.” When Osama bin Laden was assassinated, the entire world was fascinated by the men who had completed the seemingly impossible mission that had dogged the U.S. government for more than a decade. SEAL Team 6 became synonymous with heroism, duty, and justice. Only a handful of the elite men who make up the SEALs, the US Navy’s best and bravest, survive the legendary and grueling selection process that leads to Team 6, a group so classified it technically does not even exist. There are no better warriors on Earth.
Now, Don Mann – who holds a Masters in Management from Troy State University – will be our closing keynote speaker at the Great New England Credit Union Show. He’ll talk about goal setting, achieving against impossible odds, and building the fortitude it takes to succeed when it seems like everything is against you.
2:45 p.m. – 3:45 p.m.
OPEN BAR NETWORKING RECEPTION
LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
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