CU Connect 2023
Where Visionaries Converge and Innovations Emerge!
October 11 – 12, 2023
Franklin, TN
Join us in historic Franklin for an in-depth educational conference and trade show focusing on products, services, and service providers.
New this year, we have dedicated an additional half day to Small Credit Union Leadership sessions, Young Professional sessions, and the Shared Branch Users Conference.
Schedule – All times CT
| Wednesday, October 11 | |
|---|---|
| 12:00 – 1:00 pm | Registration |
| 1:00 – 4:00 pm |
Young Professionals Leadership Development Sessions
Session 1: Zero to $1 Million in 60 Minutes - Gordon Stein MBA, CFEI Session 2: TBD Session 3: Round Table Discussion |
| 1:00 – 4:00 pm |
Small Credit Union Management Sessions
Session 1. A Recipe for Retirement - Gordon Stein MBA, CFEI Session 2: TBD Session 3: Round Table Discussion |
| 1:00 – 4:00 pm |
Shared Branch Users Meeting
Session 1 National Overview of Shared Branching (and Where We Think It’s Headed) Dan Burk, Director of Shared Branch Product Management, CO-OP Financial Services ID Check by CO-OP Deployment of ITMs Insights Center Session 2 Fraud Prevention Best Practices, Panel Discussion Session 3 Local Network Update |
| 4:30 – 6:00 pm | Networking Cocktail Reception |
| 6:00 pm | Evening on your own to explore Franklin! |
| Thursday, October 12 | |
|---|---|
| 8:30 am | Breakfast Social – Exhibit Hall |
| 9:15 – 10:00 am | Concurrent Sessions |
| 10:00 – 10:30 am | Morning Break – Visit with Exhibitors |
| 11:30 am – 12:15 pm | Concurrent Sessions |
| 12:15 – 1:15 pm | Networking Lunch – Visit with Exhibitors and Sign up for Door Prizes |
| 1:15 – 2:00 pm | Concurrent Sessions |
| 2:00 – 2:30 pm | Networking Break – Visit with Exhibitors and Sign up for Door Prizes |
| 3:30 pm | Door Prizes Awarded & Event Concludes |
Speaker Sessions
Lisa Atkinson
Managing Partner
Zelvin Security
Milind Borkar
Founder and CEO
Illuma
Lisa Coffey
Chief Innovation Officer
Corporate America Credit Union
With nearly 35 years’ experience in payment services operations and product development for corporate credit unions, Lisa Coffey is a true expert and advocate for the credit union industry. She was president of her own LLC Consulting Company, offering payment operation consulting services on best practices, strategic planning, product development & implementations, policy and procedure development and consultative solution selling.
Lisa has served at the executive level for over 25 years as VP, Payment Operations, Chief Operations Officer and is currently the Chief Innovation Officer at Corporate America Credit Union. In her most recent role she oversees payment operations, product development and business development. Lisa serves on The Clearing House’s Real Time Payments Advisory Committee as well as FRB’s FedNow Pilot Program. Additionally, Lisa is currently serving on NACHA’s Board of Directors and Payments Institute 2023 Board of Regents.
Mark Cox
President & CEO
Innovative Business Solutions
Mark joined IBS in late 2013 after 35 years in commercial banking. After 18 years with Wachovia, where he served in roles on both the credit side and as a commercial lender and an agricultural lender, he joined the real world and was CFO of a large agricultural related company from 1995-2000. Mark then went back into banking when he joined Regions Bank in 2000, where he served in several commercial lending roles over a 10-year period, including commercial & industrial lending and commercial real estate lending, where he handled traditional commercial real estate loans such as office and industrial properties, and was very active in the affordable housing finance arena financing over 10 Low Income Housing Tax Credit projects totaling over $100 million. As a producing City President, he had oversight of both the commercial and consumer sides of the bank and a $400 million portfolio. He finished his banking career with Capital Bank as a commercial lender. A native of Columbia, SC, he has spent his career serving business clients in the Southeast US. Mark is a graduate of the Graduate School of Banking of the South at LSU, the Wachovia Credit Administration School, and the RMA Commercial Lending School at East Carolina University.
Adam Cruickshank
Senior Associate Consultant
Rivel Banking Research
Adam consults with bank and credit union leadership, drawing from Customer and Prospect Benchmark report data to help bank executives assess, tailor, and track their marketing, customer retention, and branch expansion strategies.
Prior to joining Rivel, Adam worked for ADP in small business sales. He managed a large client list, prospected a defined territory, and maintained relationships with banks and CPAs. Responsible for creating his own leads, Adam used different marketing/multitouch campaigns to engage local business, set meetings, and close deals.
Adam enjoys playing squash and basketball in addition to spending time with friends and family. Interests include photography and leatherworking — a COVID lockdown-honed skill he has now managed into a creative side business.
Adam graduated from Queen Margaret University (Edinburgh, Scotland) with second-class honors, upper division in Human Biology. For his national fencing achievements for the university, he was awarded Full Blues, the highest athletic honor bestowed by a university.
Phillip Duncan
Alignment & Development Specialist
Eltropy
Life is personal. From the moment we open our eyes in the morning until we close them at night every encounter is filtered through a system of beliefs, lenses, and mindsets which determine our behaviors. Our consistent behaviors then determine our successes and our failures.
Whether one-on-one or addressing a crowded room, Phillip has a unique ability to empower clients to excavate and examine those beliefs, lenses, and mindsets. With a blend of humor, thoughtful insight, and heartfelt passion, Phillip partners with individuals and organizations to align beliefs and behaviors with their chosen, non-negotiable mission. He is also a best selling author, having penned “INSPERIENCE: I.N.S.P.I.R.E. the Exceptional Employee Experience” with Co-Author Brian Church.
Phillip lives in Nolensville, TN with his wife Mary Alice, their four sons (Jack, Leo, Jesse & Cam) and their two dogs (Truman the barking cat and Winnie the Pooch).
Val Edobor
Account Executive
Glia
Val Edobor is a SaaS journeyman focused on building lasting relationships, currently at Glia Inc. working with over 250+ CU’s. He hails from Boston, MA, and is a FinTech and value-based enthusiast.
David Fields
Principal
Wipfli
David Fields is a principal with over 20 years of experience in leveraging the power of data through analytics that transform businesses. He began his career as a math teacher and then transitioned to industry and eventually to IT consulting, with a focus on middle-market and Fortune 1000 companies. David’s experience across multiple industries allows him to approach issues from a business perspective, and his technology expertise allows him to direct the implementation of best-fit solutions. He enjoys working alongside clients to help them do meaningful work — harnessing data to reduce cost, boost efficiency and increase bottom-line profits.
Nicholas Hinrichsen
CEO/Co-Founder
WithClutch
Nicholas Hinrichsen got his MBA at Stanford’s Graduate School of Business before he started a digital car retailing company in 2013 which he sold to Carvana in 2017.After 3 years with Carvana, Nicholas and his co-founder Chris Coleman teamed up again to start Clutch, with the goal to turn Credit Unions into FinTech lenders. Within less than two years, the founders raised $41M in venture capital, acquired 67 Credit Unions as client and power the Credit Unions’ consumer facing account opening and loan origination experience.
Eric Loehr
Chief Revenue Officer
Reseda Group
Eric Loehr is the Chief Revenue Officer at Reseda Group. In this role, Eric oversees and optimizes all revenue-generating activities as it relates to Reseda Group’s service offerings and products. Prior to joining Reseda Group, Eric was the Vice President of Michigan Solutions where he was responsible for identifying, evaluating, contracting and on boarding new MCULSC partners. Prior to that, Eric spent nineteen years in the telecom technology space which included managing the Sprint Credit Union Program. He has held various sales leadership roles selling into both the government and enterprise sectors.
Eric resides in Michigan with his wife of 26 years, Anne, and can be found on weekends in the Pere Marquette River, outdoors, or visiting his adult children, Carly and Jake.
Trevor Nelson
Member Experience Liaison
VolCorp
Trevor Nelson is VolCorp’s member experience liaison, assisting member credit unions in implementation of credit union products and services, special projects and strategic planning. Trevor is a West Virginia native, and graduate of West Virginia State University with a with a background in marketing, public relations and advertising. Before joining VolCorp, Trevor started his journey in the credit union movement as a business development specialist for Element Federal Credit Union.
Dave Richter
Vice President
Performance Trust Capital Partners, LLC
Dave joined Performance Trust in 2015, bringing a wealth of experience to the firm. He began his career in the securities industry in 1996, specializing in the fixed-income markets. His analytical focus has allowed him to teach portfolio managers representing some of the larger investment portfolios in the country. Prior to joining the firm, Dave spent nine years at Fixed-Income Capital Partners, where he partnered with many of the firm’s depository institution customers to implement specifically tailored investment strategies in order to increase shareholder value.
Dave graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration degree and received his MBA. He is Series 7 and 63 registered.
Hugh Smallwood
CTO Cloud
Trellance
As CTO of Cloud, Hugh is responsible for the technology development, infrastructure maintenance and the engineering, implementations and support teams. Hugh has been managing fast-paced IT departments for nearly 20 years, ensuring that high-quality work is accomplished in a timely, and often innovative manner.
Prior to joining Trellance, Hugh served as Director of Information Technology for 180s, LLC, a Baltimore-based sports accessory company, and owned his own technology consulting business. Early in his professional career, Hugh worked with several rapidly growing companies, including Eider, Plumtree and Millioneyes. Hugh graduated from the University of Maryland with a degree in Computer Sciences.
Hugh lives near Baltimore with his wife and daughter.
Gordon Stein MBA, CSC, CFEI
Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook – $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances.
His mission is to improve financial wellness and help his audience regain focus, balance and joy in their lives. Gordon combines his trademark wit and storytelling style to speak with employee and association groups, financial advisors, and the media about a breakthrough path to financial wellness with no risk, minimal effort and minimal sacrifice.
In his spare time, he is an avid cyclist, kayaker, aging downhill ski racer, and not yet great (or even good) guitar player.
Brad Thien
Relationship Manager, Daybreak CIFI
Aunalytics
Brad Thien has been providing cutting-edge business solutions for over 35 years with a focus on serving the financial industry. With experience ranging from bank teller to VP of Item Processing and Operations at a $2B financial institution, he has deep insight into how mid-size institutions can leverage strategic partnerships to overcome obstacles throughout their business. In addition to streamlining customer service and enhancing member experience, Brad has experience with a significant number of IT solutions that aim to reduce operating costs, improve efficiencies, and increase revenues, including managed IT services, IT security, cloud hosting, and data management. As Relationship Manager with Aunalytics in Intelligence Solutions, he continues helping mid-size financial institutions understand and use technology to improve customer relationships, strategically deliver new products and services, and drive competitive advantage.
Ryan Tillery
Vice President
Performance Trust Capital Partners, LLC
Since joining Performance Trust, Ryan has been focused primarily on the education and application of the Firm’s methodology with financial institutions across the country. He is a recurrent speaker at Principles of Performance and The Advanced Course®. In addition, Ryan routinely presents at banking seminars, strategic planning meetings, ALCOs, institutions of higher learning, and monthly board of director meetings nationwide. He also coordinates with numerous strategic banking partners on behalf of Performance Trust and our clients. Ryan graduated from Westmont College in Santa Barbara, California with a Bachelor of Science degree in business and economics. He is Series 7 and 66 registered.
Carlos Vega
Director, Digital Strategy
Wipfli
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
Hotel Information
Embassy Suites by Hilton Nashville South Cool Springs
820 Crescent Centre Drive
Franklin, Tennessee 37067, USA
To book a room at the discounted rate for October 11th, use the booking Link:
Tennessee Credit Union Connect 2023 Room Reservation
or call 615-515-5151 and use the group code: TCR
For more information on the hotel, visit their Website
- Check-in: 4:00 PM
- Check out: 11:00 AM
- FREE parking for conference attendees – ask at the front desk
- Fitness Center
- Pool
- Restaurant
- Business Center