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.

CU Connect is an educational conference and trade show focusing on products, services, and more than 50 service providers that can help propel your organization into the future. We will cover various topics through more than 15 different breakout sessions, including IT, compliance, economics, fraud, security, marketing, payment processing, and more.
This one-and-a-half-day show is centrally located and costs only $99 to attend – with a networking reception, breakfast, lunch, and the opportunity for door prizes included. For that time and price, you can bring a whole team! Join your colleagues from across the state to learn about the latest trends in the marketplace.
The event is educational and focused on the latest and greatest products, services, technology, and providers in the credit union market.

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

Milind Borkar

Milind Borkar

Founder and CEO

Dr. Milind Borkar is the Founder and CEO of Illuma, a CUSO specializing in real-time voice authentication and fraud prevention solutions for credit unions. Author of 14 technical publications and inventor on 21 patents, Dr. Borkar launched over 50 hi-tech products during his career with Texas Instruments prior to becoming a FinTech founder. The company’s flagship Illuma ShieldTM platform replaces traditional knowledge-based authentication with an effortless and secure voice biometric solution, delivering an elevated member experience, enhanced security, and improved operational efficiency. Illuma ShieldTM is frequently showcased at Finovate events and has recently won awards from VentureTech,, and NACUSO.
Lisa Coffey

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.

Phillip Duncan

Phillip Duncan

Alignment & Development Specialist

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).

David Fields

David Fields


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


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.

Trevor Nelson

Trevor Nelson

Member Experience Liaison

Brad Thien

Brad Thien

Relationship Manager, Daybreak CIFI

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

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

Carlos Vega

Director, Digital Strategy

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

149.00 USD/night

  • 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