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March 10 – 11, 2022
Nashville Embassy Suites

Registration ONLY $75

Questions about this event? Please email

Join Us in Nashville for an In-Depth Educational Conference and Trade Show Focusing on Products, Services, and Service Providers

We have a new and exciting educational opportunity for your credit union. Credit Union Connect is a conference and trade show that focuses on products, services, and service providers that can help propel your organization into the future.

We will cover a range of topics through 15 different breakout sessions, including IT, compliance, fraud, security, marketing, payment processing, and more.

This is a one-day show that is centrally located and costs only $75 to attend, with a networking reception, breakfast, and lunch included.

We will have nearly 50 service providers on hand to give you new insights. You can vet several vendors for a particular product or service in person and in one day. See our current participating sponsors and exhibitors.

Tennessee CU Connect Speakers

Scott D. Knapp-CFA®
Managing Principal, CUNA Mutual Fiduciary Consultants

“2021 Market Outlook: What to Expect in the Post-Pandemic Adjustment Period”

Lizzy Shebanek
Industry Analyst, CU Engage

“Delivering on a Digital Member Experience in a Member First World”

Ashish Garg
Founder & CEO, Eltropy

“Omni-Channel Communication for Credit Unions”

Mark Galauner
Financial Services Program Director, CFI Group

“Are Your Members Satisfied? Connecting with Y0ur Members so They Can Connect with You”

Eric Isham
CEO, Omnicommander

“Cloudy with 100% Chance of Vulnerabilities. Who Do You Trust?”

Taylor Murray
CEO, ServiStar Consulting

“Dominating Your Member Experience”

Michael Neill
Executive Director, ServiStar Consulting

“Dominating Your Member Experience”

Mark Cox
President & CEO, Innovative Business Solutions

“Hot Topics in Commercial Lending”

Adam Denbo
Managing Consultant, Samaha & Associates, Inc.

“When Credit Unions Should Say 'I do' to Vendors”

Jeff Dato
EVP & COO, Volunteer Corporate Credit Union

”Leveraging Culture and Risk to Improve Strategic Planning”

Nate Baldasaro
CoFounder, Element

“Redefining the Retail Branch Experience Post COVID”

Cassidy Burrows
Manager of Support Engineering, nCino

“How Predictive Analytics Can Help Financial Institutions Manage Risk”

David Visinsky
Senior Vice President, Vining Sparks

“Loan Participation Market Update”

Lisa Coffey
CIO, Corporate America Credit Union

“Hot Topics in Commercial Lending”

Jeffrey Johnson
Senior Analyst, Mark H. Smith, Inc.

“CECL-What You Actually Need to Know-A Practical Discussion”

Kyle Stutzman
Chief Revenue Officer, PureIT Credit Union Services

“The #1 Hidden Problem That is Hindering Your 2022 Strategy”


Thursday, March 10, 2022

1:00 p.m. – 5:00 p.m.

Attendee Registration


5:00 – 6:30 p.m.

Networking Reception

Don’t miss this opportunity to meet conference attendees, network with exhibitors and speakers, and grab a beverage.



Friday, March 11, 2022

8:00 – 9:30 a.m.

Breakfast in the exhibit hall


8:30 a.m.

Exhibit Hall Opens—Exhibit Hall is open all day


9:15 – 10:00 a.m.

Concurrent Sessions


2021 Market Outlook: What to Expect in the Post-Pandemic Adjustment Period

COVID-19 brought out the best and worst of the global economy. The pandemic caused the lowest unemployment rate in fifty years to quickly spike to the highest rate in ninety years. The implosion led to a burst of crisis-response money printing and stimulus payments to affected businesses and individuals. But human ingenuity is once again set to prevail with warp-speed development of an effective vaccine. A post-pandemic adjustment period will soon follow, impacting investors’ portfolios across the risk spectrum for years to come. During this session, the pandemic’s impact on the structure of the economy and its influence on financial markets will be discussed in simple, entertaining terms. Special emphasis will be placed on the outlook for savers and investors.

Scott D. Knapp
CFA®, Managing Principal
CUNA Mutual Fiduciary Consultants


Delivering on a Digital Member Experience in a Member-First World

Does disruption scare you? What does it mean to you? Are you making the most out of your digital partner relationships? In this presentation, CU Engage will take a deep dive into delivering on a digital member experience in a member-first world. We will discuss how digital disruption is affecting the payments space today and what financial institutions can do to stay on the top of their game to retain and gain customers.

Key Takeaways:

  • How digital disruptions is affecting the payments space
  • Forces of change in the member experience
  • The importance of a payments strategy

Lizzy Shebanek
Industry Analyst
CU Engage


Omni-Channel Communication for Credit Unions

Digital communication is more important than ever. Eltropy enables Credit Unions to digitally communicate with members in a secure and compliant way. Using Eltropy’s omnichannel, enterprise-wide communications solution, lending, collections, sales, marketing, contact center, and other team sat your Credit Union can leverage digital communication to increase member engagement and receive relevant member insights via analytics.

Ashish Garg
Founder & CEO



10:00 – 10:30 a.m.

Visit with the Vendors


10:30 – 11:15 a.m.

Concurrent Sessions



Are Your Members Satisfied? Connecting With Your Members So They Can Connect With You

How do you know if your members are truly satisfied with their credit union experience? Data has shown that satisfied members lead to repeat business and future recommendations, which in turn, have a bottom-line impact. There’s a catch, however, the only way to effectively leverage and improve member experience is to start with the proper methodology to measure and understand it.

In this session we will review:

  • Why member satisfaction is important and how to measure it effectively
  • How to leverage the satisfaction drivers that actually makeup member experience
  • The continued relevance of branch locations
  • How the disparity between member intentions and behavior can affect your bottom line
  • Why you should show interest in your members’ financial well-being

Mark Galauner
Financial Services Program Director
CFI Group


Cloudy With 100% Chance of Vulnerabilities. Who Do You Trust?

With daily security hacks at companies of all sizes, where do you begin? To build a comprehensive information security program, you can purchase dozens of tools and programs and pay thousands of dollars and the bad guys easily bypass them all with a single click. A layered, easy-to-understand program must begin with regular, engaging, and interactive security awareness training for all employees. But it isn’t enough just to train your employees, you also must develop and maintain a comprehensive third-party security program.

We all use third parties in some fashion to assist our members but how do we verify that they are protecting our sensitive member information? Instead of trying to invent processes and procedures to address each area, why not follow an industry-recognized framework? In this session, we will discuss how you can quickly and effectively use the pillars in the NIST Cybersecurity Framework to build the foundation for a solid program. These pillars map to the FFIEC requirements and can grow from baseline to innovative based on your board’s preference. Identifying your critical systems and applications; Protecting these systems from unauthorized access; Detecting malicious activity; Responding to cyber events and Recovering from downtime. If you can only improve or implement one of these security capabilities per quarter, this can dramatically change your maturity. Remember, the bad guys go where security is the weakest, protecting yourself and your members doesn’t have to be expensive, instead, focus on the basics so that you can spend your resources growing and investing in your members.

Eric Isham


Dominating Your Member Experience

Is your credit union positioned to remain relevant and significant with your members AND potential members? The pace of change in technology, member expectations, employee expectations, and competition will ensure that only those credit unions that can meet these challenges will survive.

In the session, “Dominating your Member Experience,” you will learn:

  • Why Leadership and Organizational Transparency are a foundation for success
  • Creating a Healthy Culture is easier than you think.
  • Five critical steps you can take back to your credit union that will separate your teams from the pack.

Taylor Murray Michael Neill
Chief Executive Officer Executive Director
ServiStar Consulting ServiStar Consulting



11:30 a.m. – 12:15 p.m.

Concurrent Sessions



Hot Topics in Commercial Lending

Commercial Lending is a never-ending sea of change, and whether you are considering adding commercial loans to the services you offer your membership, or are trying to keep up with everything going on, this session will provide useful and timely information on getting started and on what to expect from the post-pandemic economy, regulatory changes, the constant changes in loan examinations and the impact on your portfolio.

Mark Cox
President & CEO
Innovative Business Solutions


When Should Credit Unions Say “I Do” To Vendors?

It is no secret that C-level executives are continually courted by vendors. Unlike grooms and brides-to-be, however, executives cannot place the wants and needs of their customers/members and employees on a “good faith” proposal. Rather, they need contractual language that will deliver exactly what the vendor promises. And while many executives know “some” of the questions to ask, rarely do they know “all” the questions to query.

Whether a core conversion, online banking or credit card conversion, executives can benefit from partnering with consultants whose intent and strategy is to work with subject matter experts—vendors—to ensure that workflow processes and procedures are executed properly.

The purpose of this presentation is to determine when a financial institution should say “yes” to the vendor proposal. In certain cases, existing contracts are either nearing expiration or the vendor is creating difficulties, which requires consultant “counseling.” To this end, executives, along with consultants, share vendor contract experiences as well as lessons learned and best practices. The goal is to have financial institution executives celebrate conversion anniversaries. The alternative is a lose-lose proposition for all involved, especially the Credit Union’s valued members.

Adam Denbo
Managing Consultant
Samaha & Associates, Inc.


Leveraging Culture and Risk to Improve Strategic Planning

The business world has become more complex, interconnected, and, well, risky over the last several decades. The proliferation of technology – a digital transformation – has drastically altered the way organizations operate and connect with their constituents, impelling business leadership to achieve an appropriate risk vs. reward balance in order to compete effectively.

A wide array of for-profit entities – e.g. banks, FinTechs, non-financial institutions offering financial services, etc. – have targeted our membership, utilizing their deep pockets and broad reach to steer them towards an all-digital experience. All the while, credit unions face unprecedented risk daily with excess liquidity balances, compressed interest rates, talent attrition, regulatory change, cybersecurity concerns, unreliable partnerships, pandemics, and more.

As an industry, how, then, do we ensure our relevance outlasts our ability to remain solvent? How can we stay true to ourselves and our membership, swiping away the challenges (yet, embracing the opportunities), while still achieving our intended purpose? One way is to embrace the intrinsic linkage between culture, risk, and strategy.

During this session, attendees will walk away with a better understanding of the importance of aligning culture and risk prior to the development and approval of your next strategic plan.

Jeff Dato
EVP & Chief Operating Officer
Volunteer Corporate Credit Union (VolCorp)


12:15 p.m. – 1:15 p.m.

Lunch – Networking / Visit with the Vendors


1:15 – 2:00 p.m.

Concurrent Sessions


Redefining the Retail-Branch Experience Post-Covid

In an ultra-competitive financial environment, Credit Unions need to rethink their member journey. Our vision includes a balanced blend of expert human capital and modern technology to deliver an exceptional experience.

Does your physical space align with your brand?

We design, build, and remodel facilities, develop brand identity, select markets and sites, and implement messaging and merchandising strategies across your financial network. The results? Enhanced customer and member loyalty, more efficient operations, and increased profitability.

Nate Baldasaro


How Predictive Analytics Can Help Financial Institutions Manage Risk

As the United States begins to emerge from the pandemic, financial institutions will face new risks during an uncertain and unpredictable economic recovery. Potential credit losses, delinquency trends, concentration risk, and credit migration trends will need to be closely monitored, which is best achieved through enhanced reporting efficiency, predictive insights, and stronger portfolio visibility. This gives FIs a clearer understanding of different segments within their portfolio and how they are changing so they can deliver the right insights to the right stakeholder at the right time

In this session, we’ll share how a single platform that combines onboarding, loan origination, account opening, and retail loan analytics empowers institutions to infuse analytics into every major decision related to driving revenue, controlling costs, operating more efficiently, minimizing risk, and preparing for regulatory requirements.

Key Takeaways:

  • Attendees will understand the unique benefits a single platform offers financial institutions with the addition of retail loan analytics.
  • Attendees will learn how utilizing insightful predictive analytics can enhance risk management throughout the loan life cycle.
  • Attendees will gain insight into operational and strategic opportunities available through robust analytical tools to surface data, build reporting efficiencies and manage risk.

Cassidy Burrows
Manager – Support Engineering


Loan Participation Market Update

A lot has changed in the Loan Participation Market over the last few years. Credit Unions have faced falling and persistently low market rates, been inundated with deposits, managed through a pandemic, and dealt with declining loan growth. There have been material changes to supply and demand in the participation market as well as some new loan products trading. As Credit Unions navigate what is next, we’ll provide an update on trends we are seeing in lending and participations, how various loan types are performing, and how Credit Unions can position themselves to take advantage of market opportunities when they arise. Whether you are a buyer, seller, or neither, understanding what is happening and playing in the loan participation market can unlock solutions to better manage your institution.

David Visinsky
Senior Vice President
Vining Sparks



2:00 – 2:30 p.m.

Visit with the Vendors



2:30 p.m. – 3:15 p.m.

Concurrent Sessions


Faster Payments – Mapping Out Your Future!

Faster payments have you confused? We understand; there’s a lot out there!

Being strategic about payments means shifting from a reactive to a proactive stance, which can be challenging in an environment of rapid technological change. As “faster” becomes “real-time,” a well-developed payments strategy is critical to the success of your institution and your members. Join us to make sure the most critical components are included in your payments strategy!

Lisa Coffey
Chief Innovations Officer
Corporate America Credit Union


CECL – What You Actually Need to Know – A Practical Discussion

What exactly is CECL and what will the implementation look like? Get an update on the current environment and hear about some implementation timeline and plan ideas. In addition, learn some key considerations in planning and developing CECL for your credit union. Make sure you are developing the solution that is RIGHT for YOUR credit union.

Jeffrey Johnson
Senior Analyst
Mark H. Smith, Inc.


The #1 Hidden Problem that is Hindering your 2022 Strategy

Technology is defined as a tool that helps us complete a task. Cavemen had rocks; we have copious Cloud applications. Unlock credit union best practices in technology strategy in this conversational session. Kyle Stutzman, Pure IT CUSO Chief Revenue Officer, will help you decide the best technology path to crush your 2022 business goals. From insider tips, to and critical steps to layer marketplace options, and how to combine technology with top business priorities. Solutions are empty without strategy – join this dynamic conservation and gain the critical knowledge that:

  • Unlocks the #1 Key Success Factor 2022
  • Avoids the #1 top Common Mistake Leaders are Making

Kyle Stutzman
Chief Revenue Officer
Pure IT Credit Union Services


3:15 p.m. – 3:30 p.m.

Raffles & Prizes


3:30 p.m.

Show Concludes

Safety and Wellness

The goal of this conference is to host a safe event that brings the credit union community together. Anyone who is feeling unwell or has had exposure to COVID-19 is encouraged to stay home. We want to see you soon when it is safe to return.