Leadership Connect
Technology + FinTech + Vendor Solutions + Education
Introducing Leadership Connect
A Unique Experience for Credit Union Professionals
At Leadership Connect, you’ll have access to concise and invaluable insights from industry experts and thought leaders.
Our carefully curated educational sessions will keep you at the forefront of the latest advancements in emerging technology, FinTech, and vendor solutions. Discover cutting-edge strategies and best practices that will empower you to navigate the ever-evolving landscape of the Credit Union industry with confidence and precision is a unique opportunity to get concise and valuable insight and attend educational sessions on the latest in emerging technology, FinTech, and vendor solutions.
Leadership Connect is for CEOs, Executive Teams, Managers, C-suite, Thought Leaders, Decision Makers, and Information Technology Professionals. If this is you, be sure to reserve your spot now space is limited!
Are you a Fintech interested in participating? Contact the Events Team – events@yourleague.org
August 6 – 7, 2024
Marriott Cool Springs
700 Cool Springs Blvd
Franklin, TN
All times CT
Tuesday, August 6
12:00 – 1:00 p.m.
Registration
1:00 – 1:45 p.m.
Keynote: Lessons Learned in the Fintech World: What it Takes to Get Ahead When Making FinTech Decisions - Keith Dunlap, TruStage Ventures
1:45 – 2:15 p.m.
Quick Connect Break with Sponsors
2:15 – 2:45 p.m.
Assessing and Managing Instant Payments - VolCorp
2:45 – 3:15 p.m.
Avoid the Breach While Heading to the Beach - Trellance
3:15 – 3:30 p.m.
Quick Connect Break with Sponsors
3:30 – 4:00 p.m.
Enhance Your Credit Union's Digitial Service Offerings - WithClutch
4:00 – 4:30 p.m.
DigitalMAP Solutions - SRM
5:00 – 6:00 p.m.
Group Reception
6:00 p.m.
Dinner on your own
Wednesday, August 7
7:30 – 8:30 a.m.
Networking Breakfast
8:30 – 9:00 a.m.
Bankjoy
9:00 – 9:30 a.m.
Helping Members Through the Power of Digital Conversations - Eltropy
9:30 – 10:00 a.m.
Driving Member Growth and Balance Sheet Stability - ModernFi
10:00 – 10:15 a.m.
Quick Connect Break with Sponsors
10:15 – 10:45 a.m.
"Boost Manager Productivity by 25% by Reducing Your Reliance on Tribal Knowledge". -SCREENSTEPS
10:45 – 11:15 a.m.
Stop Losing Auto Loans to Dealers - BIDWIZER
11:15 a.m. – 12:30 p.m.
Closing Session: Taking Charge, Booting Taboos, and Booting Your Bucket List! - Jay Land
Speaker Sessions
Opening Keynote: Lessons Learned in the Fintech World: What it Takes to Get Ahead When Making Fintech Decisions
Closing Keynote: Taking Charge, Booting Taboos, and Chasing Your Bucket List
Jay Land
Jay Land, LTC, USA (Ret) serves as a Defense Analyst supporting the Department of Defense in transforming its Talent Management operations through integrating emerging Digital, Analytical & Artificial Intelligence tools & resources. During his varied Army career, Jay commanded at the Company & Battalion levels, served in the Republic of Korea, and completed three combat tours in Iraq. His awards and decorations include the Legion of Merit and two Bronze Star Medals, as well as the Master Explosive Ordnance Disposal Badge and the Senior Parachutist Badge. Jay holds a BA from the University of Southern Mississippi, an MA from the United States Naval War College, and an MBA from the University of Tennessee. He serves on the Scenic Community Credit Union Board of Directors in Chattanooga, TN.
Assessing and Managing Instant Payments Risk
Karen Clabough, VP Products and Services
As instant payment adoption is growing in the U.S., risk and fraud are cited as leading reasons to delay the adoption of new payment rails. Instead of watching from the sidelines, your credit union can begin your journey by engaging in the risk assessment process – a critical first step towards embracing advancements in payments systems. In this session, we’ll assess various risks associated with instant payments and identify tactics to mitigate these risks. You will also gain insight into financial institution adoption rates, transaction volumes, and use cases that are spurring further adoption of in the U.S.
FinTech Solutions
Avoid the Breach While Heading to the Beach
IT and security teams are stretched thin, and disparate security tools slow down progress instead of helping them get ahead. The patented Adlumin Security Operations Platform plus extended risk management is built to help credit unions streamline security tasks into one convenient platform. Adlumin’s platform provides centralized visibility for threat detection and investigation and executes various automated response actions to thwart cyber threats, including ransomware, before they can impact your operations.
Driving Member Growth and Balance Sheet Stability through ModernFi - Brendan Quinn
ModernFi empowers credit unions of all sizes to effectively grow, retain, and manage their deposits. By leveraging ModernFi’s deposit network, credit unions can provide extended NCUA insurance to attract and retain high-value members. This enables credit unions to target new business lines, such as municipalities, school districts, and corporations, thereby capturing the full wallet share of these members. Credit unions can also effectively manage their balance sheet to generate additional income, improve capital ratios, and support lending growth.
A Better Member Experience Begins With More Confident Employees
A better member experience begins with more confident employees. ScreenSteps is a knowledge ops solution that helps credit unions empower every employee to act and feel like an expert, regardless of their experience, background, or tenure. The solution gives your team the technology, framework, and habits to make knowledge transfer faster and more efficient, reducing employee questions, mistakes, and onboarding time.
Helping Members Through the Power of Digital Conversations
Eltropy’s Digital Conversations Platform provides community financial institutions one unified platform to delight customers and members while improving agent productivity – all powered by AI. Enable customers and members to have conversations with your financial institution seamlessly across any channel. Enhance agent productivity and efficiency by centralizing all conversations and information in a single platform, empowering agents across all departments.
Enhancing Digital Service Offerings
Clutch specializes in transforming credit unions into forward-thinking fintechs by utilizing their solid financial foundations to provide responsible lending and deposit account creation for millions across America. The Clutch team is globally diverse, composed of top-tier innovators from various countries, each contributing unique expertise and perspectives. Clutch recognizes America as our home, where local credit unions, known for their member-centric approach, deserve greater financial participation than larger banks. Recognizing the technical limitations and smaller development teams of many credit unions, we saw an opportunity to partner with and enhance their digital service offerings. This vision gave birth to Clutch.
DigitalMAP Solutions
SRM
SRM specializes in vendor sourcing, vendor contract negotiation, and advisory services that lead to improved profitability for our clients. We accomplish this through our proprietary benchmarking data, knowledgeable consultants, and impartial quantitative and qualitative analysis, with minimal disruption to your day-to-day operations. We are global in footprint, but steadfast in our commitment to individualized service.
Stop Losing Auto Loans To Dealers
BidWizer
BidWizer is a revolutionary technology platform tailored to serve credit unions and their members. We offer a customized, white-labeled auto buying service that allows members to shop for hundreds of vehicles in minutes. Members witness dealers competing in a LIVE reverse auction to win their business. This seamless process results in higher quality loans for credit unions and an exceptional car buying experience for members.
Marriott Cool Springs
ROOM RATES STARTING AT $209 per night plus taxes
Reservation Deadline: July 12, 2024
Registration is open to credit union employees and directors from affiliated credit unions in Tennessee and/or your respective state.
If you represent a company interested in speaking or participating in this event, please contact Laura Parrish for additional information and registration options.
Code of Professional Conduct
At the Tennessee Credit Union League, we’re committed to creating a welcoming and respectful environment for everyone. As a participant related to any of our events, we ask that you conduct yourself in a friendly and considerate manner.
We value everyone’s experience and won’t tolerate disruptions or disrespect towards other participants, League members, speakers, attendees, exhibitors, guests, volunteers, or staff. We will review concerns and take any action we deem necessary. Participants found to have breached this Code of Professional Conduct in any way may be asked to leave without a refund of their registration fees and may be banned from future events. This may include all meetings, offsite activities, and credit union chapter meetings.
Thank you for helping us maintain a positive and professional atmosphere!