All Sessions


1:00 - 4:00 Bob MearaJ. Paul Leavell, PhDWade ArnoldKevin Foster-KeddieMeredith J. DeenKate Dame


Innovations for Credit Unions


Bob Meara
Senior Analyst, Celent

J. Paul Leavell, PhD
Chief Strategy and Marketing Officer, Nusenda Credit Union

Wade Arnold
Managing Director of Mobile, Jack Henry & Associates

Kevin Foster-Keddie
President & CEO, Washington State Employees Credit Union

Meredith J. Deen
President, Financial Management Solutions Inc. (FMSI)

Kate Dame
Vice President of Branch Administration, Jeanne D’Arc Credit Union


Session Description

We’re excited to announce an all new program for retail/consumer and lending professionals of credit unions. Our new the half-day program is tailored to provide you with insight from industry leading experts. The Credit Union Summit is your best opportunity to position your retail banking operations for growth and success in 2016. The Summit features a variety of formats designed to provide maximum interaction and an experience that will equip you with practical strategies you can execute upon when you return to the office.

1:00 p.m. – 1:30 p.m.

Preparing Your CU for the IoT
The explosive growth in the Internet of things (IoT) is and will continue to be the most disruptive, exciting, and daunting revolution the financial-services industry has ever experienced.  Member service will depend on how well your institution manages these challenges. After a walk through the likely challenges coming from this disruption, this session will provide specific strategies your credit union should consider. These strategies will ensure that you continue to fulfill your credit union’s mission while addressing the competitive challenges that will arise from the IoT.
J. Paul Leavell , Senior Marketing Analyst, Charlotte Metro Federal Credit Union

 1:30 p.m. – 2:00 p.m.

Best Practices in Digital Appointment Booking: Learning from the Early Movers

Digital appointment booking has emerged as "low-hanging fruit" among banks seeking to better integrate digital and in-person engagement. Although impressive results can be obtained from relatively modest effort, few institutions have taken this step. Celent explores digital appointment booking, results obtained and best practices observed among the early-movers, along with a discussion of the vendor landscape.

​​Bob Meara, Senior Analyst, Celent

2:00 p.m. – 2:30 p.m.

Mission, Margin & the Mobile Mind Shift

Transforming the customer experience, embracing the mobile mind shift, accelerating your digital business and monetizing data insights are the new pillars of banking. Kevin will review WSECU’s case study in the small dollar loan market to show how you can grow members, fulfill your mission and increase your margin while strengthening your core competencies in these strategic areas. We’ll focus on the credit union’s cloud-based mobile lending product that underwrites and funds loans in just 60 seconds and six clicks and outline future product development opportunities in the space. Our discussion will include innovative approaches for mapping and forecasting the future direction of regulatory initiatives.

Kevin Foster-Keddie
CEO, Washington State Employees Credit Union

 2:30 p.m. – 2:45 p.m.

 Refreshment Break


 2:45 p.m. – 3:15 p.m.

 Mobile Banking: 10x the opportunity of online

Since the introduction of the iPhone in 2007, financial institutions (FIs) have been on a path to replicate feature/functionality between mobile and online banking. The big question is, “Is that really what your end users want?” Mobile consumers are not looking for feature overload, but a simple, effective customer experience to manage their finances, make payments, and obtain service. Successful FIs will leverage the unique attributes and greater opportunities for marketing and sales found in the modern mobile ecosystem to differentiate the mobile channel. Attendees of this session will learn why mobile is 10x the opportunity of online, why that necessitates a different approach, which features are critical, how to market on a small screen, and the new opportunities that will be created as new technologies evolve.”


Wade Arnold
Managing Director of Mobile, Jack Henry & Associates

 3:15 p.m. – 4:00 p.m.

 Branch of the Future

Remember when all banking transactions occurred strictly during weekdays between 9  – 3? Or, when customers would make a mad dash to their branch before it closed in order to withdraw cash because ATMs didn’t exist?  What about the well coiffed tellers sporting professional attire and presence? Much has changed from these eras in bank and credit union branch customer experiences. What is clear about branches of the future is that they will be defined by the current mobile-driven nature of consumers’ experiences and expectations. Meredith will present an engaging topic targeting senior managers that will help them learn ways for keeping their branches relevant in the 21st century and beyond. With online and mobile banking driving transactions out of the branch, senior managers are pressed now more than at any other time to rethink their branch strategies.  Positioning branches for success in the 21st century can be a complicated and stressful process.  This presentation will cover the following critical topics, which will spark ideas to make the process smoother: 

  • Engaging successfully with traditional branch account holders
  • Hiring practices in the branch
  • Updating branch design and technology
  • Adopting best practices from other industries
  • Rethinking branch risk and compliance review


Meredith Deen, President, Financial Management Solutions, Inc.

Kathryn A. Dame, Vice President - Branch Administration, Jeanne D'Arc Credit Union



 All Sessions