All Sessions


1:15 - 4:00 Christine BarryAdam CohenJimmy Lovelace


Credit Union Summit @ The Small Business Banking Conference


Christine Barry
Research Director, Wholesale Banking, Aite Group

Adam Cohen
Chief Executive Officer, QuarterSpot

Meredith Deen
President, Financial Management Solutions, Inc.

Jimmy Lovelace
Vice President of Branches, Community First Credit Union


Session Description

We’re excited to bring back the CU Summit, for small business, business banking, retail/consumer and lending professionals ofcreditunions. This half-day program is tailored to provide you with insight from industry leading experts. TheCredit Union Summitis your best opportunity to position your small business operations for growth and success in 2017. 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.

1:15 p.m.


1:30 p.m. – 2:15 p.m.

Opening Address: Branches of the Future, Tactics to Maintaining Relevancy

As online and mobile gain in popularity, account holders continue to change how they interact with their institutions. With many of them visiting the branch less often, retail management is looking for ways to get more out of every visit, maximizing the possibility of both cross-sale and relationship strengthening opportunities. In this session, see what’s happening in the branch right now, learn of new potential sales and service opportunities and discover what top performing financial institutions are planning to do to make their branches more effective in the future—including a case study from a credit union branch executive around this crucial topic.

Meredith Deen
Financial Management Solutions, Inc.

Jimmy Lovelace
Vice President of Branches
Community First Credit Union

2:15 p.m. – 3:00 p.m.

Networking Break

3:00 p.m. - 3:30 p.m.

Preparing Your Credit Union For Millennial-Run Small Businesses

Millennial-run small businesses have very different banking needs and expectations than their older business counterparts. The speed at which they adopt and use technology is not only forcing financial institutions to roll out new capabilities and think about new ways of delivering information, but it is also creating opportunities to better serve and interact with them. This session will highlight the unique needs of millennial-run small businesses and suggest ways in which credit unions can see greater success with this important customer segment.


Christine Barry
Research Director
Aite Group

3:30 p.m. –4:00 p.m.

Artificial Intelligence Adding To Top Line Revenue And Bottom Line Profit

Will artificial intelligence impact banks and credit unions? Over the next decade artificially intelligent systems will transform the competitive landscape. A discussion on the what artificial intelligence is, why it matters and how to stay ahead of the curve.

What exactly is artificial intelligence?

Why will changing the lending ecosystem?

How will it lower overhead and drive topline growth?

How will it improve customer experience and retention?

Why is having a strategy to leverage AI is critical?

Adam Cohen


Credit Union Summit Concludes


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