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Innovation Conference - Kansas City

Event Info


April 17th, 2019 1:00 PM   through   5:00 PM


Suite 400
4801 MAIN ST
KANSAS CITY, MO 64112-2929
United States
Conference Fee $ 199.00

The Innovation Conference is an in-person conference where executives of the region’s most progressive credit unions can connect and discuss what’s new, what’s working, and what’s coming in the world of FinTech.


The day includes expert presentations on where the worlds of banking and FinTech are intersecting and how to implement new innovative products, demos of real-life examples of FinTechs that are already changing the financial services landscape, and a networking reception to discuss challenges, successes, and ideas for leveraging FinTechs to better serve members.

The first-ever exclusive event is limited to 30 attendees (please limit two representatives per credit union).


Thanks to our generous event sponsor:



1:00 – 2:00 pm

Fintech: Friend or Foe,
Brian Kaas, CMFG Ventures

We know that disruption is occurring in financial services, but with all the hype in the market, it can be hard to know how to respond. Are these startups disruptors or potential partners? What do fintech startups mean for Credit Unions? CUNA Mutual Group recently established its own venture fund, CMFG Ventures, to help address these questions. This session will address fintech trends, how CMFG Ventures is seeking opportunities for credit unions in this new and innovative space, and how credit unions can become involved.

2:15 – 2:35 pm Demo 1
2:40 – 3:00 pm Demo 2
3:05 – 3:25 pm

Demo 3

3:30 – 3:50 pm Demo 4
4:00 – 5:00 pm

REVOLUTION: Establishing Tomorrow’s Financial Institution,
Beth Johnson, RSM

In today’s world of outsourcing and third-party services and products, it is critical that enterprises have a strong process to manage third-party relationships. In this session, we will discuss the path to create a third-party relationship management process that is effective, robust, adequate and followed.

5:30 – 7 pm Networking Reception

Brian Kaas, Vice President, Corporate Development President and Managing Director, CMFG Ventures.
Brian Kaas is vice president of Corporate Development in the Office of the General Counsel at CUNA Mutual Group. He is responsible for sourcing, evaluating and executing a broad range of strategic transactions for the organization. Brian also serves as the president and managing director of CMFG Ventures, LLC and oversees all aspects of its venture capital program. He joined CUNA Mutual Group in 2012.

Prior to joining CUNA Mutual Group, Brian was a partner at Foley & Lardner and a member of its Insurance & Reinsurance and Health Care Industry teams. He has a broad range of legal and corporate experience, particularly in the areas of business, transactional and regulatory insurance law, and has substantial experience in complex commercial transactions including mergers, acquisitions, reinsurance restructurings and reorganizations of insurance companies and other business entities.

Brian graduated from the University of Wisconsin Law School with a Juris Doctorate. He also received a Bachelor of Science degree from the University of Wisconsin-Whitewater in Public Policy and Administration with an emphasis in Legal Affairs.

Beth A. Johnson, Principal, Information Technology Consulting, RSM US LLP

RSM is an integrated group of audit, tax, and consulting experts. As the overall practice leader and principal of RSM’s Information Technology Infrastructure practice group, Beth leads RSM’s central region Technology and Management Consulting (TMC) Infrastructure practice, with more than 170 network, enterprise content management and telephony engineers.

She specializes in overseeing the delivery of a broad suite of technology-related engagements across the financial services industry, including community banks and credit unions. Her team has achieved double digit growth for the last three years, and Beth has led expansion into new markets.

She specializes in IT organizational development and overall governance methodology as well as creating actionable roadmap design, revealing key areas of opportunities for improvement. She also serves on several IT steering committees and acts as the client advisor and planning coordinator for strategic initiatives that impact the overall digital experience and IT changes to the institutions.  

Beth writes for several banking publications, teaches at the ICBA technology certification class and speaks at fintech and banking related conferences. She is based in Kansas City, MO.

Prior to joining RSM, Beth spent over 10 years working in the information technology (IT) industry working for technology consulting firms based in Arizona, Iowa and Oklahoma. She also served on the executive management team helping drive overall business consulting for the central region.

Beth has a Bachelor of Arts from the University of Northern Iowa and Executive Management Development from the Chicago Booth School of Business.

Intercontinental Kansas City at the Plaza
401 Ward Parkway
Kansas City, MO 64112

To book a room, click here, choose "book now" and enter your date(s) and search. The group rate is $149. If calling the hotel, reference group name Heartland Credit Union Assoc.

Clint Armistead, 800.392.3074, x1321.
For registration questions or dietary and special assistance: Sharon Bahr, 800.392.3074, x1342.


April 17th, 2019 1:00 PM   through   5:00 PM
Suite 400
4801 MAIN ST
KANSAS CITY, MO 64112-2929
United States