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) and is hosted at RSM Offices next to the famous Country Club Plaza.

FREE PARKING at the meeting venue.

Thanks to our generous event sponsor:
 

  

AGENDA

1 – 2 p.m.	Keynote 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 p.m.	Demo: Jane.ai Jane has a host of use cases for the financial industry. She’s currently hard at work in the credit union space, where she answers members’ questions on account management, loan applications, mortgage rates, and more. She can also work internally within financial institutions, providing team members instant access to company policies, email, calendar, accounting software, loan origination systems, CRM, HRIS, and so much more.
2:40 – 3 p.m.	Demo: College Roadmap College Roadmap is the only calculator in the United States that enables a user to compare the net cost of more than 6,000 colleges in one single click. The tool incorporates the two biggest drivers in determining the actual cost of college: family household income, and place of residence. The application provides a cost breakdown of every key factor that makes up the total price of college. One of the more compelling and differentiating features is that it provides both sticker and net costs, including the average financial package families have historically received from any given college similar to their income level. Students can compare as many colleges as they desire. The tool is web-based, mobile-friendly and best yet, is absolutely free.
3:05 – 3:25 p.m.	Demo: Motion Code The Motion Code program is a revolutionary product aimed at combating card not present fraud. Replacing the static CVV2 value on the back of the card with a dynamic CVV2 value that refreshes on a regular interval set by the financial institution. The Motion Code card requires no integration or development and there is no impact to reoccurring payments or to existing cardholder behavior. If compromised, the data becomes useless to the fraudster.
3:30 – 3:50 p.m.	Demo: Eltropy Eltropy brings credit unions and members closer together by making communication easy and convenient. Built on a foundation of IT integration, TCPA compliance, and business intelligence, our software drives member engagement and fuels revenue. Our ability to integrate with core banking, loan origination, marketing, CRM and many other systems increases the efficiency of member-facing teams while providing a better member experience. We also help credit unions meet regulatory standards, and deliver real-time and predictive analytics that empower executives to make data-driven decisions. Eltropy uses members’ favorite communications channel — text messaging — to boost credit unions’ bottom line.
4 – 5 p.m.	Keynote 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 p.m.	Networking Reception on the Country Club Plaza

SPEAKERS
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.

HOTEL 
Intercontinental Kansas City at the Plaza
401 Ward Parkway
Kansas City, MO 64112
866.856.9717

Room rate: $149

Reservation Deadline:  March 18th
Click here to book a room. 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.

Parking: Self-parking $18; Valet $25; Parking is FREE at the RSM offices where the conference is being held.

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