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Solutions Showcase

Event Info

When

June 17th, 2020 9:00 AM   through   11:15 AM


The ongoing pandemic has had a huge impact on our industry. Join us virtually and hear a financial forecast from Mark Sievewright followed by best practices, tools and presentations from a curated group of Shared Financial Solutions (SFS) partners to help you refine your strategies for 2020. Prizes will be awarded from our partners.

Invite your leadership team to learn from industry experts share how to:

  • Shore up your bottom line
  • Reduce operational expenses
  • Work with your members utilizing new tools
  • Reduce your credit union’s exposure to risk
REGISTER


 



AGENDA

9 a.m. Welcome and announcements  
9:05 a.m.

New Realities in Financial Services 
Mark Sievewright, Sievewright & Associates

While we will be dealing with the COVID-19 pandemic for some time, it has acted as a catalyst for credit unions in accelerating their digital and electronic payments strategies and enhancing their capabilities in these key areas. Financial services is now facing a series of ‘New Realities’ and one
of these is the move to a ‘Digital-First’ business and operating environment. Learn how credit unions can (and should) respond.

9:25 a.m. Q&A  
9:30 a.m.

Equipment Management - Manage Risks and Optimize Efficiency
Jenel Davis, Client Solutions Manager, Equips

Join Equips to find efficiencies in equipment management and free up your staff to serve members with a one-stop spot for your service needs. You will see a demo of their online portal which removes the burden of day-to-day management of branch equipment and vendors. Attendees will be allowed free access to a 90-day trial.
9:40 a.m. Q&A  
9:45 a.m.

Member-Friendly Options for Increasing Your NII
Kevin Abbott and Amy Long, Account Executives, CUNA Mutual Group

Looking for some levers to pull that increase non-interest income in the new landscape? CUNA Mutual account executives Kevin Abbott and Amy Long have 50 years combined experience serving credit unions and will highlight a few ideas to increase net interest spread and net income while fulfilling your mission with your members and the community. 
9:55 a.m. Q&A  
10 a.m.

Maintain Strong Ties to Your Members with Video Banking
Jake Martin, Chief Operating Officer, InvoSolutions

We will cover how video banking is allowing credit unions across the country to maintain business continuity during these difficult times. By creating a safe and personal way to communicate through mobile and web video access, members can still open new accounts, borrow money, refinance loans, consult with investment advisors or any other interaction best served through a personal video interaction. Invo Video Banking allows your credit union to take a giant leap forward in member service today, and will allow you to safely reopen your branches tomorrow through the new Invo Concierge platform.
10:10 a.m. Q&A  
10:15 a.m.

COVID-19 Financial Impact on Credit Unions
Andre Branning, Regional Director, JMFA

What are economists predicting and how can JMFA help mitigate the financial impact? Learn about JMFA Next Generation Overdraft Privilege and Contract Optimizer.
10:25 a.m. Q&A  
10:30 a.m.

Expanding ATM Services - A Case Study Testimonial
(Kevin Wilmoth, President/CEO, Skyward Credit Union), Dolphin Debit Access, LLC

Skyward Credit Union's (Wichita, KS) Kevin Wilmoth will present a testimonial and case study on expanding ATM services using Dolphin Debit. Learn about the decision-making process for ATM placement, the rationale for outsourcing, and the results and impact of their decision.
10:40 a.m. Q&A  
10:45 a.m. An Honest Discussion About Deposit Fraud
Joel Morffi, Business Development Manager, Advanced Fraud

Check deposits continue to be the most targeted payment channel for fraud. And with the extremely fluid economic and societal landscape due to Coronavirus, fraud tactics are evolving quickly. Without the proper protections, credit unions can expect serious fraud losses. Explore the latest check fraud tactics as well as best practices for preventing check fraud losses.
10:55 a.m. Q&A  
11 a.m. Embracing Text Messaging During the Pandemic
Ashish Garg, CEO/Cofounder, Eltropy

The digital revolution was upon us well before the Covid-19 pandemic. The credit union industry has an even greater opportunity to continue building upon this by encouraging compliant, secure communication with members and employees during the crisis. Eltropy offers a text messaging platform ideal for emergency communication as well as conducting business-as-usual with minimal physical contact. Attendees will learn why text messaging is the best way to engage with members during and beyond the pandemic and how Eltropy helps credit unions communicate with maximum efficiency and productivity.
11:10 a.m. Q&A, closing, and prizes  

 


SPEAKERS
Mark Sievewright, Sievewright & Associates

Mark is a recognized leader in the global credit union movement and a renowned public speaker. Drawing from 30+ years of experience, Mark launched his own firm in 2017 to provide credit unions with valuable strategic insights and trusted technology guidance to drive business growth. During his career, Mark held senior leadership positions at HSBC, MasterCard International, Payment Systems Inc., TowerGroup and Fiserv. 




 


Jenel Davis, Client Solutions Manager, Equips

Jenel has been with Equips for more than six years and has taken on increasing levels of responsibilities. Originally, she joined the team in 2013 as a senior account manager after working in account management for a continuing education firm. Now she is client solutions manager. Her focus is in on retaining and growing Equips’ key clients as well as supporting direct and sales channel efforts.

Most recently, she has taken on the responsibility of growing our trusted advisor network by connecting with key industry partners to provide our Equips solutions to credit unions across the country. Solving problems for clients, fostering a strong company culture and expanding our service offerings are just a few reasons why Jenel is a key part of the Equips team. Learn more about Equips and how we build trusted partnerships with our clients.

 


Denise Cox, Solutions Advisor, Equips

Denise has spent over 25 years in the financial industry working with institutions in the areas of driving efficiency and streamlining process across all channels. With her unique background of 10 years in branch operations, coupled with 15 years of vendor service solutions, she has a keen understanding of her clients’ needs and challenges in the complex management of branch equipment. Her ability to bring a truly consultative approach from her first-hand experience on both sides will allow her to deliver unique solutions for Equips’ clients.

 

 


Kevin Abbott, CUNA Mutual Group

Kevin is an Account Executive, and as a committed partner, he learns and understands credit union’s business strategies and delivers CUNA Mutual Group product offerings that will be most valuable to credit unions.

He began working in the credit union industry in 1998 for U.S. Central Credit Union. Kevin started his career with CUNA Mutual Group in 2007 as a Sales Executive covering Colorado and Wyoming and now calls on credit unions in Kansas, Missouri and Illinois. In his spare time Kevin enjoys traveling, golfing and watching his grandkid's sporting events. He has three grown daughters and eight grandkids in the Kansas City area.

 


Amy Long, CUNA Mutual Group

Amy began her career with CUNA Mutual Group in 2000 as a business consultant serving credit unions in Wisconsin, helping streamline their lending programs. During her tenure, she's held several roles within the organization, currently serving as an account executive for credit unions in Kansas, Missouri, Arkansas, Indiana and New York. Prior to joining CUNA Mutual Group, Amy had the opportunity to work for a credit union in Madison, Wisconsin for eight years, serving in various lending roles. 

Amy holds life, health, property & casualty insurance licenses and has earned a Bachelor’s degree in Business Administration. She resides in a small community near Madison, Wisconsin with her husband. Outside of work, Amy enjoys traveling and spending time with family and friends.

 


Jake Martin, Chief Operating Officer, InvoSolutions

Jake serves as Chief Operations Officer of Invo Solutions. He has 19 years of professional experience leading small teams at regional companies to teams of 100+ at Fortune 50 corporations nationally. Jake has successfully launched 15 novel products/services while partnering with over 300 financial institutions across the United States. He leads from a position as an educator strategist, and partners with clients as a consultative mastermind. Jake graduated from Drury University with a degree in Business Administration with an emphasis on International Business.


 


Andre Branning, Regional Director, JMFA

Andre joined JMFA with more than 11 years of strategic sales and account management experience, providing solutions and services to financial institutions. Prior to JMFA, he spent six years providing cash logistics solutions to banks and credit unions across the Midwestern states, while working for Brink’s Inc. and Loomis. Andre began his career in sales at Diebold, Inc., providing operational and security products and services to financial institutions. His experience working with banks and credit unions gives him a unique insight into how they operate and how JMFA can help them accomplish their performance goals. 



 


Christy Nusz, VP Regional Sales Director, Dolphin Debit

Christy has been with Dolphin Debit for 3 years. With over 30 years in the ATM industry, she has honed her skillset in management, sales, and client loyalty in the financial industry. Christy is consistently using those skills to build trust, open doors, present customer-oriented solutions, and maintain lasting client relationships. Christy has earned 14 Consistent Achiever awards throughout her career as well as national team and customer service awards for performance and client satisfaction. 

 

 


Kevin Wilmoth, President/CEO, Skyward Credit Union, Dolphin Debit

Kevin has held a variety of roles in his 34 years in financial services. These include working in community banks, a national bank, a brokerage firm, with the last 23 years in the credit union movement. Today he is the CEO of Skyward Credit Union, a strong performing single SEG Credit Union with 17,000 members, $365 million in assets, and 56 employees. 

A major factor in Skyward’s success has been forming strong partnerships with key vendors to enable us to offer exceptional products to our members with minimal staff. This has allowed us to offer leading edge technology to our members, leaving staff to focus on providing exceptional member service. 


 


Joel Morffi, Business Development Manager, Advanced Fraud

Joel has been in finance and Software as a Service (SaaS) for over a decade and brings a vast knowledge of fraud detection tactics to help financial institutions identify and fight fraud. Joel understands the complexities inherent to omnichannel fraud detection and works with customers to solve their unique challenges. Based in Advanced Fraud Solution’s Folsom, CA office, Joel takes a custom consultative approach to every implementation.


 


Ashish Garg, CEO/Cofounder, Eltropy

Ashish is the co-founder and CEO of Eltropy. An MBA graduate from the Wharton School and an engineer by training from BITS Pilani, Ashish spent his early career in high-tech, as a Product Manager working closely with customers from around the world. Ashish saw, first-hand, the changes in customer buying behavior - and the challenges that these changes have brought to traditional marketing, sales and service techniques. That is when the idea of Eltropy was born.

Ashish founded Eltropy with the vision of simplifying the buying experience for customers - and the engagement experience for businesses. What started as an idea, is now a revolution in the making - with customers around 23 countries leveraging Eltropy every day to make better buying decisions by leveraging the power of smartphones, text messaging and curated content.


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

REGISTER
June 17th, 2020 9:00 AM   through   11:15 AM