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Innovation Conference

Start Date: Tue, 03/24/2020 - 1:00pm
End Date: Tue, 03/24/2020 - 3:00pm

This is now a FREE virtual conference.


The Innovation Conference is now a virtual conference where executives of the region’s most progressive credit unions can hear what’s new, what’s working, and what’s coming in the world of FinTech.

The webinar includes expert presentation on where the worlds of banking and FinTech are intersecting and how to implement new innovative products and demos of real-life examples of FinTechs that are already changing the financial services landscape.

All attendees previously registered for the in-person event will be signed up for the virtual event and should check their emails for an email from GoToWebinar that will be sent by March 16.

After registering, you will receive a confirmation email containing information about joining the webinar.

Thanks to our generous event sponsor:




1:00 p.m. Welcome and Sponsor Address
1:10 p.m.

Cognitive Collaboration: The Perfect Way to Blend Artificial Intelligence & Humans to Serve Members 
Sundeep Kapur, Digital Credence

We are in a world of people serving people. While we strive to provide exceptional service, we face quite a few challenges, including:

  • How do we serve after hours?
  • How can we scale to serve many?
  • How do we compete with FinTech?
  • How can we ensure that every interaction delivers on our promise of excellence?
  • How do we do this consistently, efficiently, and correctly across channel?

Today's consumer expectations are being influenced by other industries, FinTechs, and perhaps even some fiction. Artificial Intelligence brings a lot of promise to personalized, accurate, and efficient service but it is the human that adds empathy. Exceptional service will only be delivered correctly through an integrated approach.

Join us for an inspiring session about what to expect in the future. We will cover innovative experiences from other industries and their impact on financial services. We will take you into innovation labs, introduce you to results from future-focus groups, provide insight on artificial intelligence - incredibly useful research that you can leverage as you define your own strategy. After all, it is all about people serving people.

1:40 p.m.

Demo: Zogo

The purpose of Zogo is to deliver financial education to youth in an engaging manner, while helping credit unions put their brand in front of GenZ on the phone and build a relationship early on. It helps financial institutions engage and teach GenZ sound financial fundamentals through an APP that pays kids to learn. Zogo's financial literacy app has won numerous industry accolades, including "Best of Show" at Finovate Fall 2019, NACUSO Next Big Idea Competition. Key investors and advisors include Techstars, the former CEO of Sageworks, MetLife and behavioral scientists from Duke University.

2:00 p.m.

Demo: ZAML

ZAML gives any lender access to automated AI-powered credit decisioning. Credit unions apply their own data to create a custom machine learning underwriting model that integrates with their core system. The result: instant decisions with better pricing, freeing up human underwriters to deliver the personalized service that strengthens member relationships—all of which are essential for accelerated growth. Clients typically can achieve 15% increases in approval rates with no added risk. ZAML models are also fully explainable, complying with all fair lending and ECOA regulations, and include all required model risk documentation.

Gartner estimates that the business value created by AI will reach $3.9 trillion by 2022. ZAML allows any credit union to leapfrog from manual, scorecard-based underwriting to data-driven decision making. Consumer needs are changing faster than ever, and credit unions can’t wait. ZAML lets credit unions move faster and keep up with the needs of their members

2:20 p.m.

Demo: C.O.D.E.

CODE is an ongoing, multi-year strategic partnership designed to deliver relevant digital experiences CU members that are driven from their core that helps credit unions regain control of their data, eliminate vendors, and extend their cores to membership for self-service consumption. DaLand realizes core-centricty through its Vendor Strategy Services (VSS), allowing CUs to cut through the spaghetti pile of vendors and establish a relevant technology strategy; Strategic Project Services (SPS), empowering CUs to transform investments in technology into revenue centers through unrivaled project management; and CODE Division (Core Optimized Digital Experiences), that optimizes, automates and extends relevant core technology.

2:40 p.m.

Demo: Destiny

Destiny is a personal financial management platform aimed at helping financial institutions bridge the technology gap to the most crucial demographic in banking; their young and debt laden customers. Most financial institutions today do not provide services that meet the needs of Millennials and Gen Z. By partnering with Destiny, our cutting-edge debt management tool is delivered in the institution's mobile app and eliminates the customer's debt as fast as possible. Simultaneously, Destiny's CRM tool leverages the data gathered to help the institution increase customer retention, loyalty, and ultimately uncover unforeseen loan opportunities in a way that doesn't exist in the market today.

Sundeep Kapur, Educator & Founder, Digital Credence

After 25 years in corporate America as a business and technology consultant serving financial institutions, he returned to his passion – teaching brands best practices so they can achieve the same success. Direct interaction with over 1000 brands has highlighted the top challenges facing financial institutions, and Sundeep addresses these challenges by offering innovative, yet pragmatic approaches. From OMNI-channel to the emerging OPTI-channel, his expertise helped chart the course to success at many brands. He experience spans across industries – retail, sports, entertainment, travel, technology, education, and financial services.

In addition to financial institutions, he draws upon his experience from brands like ATT, AEG, AAA, Ann Taylor, Anthropologie, Delta Airlines, Dillard’s, Equifax, Gardeners Supply, Harrah’s, National Sports Forum,, and Paul Fredrick. Sundeep’s specialty lies in consumer engagement across multiple channels. A brand can be successful if it can engage the consumer with relevant messages across channels. “Keep it relevant, keep them engaged, and you will nurture your way to the top.”

Sundeep continues to study FinTech and audit brands, and studies consumer experiences to provide effective feedback to drive better results. He is an industry-recognized expert who has delivered "relevant, inspirational, and outstanding" education for organizations around the world. In addition to direct work with clients, he writes articles for magazines, teaches yoga, is a passionate gardener, and serves as a mentor to the Direct Gardening Association. Sundeep has a B.A. in Economics, a B. S. in Computer Science, and an MBA.

If you made a hotel reservation for our prior in-person event, we recommend you call and cancel.

KC Marriott Downtown
200 W 12th St, Kansas City, MO 64105
Phone (816) 421-6800

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


Start Date: Mon, 05/18/2020 - 9:00am
End Date: Thu, 05/21/2020 - 4:30pm


Start Date: Wed, 06/17/2020 - 9:00am
End Date: Wed, 06/17/2020 - 11:15am

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



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  


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.

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