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Studio Lounge interview schedule:
Wednesday, May 8
Jayde DelGado, VP, Member Experience at American Lake Credit Union
Topic: 2024 CUES Emerge
Nicole Reyes, Director, Fraud Prevention, Velera
Topic: “Fraud is on the Rise – Here’s How to Fight Back”
JB Orecchia, President/CEO at SavvyMoney
Topic: “Actionable Advice About Members and their Credit”
Sara Jensen / Michael Summers, SVP, Governance and Corporate Administration / EVP, Chief Culture Officer at Velera
Topic: “Resource Groups/Culture”
Chuck Fagan, President/CEO at Velera
Topic: “Updating Industry on Combination”
IgniteFI's Founder/CEO Julie Esser on behalf of Plinqit
Topic: “Helping Members Successfully Reach Their Savings Goals”
Tiffany Doty, Vice President, Sales at Velera
Topic: “Partnering With the PSCU/Co-op Growth Team”
Tyler Wier, Sales Manager, Collections at TriVerity
“Collections: Turning Challenges Into Opportunities”
Lisa Santana, Product Management Director at Velera
“Meeting Member Needs With Buy Now, Pay Later Options”
Zach Christensen, Director of DEI and Digital Marketing at Mitchell, Stankovic & Associates
Topic: “Underground at TH!NK”
Mike Keegan, CEO at Transaction Network Services
“TNS at THINK 24”
Daniel Rathfelder, VP, Loan Operations at Coastal Credit Union
Topic: “Empower Your Credit Union in the Battle Against Fraud”
David Adams, SVP Lender Client Experience at Origence
Topic: Advisory Council and Impact on the CU Community
Thursday, May 9
Bradley Kelly, CX Activation Solutions Design Director at PSCU/Co-op Solutions
Topic: “The AI Revolution: What Credit Unions Need to Know Now”
Sean Briscoe, Director, Products and Payments at Alliant Credit Union
Topic: “Payments, Lending and Deposits Strategy”
David Demsko, CEO at Link Financial Wellness
Topic: “Member Personalization”
Brandi Quinn, EVP, Chief of Staff and Corporate Governance at Velera
Topic: “Corporate Governance of the PSCU/Co-op Combination”
Becca Albright, CBE/Account Executive at Velera
Topic: “Marketing to Younger Member Demographics”
Beth Phillips and Norm Patrick, Vice President, Strategic Growth & Data Analytics, SmartGrowth, and Director of Debit Consulting, Advisors Plus
Topic: Smart Growth and Advisors Plus Combine for Consulting Powerhouse for Credit Unions
Taylor Nelms, Senior Market Insights + Advisory Services Director at Filene Research Institute
Topic: "Building the Credit Union Value Proposition" (THINK session))
Pam Brodsack, SVP, Product Technology Delivery at Velera
Topic: “Avoiding Tech Gaps and Overlaps”
Aimee Daily President/CEO at Children's Miracle Network Hospitals, and Nick Coleman, Director, Strategic Partnerships, Childrens Miracle Network Hospitals/Credit Unions for Kids
Topic: “‘People Helping People’ Through CMN Hospitals”
Tom Pierce, SVP, Chief Marketing and Communications Officer at Velera
Topic: "Communicating During Integration”
Anthony Mendez, Senior Sales Engineer at Velera
Topic: “‘Update on Shared Branching”
Carrie Stapp, SVP, Marketing at Velera
“‘Update on 2024 research regarding consumer sentiment toward financial services”
Wednesday, May 8
Jayde DelGado, VP, Member Experience at American Lake Credit Union
Topic: 2024 CUES Emerge
Nicole Reyes, Director, Fraud Prevention, Velera
Topic: “Fraud is on the Rise – Here’s How to Fight Back”
JB Orecchia, President/CEO at SavvyMoney
Topic: “Actionable Advice About Members and their Credit”
Sara Jensen / Michael Summers, SVP, Governance and Corporate Administration / EVP, Chief Culture Officer at Velera
Topic: “Resource Groups/Culture”
Chuck Fagan, President/CEO at Velera
Topic: “Updating Industry on Combination”
IgniteFI's Founder/CEO Julie Esser on behalf of Plinqit
Topic: “Helping Members Successfully Reach Their Savings Goals”
Tiffany Doty, Vice President, Sales at Velera
Topic: “Partnering With the PSCU/Co-op Growth Team”
Tyler Wier, Sales Manager, Collections at TriVerity
“Collections: Turning Challenges Into Opportunities”
Lisa Santana, Product Management Director at Velera
“Meeting Member Needs With Buy Now, Pay Later Options”
Zach Christensen, Director of DEI and Digital Marketing at Mitchell, Stankovic & Associates
Topic: “Underground at TH!NK”
Mike Keegan, CEO at Transaction Network Services
“TNS at THINK 24”
Daniel Rathfelder, VP, Loan Operations at Coastal Credit Union
Topic: “Empower Your Credit Union in the Battle Against Fraud”
David Adams, SVP Lender Client Experience at Origence
Topic: Advisory Council and Impact on the CU Community
Thursday, May 9
Bradley Kelly, CX Activation Solutions Design Director at PSCU/Co-op Solutions
Topic: “The AI Revolution: What Credit Unions Need to Know Now”
Sean Briscoe, Director, Products and Payments at Alliant Credit Union
Topic: “Payments, Lending and Deposits Strategy”
David Demsko, CEO at Link Financial Wellness
Topic: “Member Personalization”
Brandi Quinn, EVP, Chief of Staff and Corporate Governance at Velera
Topic: “Corporate Governance of the PSCU/Co-op Combination”
Becca Albright, CBE/Account Executive at Velera
Topic: “Marketing to Younger Member Demographics”
Beth Phillips and Norm Patrick, Vice President, Strategic Growth & Data Analytics, SmartGrowth, and Director of Debit Consulting, Advisors Plus
Topic: Smart Growth and Advisors Plus Combine for Consulting Powerhouse for Credit Unions
Taylor Nelms, Senior Market Insights + Advisory Services Director at Filene Research Institute
Topic: "Building the Credit Union Value Proposition" (THINK session))
Pam Brodsack, SVP, Product Technology Delivery at Velera
Topic: “Avoiding Tech Gaps and Overlaps”
Aimee Daily President/CEO at Children's Miracle Network Hospitals, and Nick Coleman, Director, Strategic Partnerships, Childrens Miracle Network Hospitals/Credit Unions for Kids
Topic: “‘People Helping People’ Through CMN Hospitals”
Tom Pierce, SVP, Chief Marketing and Communications Officer at Velera
Topic: "Communicating During Integration”
Anthony Mendez, Senior Sales Engineer at Velera
Topic: “‘Update on Shared Branching”
Carrie Stapp, SVP, Marketing at Velera
“‘Update on 2024 research regarding consumer sentiment toward financial services”
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