Corelation Celebrates Success of 13th Annual Client Conference, Uniting Industry Leaders and Innovators

2024 Corelation Annual Hybrid Client Conference

The 13th Annual Hybrid Corelation Client Conference, held from May 28 – 30, 2024, attracted a total of 1,540 attendees, with 996 participating in-person and 544 virtually. The in-person participants enjoyed valuable face-to-face collaboration and networking opportunities within the KeyStone community. Remote attendees benefited from a full live stream of all presentations and interactive access to the virtual vendor showcase.

During the two days of sessions, guests engaged in discussions on operational and conversion best practices as well as exploring the latest KeyStone enhancements. They also gained insights from industry experts on current cybersecurity issues, credit union financial health, and more. The popular vendor showcase also highlighted a wide range of solutions that integrate with KeyStone.

“Thank you, Team Corelation for another outstanding learning and networking opportunity. I look forward to the Client Conference each year,” shared Discovery Federal Credit Union President/CEO Michele Smith. “It’s the perfect blend of education, comradery, and fun. Great job!”

The educational sessions commenced with an insightful keynote from Ron Shevlin, Chief Research Officer at Cornerstone Advisors, titled “Credit Union’s Financial Health and Performance Opportunity,” emphasizing tools and strategies to improve members’ financial health. Participants then heard from Former CUNA Chair and University FCU CEO, Tony Budet, who discussed “The Power of Relationships: A Reformed Beancounter’s Evolution to Significance.” Jim Stickley, CEO of Stickley on Security & Mahalo Banking, returned to present “Cybersecurity – It’s Time to Start Cheating,” featuring real-world examples. Finally, Amy Downs, President & CEO of Allegiance Credit Union, shared her harrowing experience of surviving a bomb explosion and how it transformed her outlook on life. The general sessions concluded with the annual favorite, the “Year in Review & Preview,” highlighting what’s new in KeyStone.

On the final day of presentations, attendees had the opportunity to choose their path by selecting from a variety of topics with the Executive Track, Operational Track, Technical Track, or New Client Track. The executive sessions included roundtable discussions with credit union leaders exploring how they foster unique cultures, influence decision-making, and leverage culture for success. The operations track concentrated on daily operations, offering a preview of what's coming to KeyStone in 2024 and showcasing the "Coolness of Corelation" where client partners demonstrated innovative methods to maximize the KeyStone core.

The technical track concentrated on comprehensive best practices, methods to elevate the KeyStone experience, Linux platform migrations, and QA tips and tricks. Meanwhile, the new client track provided conversion tips from the Corelation team and the recently converted America's First Federal Credit Union. Additionally, Sno Falls Credit Union presented pre-and-post-conversion tips applicable to credit unions of any size.

“We are thrilled by the success of this year's Client Conference. Its a testament to the strong partnerships we’ve built, and the innovative spirit of our community,” said Corelation President Rob Landis. “As we look forward to the coming years, we remain dedicated to driving excellence and creating even more impactful experiences together!”

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