Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs, hosted its fifth annual CEO Forum in St. Petersburg, Florida earlier this month.
The CEO Forum provides a unique opportunity for credit union CEOs to meet with MDT and Symitar executives, discussing and collaborating on high-level industry trends, business challenges and member service strategies. This year, approximately 20 CEOs attended.
Thomas Gosling, CEO and president of Bellco Credit Union, has attended the CEO Forum three times. He said, “MDT’s CEO Forum is an exclusive opportunity to connect with other credit union leaders of various asset sizes and geographic areas and discuss common challenges and opportunities. Each year, I learn something at this event that helps inform our technology roadmap and member service strategy. Plus, the forum provides CEOs with the opportunity to get facetime with MDT and Symitar execs and share our ideas and feedback, which is unique for a vendor partnership. Particularly exciting this year, we were able to hear more directly from Jack Henry about their technology modernization strategy, which was incredibly beneficial.”
The subjects of each year’s conference are prioritized based on the CEOs’ feedback. Centered around an overarching theme of disruption within the financial ecosystem, this year’s key topics included digital service and engagement, financial fragmentation, fintech trends and embedded fintech strategy and the war for talent. Lee Wetherington, Jack Henry & Associates’ senior director of strategy, and Nicole Harper, Jack Henry & Associates’ director of strategy, were the event moderators.
Christine Blake, CEO and president of Cardinal Credit Union, has attended the CEO Forum three times. “Each year, I walk away from MDT’s CEO Forum with fresh ideas and inspiration for how to enhance our technology strategy and improve the member and employee experience. It was refreshing to once again connect face-to-face with valued partners and peers, brainstorming and collaborating around the quickly changing industry and how we can help each other succeed.”
“At MDT, we strive to not only be a leading technology provider for our credit unions but a true partner, helping them navigate changes and challenges as the financial services landscape continues to evolve,” explained Larry Nichols, president and CEO of MDT. “After a two-year hiatus due to the pandemic, it was wonderful to once again gather with our CEOs and hear their insights and ideas. This feedback and collaboration ultimately helps shape our strategic direction so we can better serve them.”
Author: Mike Lawson
Married to a most gorgeous and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.