Practical Guidance & Innovative Solutions with 60+ CU Experts including…

Embracing Fintech collaboration: Leveling the playing field for CUs

Brian Scott
Chief Growth Officer, PSCU
SESSION DESCRIPTION

Credit union members expect personalized digital experiences in the channel of their choice – yet some traditional financial institutions are not meeting these table stakes. Previously, credit union dialogue around innovation was focused on two options: buy or build. Today, there are more options – including partnerships with Fintechs, which can play a critical role in growing the bottom line and enabling true innovation. Leveraging third-party resources can also be hugely beneficial in accelerating time to market for launching new innovations – filling gaps your members may not even known exist and creating value. Learn how Fintechs are reshaping the future of financial services and how embracing collaboration can help level the playing field for credit unions.

A brand-new world of Fintech, investment and digital innovation

Nick Evens
President & CEO, Curql Collective, LLC
SESSION DESCRIPTION

For years, super-funded Fintech and Big Banks have been gaining a competitive edge by spending billions of dollars creating cutting-edge, digital solutions while CUs have struggled to keep up. Curql is working to change that. With its $252 million investment fund backed by investments from 69 limited partners, Curql serves a gateway for Fintech and CUs to collaborate and develop new digital and AI solutions. The goal is to bring transformative technology to market so more CUs can stay relevant in the evolving digital market and compete. Discover the trends that are shaping the newest digital innovations and the emerging solutions coming to market that may benefit your CU and your members.

Close encounters of the Fintech kind: Research, trends & live demos of the newest financial apps

Dave DeFazio
Partner, StrategyCorps
SESSION DESCRIPTION

See live demonstrations of trending apps like RobinHood, Cash App, SoFi, and Affirm to better understand the increasing competitive pressures on today’s banking products. Join Dave DeFazio, one of the CU Leadership Convention’s highest-rated speakers, as he shares the newest Fintech research that explains the rapidly changing trends – including which mobile features matter most to each generation, from Zoomers to Boomers. He will also examine how fintech companies like Acorns are leveraging the subscription society (think Amazon Prime, Costco, Netflix, Spotify) and pioneering new business models for financial products and services.

Take home practical guidance & innovative solutions including:

  • Create an enduring brand with a purpose-driven, values-based culture.

  • Take home 3 steps to generate 20% YoY growth.

  • Get the Big 3 MX strategies that are producing 5.7x more revenue.

ONE ticket = ALL sessions

Featuring 7 NEW Breakout Summits with more than 50 thought-provoking sessions from 60 expert speakers!

ONE ticket gives you an ALL-ACCESS pass to ALL 7 Breakout Summits. Pick & choose from dozens of terrific sessions. See an incredible
line-up of Keynote Speakers!

A brand-new world of Fintech, investment and digital innovation

For years, super-funded Fintech and Big Banks have been gaining a competitive edge by spending billions of dollars creating cutting-edge, digital solutions while CUs have struggled to keep up. Curql is working to change that. With its $252 million investment fund backed by investments from 69 limited partners, Curql serves a gateway for Fintech and CUs to collaborate and develop new digital and AI solutions. The goal is to bring transformative technology to market so more CUs can stay relevant in the evolving digital market and compete. Discover the trends that are shaping the newest digital innovations and the emerging solutions coming to market that may benefit your CU and your members.

Speaker: Nick Evens, President & CEO, Curql Collective, LLC

Embracing Fintech collaboration: Leveling the playing field for CUs

Credit union members expect personalized digital experiences in the channel of their choice – yet some traditional financial institutions are not meeting these table stakes. Previously, credit union dialogue around innovation was focused on two options: buy or build. Today, there are more options – including partnerships with Fintechs, which can play a critical role in growing the bottom line and enabling true innovation. Leveraging third-party resources can also be hugely beneficial in accelerating time to market for launching new innovations – filling gaps your members may not even known exist and creating value. Learn how Fintechs are reshaping the future of financial services and how embracing collaboration can help level the playing field for credit unions.

Speaker: Brian Scott, Chief Growth Officer, PSCU

SPONSORED BY

Close encounters of the Fintech kind: Research, trends & live demos of the newest financial apps

See live demonstrations of trending apps like RobinHood, Cash App, SoFi, and Affirm to better understand the increasing competitive pressures on today’s banking products. Join Dave DeFazio, one of the CU Leadership Convention’s highest-rated speakers, as he shares the newest Fintech research that explains the rapidly changing trends – including which mobile features matter most to each generation, from Zoomers to Boomers. He will also examine how fintech companies like Acorns are leveraging the subscription society (think Amazon Prime, Costco, Netflix, Spotify) and pioneering new business models for financial products and services.

Speaker: Dave DeFazio, Partner, StrategyCorps

Plus, enjoy Las Vegas’ legendary duo, Penn & Teller!

Get ready for a spellbinding open-night reception by one of most-beloved headline acts in Las Vegas history, as Penn & Teller continue to defy labels—and at times physics and good taste—by redefining the genre of magic and inventing their own very distinct niche in comedy.

(Important: Show is only open to paid convention attendees and paid guests. Tickets are not sold separately.) MORE INFO

7 Benefits of Attending

1. Expert speakers sharing their best advice!

2. Practical, CU-proven guidance you can use.

3. Solutions to your toughest challenges.

4. Takeaways you can begin applying immediately.

5. Tested-tactics that will work for your CU.

6. Checklists, guides, templates &
tools to take with you.

7. Plain-English answers not available
anywhere else.

Who Should Attend?

CEOs

Directors

Board Chairs

Supervisory Committee Members  

Chief/VP of Operations

Chief/VP of Marketing

Chief/VP of Lending

Chief/VP of Technology

Chief/VP of HR

Chief/VP of Finance

Chief/VP of Member Business Lending

Separate registration required. Limited to first 100 registrants.

Author of The Best Story Wins, Matthew gives you the same powerful techniques he has share with companies like Salesforce, Google, Udemy, Gartner, Charles Schwab, Target, Lego, Sony, Facebook, Adidas, Expedia, Hilton, LinkedIn, Microsoft and Apple.

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