Strategic insights and innovations to enhance the member experience and build on our collective momentum.
Breakout Sessions
Breakout Sessions

Choose sessions with topics ranging from digital payments to fraud to contact center best practices

Breakout Sessions
Solution Showcase

Experience on-demand demonstrations of innovative products and request a personal follow‑up

Speakers
Keynote Speakers, Panelists & Moderators
Brian Caldarelli
Magic Johnson
NBA Legend, Hall of Famer, Entrepreneur and Philanthropist
Brian Caldarelli
Oliver Jenkyn
Group President and President, North America
Visa
Brian Caldarelli
Sarah Thomas
The NFL’s First Female Official
NFL
Brian Caldarelli
Stefan Olander
Former Vice President, Global Digital Innovation
Nike
Brian Caldarelli
Mark Sievewright
Founder & CEO
Sievewright & Associates
Brian Caldarelli
Kim Little
EVP & COO
Chartway FCU
Brian Caldarelli
Sunil Tanneru
Managing Director, Financial Services
Accenture
Brian Caldarelli
Nathanael Tarwasokono
President and CEO
Firstmark Credit Union
Brian Caldarelli
Chuck Fagan
President & CEO
PSCU
Brian Caldarelli
Brian Caldarelli
EVP, Chief Financial Officer
PSCU
Brian Caldarelli
Tom Gandre
EVP, Chief Operating Officer
PSCU
Brian Caldarelli
Lynn Heckler
EVP, Chief Talent Officer
PSCU
Brian Caldarelli
Scott Wagner
EVP, Chief Revenue Officer
PSCU
Brian Caldarelli
Dean Young
EVP, Chief Experience Officer
PSCU
Brian Caldarelli
Brian Scott
SVP, Chief Growth Officer
PSCU
Breakout Session Presenters and Moderators
Brian Caldarelli
Cortez Adams
Senior Product Manager, Strategic Partnerships
Lumin Digital
Brian Caldarelli
Daniel Arita
VP, Payments/PMO
First Entertainment CU
Brian Caldarelli
Cody Banks
VP, Product Management
PSCU
Brian Caldarelli
Maryrose Bernabe
Director of Member Contact Center
State Department FCU
Brian Caldarelli
Michael Brown
Principal U.S. Economist
Visa
Brian Caldarelli
Annie Cox
VP, Loyalty Solutions
PSCU
Brian Caldarelli
Tony DeSanctis
Senior Director
Cornerstone Advisors
Brian Caldarelli
Tyler Dowd
Senior Director of Member Services
BCU
Brian Caldarelli
Paul Dulany
Chief Data Office
Broadcom Payment Security
Brian Caldarelli
Warren Dunton
Head of Sales & Partnerships
Abe.ai
Brian Caldarelli
Rini Fredette
SVP, Contact Center Services & Solutions
PSCU
Brian Caldarelli
Dan Gonzalez
VP & Director, National and Processor Accounts
Federal Reserve Bank of Chicago
Brian Caldarelli
Lou Grilli
Sr. Innovation Strategist
PSCU
Brian Caldarelli
Devi Lockley
Financial Analyst
Listerhill CU
Brian Caldarelli
Jeremiah Lotz
Managing Vice President, Digital Experience & Payments
PSCU
Brian Caldarelli
Cindy McGinness
VP, Digital Experience
PSCU
Brian Caldarelli
Merry Pateuk
SVP, Industry Engagement
PSCU
Brian Caldarelli
Brenton Peck
Director
Financial Health Network
Brian Caldarelli
Karen Postma
VP, Risk Analytics
PSCU
Brian Caldarelli
Brian Riley
Director, Credit
Mercator Advisory Group
Brian Caldarelli
Jeff Rosenbeck
VP, Data Strategy
PSCU
Brian Caldarelli
David Ross
VP, Predictive Analytics
PSCU
Brian Caldarelli
Jill Sammons
Vice President, Marketing & Brand Strategy
BCU
Brian Caldarelli
Eric Seigel
Founder of Predictive Analytics World and author of Predictive Analytics: The Power to Predict Who Will Click, Buy, Lie, or Die
Brian Caldarelli
Ginger Seigel
North America Small Business Lead
Mastercard
Brian Caldarelli
Denise Stevens
Chief Product Officer
PSCU
Brian Caldarelli
Kristen St. Jean
VP, Business Intelligence
PSCU
Brian Caldarelli
David Ver Eecke
Strategic Product Manager
PSCU
Brian Caldarelli
Karen Webster
CEO
PYMNTS.com
Brian Caldarelli
Mark Wert
Business Partner- Fraud, Compliance, and Authentication
FICO
Brian Caldarelli
Dave Wetzel
SVP, Sales & Marketing
Lumin Digital
Brian Caldarelli
Scott Young
VP, Innovation
PSCU
All scheduled times are Eastern.
Day 1 - April 20, 2021
2:00 PM - 2:15 PM
Welcome & Opening Comments
2:15 PM - 3:00 PM
CEO Keynote Session with PSCU President and CEO, Chuck Fagan
Chuck Fagan
PSCU President and CEO Chuck Fagan will provide an update on PSCU’s business, how we’re positioning credit unions for growth and success, and what’s next for the credit union industry.
3:00 PM - 3:45 PM
Keynote Presentation with NBA legend turned entrepreneur Magic Johnson
Dean Young
NBA legend, Hall of Famer, entrepreneur, and philanthropist Earvin "Magic" Johnson shares his journey of success from the basketball court into the business world as Chairman and CEO of Magic Johnson Enterprises (MJE).
This keynote presentation is sponsored by:
3:45 PM - 5:00 PM
Entertainment with Original Voices of Rock and Roll
Brian Scott
The Original Voices of Rock and Roll features five lead vocalists from legendary bands of the 1970s, 1980s and 1990s, all backed by one band in one incredible show. Rock to the sounds of Mickey Thomas (Starship), Steve Augeri (Journey), Wally Palmar (The Romantics), John Cafferty (John Cafferty and the Beaver Brown Band) and Skip Martin (Kool and the Gang) in this exciting performance. Songs like “We Built This City,” “Don’t Stop Believing,” “Any Way You Want It,” “What I Like About You,” “Talking In Your Sleep,” “On The Dark Side,” “C.I.T.Y.,” “Celebration,”and “Ladies Night” are just some of the hits you might hear. You will know every song and can sing along, dance and enjoy the party!
This entertainment is sponsored by:
Day 2 - April 21, 2021
2:00 PM - 2:05 PM
Welcome & Opening Comments
2:05 PM - 2:30 PM
Innovation/Tech Keynote: “How Human Centric Brands Win in a Tech Dominated World”
Stefan Olander
One of the world’s leading digital innovators, Stefan Olander has led several groundbreaking global initiatives that have unlocked state-of-the-art and engaging consumer experiences over the past 15 years. Prior to founding BrandNew, he held several key leadership positions with Nike Inc., including vice president, Global Digital Innovation.
2:30 PM - 3:30 PM
Credit Union Executive Panel, hosted by Mark Sievewright
Mark Sievewright, Kim Little, Sunil Tanneru, Nathanael Tarwasokono
This panel discussion is sponsored by:
3:30 PM - 4:00 PM
Solution Showcase: Experience Audio-Guided On-Demand Demos
4:00 PM - 5:00 PM
Breakout Sessions: Experience Two 30-Minute Sessions
Day 3 - April 22, 2021
2:00 PM - 2:05 PM
Welcome & Opening Comments
2:05 PM - 2:30 PM
Keynote Presentation with Visa’s Oliver Jenkyn
Oliver Jenkyn
Oliver Jenkyn is Visa’s group president and regional president for North America. In this role, he has business, financial, strategic and operational responsibility for the company’s business in the U.S. and Canada.
This keynote presentation is sponsored by:
2:30 PM - 3:00 PM
Solution Showcase: Experience Audio-Guided On-Demand Demos
3:00 PM - 4:00 PM
Breakout Sessions: Experience Two 30-Minute Sessions
4:00 PM - 4:45 PM
DEI Keynote: "Breaking Through: A Conversation with Sarah Thomas, the NFL’s First Female Official"
Sarah Thomas and Lynn Heckler
Sarah Thomas is one of Sports Illustrated’s 100 Most Influential NFL Figures of All Time. She changed the game in the world’s most quintessential male-dominated sport – football – when she became the first female NFL official in 2015. She also became the first woman to officiate a Super Bowl in Super Bowl LV this past February in Tampa, Fla.
This keynote presentation is sponsored by:
4:45 PM - 5:00 PM
Closing Comments
Breakout Sessions - Day 2
April 21, 2021
Faster Payments, an Update from the Fed on Real-time Payments Infrastructure
Speakers:
  • Dan Gonzalez, VP & Director, National and Processor Accounts, Federal Reserve Bank of Chicago
Moderators:
  • Lou Grilli, Sr. Innovation Strategist, PSCU
Since the Federal Reserve announced its entry into the faster payments space with FedNow, details have emerged that are especially relevant to credit unions. During this fireside chat-style session, Dan Gonzalez will discuss FedNow availability and functionality - and why credit unions should be informed about real-time payments.
Why Machine Learning Matters - A Discussion with Eric Siegel on Predictive Analytics
Speakers:
  • Eric Siegel, Founder of Predictive Analytics World and Author of Predictive Analytics: The Power to Predict Who Will Click, Buy, Lie, or Die
Moderators:
  • David Ross, VP, Predictive Analytics, PSCU
Why does machine learning matter? Join renowned author and frequent television guest Eric Siegel as he discusses the value of predictive analytics in the financial services arena.
Investing in Financial Well-being to Deliver Enhanced Member & Employee Outcomes
Speakers:
  • Cody Banks, VP, Product Management, PSCU
  • Brenton Peck, Director, Financial Health Network
  • Jill Sammons, VP, Marketing & Brand Strategy, BCU
Moderators:
  • Merry Pateuk, SVP, Industry Engagement, PSCU
Research shows that Americans who believe their financial services provider cares about their financial health are more likely to have longer relationships with that institution. This panel will delve into current research insights and impactful solutions to position your credit union as a financial health provider.
Prioritizing Digital Innovations for the Future
Speakers:
  • Karen Webster, CEO, PYMNTS.com
Moderators:
  • Cindy McGinness, VP, Digital Experience, PSCU
To keep pace with member demand and compete with other financial institutions, it is key for credit unions to continue innovating in the digital space. Join the conversation with Karen Webster, a recognized authority in payments and commerce, to discover the types of innovations credit unions must prioritize to stay competitive.
Is It Time to Cry or Hug? A Look at the U.S. Economic Landscape and its Impact on Payments
Speakers:
  • Michael Brown, Principal U.S. Economist, Visa
  • Jeremiah Lotz, Managing Vice President, Digital Experience & Payments, PSCU
Visa’s principal U.S. economist will provide his view on the current economic landscape and its impact on payments and financial services, as well as future predictions and the key priorities CUs should establish based on this economic view.
Protecting Your Credit Union from Digital Fraud Trends while Balancing Member Experience
Speakers:
  • Mark Wert, Business Partner- Fraud, Compliance, and Authentication, FICO
  • Paul Dulany, Chief Data Officer, Broadcom Payment Security
  • Karen Postma, VP Risk Analytics, PSCU
Moderators:
  • David Ver Eecke, Fraud Product Strategy, PSCU
Online shopping became a lifeline for consumers in 2020. Fraudsters took note, using digital channels to perpetrate increasingly sophisticated fraud from the comfort of their homes. In this session, a panel of industry experts will explore how your credit union can provide both a secure and seamless experience to your members.
This keynote presentation is sponsored by:
Breakout Sessions - Day 3
April 22, 2021
Addressing Business Challenges with Member Insight (CU Panel)
Speakers:
  • Daniel Arita, VP, Payments/PMO, First Entertainment CU
  • Devi Lockley, Sr. Financial Analyst, Listerhill CU
  • Jeff Rosenbeck, VP, Data Strategy, PSCU
  • Kristin St. Jean, VP, Business Intelligence, PSCU
Hear how your fellow Owner credit unions are applying Member Insight solutions to solve common business challenges around their card programs. Facilitated by the PSCU Data & Analytics team, this session will deliver immediate actionable insights.
PSCU’s 2021 Strategic Investment Opportunities and Innovation Initiatives
Speakers:
  • Denise Stevens, Chief Product Officer, PSCU
  • Scott Young, VP, Innovation, PSCU
Join PSCU’s Chief Product Officer and VP, Innovation to learn more about our 2021 innovation investment strategy, focused on deploying digital solutions, improving efficiencies and driving Owner growth. The session will spotlight solutions aimed at fueling member experience.
Taking Digital Experiences to the Next Level
Speakers:
  • Warren Dunton, Head of Sales & Partnerships, Abe.ai
  • Cortez Adams, Senior Product Manager, Strategic Partnerships, Lumin Digital
  • Dave Wetzel, SVP, Sales & Marketing, Lumin Digital
Digital banking continues to evolve and improve user experiences. Learn what systems and capabilities are being added to enhance the Lumin Digital experience and how data and artificial intelligence (AI) are making digital banking more personal and helpful.
This keynote presentation is sponsored by:
What's Your Path to Digital Transformation in Your Contact Center?
Speakers:
  • Maryrose Bernabe, Director of Member Contact Center, State Department FCU
  • Tyler Dowd, Senior Director of Member Services, BCU
Moderators:
  • Rini Fredette, SVP, Contact Center Services & Solutions, PSCU
Not all credit unions take the same path in digital transformation. It's not a destination, but a continuous journey to deliver a seamless member experience. Join Rini Fredette, PSCU's SVP - Contact Center Services & Solutions in a panel discussion with CUs as they share their experience and journey to contact center digital transformation.
Payment Possibilities to Serve the Growing Business Market
Speakers:
  • Brian Riley, Director, Credit Advisory Service, Mercator Advisory Group
  • Ginger Siegel, North American Small Business Lead, Mastercard
Moderators:
  • Jeremiah Lotz, Managing Vice President, Digital Experience & Payments, PSCU
What’s the opportunity for credit unions in terms of serving the business market in the future? Thought leaders from Mastercard and Mercator will discuss existing and emerging business types, the desired payment experiences businesses want for their customers and how CUs can build optimal payment solutions to serve this market.
This keynote presentation is sponsored by:
Time to Reengage Your Members with Loyalty
Speakers:
  • Tony DeSanctis, Senior Director, Cornerstone Advisors
  • Anna Cox, VP, Loyalty Solutions, PSCU
Changing times require flexible loyalty programs to drive and maintain member engagement. Join us for a review of consumer behaviors during the pandemic and best practices to re-engage credit card spend, including tools to drive engagement and increase program incentive awareness.
Sponsors
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