VisiFI’s 2024 Customer Conference rewinds to the 80s and quickly fast-forwards into the complexities of achieving sustainable growth in today’s “always on” dynamic environment. Inspired by the Rubik’s Cube, we’ll explore the interconnected sides of the puzzle needed to help credit unions unlock the full potential of their business.
Totally Tubular “Back to the 80s”
Dust off your leg warmers and break out the neon! Tuesday Night, join us for radical fun and retro surprises as we celebrate the iconic decade of the 80s! We’re talking big hair, shoulder pads, and all the neon you can handle. Dress in your best 80s attire for the costume contest and dance the night away with our favorite DJ, Patty Depa from Public Service Credit Union (and Dancin’ DJ Productions).
Wondering what everyone looked like in the ’80’s? This is your chance to find out. Upload your photo from the 1980’s (or as close as you can get) using the link below and we will add it to the photo wall to GUESS THAT 80’S FACE!
It’s going to be rad to the max! Register today.
CONFIRMED SPEAKERS
Check back often as we continue to announce speakers.
Blesson Abraham
CEO
AviaryAI
Bryan Clagett
30-year Industry Veteran and Fintech Advisor
Kerri Donald
Executive Director of Risk Management
Peach State Federal Credit Union
Joseph Kirkpatrick
President/Founder
KirkpatrickPrice
Bob Meara
Sr. Analyst/Digital Banking Expert
Celent
Why You Should Attend VisiFI's Customer Conference
- Gain insights on the latest industry trends, research, and case studies
- Networking and problem-solving to address market challenges and opportunities
- Learn about and provide input into VisiFI’s roadmap and innovative technologies to help your credit union grow
- Hear from industry leaders on best practices and creative new solutions
Tuesday, October 22nd
9:00 AM Golf (Optional)
12:00 PM – 4:00 PM Onsite Registration – Chattanooga Marriott Downtown
5:30 PM Welcome Reception/Networking Dinner- Chattanooga Marriott Downtown
Wednesday, October 23rd
Focus: Personalized Services, Member Experience, & Digital Transformation Strategies to Drive Growth and Competitiveness
8:00 AM – 9:00 AM Registrations & Breakfast
9:00 AM – 10:15 AM Opening Remarks: Solving the Growth Puzzle
Moderator: Bryan Clagett
Robin Kolvek & Marcello De Angelis
Sessions: 10:45 AM – 5:00 PM
- VisiFI Product Evolution: Co-Creating the Future for GrowthJami Jennings & Katie Brackett
Ready. Set. Grow. Learn how we are co-creating solutions that meet the demands of today while preparing for the challenges of tomorrow. - Experience is Everything – Katie Brackett Review of the latest i-POWER® user experience enhancements.
- Strategic Member Engagement – A New Era of Value Creation – Bob Meara, Celent & Jami JenningsEngagement has emerged as a critical focus for credit unions seeking to reinforce their value in the eyes of their members. While CUs may excel in creating strong first impressions through brand visits or competitive loan rates, these isolated interactions need consistent reinforcement to foster long-term loyalty and trust. This panel will explore the concept of “Member Engagement,” particularly in the digital realm, and discuss why it is essential for sustainable growth.
- Solution Breakout Sessions
Session A: Financial Behavior Workshop
Session B: Digital Loan Servicing
Session C: Proven AI for Thriving Lending Ecosystem
Session D: Integrating for the Future
Day 2 Wrap Up
5:00 PM to 5:30 PM Transportation to Offsite
6:00 PM Customer Celebration and Appreciation Dinner – Southern Belle Dinner Cruise
Thursday, October 24th
8:00 AM – 9:00 AM Breakfast & Networking
9:00 AM – 9:15 AM Day 3 Kick Off – Bryan Clagett
9:15 AM – 9:50 AM So Many Scams, So Little Time: Best Practices in Security – Joseph Kirkpatrick, Kirkpatrick Price
Protecting your members, systems and data remains a top priority, with 67% of credit unions reporting instances of unauthorized access to data or networks and almost 100% report fraud. Enhancing cybersecurity measures and ensuring compliance with regulatory requirements are essential for maintaining trust and security.
- Importance of security and compliance in sustainable growth
- Connecting security with efficiency and member trust
Sessions: 10:00 AM – 4:00 PM
- Advocacy and Regulatory Landscape – Ask the Auditor – Kerri Donald, Peach State Credit Union
Ask the Auditor: We will dive into critical regulatory concerns impacting credit unions of all sizes, with insights on federal and state-level trends. Highlighting fees, disclosures, Reg CC, and more. Come ready with questions and learn how to prepare and protect your credit union. Open mic.
- Roadmap Session: Core Banking and Ancillary Solutions – Everything you need to know about what’s coming – Katie Brackett
- Roadmap Session: Digital Banking and Ancillary Solutions – Jami Jennings
- Leveraging AI for Personalized Member Services
Blesson Abraham, AviaryAICredit unions are increasingly leveraging AI for various functions, including credit decisioning and customer service. However, there are concerns about AI systems potentially misleading consumers or violating compliance legislation. This underscores the need for cautious and balanced implementation of AI technologies.
Night on your own
Friday, October 25th
8:00 AM – 9:00 AM Breakfast & Networking
Sessions: 9:00 AM – 11:30 AM
- Data as a Growth Driver – Erin Cartland & Stefano MorettiUnderstanding the data we have and the best practices strategies to build actionable insights that result in growth opportunities.
- Next Gen Technology and Digital Transformation – Roberto Endrizzi & Jami Jennings
- Putting it all Together to Drive Growth – Gary Young Buy, Invest, Partner and Build for Growth.
11:30 AM – 12:00 PM Conference Closing Remarks
*Sessions and Speakers are Subject to Change
Chattanooga Marriott Downtown
The conference will take place at the Chattanooga Marriot Downtown just minutes from the Chattanooga Riverfront, Tennessee Aquarium, and other area attractions. VisiFI’s conference room rate is $169 per night and the hotel will honor this rate 3 days prior to the conference and 3 days after the conference for those wanting to arrive early or stay late. When making your reservation, please make sure you select the correct dates for your stay.
Thank You To Our Sponsors!
Platinum Sponsors
Gold Sponsor
Breakout Sponsors
Exhibitors
