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 – 5:00 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 DeAngelis
Sessions:  10:45 AM – 5:00 PM

  • VisiFI Product Evolution:  Co-Creating the Future for Growth
    Jami 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
  • Panel:  Strategic Member Engagement –  A New Era of Value Creation
    Bob Meara, Celent & Jami Jennings
    Engagement 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:  Cybersecurity
Session B:  Member Journey
Session C:  Financial Literacy
Session D:  Coming Soon

Day 1 Wrap Up

5:00 PM to 5:30 PM  Transportation to Offsite

6:00 PM Customer Celebration and Appreciation Dinner – Southern Belle Dinner Cruise
Enough about us, it’s our turn to celebrate you and all your accomplishments.  Network with our credit union leaders and share best practices on a fun, offsite outing. 

Thursday, October 24th

8:00 AM – 9:00 AM Breakfast & Networking
9:15 AM – 9:45 AM Cybersecurity and Compliance
Sessions:  10:15 AM – 3:30 PM

  • Advocacy and Regulatory Landscape – Ask the Auditor 
    Kerri Donald, Peach State Credit Union
  • Roadmap Session:  Core Banking and Ancillary Solutions – Everything you need to know about what’s coming
    Katie Brackett & Mario Ignazzito
  • What’s new and coming with Digital Banking – Roadmap Session:  Digital Banking and Ancillary Solutions
    Jami Jennings & Mario Ignazzito
  • Leveraging AI for Personalized Member Services
    Guest Speaker:  Blesson Abraham, Aviary AI
    Credit 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
9:00 AM – 9:45 AM Peer Collaboration
Sessions:  10:00 AM – 11:45 AM

  • Data as a Growth Driver
    Erin Cartland & Stefano Moretti
    Understanding 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

11:45 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