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February 4, 2025 | Austin, TX
Horizons 2025:
The Future of Digital Evolution
Join us at Credit Union Day 2025
Discover the future of digital transformation and member engagement for credit unions. Join our exclusive community of top digital and business leaders to explore how the power of AI and modern CRM solutions will shape the industry’s digital evolution in 2025 and beyond.
Why attend
by real-life digital transformation stories from leading credit unions
member-driven technology to deliver value and growth
thought-provoking discussions and networking with a select peer group
Agenda
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08:00 AM
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REGISTRATION & WELCOME BREAKFAST
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09:00 AM
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INTRO
WELCOME AND OPENING REMARKS
Sebastien Forget
President & Owner, Solutions Metrix
Andy Zambito
Global Chief Sales Officer, Creatio
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09:15 AM
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KEYNOTE SPEECH
NEW ERA OF CREDIT UNIONS' DIGITAL EVOLUTION:
WHAT'S ON THE HORIZON IN 2025 AND BEYOND
Sebastien Forget
President & Owner, Solutions Metrix
Andy Zambito
Global Chief Sales Officer, Creatio
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09:30 AM
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CUSTOMER SUCCESS STORY
GENERATIONS FEDERAL CREDIT UNION:
TRANSFORMING DIGITAL MEMBER EXPERIENCES TO REACH GEN-Y AND GEN-Z 
Wendy Albers
SVP Member Experience, Generations Federal Credit Union
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10:00 AM
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CUSTOMER SUCCESS STORY
SERVICE 1ST FEDERAL CREDIT UNION:
ACHIEVING OPERATIONAL EFFICIENCIES THROUGH DATA ALIGNMENT 
Karen Wood
Chief Experience Officer, Service 1st Federal Credit Union
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10:30 AM
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COFFEE BREAK & NETWORKING
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11:00 AM
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SOLUTION FOCUS
DELIVERING UNPRECEDENTED TIME-TO-VALUE FOR CREDIT UNIONS WITH AI-POWERED INNOVATIONS AND MODERN CRM
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
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11:30 AM
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CUSTOMER SUCCESS STORY
LEVERAGING NO-CODE & AI TECHNOLOGIES TO ELEVATE MEMBER EXPERIENCE
Joseph Fain
Banking Thought Leader, Alacrity
Sebastien Forget
President & Owner, Solutions Metrix
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12:00 PM
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FOCUSED SOLUTION DISCUSSION
DIGITAL FRAMEWORKS: NAVIGATING YOUR IT STRATEGY TO DELIVER BUSINESS SUCCESS AND DRIVE SCALABILITY
Joseph Fain
Banking Thought Leader, Alacrity
Sebastien Forget
President & Owner, Solutions Metrix
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12:30 PM
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LUNCH & NETWORKING
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1:30 PM
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CREDIT UNION USE CASES
DRIVING SALES, MARKETING & SERVICE EXCELLENCE FOR PEAK OPERATIONAL EFFICIENCY
Jenny Beer
Head of PreSales Americas, Creatio
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1:50 PM
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PRACTICAL SPEECH
UNPACKING THE AI DILEMMA: HOW DECISION SUPPORT SYSTEMS ARE EVOLVING
Jessica Tomapat
Head of Business Advisory Services, Arkatechture
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2:20 PM
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CREDIT UNION USE CASES
PROPELLING BUSINESS GROWTH WITH SEAMLESS AI SOLUTIONS
Jenny Beer
Head of PreSales Americas, Creatio
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2:40 PM
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PANEL DISCUSSION
EMPOWERING FRONT-LINE EMPLOYEES FOR ELEVATED MEMBER ENGAGEMENT
Lisa Miller
President & CEO, cuCoach
Sebastien Forget
President & Owner, Solutions Metrix
Erik Hale
FinServ VP of Sales, Creatio
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3:30 PM
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CLOSING & NETWORKING
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4:00 PM
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ROOFTOP RECEPTION (2h)
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8:30 AM
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No-code learning lab
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8:30 AM
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Most valuable for:
Credit Union Leaders Driving Digital Evolution
Discover strategies and tools for meaningful, member-focused digital transformation.
Executives Focused on Growth and Efficiency
Learn actionable insights on scaling operations, improving data alignment, and boosting team productivity.
Innovators in Member Engagement
Explore new approaches to engaging members across generations and empowering front-line staff to deliver exceptional service.
Speakers
Wendy Albers
SVP, Member Experience, Generations Federal Credit Union
Karen Wood
Chief Experience Officer, Service 1st Federal Credit Union
Joseph Fain
Banking Thought Leader, Alacrity
Lisa Miller
President & CEO, cuCoach
Sebastien Forget
President & Owner, Solutions Metrix
Andy Zambito
Global Chief Sales Officer, Creatio
Jessica Tomapat
Head of Business Advisory Services, Arkatechture
HARSHJOT NIJHER
Executive Vice President, Solutions Metrix
Erik Hale
FinServ VP of Sales, Creatio
Jenny Beer
Head of PreSales Americas, Creatio
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
Tammy Meyer
VP of Sales, Creatio
Organizers
The event is co-hosted by Solutions Metrix, a leading professional services advisory and technology implementation company, and a proud Premier Partner of Creatio.
Venue
Hilton Austin
Elevate your experience at Hilton Austin, located in the heart of downtown Austin, with direct access to world-class convention facilities. Tailored for top executives, the hotel features sophisticated meeting spaces, advanced technology, and unparalleled service to create the perfect setting for impactful events and strategic networking.
