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February 4, 2025 | Austin, TX
The Future of Digital Evolution
Why attend
by real-life digital transformation stories from leading credit unions
member-driven technology to deliver value and growth
into 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
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09:15 AM
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INTRO
STATE OF THE UNION ADDRESS
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09:30 AM
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CUSTOMER SUCCESS STORY
ESL CREDIT UNION: SCALING THROUGH ACQUISITIONS
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10:00 AM
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CUSTOMER SUCCESS STORY
GENERATIONS FEDERAL CREDIT UNION: REBRANDING FOR GEN-Y AND GEN-Z
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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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CUSTOMER SUCCESS STORY
SERVICE 1ST FEDERAL CREDIT UNION: OPERATIONAL EFFICIENCIES THROUGH DATA ALIGNMENT
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11:30 AM
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FOCUSED SOLUTION DISCUSSION
FUTURE FORWARD DIALOGUES: EMBRACING SCALABILITY AND MODERNIZATION
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12:00 PM
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LUNCH & NETWORKING
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1:00 PM
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DEEP-DIVE SESSION
iNNOVATION & TIME-TO-VALUE
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1:30 PM
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CMO FOCUS
MEMBER CONNECT: STRATEGIES FOR ENGAGEMENT & MEASURABLE IMPACT
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2:00 PM
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PRACTICAL SPEECH
DRIVING DECISIONS WITH INTELLIGENT DATA: A CHAT WITH ARKATECHTURE
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2:30 PM
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PANEL DISCUSSION
EMPOWERING FRONT-LINE EMPLOYEES FOR ELEVATED MEMBER ENGAGEMENT
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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
Chief Sales Officer Americas, Creatio
Alexandre Cozette
Solutions Consultant Europe, 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.
