This year’s MAXX Annual Convention brings together thought leaders and industry experts who will inspire you and help you understand the latest industry developments at the national, regional, and state levels. You will hear from top-notch speakers who bring you the newest information about top-of-mind issues. We will share legislative and advocacy advancement updates. You will learn how your GoWest Foundation is partnering with credit unions to expand community impact throughout the region. You’ll connect with best-in-class business partners at the MAXX Trade Show. And there are many opportunities to network with your peers! MAXX is “the” place to be in 2022! You’ll walk away invigorated and armed with ideas and tools to meet your credit union’s goals and your members’ needs.  

DATE & Time (PT)DESCRIPTION, ROOM, & SPEAKERS
Tuesday, October 25
9 a.m. - 12 p.m. Small Credit Union Roundtable
*Invite Only
10 a.m. - 12 p.m. Advocacy Subcommittee
*Invite Only
10 a.m. - 12 p.m. Regulatory Advisory Sub-Committee
*Invite Only
12 - 1:30 p.m. Multi-State Governmental Affairs & Lunch
*Invite Only
1:30 - 3 p.m.Idaho Governmental Affairs
*Invite Only
1:30 - 3 p.m.Oregon Governmental Affairs
*Invite Only
1:30 - 3 p.m.Washington Governmental Affairs
*Invite Only
3 - 3:20 p.m.New Credit Union CEO Coffee Catch Up
*Invite Only
3:30 - 5 p.m.Opening General Session
Welcome to MAXX 2022. We’re looking forward to being together in person again — there is nothing like it! Returning Emcee Christine Cashen will kick off the opening session. Then, we will hear from political guests, GoWest Credit Union Association President and CEO Troy Stang, and the GoWest Team on top priorities for 2023. Finally, we'll have an overview of what to expect this year at MAXX.
Christine Cashen, Motivational Speaker, Author
Troy Stang, President and CEO, GoWest Credit Union Association

Denny Heck, Lt. Governor, Washington State
5 - 6:30 p.m.Welcome Reception
Trade Show Hall
Wednesday, October 26
7:30 - 8:15 a.m.GoWest Foundation Donor Appreciation Breakfast
Celebrate the work of regional credit unions and learn how your Foundation is partnering with credit unions to expand community impact throughout the region.
8:30 - 10:45 a.m.General Session
Amy Walter, popular on-air analyst and editor-in-chief of the "Cook Political Report," will join us on the mainstage to take credit unions on an insider’s tour of Washington’s politics. She’ll share just-in-time insights about our nation’s political future as the midterm elections approach.
Amy Walter, Publisher and Editor-in-Chief of the Cook Political Report

Curious about the future of financial services? Sultan Meghji, former inaugural chief innovation officer at the FDIC, will discuss why it’s critical for credit unions to actively embrace technology. As a noted expert in artificial intelligence, biotech, cybersecurity, quantum computing, and Web3, Sultan will address overcoming the barriers to innovation to ensure credit unions can continue to meet the needs of their member now and into the future.
Sultan Meghji, Duke University Professor and former inaugural Chief Innovation Officer, FDIC
10:45 - 11 a.m.Break
11:10 a.m. - 12 p.m.5 Morning Content Sessions

Regulatory Panel focused on Federal Chartered Credit Unions
Federal regulators will discuss the latest rules and regulations impacting federally chartered credit unions. Following the presentations, attendees will have the opportunity to engage with experts directly on topics critical to credit union operations.
Cheri Freed, Regional Director of NCUA's Western Region

Is Your Organization Ready for the FedNowSM Service in 2023?
Will your organization be ready to capitalize on instant payments when the FedNow Service arrives in 2023? This service will enable financial institutions and other service providers to offer innovative instant payment solutions that support a broad range of transaction types and use cases for businesses and consumers alike. Join Joni Hopkins, vice president at Federal Reserve Financial Services, to learn about FedNow functionality, use case opportunities, and research on U.S. instant payments demand. Plus, learn about resources available today to help your organization embrace instant payment transformation with an actionable strategy for FedNow Service implementation.
Joni Hopkins, VP National Sales, Federal Reserve Financial Services, Federal Reserve Banks

Can Credit Union System as a Service (CUSaaS) Transform our Approach to Embedded Finance?
Buying and borrowing are converging. Consumers who’ve increasingly demonstrated a preference for easy, simple, and convenient digital experiences are now presented with an abundance of financing options during their buying journeys. Learn how to leverage the power of the credit union system to position credit unions at the start of the buying experience and meet consumers where they are and when they want to engage. Enable capabilities that position your credit union at the beginning, middle, and end of the consumer buying journey and deliver always-on availability coupled with low-touch, real-time credit decisions.
Ronny Chapman, SVP Fintech Solutions, CUNA Mutual Group

Innovative Approaches to Housing: New Solutions to Old Problems
Communities across the U.S. are facing persistent challenges with housing affordability. Hear from a panel of experts and leaders as they share about current housing data trends and innovative ways credit unions are collaborating with local officials and community partners to advance inventive solutions.
Ben Stuckart, Executive Director, Spokane Low Income Housing Consortium
Ezra Eckhardt, President & CEO, STCU
Denny Heck, Lt. Governor, Washington State

Fairer Lending with AI: Impacting your underserved communities
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Join Chief Lending Officer from Verity Credit Union and Theodore "Teddy" Flo, Chief Legal Officer at Zest AI for a Fireside Chat as they discuss how Verity is using AI Underwriting to optimize fairness and approve more thin file borrowers. You'll learn why Verity adopted AI Underwriting, how they are using AI to increase auto decisioning to provide a better member experience, and about the key initiatives, Verity is adopting with AI including closing the BIPOC homeownership gap in Washington state.
Teddy Flo, Chief Legal Officer, Zest AI
Tina Narron, Chief Lending Officer, Verity Credit Union
12 - 1:30 p.m.Trade Show With Lunch
1:30 - 2:20 p.m.First 5 Afternoon Content Sessions

State Charter Regulatory Panel
State regulators will weigh in on the latest rules and regulations impacting state-chartered credit unions and exam trends. Following the presentations, attendees will have the opportunity to engage with experts directly on topics critical to credit union operations.
Mark Valente, Financial Services Commissioner, Colorado Department of Regulatory Agencies, Division of Financial Services
Amy Hunter, Director of Credit Unions, Department of Financial Institutions, Washington
Janet Powell, Chief of Regulation and Supervision, Credit Union Program, Oregon Department of Consumer & Business Services
Patti Perkins, Director, Idaho Department of Finance

Definitive Guide to Data Management
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Credit unions are competing in a data-driven world, processing some of the most valuable data available. To stay competitive and relevant in today’s world, it is crucial for credit unions to understand data every day on member behavior, member preferences, and overall member patterns. One of the most valuable actions a credit union can take is to empower employees to use raw data well, which leads to better business decisions and promotes future growth.
Karan Bhalla, Chief Growth Officer, Trellance

Rethinking Member Experience
Know your members like never before and uncover new ways to embrace, interpret, and integrate data. Be their choice for every moment and turn passive relationships into active ones. Embrace the power of connection and learn the best ways to invest to future-proof your business.
Carrie Stapp, VP, Integrated Marketing Solutions & Commercialization, CO-OP Solutions

What is Your Fintech Investment Strategy?
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Hear from Nick Evens, President and CEO of the Curql Collective, about how collaborative investments in fintechs are igniting relationships, partnerships, and networks to activate real change through technology in banking. Learn how to accelerate innovation through models with speed of funding, speed to market, and speed to change how members experience and engage with their credit union.
Nick Evens, President & CEO, Curql Collective

Build Small, Communicate Big with Digital Signage & Touch Screens
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Information overload is causing consumers to tune out like never before. How can you get your message across with memorable, relevant communication? See how SECU emphasizes visual communication in its branches with its right-sized approach to design, creating efficiency across the organization.
Jennifer Burns, Marketing Director, Kiosk & Display
2:30 - 3:20 p.m.Second 5 Afternoon Content Sessions

The New Hybrid Workplace: Strategies to Implement a Hybrid CU Model
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Hear from industry experts about how to build a framework for a hybrid workplace, key considerations to guide the process, and implications for your employees and organizational culture. Case studies will be presented from credit unions that have recently implemented hybrid models, highlighting their approaches, priorities, challenges, and successes.
Mark Alguard, President, Director of Client Strategy, Momentum Builds
Ellie Fordyce, Chief People Officer, Westerra Credit Union

Discover the Top 5 Missing Leadership Skills CEOs & Boards are Begging for Today
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Credit unions are becoming more complex and require new skills in our senior leaders. This session contains tools to help you lead more effectively as a strategic leader, capable of growing and empowering new leaders, elevating your emotional intelligence, and understanding the critical advancement of crucial communication skills. Connie Miller will provide great insight for board members on how to support their CEOs, while also empowering them to build successors in leadership positions for the next generation of credit union CEOs. Connie will also discuss finding courage, stomping out drama, building critical thinking skills, and building your personal brand as a respected leader.
Connie Miller, CEO, Credible Advantage

Mobile Banking
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Where's the LOVE? Do your members love you? The goal isn't to just build a mobile app. It's to build a mobile app that makes your members love you. In recent years, there's been a lot of discussion about the branch of the future. Backbase shares some valuable insights into why consumers love the "hand-held" branch — your mobile app — and how you can ensure the flame never goes out.
Will Pohl, Senior Enterprise Account Executive, Backbase

DEI as a Business Strategy
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Every organization strives to have a healthy and respectful workplace. Not only does DEI increase employee engagement, but research shows that having diversity in organization and in leadership also correlates with profitability and performance. Infusing DEI into your strategy makes good "cents."
Tracy Jackson, CEO, HR E-Z

Evolution of Auto Lending & Market Trends
Disruptors like Carvana, Tesla, and CarMax are changing how cars today are retailed. Due in large part to the pandemic, the franchise dealer retail model has changed to meet the consumer where they are. Are credit unions ready to compete in these spaces? This session will explore the latest trends in indirect and direct auto lending. We’ll also cover existing trends with credit unions embracing leasing, Open Lending, and auto refinance.
David Adams, VP Lending Client Expert, Origence
Brad Delcamp, Regional VP Lender Client Experience, Origence
3:20 - 3:45 p.m.Break
3:45 - 5 p.m.Roundtable Sessions

Building the Credit Union Movement Together: CEO Think Tank
This roundtable will be lead by CEOs and how they can work together to create a Credit Union Movement by working together.

Building a Highly Engaged Work Force
This roundtable will discuss Strategies for Increasing Employee Belonging & Satisfaction.

Building a Brighter Future for Borrowers
This roundtable will discuss Member Needs and Innovative Solutions to Drive Impact.

Building a Secure Member Ecosystem
This roundtable will discuss the Cybersecurity Landscape and Tackling Emerging Risks.

Governing for the Future
This roundtable will discuss Best Practices and Strategies for Effective Credit Union Board Leadership.
5 - 6:15 p.m.Reception in the Trade Show
6:45 - 7:15 p.m.CU4Kids Disco Ball Reception
*Admission Registration Required – SOLD OUT!
7:15 - 9 p.m.CU4Kids Disco Ball Auction & Dinner
Break out your dancing shoes and best disco attire, belt out your favorite disco tune, and enjoy “Good Times” as we have fun raising our bid paddles in support of the eight Children’s Miracle Network Hospitals in our region. After the auction we will open a dance floor and look forward to seeing your best moves.
*Admission Registration Required – SOLD OUT!
Thursday, October 27
7:30 - 8:30 a.m.CUNA Management School & CUDE Alumni Breakfast
Network with fellow graduates of CUNA Management School and Credit Union Development Educators for this signature alumni breakfast.
7:30 - 8:30 a.m.Sponsored Breakfast in the Trade Show Hall
8:30 - 10:15 a.m.General Session
Like many employers, credit union leaders face organizational culture and talent retention challenges. Join thought leader and employee culture expert, Andy Core, to discover how you can inspire engaged, loyal, and connected teams in today’s high-demand environment.
Andy Core, Author and Speaker

Discover your most powerful cybersecurity defense with award-winning author John Sileo. He'll share his framework for analyzing, organizing, and communicating your credit union's powerful cyber defense strategy so that you can stop hackers before it’s too late.
John Sileo, President and CEO, Sileo Group
10:15 - 10:30 a.m.Break, Networking, Member Engagement Social Activities
10:30 - 11:20 a.m.5 Morning Content Sessions

Cryptocurrency & Digital Assets
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Cryptocurrency originated as a niche digital form of money and may eventually become a widespread method of payment. Most people today think of cryptocurrency as a form of investment. In this session, credit unions will learn the basics of cryptocurrency and digital assets and how to adapt to these trends. Although crypto could be a disruptive force, it can also become part of member engagement through digital channels.
Lamont Black, Associate Professor, DePaul University

Exploring the Economic Impacts & Benefits to CU Members Across the 6-State Region
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
This session will preview forthcoming results from a study quantifying the economic impacts of credit unions operating in Arizona, Colorado, Idaho, Oregon, Washington, and Wyoming. This will be the fourth in a series of reports investigating credit unions in the Northwest, providing an opportunity to explore how the pandemic impacted credit union operations and the benefits they provide their members. Explore the impact of credit unions in GoWest's expanded footprint, providing an opportunity to set a baseline for measuring the benefits to communities and members. Topics explored will include analyzing trends in membership growth and the state and local employment impacts of credit unions across the GoWest region.
Dr. Michael Wilkerson, Partner & Director of Analytics, ECONorthwest

Shifting to Cloud and Cybersecurity
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
IT done right empowers and grows credit unions of all asset sizes and strengths. IT used to be so expensive that smaller credit unions were at a disadvantage from their peers with larger resources. This is not the case anymore, thanks to the great equalizer of cloud services. With more horsepower at a scalable model, a secure IT practice is now available to the masses, allowing all credit unions to meet the needs of their institution’s strength and size and to compete better in the market. This session will provide you with the power to use the cloud to help your credit union transform in this ever-evolving environment.
Chris Sachse, CEO and Founder, Think | Stack

Derivatives & Subordinated Debt: Tools to Help Credit Unions Manage Difficult Times
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Managing your credit union has become extremely challenging over the last few years. We have experienced an influx of deposits, pressure on net worth, high inflation, and rising interest rates in addition to normal operating challenges. While there isn’t a magical solution to make all of our challenges go away, tools are available to help us manage difficult times such as these. Learn how subordinated debt can help low-income credit unions stabilize their net worth ratios and how interest rate derivatives help manage the interest rate risk exposures we add through the normal course of lending operations. This session will walk through the business cases and processes to help you decide if either subordinated debt or derivatives — or both! — make sense for you and your credit union.
Mark DeBree, Managing Principal, Catalyst Strategic Solutions

Developing a Data-Driven Member Feedback Program - A Case Study at Maps Credit Union
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Learn how Maps Credit Union has combined data analytics and member sentiment to improve decision-making and profitability. Brenton Paulsen, director of business intelligence at Maps Credit Union, and David Deckelmann, CEO of LiveSurvey, will discuss the process of overlaying member sentiment with credit union member data to drive actionable results.
David Deckelmann, CEO, LiveSurvey
Brenton Paulsen, Director, Business Intelligence, Maps Credit Union
11:30 a.m. - 12:30 p.m.Trade Show Networking Continues With Lunch
12:30 - 1:20 p.m.First 5 Afternoon Content Sessions

Legal Update
Join attorneys from Farleigh Wada Witt for a discussion on critical legal and regulatory developments affecting your credit union. 
Kelley Hodney, Attorney, Farleigh Wada Witt
Mark Robey, Attorney, Farleigh Wada Witt
Hal Scoggins, Shareholder, Farleigh Wada Witt
Brian Witt, Partner, Farleigh Wada Witt


Our Journey as a CDFI Credit Union
Hear from Cindy Shogry-Raimer, vice president of community development at Greylock FCU. Cindy will share about their CDFI certification journey, CDFI strategy, program development and implementation, and how they leverage CDFI to make a lasting impact on their members and communities.
Cindy Shorgry-Raimer, VP Community Development, Greylock FCU

Banking as a Service (BaaS)
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Today, Tech-savvy financial institutions are leveraging their investments in Open Banking and APIs to offer Banking-as-a-Service (BaaS) technology platforms to share and profit from their data and infrastructure. In this presentation, you will hear from Bob Long and Josh Reed on how Banking-as-a-Service (BaaS) is working in the marketplace today, learn how the platforms work, hear an overview of some of the key players in the marketplace, discuss some of the revenue opportunities that exist, and they will share some of the solutions out there that a Credit Union of most any size can offer to its customers.
Bob Long, Chief Revenue Officer, Member Access Processing
Josh Reed, Director of Solution Engineering, Member Access Processing

Blockchain Explained
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Blockchain, the technology behind cryptocurrency, is a complex topic, but its fundamental goal is to record and share information more efficiently and securely. In this session, credit unions will learn the basics of how blockchain works and how it functions as a platform for building applications. Blockchain has the potential to transform many systems of accounting and data management across the industry.
Lamont Black, Associate Professor, DePaul University

Enterprise Risk Management Best Practices for Boards & Leaders
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Directors and management must have a conceptual understanding of the risks that impact credit union earnings and capital. Enterprise risk management, driven by a credit union’s board of directors and management, is designed to identify those potential risks. Learn how ERM, the glue that combines strategic thinking, optimism, and pragmatic thought, is the most effective means of accomplishing this goal.
Ancin Cooley, Founder and Principal, Synergy Credit Union Consulting
1:30 - 2:20 p.m.Second 5 Afternoon Content Sessions

Legal Update (Repeated Session)
Join attorneys from Farleigh Wada Witt for a discussion on critical legal and regulatory developments affecting your credit union.
Kelley Hodney, Attorney, Farleigh Wada Witt
Mark Robey, Attorney, Farleigh Wada Witt
Hal Scoggins, Shareholder, Farleigh Wada Witt
Brian Witt, Partner, Farleigh Wada Witt


Reinvent How You Serve Your Members
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
People communicate digitally in their personal lives and expect the same from their credit union. Serve your customers at their point of need and support them in the channels they desire to create member loyalty and increase your credit union's success.
Rick DeLisi, Lead Research Analyst, Glia

Engage & Mobilize: Credit Union Advocacy in 2023
Meet your GoWest Advocacy team and then hear from a panel of regional credit unions who have their own internal governmental affairs committees or advocacy staff groups. The panel will discuss how they established their groups as well as what they do to support state and federal efforts. Of course, it would not be an Advocacy session without fun trivia and prizes of local “spirits.”
GoWest Advocacy Team

The Evolving Cyber & Information Security Policy Landscape
* This session is approved for CPE Credit. Please see the CPE dropdown for more information.
Cyber and information security remain among the top concerns of credit unions, regulators, and policymakers. This session will survey the evolving regulatory, supervisory, and policy responses to perceived risks, discuss the factors shaping the threat landscape, and provide an overview of the expectations for baseline cyber and information security posture.
Brian Knight, President & CEO, NASCUS

Intentional Strategies to Boost Non-Interest Income
With the loss of overdraft income, interchange compression, FinTechs gaining market share through P2P and alternative payment rails, credit unions must actively manage their payments business. This requires looking beyond daily operations and taking the time to build a payments strategy that brings together technology, operations, digital solutions and finance teams. This session will provide credit unions with actionable ideas to enhance their debit and credit programs and key metrics that can identify opportunities and measure program success.
Lindsay Hooks, Director of Payments & Contract Negotiations, Cornerstone Advisors
2:20 - 3 p.m.Break, Networking, Member Engagement Social Activities
3 - 4:30 p.m.Closing General Sessions
Learn how to build a culture that fosters and retains high-performing employees. Thought leader and renowned speaker Shane Feldman will share his strategy for creating a culture of community. Shane has researched community leadership across 29 countries, uncovering universal strategies that help leaders create engaged teams.
Shane Feldman, Founder and CEO, Count Me In
5:30 - 6 p.m.Credit Union Celebration Reception
*Additional Registration Required
6 - 8:30 p.m.Credit Union Celebration Dinner & Gala | Formerly Awards Dinner
Don your semi-formal attire and join us for the “night of nights” in the GoWest Credit Union Movement. This gala is where we come together as a Credit Union Movement to celebrate the impressive work you and your colleagues are doing to “MAXXimize” the Credit Union Difference!
Troy Stang, President & CEO, GoWest Credit Union Association
Denise Gabel, Chief Can-do-ologist & Founder, Can-do-ology