Operational Innovation Track Overview

Credit union members expect their financial institutions to be one or two steps ahead, bringing them the best technology solutions that also are safe and reliable.

Offered as part of the CU Learning TRAXX program, the six 60- to 90-minute sessions in this track highlight the latest innovations and opportunities to anticipate so you can stay ahead of your members’ expectations.

This track offers a special focus on programming for information officers, innovation officers, technology professionals, experience officers, and more. Sessions will focus on operational and digital innovation, future-focused and up-and-coming technology, automated processes, maintaining member experiences and relationships in a digital landscape, and more, including just-in-time content to ensure you’re staying ahead of the curve!

During live sessions, attendees will have the opportunity to network with their credit union peers and industry experts on the cutting-edge CU Learning TRAXX digital platform. All registration options include access to live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!

While the sessions in this track are designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Sessions and Details

Consisting of six relevant and future-focused 60- to 90-minute sessions, the Operational Innovation: Maintaining High-Touch Engagement in a Digital Environment track brings innovation and future-focused thinking to the forefront.

1. Does a Culture of Innovation Truly Eat (Digital) Strategy for Breakfast…Find Out!
Speakers:
Patrick Sells, Steve Schnall
Make a conscious decision to get out of your comfort zone, allow your team to make mistakes, and let the transformation of an innovative culture to take root. In this session, hear how Patrick Sells, a young banking executive took on a digital transformation for his financial institution. He shook the cobwebs out of a sluggish and dated organization and now they’re reaping the benefits. He took on the hearts and minds of his team, embraced pillars of change, and brought home the AB Digital Banker of the Year award. Join us and see if you’re ready to “Go out there and try it on for size!”

Register Now On-Demand Recording Available Now**

2. Hands Free! The Future of Payments are Contactless
Moderator: Troy Stang

Speakers: Todd Clark, Melissa Kopp, Bob Long, Libby Calderone
Although not new to the payments space, digital wallets, contactless payments, and contactless ATMs were not commonly adopted solutions in the U.S. market. Given the current environment, many credit unions are reporting renewed member interest in these solutions. This session features a powerful panel of industry experts uncovering the latest results in card transaction data while interpreting market feedback. Leave this session with a better understanding of the landscape and actionable next steps.

Register Now On-Demand Recording Available Now**

3. Ushering in the New Digital Lending Landscape — Does your LOS Know RON (Remote Online Notary)?
Moderator: Brian Hamilton
Speakers: Brit Barker, Jeb Hart,
Foster Kelly
Digital lending is more commonplace than ever before, which opens additional resources for all financial institutions. In this session, hear about innovation in the latest Loan Origination Systems and how Remote Online Notarization (RON) is being adopted currently in Idaho and Washington, and likely Oregon in the future. Explore how to hold onto those hard-earned loan relationships in an uncertain market.

Register Now On-Demand Recording Available Now**

4. We’ve Got a Bot for That!
Speakers: Raj Bandaru, Mike Lawson, Rajesh Patil
Robotic Process Automation (RPA) — it’s terminology you may have already heard, but how does it work for credit unions? In this session, learn how it’s already being utilized with great success at a large Northwest credit union. “RPA Bots” are configurable software used to perform repetitive tasks, saving credit unions time and labor while improving accuracy. This insightful session shows you how a once 40-minute process is now completed in less than 3 minutes. 

Register Now On-Demand Recording Available Now**

5. Calling out Contact Centers on Efficiency, Security and Sustainability
Speakers: Scott Aldridge, Milind Borkar, Jordan Christopher, Matt Whipple, Cindy High
Contact centers are an essential touch point for your members, and their experience when calling their credit union can set the tone for future interaction. In this session, hear from industry leaders who have expedited the critical call-in, authentication, and security processes. Discuss industry trends, common errors, examine nationwide trends, and walk away with best practices. 

Register Now On-Demand Recording Available Now**

6.Taking the Mobile Member Experience to the Next Level***
Speakers: Ashish Garg, Stacie Wyss-Schoenborn, Matt McEwen, Dan Michaeli, Aaron Mickelson, Shawn Spratte

Are you engaging with your members when and where they need it? Did they actually read your last email? In this session, we look at bolstering member connection through superior mobile outreach. Get perspectives from several Northwest credit union leaders and learn how they stepped up innovation to meet their members’ needs. 

Register Now ***We are offering one CPE Credit for this session.

** Access to On-Demand Recordings is reliant on the Pass or Track that your Credit Union has purchased. If you would like access to CU Learning TRAXX On-Demand Recordings please view pricing and registration or reach out to a member of the team.

Upcoming Session Dates & Times

Mark your calendar – dates, times, and information is now available for all sessions in the Operational Innovation Track! If you would like to add a session or sessions to your personal calendar, click here.

CU Learning TRAXX — Tuesday, November 17
9:30 - 11:00 a.m. PSTOperational Innovation Session 6: Taking the Mobile Member Experience to the Next Level

Have a scheduling conflict? No worries! You can access recorded sessions anytime.

DID YOU MISS A SESSION? ON-DEMAND RECORDINGS AVAILABLE NOW!

Operational Innovation — Sessions Now Available On-Demand
Recorded From the August 5 Session
Does a Culture of Innovation Truly Eat (Digital) Strategy for Breakfast…Find Out!In this session, hear how Patrick Sells, a young banking executive took on a digital transformation for his financial institution.Access Now**
Recorded From the August 26 Session
Hands Free! The Future of Payments are ContactlessThis session features a powerful panel of industry experts uncovering the latest results in card transaction data while interpreting market feedback. Leave this session with a better understanding of the landscape and actionable next steps.Access Now**
Recorded From the September 23 Session
Ushering in a New Digital Lending Landscape! Does your LOS know RON?In this session, hear about innovation in the latest Loan Origination Systems and how Remote Online Notarization (RON) is being adopted currently in Idaho, Washington, and likely Oregon in the future.Access Now**
Recorded From the October 7 Session
We’ve got a BOT for That!In this session, learn how it’s already being utilized with great success at a large Northwest credit union. “RPA Bots” are configurable software used to perform repetitive tasks, saving credit unions time and labor while improving accuracy.Access Now**
Recorded From the October 13 Session
Calling Out Contact Centers Efficiency, Security, and SustainabilityIn this session, hear from industry leaders who have expedited the critical call-in, authentication, and security processes. Discuss industry trends, common errors, examine nationwide trends and walk away with best practices.Access Now**
** Access to On-Demand Recordings is reliant on the Pass or Track that your Credit Union has purchased. If you would like access to CU Learning TRAXX On-Demand Recordings please view pricing and registration or reach out to a member of the team.

Speakers

Scott Alldridge
Chief Executive Officer, IP Services 

IP Services Chief Executive Officer, Scott Alldridge, has a rich background in building business and provides IP Services with the strategic leadership needed to recruit and deploy a team of highly skilled experts, to maximize company profitability, and deliver specialized Cybersecurity and Managed Services both regionally and nationally. He brings a wealth of knowledge with over 30 years of experience in the Information Technology Business arena and is a founding member and President of the IT Process Institute, an organization that provides IT Standards Research, Prescriptive Guidance, and Benchmarking.

Recently, Alldridge’s work was cited by the Center for Internet Security CEO in a testimony to the US Senate on how organizations can implement effective cyber defenses. He is also among a select group that is highly certified on the ITIL (IT Infrastructure Library) processes and standards. Alldridge has been a featured speaker on Cybersecurity and IT Best Practices for many national organizations including SANS (System Admin Network Security), HIMSS (Health Information Management Systems Society), and many other FINTECH organizations and conferences. He received his Bachelor of Science Degree in Business Management from Kensington University. 

Raj Bandaru
CIO, GESA Credit Union

Raj Bandaru has been a technologist for over 25 years in various roles ranging from being a hand on consultant at 15+ companies, line manager, middle management and executive level management running various different technology organizations. His longest stint was at JPMorgan Chase for 12+ years, where he was responsible for implementing their 24X7 follow-the-sun globalization strategy. Bandaru was also involved with some of the mergers and acquisitions that transpired at JPMorgan when he was still with them. He was also part of major datacenter consolidations, technology refreshes and virtualization efforts.  The last 9 years, he has been with Gesa as their CIO and also as their COO and have been part of significant strategic change. 

Brit Barker
Vice President, Origence

Brit Barker, Origence’s vice president, enterprise solutions, is an experienced sales and product executive with 20 years of helping financial institutions improve their lending performance and exceed consumer needs.  He’s recognized as an industry leader with innate talent in balancing strategic focus with operational execution. Barker is an authority on consumer and indirect lending and is enamored with the mortgage industry.  

Milland Borkar
Founder and CEO, Illuma Labs

Milind Borkar is the Founder and CEO at Illuma Labs, a provider of voice authentication and fraud prevention solutions to the credit union industry. After receiving his Ph.D. in Electrical and Computer Engineering from the Georgia Institute of Technology in 2008, Dr. Borkar worked at Texas Instruments in various roles spanning R&D, Marketing, and Business Development. Over his professional career he has launched 50+ hi-tech products, is an inventor on 18 patents, and an author on 14 technical publications. Dr. Borkar has expertise across new technology development, product management, marketing, and business development. 

Libby Calderone
President/COO of LSC 

Libby Calderone is President/COO of LSC. In her role, Calderone is responsible for the growth and retention of LSC’s business, as well as its future business strategy and enhancements, with the objective to help credit unions compete in a complex financial marketplace. With 30 years of prior experience as a credit union CEO/President, she understands the challenges and opportunities credit unions and members face. Calderone also currently serves the credit union industry as the Vice-Chair of American Share Insurance and the Chair of ESI (Excess Share Insurance) in Dublin, Ohio. She is a graduate of the University of Illinois and holds a CCUIE designation from CUNA. 

Jordan Christopher
SVP of Global Sales, Glia 

Jordan Christopher, SVP Global Sales: Christopher has more than 20 years of Enterprise Software Experience. Prior to joining Glia, Jordan served as VP Sales at Sisense, a hyper growth business intelligence and analytics start-up. Christopher also served as MicroStrategy’s Head of Worldwide Sales, Cloud, with global responsibility for sales and distribution of the company’s cloud-based business intelligence and analytics solutions. Christopher and his family are based in New Jersey where he enjoys hiking, skiing, mountain biking and squash. 

Picture of Todd ClarkTodd Clark
President & CEO, CO-OP Financial Services

Todd Clark is President/CEO of CO-OP Financial Services, having begun his tenure in June 2016. 

Throughout his career, Clark has specialized in identifying technology gaps in the market and determining how emerging technology will fill those gaps, all with an aim of uncovering efficiencies for smaller financial institutions.

Prior to CO-OP, Clark spent 22 years with First Data Corporation, where he last held the position of SVP/Head of STAR Network and Debit Processing. In this capacity, he was responsible for the business unit’s profit/loss and led a team of more than 600 product, strategy, communications, strategic sales, technology, operations and support personnel. He also managed the Bank of America relationship as head of the financial institution group. 

Clark also has entrepreneurial experience, co-founding a start-up company called Core Data. This organization was sold to Concord EFS, which later merged with First Data. At the time of sale, Core Data had become the second largest ATM processor in the United States. He was also an executive with Cardtronics, Inc., and Feedzai.  

Clark holds a BA in economics from University of Texas at Austin. 

Ashish Garg
Founder of Eltropy

After earning an MBA from the Wharton School from the University of Pennsylvania, Ashish spent his early career in high-tech. As a Product Manager defining and evangelizing new products, Ashish saw firsthand the changes that the latest technologies, such as Text Messaging, were bringing to the enterprise. He founded Eltropy with the vision of helping Credit Unions dramatically improve efficiency, revenue, and member engagement with Text Messaging. 

 
Brian HamiltonBrian Hamilton
President for CU Direct Connect

Brian Hamilton is a 27-year financial services veteran working with credit unions, banks, finance companies, and fintech providers. He has managed all facets of consumer lending operations, and has led key initiatives in the development of groundbreaking on-line applications, custom scorecards, and loan origination systems. Hamilton joined CU Direct in 2017 as the Vice President of Innovation and Insights, where he led research efforts on emerging trends and product innovation. In 2020 Hamilton accepted the role of President for CU Direct Connect, the business process outsourcing subsidiary of CU Direct. Prior to joining CU Direct, Hamilton was Vice President of Lending at several of the largest credit unions in the United States, Senior Vice President at California Community Bancshares, and Chief Credit Officer at BlueYield. Hamilton holds a bachelor’s degree in management and an MBA in Digital Innovation and Information Systems from Pepperdine University.  

Jeb Hart
Director of Strategic Partnerships, SIGNiX 

Jeb Hart is the Director of Financial Institutions at SIGNiX. Hart accumulated years of invaluable sales and customer relations experience while working in the hedge fund and insurance industries prior to entering the tech market. Since joining the company in 2017, he has crafted and executed strategies that have exponentially increased SIGNiX’s presence the Banking & Credit Union sector. His leadership was a key contribution to the development and implementation of eNotaryDoxSIGNiX’s Remote Online Notary Platform. This product has drastically improved security features, ease of use, document storage and how business overall is conducted in the banking, credit union and title space.  

When he’s not in the office, Jeb is often on the golf course and enjoying life in Chattanooga, Tennessee with his wife and their son. 

Cindy High
EVP / COO,  East Idaho Credit Union

Cindy High is the EVP, Chief Operations Officer at East Idaho Credit Union. She is a credit union leader and certified sales, goal achievement, and development coach with 27 years in the industry. She has held a variety of positions that have afforded her the opportunity to see the impact that credit unions have on their members and communities, and holds a belief that individualized, personal service is now more important than ever. In response to describing her thoughts on contact centers, Cindy said, “The undeniable speed of the changing circumstances our members face, requires us to be ready and able to help them in the way that is most convenient and comfortable for them.” Cindy believes contact centers hold a critical role in credit union growth and member satisfaction now and will continue to do so in the future. When not working (and sometimes even when she is), it can be guaranteed Cindy is rooting for one of her favorite sports teams to crush the competition… #GoYankees, #Carroll/Wilson4President!

Foster Kelly
Director, Business Development and Sales, Rate Reset

Foster Kelly is a graduate of University of Mary Washington with a major in Business Management and minor in Marketing. Before coming on board with Rate Reset he worked as a Mortgage Loan Originator for Churchill Mortgage and become one of their top producers. His passion for digital lending has fueled part of the innovation with Rate Reset’s most powerful solution. Rate Reset is a leader in digital lending with products that help credit unions retain their loans with patented Reset technology.

Melissa Kopp
Director of Business Strategy, FIS

Melissa currently serves as the Director of Business Strategy within the Credit Line of Business at FIS. She is responsible for driving organizational initiatives within new partner verticals and collaborating within the payments industry to expand credit relationships on behalf of FIS.

Previously, Melissa served as the Senior Business Development Leader at Worldpay, collaborating with industry partners to implement payment initiatives & programs to drive incremental revenue for the organization. Prior to that, Melissa served as the Senior Sales Leader supporting a team responsible for new business prospecting for the eastern region of the U.S. Over the past 18 years, Melissa has also held roles as a leader of the Partner Channel, Direct Sales Consultant and Regional Account Manager at Worldpay.

She has a B.S. in Business Management from Ohio University and an MBA in General Business from Miami University. 

Mike Lawson
Host, CU Broadcast

Mike Lawson is host of the credit union industry’s only online video talk show, CUbroadcast, and has more than 25 years journalism, PR, and marketing experience. Lawson has an extensive background within the financial services industry stemming back to the mid-‘90s working for Symitar, establishing his marketing firm DML Communications in 2002, and starting CUbroadcast in 2010 – hosting more than 3,500 video interviews today. He regularly emcees industry events and speaks on video, journalism, PR, marketing, and social media topics to credit union industry organizations nationwide. For more info, visit CUbroadcast.com. 

Bob Long 
Chief Revenue Officer, Member Access Pacific (MAP)

Robert M. Long serves as Chief Revenue Officer (CRO and is responsible for new business development, sales, relationship management, channel and consulting partnerships. Prior to joining MAP, Long had spent more that 20 years working in Financial Services and the Payments Industry. Most recently he directed business development as part of the senior leadership team with Daon, a software firm specializing in biometric authentication for the global financial services markets.  As a payment’s leader, Long has held several management roles, including Senior Vice President of Financial Services at Vantiv and senior leadership roles at First Data Corporation and Rocky Mountain BankCard. He received his bachelor’s degree from University of The Pacific in Stockton, CA. 

Matt McEwen 
Director of eCommerce, Idaho Central Credit Union

As Director of eCommerce, Matt’s role is to deliver digital banking solutions that improve our members ability to drive their own financial goals. McEwan leads a team of product owners, account admins and Salesforce Admins that all work together to deliver the best digital banking experience for our members and ICCU’s Team Members. Matt has been with Idaho Central Credit Union for two years. He’s spent over 20 years both directly and indirectly in the financial industry either working for a financial institution or in the software industry that supports banks and credit unions. With decades of experience in financial, customer experience/journey and software management, Matt has learned the value of ensuring that individuals know they have a voice and access to everything that helps them succeed financially. His focus is always on ensuring his team and thier members know they have what they need to become successful in life.

Matt hails from the small town of Kimberly, ID where he met and married his high school sweetheart. After 20 years of marriage and four amazing kids, she’s still by his side. He love the outdoors, especially being on his bike – whether it’s on the pavement or single track of the mountains. In Matt’s “spare time” he also serves as the Director of Operations for an international non-profit called Sleep in Heavenly Peace (SHP). They build beds for children who are sleeping on the floor or in less than favorable situations. Matt’s life is blessed with his family and service to his communities.

Dan Micheli
CEO & Co-Founder, Glia

Daniel Michaeli is the Co-Founder and CEO of Glia, a Digital Service Platform that is reinventing how financial enterprises support their customers in a digital world. A proponent for customer-centricity, Dan is the driving force behind Glia’s vision to combine the human touch with technology to create the best customer experiences. After graduating from the University of Pennsylvania, Dan went on to serve as a consultant working with several top enterprises on customer and technology strategy. Outside of work Dan enjoys many activities with his family, traveling around the world, creating videos with his drone, and staying active in the local community. 

Aaron Mickelson
Director of Contract Center Operations, TwinStar Credit Union 

Mickelson has been in the credit union industry for 16 years, leading contact center teams through recessions, digital transformations, and now a pandemic, internally and as a consultant. In each of his roles he advocates the people helping people mindset through the mix of people service and technology. Currently the Director of Digital Delivery at TwinStar CU in Lacey, WA, Mickelson held management positions at SchoolsFirst FCU (Tustin, CA) and Tethr (Austin, TX), an AI and machine learning venture enabling contact center strategy, prior to joining the TwinStar team. Mickelson holds a bachelors degree Business Management and Leadership from Concordia University and is a graduate of Western CUNA Management School.

Rajesh Patil
CEO & Co-Founder, Digital Align 

A Problem Solver and a transformational leader with an ability to roll up the sleeves and work with business stakeholders and technology leaders to deliver complex digital products and services for financial services that result in high business value. 

With 20+ years of technology and business experience, Patil has helped many financial institutions digitally transform their business using strategic and tactical methods to realize 200% ROI by enhancing customer experience across all channels and all business units using Analytics, Automation and Acceleration.

Steve Schnall
Founder & CEO, Quontic Bank

Steve Schnall is a serial entrepreneur, founded NYC-based Quontic Bank, the adaptive digital bank, in 2009 with a vision to transform traditional retail banking into customer-centric digital commerce. 

Schnall has been instrumental in the acceleration and growth of Quontic since its inception. He has transformed the bank into a profitable, well-capitalized, philanthropic, digital financial institution that does business in all 50 states. One of Schnall’s most significant successes was earning Quontic the U.S. Treasury’s designation as a Community Development Financial Institution (CDFI) due to its focus on lending in low-income neighborhoods and to low-income individuals, gig economy workers, and small business owners. As a CDFI, Schnall’s mission for Quontic is to embrace the diversity of circumstances that exist in its customers’ lives while providing innovative, adaptive banking services to elevate their financial strength.  

As a serial entrepreneur, Schnall has always had a passion for business startups and serving the communities in which they reside. He has a proven track record of founding several successful private and public companies across a variety of industries.  In addition to Quontic Bank, he established New York Mortgage Trust, a publicly-traded mortgage REIT and national mortgage finance company; Fit Athletic Holdings, a California based luxury health and fitness chain; Realmor Capital, a NYC-based real estate investment and development firm; and Restaurant.com, an early-stage dot-com. 

Schnall is also a founding director of Urban Angels, a nonprofit organization that provides 100,000 meals to the homeless every year, and serves on the board of The Arthur Project, a nonprofit which is redefining youth mentoring through an unprecedented type of intervention. He is an active member of the Young Presidents Organization and YPO Big Apple Gold. 

Schnall graduated from the University of Florida with a bachelor’s degree in accounting. He resides in Tribeca, Manhattan with his wife and two sons. 

Patrick Sells
Chief Innovation Officer, Quontic Bank

Patrick Sells is a serial entrepreneur with a passion for helping scale organizations through marketing and technology.  As the Chief Innovation Officer at Quontic, Patrick is focused on helping create a unique culture coupled with innovative marketing and technology to power Quontic to embody the next generation of community banks. Sells blends together the desire to use technology to make the world a better place and change the perception of banking. He is an award-winning leader who has been recognized for digital innovation in banking earning American Banker’s Digital Banker of the Year Award and also named to Independent Bankers 40 under 40 list for emerging community banking leaders in 2020. Quontic is the adaptive digital bank that is federally chartered and digitally-focused with business in all 50 states. The bank is headquartered in New York City and has earned the U.S. Department of Treasury certification as a CDFI.

Prior to joining Quontic, Sells served as the CEO/Owner of the Sells Group, a marketing and technology agency based in Indianapolis that helps clients with digital customer acquisition.  Sells Group ranked #701 in 2016 for Inc.’s 5000 fastest growing businesses. He also co-founded Cognito Road, a leader in the predictive data industry. In addition, Sells is active in the not-for-profit space helping lead and advise several different organizations. He has served on the board at United Way Indianapolis, Boy Scouts of America Crossroads Council, Generosity New York, and the Sagamore Institute. He has served as the co-chairman of the Governor’s Luncheon for Scouting in Indianapolis, the largest fundraiser for the Boy Scouts nationwide. He helped start and build the Super Service Challenge into a national program that raised and gave away over $30,000,000 alongside their national spokesperson, Drew Brees.

Shawn Spratte
Vice President of Loss Mitigation and Communication Center with Canvas Credit Union

Shawn Spratte is the Vice President of Loss Mitigation and Communication Center with Canvas Credit Union, in Lone Tree, Colorado where he is responsible for the direction, oversight, and the overall results of the Loss Mitigation and Communication Center Departments for the Credit Union. Shawn oversees all stages of collections, repossessions, remarketing, foreclosures, insurance, member solutions, and call center operational strategies. Shawn has been in the credit and collection industry for the past 30 years, with experience in 1st party and 3rd party collections, working in various industries including telecommunications, construction, radio, multi-family, and financial institutions. Prior to joining Canvas Credit Union, Shawn spent 9 years as the Director of National Collections for a large Real Estate Investment Trust, where he managed all stages of charge-off, managed the 3rd party collections vendor relationships, and created and managed the debt sales program for the company.

Picture of Troy StangTroy Stang 
CEO & President, NWCUA

Troy Stang serves as the President and CEO of the Northwest Credit Union Association (NWCUA), the trade association representing more than 180 not-for-profit, member-owned credit unions in Idaho, Oregon, and Washington. More than 7.3 million consumers—55% of the northwest population—are members of those credit unions.

Under Stang’s leadership, the Association is focused on nurturing an innovative public policy environment to ensure cooperative financial services are a relevant choice in the marketplace. In addition to legislative and regulatory advocacy, the Association provides public relations, compliance, and professional development to participating credit unions.

Stang has led Northwest-based credit union trade associations for over a decade. Prior to this, he served in President George W. Bush’s administration as senior staff to the US Treasury Secretary. He has extensive hands-on financial institution experience in large and complex credit unions across the nation.

Stang is passionate about building awareness of credit unions and their not- for- profit structure as financial cooperatives, the value of the tangible benefits they generate and deliver to their members, and the impact they have in communities they serve. 

Stang holds a Master’s degree from The College of St. Scholastica in St. Paul, Minnesota, a Bachelor’s degree from Concordia University in St. Paul, and an Associate of Applied Science degree from St. Cloud Technical College in St. Cloud, Minnesota. Stang also earned Credit Union Development Educator (CUDE) distinction from the National Credit Union Foundation. 

Matt Whipple
Senior Vice President Voice Biometric Sales, Lumenvox

Matt Whipple, Senior Vice President of Voice Biometric Sales at LumenVox, has spent his entire career harnessing the power of the human voice. He worked with industry giants Nuance and Avaya, acting as an IVR Solution Architect, services seller and Voice Biometrics sales team member. Along the way he transformed the industry, integrating Voice Biometrics in Canada’s financial institutions and introducing a phone-based deceit detection product to the global market. But what really sets him apart is his genuine excitement for the unlimited applications of Voice Biometrics.

Stacie Wyss-Schoenborn
President and CEO, Central Willamette Credit Union

Stacie serves as President and CEO of Central Willamette Credit Union, the thirteenth-largest credit union in Oregon. Central Willamette is keenly focused on ‘Building Better Lives Together’ and Stacie embodies this philosophy by engaging in Rotary, volunteering on four nonprofit boards, sitting on the City of Albany Commission and serving as the Albany Area Chamber of Commerce Board’s Vice Chair.

Stacie’s financial services experience includes employment at BECU (VP of Member Solutions overseeing 50 branches), CUNA Mutual Group (Division Manager overseeing lending, technology & training solutions), Harland Financial Services, the Northwest Credit Union Association and NorWest Financial.

A 25-year financial services veteran and an avid industry supporter, Stacie is the Oregon CULAC Trustee and was awarded Oregon Advocate of the Year in 2018. She actively seeks opportunities to promote the value, structure and impact credit unions’ make in the communities they serve. Stacie has presented on various topics at credit union conferences and was a featured 2013 ‘Woman to Watch’ by Credit Union Times.

A graduate of the CUES CCE program, Stacie also holds an MBA from Marylhurst University and a Bachelor’s degree from the University of Oregon.

CPE Credit Offering

NASBA CPERegistry logoNorthwest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. 

For more information regarding our administrative  policies such  as a complaint and refund please contact our offices at 800.995.9064 x 220  

As our programming develops, and is approved by the National Registry, we will add sessions that qualify for CPE Credits.  

Currently we are offering CPE Credits for the following: 
  • Taking the Mobile Member Experience to the Next Level
    November 17, 2020
    Are you engaging with your members when and where they need it? Did they actually read your last email? In this session, we look at bolstering member connection through superior mobile outreach. Get perspectives from several Northwest credit union leaders and learn how they stepped up innovation to meet their members’ needs. 

    After this session Participants will:    

    • Learn about the technology available to financial institutions to improve member service 
    • Gain insight into the types of technology consumers are demanding from FIs  
    • Learn about the value of frictionless and efficient member interactions 

     CPE Credit Offered: One   
    Field of Study – Information Technology – Technical  
    Delivery Method – Group Live – Online Delivery Due to COVID-19 
    Previous work experience and background knowledge is recommended. 

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify.

Pricing & Registration

CU Learning TRAXX are offered with a variety of registration options. While each track is designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Register now for the full Operational Innovation: Maintaining High-Touch Engagement in a Digital Environment track for full access to all six sessions in this track. All registration options include access to live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you! During live sessions you’ll also have the opportunity to network with credit union peers and interact with industry experts.

Information about additional registration options can be found here, including all access passes, session bundle options, and track bundle options.

Full Operational Innovation Track
Access to all six live sessions in the Operational Innovation track, along with on-demand access to the post-session recordings!
Regular Price: $1,099

Small* Credit Union Price: $989
Register Now
Session 1: Does a Culture of Innovation Truly Eat (Digital) Strategy for Breakfast…Find Out! Individual SessionRegular Price: $249Register Now
Session 2: Hands-Free! The Future of Payments is Contact-less Individual SessionRegular Price: $249Register Now
Session 3: Ushering in the New Digital Lending Landscape — Does your LOS know RON? Individual SessionRegular Price: $249Register Now
Session 4: We’ve Got a Bot for That! Individual SessionRegular Price: $249Register Now
Session 5: Calling out Contact Centers on Efficiency, Security, and Sustainability Individual SessionRegular Price: $249Register Now
Session 6: Taking the Mobile Member Experience to the Next Level Individual SessionRegular Price: $249Register Now
*Small Credit Union = $100 million or less in assets

Scholarship Opportunities

Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive.

The Northwest Credit Union Foundation is providing professional development scholarships for credit union professionals interested in attending CU Learning TRAXX sessions. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for their entire 2020 scholarship award to go toward CU Learning TRAXX. Please reach out to Maija Noll for any questions on scholarship eligibility.

Cancellation Policy

Registrations may be canceled and refunded up to 30 days in advance of a session. Alternately, registrations may be transferred to another user up to one day in advance of the meeting. Please reach out to [email protected] for assistance with canceling or adjusting your registration.

Questions?

For assistance with registration, please email [email protected]. A member of our team will be in touch shortly.

For questions about the programming offered in the Operational innovation track, please contact the Strategic Link team.