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A give-back tradition we started a few years ago: For every Studio Lounge interview we conduct, we will donate $10 to Credit Unions for Kids to help Children's Miracle Network Hospitals nationwide. So sign up to chat and the kids win, too! |
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Studio Lounge interview schedule:
Wednesday, May 8
Jayde DelGado, VP, Member Experience at American Lake Credit Union
Topic: 2024 CUES Emerge
Nicole Reyes, Director, Fraud Prevention, PSCU/Co-op Solutions
Topic: “Fraud is on the Rise – Here’s How to Fight Back”
JB Orecchia, President/CEO at SavvyMoney
Topic: “Actionable Advice About Members and their Credit”
Sara Jensen / Michael Summers, SVP, Governance and Corporate Administration / EVP, Chief Culture Officer at PSCU/Co-op Solutions
Topic: “Resource Groups/Culture”
Chuck Fagan, President/CEO at Velera
Topic: “Updating Industry on Combination”
Julie Esser at Plinqit
Topic: “Helping Members Successfully Reach Their Savings Goals”
Tiffany Doty, Vice President, Sales at PSCU/Co-op Solutions
Topic: “Partnering With the PSCU/Co-op Growth Team”
Tyler Wier, Sales Manager, Collections at TriVerity
“Collections: Turning Challenges Into Opportunities”
Lisa Santana, Product Management Director at PSCU/Co-op Solutions
“Meeting Member Needs With Buy Now, Pay Later Options”
Zach Christensen, Director of DEI and Digital Marketing at Mitchell, Stankovic & Associates
Topic: “Underground at TH!NK”
Mike Keegan, CEO at Transaction Network Services
“TNS at THINK 24”
Daniel Rathfelder, VP, Loan Operations atCoastal Federal Credit Union
Topic: “Empower Your Credit Union in the Battle Against Fraud”
David Adams, SVP Lender Client Experience at Origence
Topic: Advisory Council and Impact on the CU Community
Thursday, May 9
8:00 -- Bradley Kelly, CX Activation Solutions Design Director at PSCU/Co-op Solutions
Topic: “The AI Revolution: What Credit Unions Need to Know Now”
8;30 -- Sean Briscoe, Director, Products and Payments at Alliant Credit Union
Topic: “Payments, Lending and Deposits Strategy”
9:00 -- David Demsko, CEO at Link Financial Wellness
Topic: “Member Personalization”
9:30 -- Brandi Quinn, EVP, Chief of Staff and Corporate Governance at PSCU/Co-op Solutions
Topic: “Corporate Governance of the PSCU/Co-op Combination”
10:00 -- Becca Albright, CBE/Account Executive at PSCU/Co-op Solutions
Topic: “Marketing to Younger Member Demographics”
10:30 -- Beth Phillips and Norm Patrick, Vice President, Strategic Growth & Data Analytics, SmartGrowth, and Director of Debit Consulting, Advisors Plus
Topic: “SmartGrowth-Advisors Plus”
11:00 -- Taylor Nelms, Senior Market Insights + Advisory Services Director at Filene Research Institute
Topic: TBD
11:30 -- Pam Brodsack, SVP, Product Technology Delivery at PSCU/Co-op Solutions
Topic: “Avoiding Tech Gaps and Overlaps”
Lunch
1:00 -- Aimee Daily and Nick Coleman, President/CEO – Director, Strategic Partnerships, Childrens Miracle Network Hospitals
Topic: “‘People Helping People’ Through CMN Hospitals”
1:30 -- Tom Pierce, SVP, Chief Marketing and Communications Officer at PSCU/Co-op Solutions
Topic: "Communicating During Integration”
2:00 -- Anthony Mendez, Senior Sales Engineer at PSCU/Co-op Solutions
Topic: “‘Update on Shared Branching”
2:30 -- Carrie Stapp, SVP, Marketing at PSCU/Co-op Solutions
“‘Update on 2024 Research”
3:00
3:30
4:00
4:30
5:00
Wednesday, May 8
Jayde DelGado, VP, Member Experience at American Lake Credit Union
Topic: 2024 CUES Emerge
Nicole Reyes, Director, Fraud Prevention, PSCU/Co-op Solutions
Topic: “Fraud is on the Rise – Here’s How to Fight Back”
JB Orecchia, President/CEO at SavvyMoney
Topic: “Actionable Advice About Members and their Credit”
Sara Jensen / Michael Summers, SVP, Governance and Corporate Administration / EVP, Chief Culture Officer at PSCU/Co-op Solutions
Topic: “Resource Groups/Culture”
Chuck Fagan, President/CEO at Velera
Topic: “Updating Industry on Combination”
Julie Esser at Plinqit
Topic: “Helping Members Successfully Reach Their Savings Goals”
Tiffany Doty, Vice President, Sales at PSCU/Co-op Solutions
Topic: “Partnering With the PSCU/Co-op Growth Team”
Tyler Wier, Sales Manager, Collections at TriVerity
“Collections: Turning Challenges Into Opportunities”
Lisa Santana, Product Management Director at PSCU/Co-op Solutions
“Meeting Member Needs With Buy Now, Pay Later Options”
Zach Christensen, Director of DEI and Digital Marketing at Mitchell, Stankovic & Associates
Topic: “Underground at TH!NK”
Mike Keegan, CEO at Transaction Network Services
“TNS at THINK 24”
Daniel Rathfelder, VP, Loan Operations atCoastal Federal Credit Union
Topic: “Empower Your Credit Union in the Battle Against Fraud”
David Adams, SVP Lender Client Experience at Origence
Topic: Advisory Council and Impact on the CU Community
Thursday, May 9
8:00 -- Bradley Kelly, CX Activation Solutions Design Director at PSCU/Co-op Solutions
Topic: “The AI Revolution: What Credit Unions Need to Know Now”
8;30 -- Sean Briscoe, Director, Products and Payments at Alliant Credit Union
Topic: “Payments, Lending and Deposits Strategy”
9:00 -- David Demsko, CEO at Link Financial Wellness
Topic: “Member Personalization”
9:30 -- Brandi Quinn, EVP, Chief of Staff and Corporate Governance at PSCU/Co-op Solutions
Topic: “Corporate Governance of the PSCU/Co-op Combination”
10:00 -- Becca Albright, CBE/Account Executive at PSCU/Co-op Solutions
Topic: “Marketing to Younger Member Demographics”
10:30 -- Beth Phillips and Norm Patrick, Vice President, Strategic Growth & Data Analytics, SmartGrowth, and Director of Debit Consulting, Advisors Plus
Topic: “SmartGrowth-Advisors Plus”
11:00 -- Taylor Nelms, Senior Market Insights + Advisory Services Director at Filene Research Institute
Topic: TBD
11:30 -- Pam Brodsack, SVP, Product Technology Delivery at PSCU/Co-op Solutions
Topic: “Avoiding Tech Gaps and Overlaps”
Lunch
1:00 -- Aimee Daily and Nick Coleman, President/CEO – Director, Strategic Partnerships, Childrens Miracle Network Hospitals
Topic: “‘People Helping People’ Through CMN Hospitals”
1:30 -- Tom Pierce, SVP, Chief Marketing and Communications Officer at PSCU/Co-op Solutions
Topic: "Communicating During Integration”
2:00 -- Anthony Mendez, Senior Sales Engineer at PSCU/Co-op Solutions
Topic: “‘Update on Shared Branching”
2:30 -- Carrie Stapp, SVP, Marketing at PSCU/Co-op Solutions
“‘Update on 2024 Research”
3:00
3:30
4:00
4:30
5:00
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