October 29 – 30, 2024
LIVE from Appleton, Wisconsin
Wisconsin Credit Union Connect gives credit union professionals an unprecedented opportunity to evaluate the latest products and services, learn in high-level educational sessions, meet with industry experts, and network with fellow credit union colleagues.
It’s a truly unique opportunity to find out how to meet tomorrow’s challenges today.
2024 Schedule at a Glance
Tuesday, October 29, 2024
1:30 pm: Registration
2:00 pm: Welcome and Opening Announcements
2:15 pm – 3:00 pm: Keynote Address
3:00pm – 3:45 pm: Break
3:45 pm – 4:15 pm: Keynote Address
4:15 pm – 5:15 pm: Roundtable Discussions
5:15 pm – 6:30 pm: Cocktail Reception and Networking with Consultants & Suppliers
Wednesday, October 30, 2024
8:00 am: Breakfast, and Visit with Consultants & Suppliers
9:00 – 9:45 am: Concurrent Educational Sessions
9:45 – 10:30 am: Visit with Consultants & Suppliers
10:30 – 11:15 am: Concurrent Educational Sessions
11:15 – 11:45 am: Visit with Consultants & Suppliers
11:45 am – 12:30 pm: Concurrent Educational Sessions
12:30 – 1:30 pm: Lunch & Networking
1:30 – 2:15 pm: Concurrent Educational Sessions
2:15 – 2:45 pm: Visit with Consultants & Suppliers
2:45 – 3:30 pm: Concurrent Educational Sessions
3:30 – 3:45 pm: Cash & Prize Giveaways
3:45 pm: Show Concludes
Below are the presentations from the 2024 event.
- ACSI – How to connect with your members…so your members can connect with you.
- AFG – Understanding Residual Based Financing: providing the borrower a lower auto payment while also providing a higher interest yield for your institution.
- Corporate Central Credit Union – Behavioral Economics Unveiled: Insights into Decision-Making and Human Behavior
- DS Tech – The Haunting of Your Inbox: A Cybersecurity Nightmare
- Edge One – Leveraging Fintech Resources to Expand Your Technology Footprint
- Eltropy
- Federal Home Loan Bank of Chicago – The Power of Skilling Up
- FI Grow Solutions – How To Captivate and Convert Younger Members with Digital Innovation
- La Macchia Group – Developing Branch Strategies that Embrace Diversity: Crafting Inclusive Spaces for Everyone
- Rolland Solutions – Accountability Behind the Line
- ScreenSteps – Boost Manager Productivity by 25% by Eliminating Your Reliance on Tribal Knowledge
- TruStage – Emerging Trends
Tuesday, October 29
2:15 pm Keynote Address
Credit Unions Today and Tomorrow: Harnessing Credit Union Superpowers for Success
Secretary Kathy Blumenfeld shares her unique vantage point from decades of working with credit unions, as a credit unions director, and from state government as Secretary of the Department of Financial Institutions and the Department of Administration. Her timely presentation will unpack national business trends, the current state of financial institutions both in Wisconsin and nationwide, and the power of credit unions to build thriving communities in order to solve problems, collaborate, and succeed for the future.
Presented by Kathy Blumenfeld, Secretary, Department of Administration
3:45 pm Keynote Address
The Power of Skilling Up
Our skills are not immune to the rapid change that we experience in banking. Making the investment for your staff’s professional development may seem daunting, but we live in a world where skilling up can be less expensive than the price of lunch and takes less time than driving from here to Green Bay. Learn actionable, easy, and economical steps that you can take to seamlessly incorporate skill building into your credit union’s operating model.
Presented by Chelsi Gallegos, Vice President and Assistant Director of Organizational Development, Federal Home Loan Bank of Chicago
Wednesday, October 30
9:00 am Concurrent Educational Sessions
Behavioral Economics Unveiled: Insights into Decision-Making and Human Behavior
This presentation delves into the principles of behavioral economics and how they influence decision-making processes. We will explore and define key concepts such as cognitive biases, heuristics, and the impact of emotional and social factors on economic choices. Attendees will gain practical insights into how these behavioral insights can be applied to improve decision-making both personal and professional.
Presented by Kevin Chiappetta, SVP/Chief Education and Research Officer, Corporate Central Credit Union
Accountability Behind the Line
Keith has decades of experience working with financial institutions and offers expertise in handling cash, enterprise solutions and scaled management. Handling cash behind the line is an age old dilemma with many dated strategies that can be updated to make processes more efficient. Learn about digitization of processes to make your operation run more efficiently and lower the cost of ownership and retrofit your operation from mechanical to digital.
Presented by Keith McCuen, Chief Executive Officer, Rolland Solutions and Tracie Bales, Business Development Manager, Bosch Security Systems
10:30 am Concurrent Educational Sessions
How To Captivate and Convert Younger Members with Digital Innovation
Explore how to remove internal silos between marketing and lending in order to achieve transformative digital results, specifically aimed at attracting and engaging Gen Z. In this session we will highlight:
- How to use data-driven approaches for digital engagement.
- How to bridge the gap between marketing leads and new account conversions.
- Explore different strategies for sales and service teams to successfully convert leads into substantial revenue growth.
Don’t miss this opportunity to gain valuable knowledge and practical advice on leveraging the power of collaboration to achieve your credit union’s digital goals and appeal to the next generation of members. This session is designed for marketing leaders, lending professionals, and credit union CEOs. Attendees will leave with actionable insights and a clear roadmap for fostering teamwork within their organizations to drive digital success and effectively capture the attention of younger members.
Presented by Meredith Olmstead, CEO/Founder, FI GROW Solutions and Danielle Fancher, Director of Sales, FI GROW Solutions
Boost Manager Productivity by 25% by Eliminating Your Reliance on Tribal Knowledge
Do managers, directors, and VPs spend their time answering the same employee questions and fixing the same mistakes? It’s time to modernize how your credit union transfers knowledge from those who know to those who do.
In this session, Greg DeVore will outline a proven framework for eliminating tribal knowledge, growing employee independence, and freeing up managers’ time to focus on what moves your credit union forward.
Presented by Greg DeVore, CEO & Co-founder, ScreenSteps
Emerging Trends
Keeping ahead of the complex array of ever-changing risks, litigation trends, and compliance issues that are impacting credit unions requires keen awareness, effective preparation, and loss control scrutiny. While each credit union has its own unique risk footprint, this Emerging Risks session introduces risks and trends that most likely should be on your radar.
Presented by Becky Garton,
11:45 am Concurrent Educational Sessions
Leveraging Fintech Resources to Expand Your Technology Footprint
Discover the transformative power of partnering with Fintech organizations to elevate and expand your business. In this presentation, we will explore the numerous benefits of collaborating with to enhance and strengthen your business. By partnering with a Fintech, smaller institutions can access resources and capabilities that might otherwise be out of reach. From harnessing modern APIs to optimizing terminal handling and IT outsourcing, we’ll explore how these partnerships can drive innovation, efficiency, and growth.
Join us to discover how leveraging fintech resources can drive efficiency, innovation, and growth for your business.
Presented by Jim Stanger, Partner and Chief Sales Officer, Edge One, and Laurie Falz, Director of Partner Experience, Edge One
Developing Branch Strategies that Embrace Diversity: Crafting Inclusive Spaces for Everyone
Designing credit union branches for diverse consumer populations involves ensuring accessibility, cultural sensitivity, and a mix of traditional and digital banking services. In this session, Ben La Macchia will talk about how his study with Filene revealed opportunities for empathy in design and inclusiveness, and how these insights were applied to a credit union’s branch strategy.
Presented by Ben La Macchia, Senior Vice President, La Macchia Group
1:30 pm Concurrent Educational Sessions
How to connect with your members…so your members can connect with you.
A happy member is a profitable member. In this session you will learn:
- How to collect and leverage member feedback to determine member satisfaction.
- Uncover key drivers for improving member experience.
- Use benchmarks to differentiate yourself from banks and other financial institutions.
- Five things you can do right now to improve your members’ engagement.
Presented by Mark Galauner, Financial Services Industry Director, American Customer Satisfaction Index
The Haunting of Your Inbox: A Cybersecurity Nightmare
E-mail can be a spooky place. Did you know that 91% of all cyberattacks begin with a phish? Join Josh Marenger as he walks through some real-world scenarios, explains why every employee plays a part in defending against these attacks, and what your auditors may (or may not) be looking for in response.
Presented by Josh Marenger, Vice President, DS Tech
2:45 pm Concurrent Educational Sessions
Understanding Residual Based Financing: providing the borrower a lower auto payment while also providing a higher interest yield for your institution.
We will discuss the multiple challenges facing lenders and borrowers today. Describe residual based financing and apply solution to reduce borrowers payments. We will also discuss how residual based financing provides a higher net interest income for the credit union as compared to conventional financing.
Presented by Jill Malczewski, Regional Sales Manager, Auto Financial Group