5th Annual Synergent Connect Conference
September 26-27, 2022
Samoset Resort | Rockport, ME
Registration Fee: $299 CU Attendees/$99 Guests

Register for Connect

The Synergent Connect Conference returns to an in-person format for 2022 and will be bigger than ever before. The Maine Credit Union League’s Management Roundtable will be merged with the Connect Conference to bring credit unions together for an even more comprehensive experience not to be missed.

This two-day event will be packed with valuable credit union focused information presented by industry renowned speakers and subject matter experts. Don’t miss your opportunity to learn about the latest products and strategies, network with credit union colleagues from across the country, and be inspired, all while gathering on the beautiful coast of Maine.

Agenda and Speakers

View Connect Agenda

The Connect Conference will cover a variety of topic areas, including leadership, planning, decision-making, financial ecosystem disruptions, and breakout sessions. Featured speakers will include:

Lee Wetherington is Senior Director of Corporate Strategy at Jack Henry. Lee directs the development of actionable insights, forecasts, and strategy for Jack Henry and the financial services industry at large. He guides a team of analysts who track the trends and implications of emerging technologies disrupting and transforming the credit union space. Lee delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments, and digital banking, and he is widely renowned for his unique style of delivery.

Laurie J. Maddalena, MBA, CSP, CPCC, is CEO of Envision Excellence, a leadership development consulting firm that provides programs for managers and executives, executive coaching, management training, Myers-Briggs facilitation, Emotional Intelligence surveys and leadership assessments. Laurie has been personally mentored by Jack Canfield, author of The Success Principles, and is a certified Success Principles Trainer. She is a member of the National Speakers Association (NSA), and is a Certified Speaking Professional (CSP), a designation earned by less than 15% of speakers worldwide. She writes a monthly online column for next generation leaders for CUES, is a contributing writer on leadership for The Huffington Post and CUInsight, and has published articles in Credit Union Management. Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources/Organizational Development at Montgomery County Teachers Federal Credit Union.

Paul Dionne is Research Director at the Filene Research Institute. With training in cultural anthropology and business, he brings a wealth of strategic-level thinking, research design, execution, and translation skills to Filene’s research team. Looking to apply his anthropological lens to consumer finance, Paul took his MBA at the University of Wisconsin-Madison and gleefully learned about balance sheets, finance, strategy, and marketing as he honed his leadership skills to better support credit unions. He is thrilled to be working with an organization supporting cooperative finance and financial inclusion, and he enjoys guiding new academic research tailored for credit unions.

Larry Pruss, Senior Vice President, is the lead of Strategic Resource Management’s Crypto Advisory Practice. The advisory practice assists clients by providing education and strategic guidance on blockchain, cryptocurrencies, and decentralized finance. Larry has over 25 years of financial services experience; successfully leading a broad range of banking and credit union initiatives. He is a recognized thought leader in the crypto space and has been a contributor to various media outlets including CFO Magazine, Forbes Magazine, CUinsight, CUbroadcast, and CU Management. He hosts a bi-monthly industry discussion about crypto and blockchain technologies called Crypto University.

Randy Piatt is the Vice President of Product Solutions and Marketing for Fiserv. He has over 20 years of experience in the payments, cards, and banking industries. Piatt leads the Ondot product solutions team, where he is responsible for product-related prospect and existing client efforts, while driving a “voice of the customer” perspective back into our product development processes. Prior to joining Fiserv, Piatt led product strategy for payments and rewards for the private label and co-brand product offerings at Alliance Data Card. He also led numerous product initiatives, including the launch of the Ondot solution for the co-brand portfolio. Prior to joining ADS, Randy was at FIS (formerly Metavante and M&I Data) where he started as a developer, but also held roles in Sales Support, Sales, and Solution Architecture over 15 years.

After The Conference

Following the Connect Conference, Roadmap Breakout Sessions will be held in a streaming format. These sessions will take a deeper dive into each of the following topic areas to be discussed at the Connect Conference:

  • Monday, October 3 | Quarterly Product Update (90 minutes)
  • Tuesday, October 4 | A New Surcharge-Free Network (60 minutes)
  • Wednesday, October 5 | Member Asset Verification Deep Dive (60 minutes)
  • Thursday, October 6 | Growth Engines and End-of-Year Consulting (60 minutes)
  • Friday, October 7 | My Synergent Hit List Filters & Account Details (60 minutes)

All sessions will begin promptly at 1:00 PM ET.

How To Get Here

By car, the Samoset Resort is just under two hours north of Portland, Maine, and just over an hour from Bangor, Maine. If arriving by plane, fly into the Portland International Jetport (PWM) or Bangor International Airport (BGR).

Where To Stay

Consider coming early and/or stay a day or two extra to enjoy autumn in Maine! Stay at the Samoset Resort, right where the Connect Conference is happening. A discounted room block for the Conference can be found here.

 

Registration

The Connect Conference will be $299 per attendee. Register by September 19!