2024 Synergent Connect Conference | Agenda

Monday, August 26

12:00 pm-1:00 pm: Lunch

1:00 pm-1:15 pm: Welcome and Opening Remarks
Randy Stolp, President/CEO – Synergent

1:15 pm-2:15 pm: Next-Generation Digital Banking and its Impact on Credit Unions
Ron Shevlin, Chief Research Officer, Cornerstone Advisors

Cornerstone Advisors’ recent Digital Banking Metrics study revealed some interesting (and some not so positive) trends, suggesting that credit unions’ digital transformation efforts still have a long way to go. The study confirmed that the top performing financial institutions share at least one common trait: They excel at digitally engaging their members. Ron Shevlin, Chief Research Officer at Cornerstone Advisors, will share some of the key metrics from the study and his perspectives on the direction that digital—not just the digital channel—is taking in banking.

2:15 pm-2:30 pm: Break

2:30 pm-3:30 pm: What’s the Future…of Financial Services?
Ben Metz – Chief Technology Officer and Chief Digital Officer, Jack Henry

This talk will combine the convergent future of technology and self service demand via the internet as a lens for financial services. We will look at the developing technology landscape and fintech ecosystems, as well as the disruption and begin to define the massive opportunity community financial institutions have over the next 5-10 years.

3:30 pm-4:30 pm: Break

4:30 pm-5:00 pm: Shuttle Transportation to Thompson’s Point for Evening Social

5:00 pm-8:00 pm: Evening Social at Thompson’s Point

Join us at Thompson’s Point for an evening of networking and connecting. We will have food catered from Bite into MaineLady Shuckers OystersCharcutemarie, and Eighty 8 Donuts. Enjoy a true taste of Maine! Our social will also include a DJ, hosted bar, and Maine style photo booth. Shuttles will begin transporting guests from the Westin at 4:30 pm. Thompson’s point does have reserved parking spaces, but we encourage you to use the shuttle, Uber, or Lyft.

7:30-7:45 pm – Shuttle Transport Back to Westin

Tuesday, August 27, 2024

8:00 am-9:00 am: Breakfast 

9:00 am-9:15 am: Opening Remarks

9:15 am-10:15 am: The Future of Credit Unions in a Digital Age
David Allison, Founder of The Valuegraphics Project and Author of The Death of Demographics

Connecting Heart, Not Just Accounts:  In an era increasingly dominated by digital banking and online financial options, credit unions face a unique challenge: how to compete effectively while staying true to their core principles of community and member-centric service. David Allison, the world-renowned human values expert and founder of The Valuegraphics Project, brings groundbreaking insights to the Synergent Connect Conference 2024. Leveraging custom research and insights derived from nearly a million surveys, David will unveil the shared values of individuals contemplating the switch to credit unions: potential members in your communities who just need to hear the right message. This compelling keynote will dissect the psychological barriers and motivations at play, offering credit unions a blueprint for action grounded in deep human values rather than fleeting consumer trends. By understanding and appealing to these shared values, credit unions can forge a competitive edge that digital platforms and national banks can’t replicate: genuine human connection. Join David as he maps out a future where credit unions thrive by doing what they do best: valuing people over profits. This isn’t just about competing with digital giants; it’s about leading with what makes credit unions uniquely indispensable—shared human values.

10:15 am-10:30 am: Break

10:30 am-11:30 am: How AI, Deepfakes, Voice Cloning and ChatGPT Are Transforming Cybercrime—And How to Future-Proof Yourself and Your Business Now
Theresa Payton, President/CEO, Fortalice Solutions 

With the ability to access potent AI algorithms, voice-cloning and other deepfake capabilities, and the widespread availability of ChatGPT, cybercriminals now possess formidable tools at their disposal. These AI advancements have fundamentally reshaped the landscape of criminal operations, offering novel challenges and prospects for the cybersecurity realm. But Theresa Payton shows that it’s possible to turn the tables on cybercriminals. In this keynote, she takes a deep dive into real-world cases along with live AI demonstrations that show how criminals attack you but more importantly, how to future-proof yourself and your company from their attacks. Attendees walk away empowered by clear strategies to future-proof their businesses and thrive in today’s digital landscape.

11:30-12:30 pm: Lunch

1:00 pm-2:30 pm: Breakout Sessions

2:30 pm-3:30 pm: Networking

3:30 pm: Adjourn