2022 Synergent Connect Conference | Agenda

Monday, September 26

11:30 am-12:30 pm: Lunch Buffet

12:30 pm-1:00 pm: Welcome and Opening Remarks
Todd Mason, President/CEO – Synergent

1:00 pm-2:15 pm: The Evolution of Leadership
Laurie Maddalena, CEO – Envision Excellence

It’s never been more challenging to be a leader than it is today. There are five generations in the workplace, and employee expectations have evolved. The leadership practices of just a couple of decades ago are outdated and ineffective. Employees have different values and expectations for work than previous generations, and organizations that want to attract and retain the best employees need to shift their leadership approach. This impactful session will cover the most important elements of successful leadership, and the common behaviors and actions that hold leaders back from success, including: 

  • The three pillars of exceptional leadership
  • How leadership has evolved over the past two decades
  • The residual impact of COVID on employees, and one important area senior leaders should focus on to ensure employee engagement now and in the future

2:30 pm-3:15 pm: Carpe Diem: Seize the Opportunity – Credit Union Strategy in 2022 and Beyond
Paul Dionne, Research Director – Filene Research Institute
The competitive landscape for credit unions is changing. Pressure is mounting on the traditional credit union business model. Filene outlines a new credit union playbook including the 5 Es for future growth: Earnings, Expenses, Experiences, Employees, and Ecosystems.

3:15 pm-4:00 pm: Employee Attraction and Retention in the Shadow of COVID-19
Paul Dionne, Research Director – Filene Research Institute
This presentation will provide insights for how credit unions can better attract and retain staff, lay the groundwork for success, and upgrade senior leadership/board capacity to address the needs of the future.

5:30 pm-6:30 pm: Social Hour
Hosted bar sponsored by Synergent, Tricorp, and CUNA Mutual

6:30 pm-8:00 pm: Dinner

Tuesday, September 27

8:00 am-9:00 am: Breakfast & Opening Remarks
Todd Mason, President/CEO – Synergent

9:00 am-10:00 am: Keynote Presentation – Financial Fragmentation
Lee Wetherington, Senior Director of Corporate Strategy – Jack Henry
Ecosystem disruption continues. In pursuit of more convenience in their financial lives, consumers have unintentionally made them more complex to manage. It is not uncommon for young couples to do business with 30 to 40 financial service providers. The good news is that financial institutions are well positioned to solve for financial fragmentation, simplify accountholders’ financial lives, and achieve first-app status in the process.

10:00 am-10:45 am: Digital Card Services
Randy Piatt, Vice President of Product Solutions and Marketing – Fiserv
Credit unions continue to rethink and evolve their delivery models to accommodate today’s member needs for digital financial service experiences where credit and debit programs lead the way. Beginning with card controls and alerts, credit unions have already successfully deployed an array of consumer tools that are finding marketplace success. Now, credit unions should be planning for a second wave of tools with additional capabilities to provide members with a rich and reliable experience that speeds transaction flows, provides analytic insights, and improves the safety and security of payments. This session will provide tips on empowering members to control their credit and debit cards, clearly see their spending, and use their cards more easily.

10:45 am-11:30 am: Cryptocurrencies & Decentralized Finance – Threat or Opportunity?
Larry Pruss, Senior Vice President – Strategic Resource Management
Cryptocurrencies and Decentralized Finance (DeFi) capabilities have loomed large on the fintech horizon lately, but what does this mean for the financial service providers of tomorrow? This presentation will be an overview of cryptocurrencies, decentralized finances, and emerging use cases for banking.

  • Defining Cryptocurrencies & Decentralized Finance (DeFi)
  • Specific examples showing how financial institutions can leverage cryptocurrencies
  • Updates on the regulatory environment and the foreseeable impacts

11:30 am-12:15 pm: Cryptocurrency and DeFi Panel Discussion
Panelists: Larry Pruss, Senior Vice President, Strategic Resource Management; Rob Caverly, Vice President of Advocacy and Outreach, Maine Credit Union League; and Luke Labbe, President/CEO, PeoplesChoice Credit Union

This discussion will include a credit union’s journey of piloting a crypto solution for members, the legal and regulatory consideration for credit unions with crypto, and the opportunities that blockchain technology and Decentralized Finance (DeFi) present to credit unions.

12:15 pm-1:00 pm: Lunch

1:00 pm-1:30 pm: Closing Remarks
Todd Mason, President/CEO – Synergent

1:30 pm-3:30 pm: Breakout Sessions

  • CEO Discussion Group
  • Synergent Technology and Infrastructure
  • Synergent Core User Group

Approximately 3:30 pm: Adjourn