Discovery2021 | CUNA Mutual Group | 12 August 2021 | Virtual Conference

We help people protect, invest and plan for their future.
Our company was founded more than 80 years ago by credit union leaders who were looking for an insurance and investment partner they could trust. For generations, we’ve helped credit unions, businesses and hardworking Americans build financial security.

Five Inspiration Stations:
• Rethinking Protection
To protect people, assets, and reputation; you must adapt business practices and implement risk mitigation strategies to be successful in an era of uncertainty. Join us to chat and review resources to assist you in keeping ahead of the complex array of ever changing emerging risks.
• Connecting with Multicultural Consumers, One Wink at a Time. Beginning the journey to better serve and connect with your multicultural members can be daunting, but we are here to guide you! In this booth, we share some key insights to help credit unions understand the importance of knowing the demographics of their membership and how implementing small “winks” can drive connection and growth.
• Credit Union Success Stories Learn from five credit unions as they share success stories of how they have evolved and grown over the last few years. From video banking, to core conversions, to branch modifications… you’ll walk away with tips directly from your peers to bring back to your credit union.
• AdvantEdge Digital With a consumer-centric digital lending solution and real-time data analytics tools, AdvantEdge Digital – a CUNA Mutual Group company - helps credit unions close more loans with less friction and maximize financial performance. Our team of innovation-driven problem-solvers helps catalyze growth by understanding the needs of credit unions and their members—giving you everything you need to unlock your digital potential.
• Bridging the Gap: The State of Fintech Partnerships As new technologies rapidly transform the financial services landscape, financial institutions are increasingly partnering with fintech companies to help them innovate, grow and better serve their members. For many financial institutions, the process of identifying, evaluating and developing these partnerships can be a daunting challenge. CMFG Ventures, the venture capital arm of CUNA Mutual Group, is helping bring tomorrow’s technologies to financial institutions today. This booth looks at some of the hottest fintech trends of 2021 and explores some of the unique ways financial institutions and fintechs work together.

2021 Speakers

Dr. Kaihan Krippendorff
Strategy, Growth & Transformation Expert, Author and Consultant

Kathy Chartier
President/CEO, Members, Credit Union (CT)

Kirk Mills
President, CEO, St. Louis Community, Credit Union (MO)

Charlotte Nemec
President, CEO, Canopy Credit Union (WA)

Maurice Smith
CEO, Local Government, Federal Credit Union & Civic, Federal Credit Union (NC)

Renee Sattiewhite
President, CEO, African, American Credit Union, Coalition (AACUC)

John Bissell
President, CEO, Greylock, Federal Credit Union (MA)

Paul Kundert
CEO, University of Wisconsin Credit Union (WI)

Maurice Smith
CEO, Local Government, Federal Credit Union & Civic, Federal Credit Union (NC)

Steven Rick
Director, Chief Economist, CUNA Mutual Group

Chris Harper
Senior Director, Filene Research Institute

Emily Engstrom
Director, Client Success, AdvantEdge Digital

Vicki Potter
Senior Analytics, Performance Team Lead, AdvantEdge Digital

Diana Dykstra
President, CEO, California & Nevada Credit Union Leagues, Board Chair of the American, Association of Credit Union, Leagues (AACUL)

Brad Green
President, CEO, Listerhill, Credit Union, Board Chair of Credit Union National, Association (CUNA)

Larry Sewell
Vice President, Community Outreach, Together Credit Union, Board Chair of the African American Credit Union, Coalition (AACUC)

Bob Trunzo
President, CEO, CUNA Mutual Group

April Clobes
President, CEO, Michigan State University Federal Credit Union

Ben Maxim
Assistant Vice President, Digital Strategy & Innovation, Michigan State University Federalm Credit Union

Thomas Munley
Vice President, Sales, CUNA Mutual Group

Joe Sullivan
President, CEO, Market Insights

Gigi Hyland
Executive Director, National Credit Union Foundation

Sarah Lietz
Chief Experience Officer, Members Development Company (MDC)

Brenton Peck
Director, Program, Financial Health Network

Erica Dhawan
Founder, CEO, Cotential