Conference Agenda

Explore the Future of Finance.

Welcome to Visionary 2024, the premier event shaping the future of credit unions. As we gear up for an unparalleled gathering, you can expect a conference program designed to redefine industry standards. The Visionary Conference 2024 agenda is your roadmap to unlocking tomorrow’s potential, today.

DAY 1 – Monday, May 6, 2024

8:00am - 5:00pm Attendee Fun Day
9:00am - 4:00pmRegistrationJuniper Ballroom Foyer
5:00pm - 7:00pmWelcome Reception in Exhibit HallJuniper Ballroom 1 & 2

DAY 2 – Tuesday, May 7, 2024

7:45am - 8:45amBreakfastMagnolia Breezeway
7:45am - 5:00pmRegistrationJuniper Ballroom Foyer
9:00am - 9:15amGeneral Session: CEO Welcome & RemarksBob West, CEO CU*SOUTHJuniper Ballroom 6
9:15am - 10:30amKeynote Speaker: Jason DorseyJason Dorsey, President, The Center for Generational KineticsJuniper Ballroom 6
10:30am - 11:15amNetworking Break in Exhibit HallAllJuniper Ballroom 1 & 2
11:15am - 12:00pmGeneral Session: Understanding the New Humanity at Work
From blind spots to breakthroughs that can unite your people on purpose.
Mike Kelly, Founder & CEO of TeamOnUPJuniper Ballroom 6
12:00pm - 1:00pmLunchMagnolia Breezeway
1:15pm - 2:00pmBreakout 1 - Driving Cyber Resilience for a More Effective and Tactical Cyber Security Program
Year-over-year we see attacks unfold within this industry that rely on vectors within our organization that we have control over. Why do we not see the burndown of risk and vulnerabilities equal to that of the effort we put in and the technology we implement to safeguard company and customer data alike? In this breakout we will examine key areas of concern for financial services organizations and the traditional methods of security put in place, as well as threat intelligence, breach outcomes, and more.
Ryan Dengate, Director of Engineering, C3 TechnologiesJuniper Ballroom 5
1:15pm - 2:00pmBreakout 2 - Capitalizing on the Wealth Management Opportunity
Where do your credit union members go to invest? The answer should be your credit union. Discover the opportunities awaiting your credit union by providing wealth management services to your members. In offering a comprehensive wealth platform that seamlessly integrates into your existing online banking platform, you can make a meaningful impact on your members’ path to financial well-being. Further, don’t miss this opportunity to hear credit union success stories demonstrating how offering wealth management services to members increases engagement, fosters loyalty, and positions your credit union as a member’s trusted financial partner.
Justin Steitz, President Copper FinancialJuniper Ballroom 3
1:15pm - 2:00pmBreakout 3 - Shifting from Work-Life Balance to Work-Life Fit
Employers are seeing a shift from work-life balance to work-life fit as both employees and organizations navigate their evolving relationships with work. In this presentation, we'll explore why dynamic companies and leaders need to move beyond traditional management strategies to new ways to integrate mutual benefit and success for both employees and their organizations.
Justine Carroll, Managing Consultant, LandrumHRJuniper Ballroom 4
2:15pm - 3:00pmBreakout 4 - What is Residual-Based Auto Financing?
Vehicle affordability continues to be one of the greatest challenges facing vehicle buyers. During this session, we will discuss what’s going on in the market and what FI’s are doing to address affordability while educating attendees about the lower payment, higher yield Residual Based Financing method.
Jill Malczewski, Regional Sales Manager Eastern U.S. & Marc McKellar Regional Sales Manager Western U.S.
Juniper Ballroom 5
2:15pm - 3:00pmBreakout 5 - The Latest in Payments, Profitability, Regulatory Concerns and Future Issues
As financial institutions try to maximize non-interest income, competitive pressures, restrictions on fees and proposals to tighten regulations means that more than ever you need the knowledge to make strategic decisions about your payments program. This session will help you untangle the complexity of the payments system so you can make the most out of each transaction.
Tom Miller, VP of Merchant Processor Business Development, SHAZAMJuniper Ballroom 4
2:15pm - 3:00pmBreakout 6 - Essential Services: Powering Credit Union Success
Join us to explore how CU*SOUTH’s suite of Essential Services revolutionizes credit union operations and drives success. Learn practical strategies to streamline operations, enhance member service, and propel your credit union toward prosperity. Don't miss this opportunity to learn how you can unleash the power of Accounting, Collections, IT Management, and Custom Training services so you can focus on what matters most: your members.
Marsha Sapino, Director of Client Engagement, CU*SOUTHJuniper Ballroom 3
3:15pm - 4:30pmNetworking Break in Exhibit HallJuniper Ballroom 1 & 2
6:00pm - 8:30pmReception Sponsored by SHAZAMGrand Lawn

DAY 3 – Wednesday, May 8, 2024

7:45am - 8:45amBreakfastMagnolia Breezeway
7:45am - 3:00pmRegistrationJuniper Ballroom Foyer
9:00am - 9:45amGeneral Session: Blazing the Trail: Update on Strategic Initiatives from CU*Answers
Learn about the key business and technology initiatives which CU*Answers development and support teams will be introducing to the network over the coming year.
Geoff Johnson, CEO, CU AnswersJuniper Ballroom 6
9:45am - 10:45amKeynote Speaker: Artificial Intelligence (AI): The Pros and Cons of Using AI at Your Credit Union
Artificial Intelligence is the science of making machines that can think like humans. But this technology can process large amounts of data in ways humans can’t. The goal is for A.I. to be able to recognize patterns, make decisions and judge like humans. Fear of A.I. comes down to the fear of loss – loss of control, loss of privacy, and loss of human value. We’ll be talking about where A.I. started, where it is now, and where it is potentially going. In addition to reviewing some A.I. pros and cons, we’ll talk about specific examples using A.I. in a positive way in your credit union.
Ryan Boyk, C3 TechnologiesJuniper Ballroom 6
10:45am - 11:15amNetworking Break in Exhibit HallJuniper Ballroom 1 & 2
11:15am - 12:00pm Credit Union Growth StrategiesCredit Union CEOsJuniper Ballroom 6
12:00pm - 1:00pmLunchMagnolia Breezeway
1:15pm - 2:00pmBreakout 1 - What's New & Upcoming in Mobile
Join us to discuss the most recent Mobile App 7.0 quarterly update, various CU Publisher Self-Service products to boost member engagement, MOP (Membership Opening Process) including the new license verification, and much more!
Kristian Daniel, VP of Client Services & Education, CU AnswersJuniper Ballroom 5
1:15pm - 2:00pmBreakout 2 - Unleashing the Power of Inhouse DocLogic System. Take the Next Big Step with Your Electronic Document Strategy.
Explore the versatility, functionalities, and managerial control accessible to credit unions utilizing the DocLogic System in-house compared to the CU*Spy solution powered by eDOC Innovations. Delve into the additional responsibilities associated with managing an in-house solution and discover strategies to streamline your team's workload and reduce overhead.
Mark Fierro & Kyle Karnes, eDoc InnovationsJuniper Ballroom 3
1:15pm - 2:00pmBreakout 3 - From Faster to Immediate: One Credit Union’s Experience Implementing Real-Time Payments
Immediate. Instant. Real-time. Whatever words you use, there is no doubt that payments are moving faster than ever. As the momentum behind immediate payments skyrockets, you may be wondering what it takes to get in the game and connect to the RTP® network and/or the FedNow® Service. Join us to hear one credit union’s experience as we discuss how they connected to RTP and/or FedNow Service, the implementation process, including timing and staffing commitments needed by the credit union, and lessons learned along the way. You’ll walk away with a clear understanding of what it takes to adopt one or both new immediate payment rails. Don’t be surprised if your conclusion includes words such as: Easy. Streamlined. Turnkey.
Nick Behler, AVP Member Services, CorporateOneJuniper Ballroom 4
2:15pm - 3:00pmBreakout 4 - Annual BSA Training
Fulfill your yearly Bank Secrecy Act (BSA) training requirements with our focused session at Visionary. This workshop provides a thorough overview of the BSA Program, Anti-Money Laundering (AML) principles, Currency Transaction Reports & Suspicious Activity Reports (CTRs & SARs), and the latest in regulatory developments. Learn about OFAC compliance and the critical importance of avoiding noncompliance penalties through our expert-led discussions.

Attendees will receive certificates of completion, showcasing your updated BSA compliance knowledge to auditors and examiners.
Michele Gonzales, Manager of CU in Balance, CU*SOUTHJuniper Ballroom 3
2:15pm - 3:00pmBreakout 5 - Balancing AI & Compliance
An interactive discussion on how emerging AI technology and compliance intersect and how it impacts privacy, fair lending and reputation risk for the industry
Melissa Osborn, Comply-YES!Juniper Ballroom 4
2:15pm - 3:00pmNetworking Break in Exhibit Hall Juniper Ballroom 1 & 2
3:00pm - 3:30pmClosing Remarks & 2025 Save the Date Derrick Smith, COO, CU*SOUTHJuniper Ballroom 6
3:45pm - 5:00pm CU*SOUTH Annual Shareholder MeetingJuniper Ballroom 6
6:00pm - 8:00pmShareholder's DinnerOvide Restaurant