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  • September 26, 2017

    Free of Charge
    REGISTER NOW
  • Fishers, IN

    9/26/2017

    FORUM Conference & Events Center
    11313 USA Pkwy
    Fishers, IN 46037

SPEAKERS

  • Samantha Paxson
    Samantha Paxson
    Chief Marketing and Experience Officer, CO-OP Financial Services

    As Chief Marketing and Experience Officer for CO-OP Financial Services, Samantha Paxson is the architect of the company’s go-to-market strategy.

    Paxson focuses on the intersection of technology, creativity, purpose and experience to meet the needs of CO-OP clients and their members. Discovering new ways to make CO-OP one of the most admired and exciting companies is her passion. Specific responsibilities include brand strategy, sales enablement and product/marketing strategy integration, strategic planning and research, consumer user experience development and analysis, and paid/owned/earned media strategy for multiple brands and business lines.

    Joining CO-OP in 2005, Paxson created the THINK initiative, an innovation content platform for the credit union movement. Her background includes working overseas in international public relations, and managing accounts in the technology, automotive, action sports and financial services space for a Southern California marketing agency. Paxson is a graduate of the University of Southern California with a degree in journalism and Social Sciences.

    She is also an advisor to the OpenIDEO Challenge on “Financial Empowerment”, a board member of USC Credit Union and a board member of Children’s Hospital Orange County’s Credit Union Committee.

  • John Buzzard
    John Buzzard
    Account Executive - Fraud Specialist, CO-OP Financial Services

    John Buzzard is an Account Executive and Fraud Expert for CO-OP Financial Services-the largest credit union service organization in the US.  Mr. Buzzard has delivered significant influence in card fraud, risk and security services for financial institutions throughout the United States.   His years at FICO (Fair Isaac Corporation) provided an open forum for his many literary contributions that included interviews, public discussions, presentations and written publications in various media’s such as local NBC and Fox News, Wall Street Journal, BankInfoSecurity.com and ATMMarketplace.com to name a few.  Additional accomplishments include a number of white papers, speaking opportunities with various organizations in the EFT/Banking industry, blogging and creation of the Fraud Alert Network that all provide educational and directional fraud, risk and security information to hundreds of financial institutions and law enforcement agencies throughout the US.

  • Jackie Scheuerlein
    Jackie Scheuerlein
    VP, Relationship Management

    Jackie Scheuerlein is Vice President, Relationship Management, at CO-OP Financial Services. Joining the company in 2001, Scheuerlein has previously held positions as Business Development Manager, National Relationship Manager (NRM) and, since December 2011, as Director, Relationship Management. As Vice President, Relationship Management, Scheuerlein is responsible for CO-OP’s relationship managers, overseeing and setting the direction for initiatives that affect retention, add on sales and client satisfaction.

  • Michelle Thornton
    Michelle Thornton
    Director, Product Development

    Michelle Thornton is Director, Product Development, for CO-OP Financial Services, a financial technology provider to credit unions based in Rancho Cucamonga, Calif. (www.co-opfs.org). Thornton joined CO-OP in September 2009, and has 18 years of experience in the financial services market. With more than two decades of general management and product experience in both service and manufacturing industries, Michelle has accumulated a well-rounded and unique blend of operational, marketing and strategic planning expertise. Prior to CO-OP Financial Services, Michelle worked for Harland Clarke, formerly Liberty Enterprises, an organization designed exclusively for credit unions.

OVERVIEW

Join us on our journey of digital transformation. In this series of live regional events, CO-OP shares the strategies and tools that will help credit unions meet the challenges of the digital age – and grow. Hear from CO-OP Executives, tell us about your experiences and insights, and learn more about CO-OP’s vision for your success in a fast-paced, competitive financial services industry.

AGENDA

  • Tuesday 09/26Day One

    • 8:00AM - 8:45AM Breakfast
    • 8:45AM - 9:00AM Welcome and Meeting Introductions
    • 9:00AM - 10:00AM Seamless & Secure: CO-OP’s Strategy for Growth and Gaining Top of Wallet
    • 10:00AM - 10:30AM Q&A
    • 10:30AM - 10:45AM Break
    • 10:45AM - 11:30AM State of the Industry – Fraud - John Buzzard
    • 11:30AM - 12:00PM FraudBuzz Local – John Buzzard
    • 12:00PM - 1:15PM Lunch
    • 1:15PM - 1:45PM Product Spotlight: Zelle and Member Rewards – Michelle Thornton and Jackie Scheuerlein
    • 1:45PM - 3:00PM CO-OP Product Roadmap - Michelle Thornton
    • 3:00PM - 4:00PM Q&A and Closing Remarks

Local Weather

Fishers, IN

86°

Mostly Cloudy

FORUM Conference & Events Center

www.forumcu.com/conferencecenter
Phone: (317) 558 6000

11313 USA Parkway, Fishers, IN, United States

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