SPEAKERS AND CO-OP LEADERSHIP
- Samantha PaxsonChief 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.
- Nicholas CalcanesChief Information Officer, Nicholas Calcanes
Chief Information Officer Nick Calcanes joined CO-OP in April 2017 from financial technology solutions provider Fiserv, where he was CIO for Financial Risk Management Solutions. His 25-year career in the financial services industry includes key technology leadership positions as CIO, Wholesale Credit and Client Technology, at Bank of America Corporation and CIO, Global Functions Technology, at Ally Financial. In these roles, Calcanes managed technology strategy and oversaw the IT functions for 1,000-plus person organizations and multi-millions in budgets. His experience includes transforming IT strategy to realign people, processes and technology across business operations, as well as increasing performance outputs. Calcanes’ focus at CO-OP is to elevate CO-OP’s technology strategy and build out infrastructure to continue its transformation as a digital company.
- Jackie ScheuerleinVP, 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.
- Chole CasberProduct Manager, CO-OP Financial Services
- John BuzzardIndustry 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.
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.
Tuesday 09/26Day One
- 8:30AM - 9:15AM Breakfast
- 9:15AM - 9:30AM Welcome and Meeting Introductions
- 9:30AM - 10:30AM Seamless & Secure: CO-OP’s Strategy for Growth and Gaining Top of Wallet
- 10:30AM - 11:00AM Q&A with Todd Clark
- 11:00AM - 11:15AM Break
- 11:15AM - 12:10PM Fraud and Cybersecurity Landscape
- 12:10PM - 1:10PM Lunch
- 1:10PM - 1:40PM League Presentation
- 1:40PM - 2:30PM Member Experience Panel
- 2:30PM - 2:45PM Break
- 2:45PM - 3:45PM CO-OP's Strategic Initiatives
- 3:45PM - 4:00PM Q&A, Gift Drawings and Closing Remarks