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  • September 21, 2017

    Free of Charge
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  • Raleigh, NC

    9/21/2017

    Coastal FCU
    1000 St. Albans Drive
    Raleigh, NC 27609

SPEAKERS AND CO-OP LEADERSHIP

  • Todd Clark
    Todd Clark
    President/CEO, CO-OP Financial Services

    Todd Clark became President/CEO of CO-OP Financial Services on June 27, 2016, bringing with him a 25-year career featuring a unique mix of start-up and corporate experience in the payments industry. Clark served most recently as SVP/Head of STAR Network and Debit Processing for First Data Corporation, where he had full profit and loss responsibility for the EFT Group. In this capacity, he led a team of more than 600 product, strategy, communications, strategic sales, technology, operations and support personnel. Prior to First Data, Clark was an executive with Cardtronics, Inc., and also served in a prior capacity at First Data from 1991 to 2012.

  • Paul Love
    Paul Love
    Chief Information Security Officer, CO-OP Financial Services

    Love brings more than 25 years of information security and technology experience to his role at CO-OP, including positions with the U.S. Marine Corps, Schlumberger, Fifth Third Bank, Standard Financial Group, Microsoft, Ernst & Young, Ally Financial, Cetera Financial Group and Federal Home Loan Mortgage Corp. (Freddie Mac), where most recently he served as Senior Director of Governance, Risk and Compliance. Love has co-authored several books on technology as well. At CO-OP, he is responsible for managing and strengthening the firm’s approach to security, and for protecting client credit unions and their members from fraud.

  • Shazia Manus
    Shazia Manus
    Chief Product and Strategy Officer, CO-OP Financial Services

    Shazia Manus, formerly CEO of TMG, is CO-OP’s Chief Product and Strategy Officer. Shazia’s experience as a former credit union CEO gives her unique insight into the challenges and opportunities facing financial institutions. An entrepreneur since the age of 17, Shazia’s spirit of innovation helps drive CO-OP’s dedication to delivering a personalized, seamless and secure experience for members wherever and however they engage with their credit union.

  • 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.

  • Nicholas Calcanes
    Nicholas Calcanes
    Chief Information Officer, CO-OP Financial Services

    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 Scheuerlein
    Jackie Scheuerlein
    VP, Relationship Management, CO-OP Financial Services

    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.

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 President/CEO Todd Clark, 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

  • Thursday 09/21Day 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- Todd Clark
    • 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 - 1:55PM Mastercard Presentation
    • 1:55PM - 2:25PM League Presentation
    • 2:25PM - 2:35PM Break
    • 2:35PM - 3:25PM Member Experience Panel
    • 3:25PM - 3:55PM CO-OP's Strategic Initiatives
    • 3:55PM - 4:10PM Q&A, Gift Drawings and Closing Remarks

Local Weather

Raleigh, NC

26°

Clear

1000 St Albans Dr, Raleigh, NC, United States