• Think 16 Logo
  • September 21, 2017

    Free of Charge
    REGISTER NOW
  • Raleigh, NC

    9/21/2017

    Coastal FCU
    1000 St. Albans Drive
    Raleigh, NC 27609

SPEAKERS

  • 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.

  • 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 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

    • 8:00AM - 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- Todd Clark
    • 10:00AM - 10:30AM Q&A with Todd Clark
    • 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

Raleigh, NC

94°

Partly Cloudy

1000 St Albans Dr, Raleigh, NC, United States

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