Transform how You—and Your Credit Union—Prepare for the Future.
Disruption is all around us. And the challenge of increasingly agile, digital-centric, customer-focused financial companies means it’s time for credit unions to transform to continue to deliver on member expectations.
THINK 17 will show you HOW to Take Action from the World’s Most influential Transformation Experts
Beyond embracing new technologies, learn how to adopt a wholly unique way to work that allows your credit union to become more agile, collaborative, and intrapreneurial. All while you create your own digital transformation strategy.
- Laszlo BockAuthor & Former Senior VP of People Operations at Google
Google’s former Senior Vice President of People Operations introduces “Work Rules” that empower your people to drive a cultural transformation, enabling your business to become a creative and intrapreneurial powerhouse.
- The Takeaway: Establish “Work Rules” that empower your people to choose how to operate, create a framework for developing creative and equitable solutions to people problems, and allow your teams to hold leadership accountable.
- The Topic: The greatest workplaces are motivating and humanizing environments. What can you learn from them, and how can you implement those lessons to create a business that attracts top talent and helps ensure they succeed? Learn about the cultural transformation required to become a collaborative and intrapreneurial powerhouse.
- The Innovator: During his decade at Google, Laszlo Bock helped grow the company from approximately 6,000 to 75,000 employees, while ensuring its culture remained innovative and robust. He is credited with creating the field of “People Analytics”—the application of academic rigor and Google-paced innovation to people management. His New York Timesbest-selling book, WORK RULES! Insights from Inside Google to Transform How You Live and Lead,has been published in more than 20 languages and garnered numerous “book of the year” honors.
- Bud CaddellFounding Member, NOBL Collective
Bud Caddell is the Founder of NOBL and has been focused on systems design for over 15 years. Bud was one of those incredibly smart kids who started tinkering early and by the time he was 14 was engineering software, and at 17 was the lead developer at a Venture-backed startup.
His career path ultimately led him to management consulting and digital strategy. Bud went on to be named “one of the most creative people under 30” by Business Insider. AdWeek listed Bud among the top 50 industry professionals of 2012, and The Guardian named him as one of ten digital strategists to watch in 2012.
Prior to NOBL Collective, Bud was a partner at the management and strategic consultancy, Undercurrent, heading its Los Angeles office. He also served as SVP of Digital Strategy and Innovation at Deutsch LA. His work has been featured in The New York Times, The Wall Street Journal, Forbes, and AdAge.
- Jean ChatzkyFinancial editor for NBC’s TODAY show
Host: The financial editor for NBC’s TODAY show, Jean Chatzky is an award-winning personal finance journalist, AARP’s personal finance ambassador and host of the podcast HerMoney with Jean Chatzky on iTunes. A best-selling author, on February 28 she released her newest book, AgeProof: Living Longer Without Running Out of Money or Breaking a Hip, which she wrote with Dr. Michael Roizen. She has made it her mission to help simplify money matters and increase financial literacy. In 2015, she teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching 2 million schoolchildren each month.
- Todd ClarkChief Executive Officer, CO-OP Financial Services
Todd Clark is President/CEO of CO-OP Financial Services, having begun his tenure on June 27, 2016.
Throughout his career, Clark has specialized in identifying technology gaps in the market and determining how emerging technology will fill those gaps, all with an aim of uncovering efficiencies for smaller financial institutions.
Prior to CO-OP, Clark spent 22 years with First Data Corporation, where he last held the position of SVP/Head of STAR Network and Debit Processing. In this capacity, he was responsible for the business unit’s profit/loss and led a team of more than 600 product, strategy, communications, strategic sales, technology, operations and support personnel. He also managed the Bank of America relationship as head of the financial institution group.
Clark also has entrepreneurial experience, co-founding a start-up company called Core Data. This organization was sold to Concord EFS, which later merged with First Data. At the time of sale, Core Data had grown to a $20 million organization and became the second largest ATM processor in the country. He was also an executive with Cardtronics, Inc., and Feedzai.
Clark holds a BA in economics from University of Texas at Austin.
- Meg CroftonFormer President of Walt Disney Parks and Resorts for the United States and France
- The Takeaway: Find out how to introduce consumers to new and engaging technologies while maintaining a seamless experience. The launch of the MyMagic+ planning program for Walt Disney World guests serves as a real-world example.
- The Topic: Identifying the consumer’s point of view is fundamental to discovering the “job to be done.” And when you’ve accurately defined this job, you’ve established the basis for a product or service tailored to elevate customer satisfaction, increase revenue and profitability, and build long-term customer loyalty.
- The Innovator: A 35-year veteran of The Walt Disney Company, Meg Crofton retired in 2015 as President of Walt Disney Parks and Resorts for the United States and France, responsible for operations of Disney’s theme parks and resorts in Florida, California and Paris. Previously, as President of the Walt Disney World Resort, she oversaw a workforce of more than 66,000 cast members, led the largest expansion in the history of the Magic Kingdom park, and was at the forefront of the MyMagic+ technology initiative created to transform the guest experience.
- Aaron DignanCo-founder of the internationally recognized digital strategy firm Undercurrent
- The Takeaway: Adopt a whole new way of working by applying a fresh approach to upgrading your organizational operating systems.
- The Topic: More than simply adopting technology, digital is a mindset that leads you to a truly new way of working. One that simplifies, accelerates, clarifies and humanizes. In reality, the best definition of digital is “the intersection of people, organization and technology.”
- The Innovator: Aaron Dignan is co-founder of the internationally recognized digital strategy firm Undercurrent. Based in New York City, the firm served the Fortune 500 for over 8 years. Clients included GE, American Express, PepsiCo, Ford Motor Company, Hyatt, The Bill and Melinda Gates Foundation, and Cooper Hewitt National Design Museum. His latest venture is The Ready, an organization-design and coaching practice based in New York City. The firm focuses on helping companies large and small move away from command-and-control bureaucracy towards new forms of self-organization, dynamic teaming, and empowerment. Clients include GE, Kaplan, Lloyds Banking Group, Citibank, and charity: water.
- Rowan GibsonInnovation expert featured by CNN, Forbes & Harvard Business Review
- The Takeaway: Understand innovation at the level of the entire business system, so you can create an enterprise-wide culture that is committed to it; invent breakthrough strategies for sustaining profitable growth; build a management infrastructure that supports innovation and make innovation a systemic capability at the organization’s core.
- The Topic: Gain insights into how to unleash the imagination, entrepreneurial spirit and “network power” of the organization to seize new growth opportunities, create new markets and even transform industries. Learn how to re-calibrate the whole organizational system around the paradigm of transformation.
- The Innovator: Rowan Gibson is widely recognized as one of the world’s foremost thought leaders on business innovation. He is the internationally bestselling author of three major books on business strategy and innovation – Rethinking The Future (1996), Innovation to the Core (2008), and The Four Lenses of Innovation (2015) – which have been published to date in 25 languages. In 2015 Rowan received the prestigious “Global Leader of Innovation” award for his significant contribution to the field of innovation strategy. Over the last two decades, he has taught some of the world’s largest and most successful organizations how to seize new growth opportunities, create new markets and even transform entire industries by re-calibrating their whole organizational system around the paradigm of innovation.
- Tom GoodwinExecutive Vice President of Innovation at Zenith Media USA
- The Takeaway: Develop a new attitude and understanding of what “innovation” means in today’s business environment, by examining how innovative practices can play integral roles right down to your credit union’s core.
- The Topic: For all companies, innovation should run deeper than token gestures on the edge and instead encompass fundamental rewiring from the core. Imagine your business as an onion of concentric layers. On the outermost surface you’ll find your communications – how your company expresses itself. Inside this is marketing – your services, promotions, pricing and products. At the core, upon which everything else is built, are your business values, culture, processes and systems. At every level of your organization, innovation has a role to play.
- The Innovator: As Executive Vice President of Innovation at Zenith Media USA, Tom Goodwin’s role is to understand what’s changing in the world and advise clients through the turbulence and opportunities ahead. Tom leads Zenith’s innovation and transformation wing, unleashing the power of emerging platforms, content, new technologies, media and devices to produce robust business results. An industry provocateur and commentator on the future of marketing and business, he’s a columnist for TechCrunch and Forbes and frequent contributor to The Guardian, GQ, Ad Age, Wired, Adweek, Inc, MediaPost and Digiday. Tom is voted the top voice in Marketing globally by LinkedIn, one of 30 people to follow on Twitter by Business Insider, and a “must follow” by Fast Company.
- Michelle McKenna-DoyleSenior Vice President and CIO of the National Football League
The Takeaway: Acquire the tools legacy companies can and must apply to transform their mindset and technology to compete and win in 2017. You’ll learn four ways to tackle change from your member’s point of view.
The Topic: How do you create a digital strategy that transforms your organization’s internal and external customer experience and perceptions? Learn how the steward of the “fan experience” that is the central focus of the NFL is looking at how to apply technology to deepen that engagement. This includes working with partners to employ mobile technology already embraced by fans at home, to create an unmatched onsite experience for those who visit the stadium.
The Innovator: Senior Vice President and CIO of the National Football League, Michelle McKenna-Doyle is responsible for the NFL’s technology strategy, shared service delivery and management of the league’s corporate technology activities. Her extensive experience with innovation in the media and entertainment industry includes roles as President of Vision Interactive Media Group, Senior Vice President and Chief Information Officer at Universal Orlando resort, and a 13-year career with Walt Disney World Company, where she led the organization’s largest-ever technology investment as Vice President, Information Technology.
- 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.
- Dan PontefractChief Envisioner at TELUS & former business intelligence leader at SAP
Dan Pontefract connects digital transformation strategy with purpose. He believes that purpose is not a cause, but a core principle in
- The Takeaway: Create a workplace that shines by acquiring a fresh perspective on organizational dynamics and leadership tools that push the boundaries of organizational change.
- The Topic: Build your purpose and mission through the digitally transformed experience. To bring about a more collaborative and open organizational culture, leaders need to create an environment where there is reciprocal trust between the employee and leadership to do what’s right – however, whenever and with whomever.
- The Innovator: Dan Pontefract is Chief Envisioner at TELUS, a Canadian telecommunications company, where he heads the Transformation Office, a future-of-work consulting group that helps organizations enhance their corporate cultures and collaboration practices. Previously as Head of Learning & Collaboration at TELUS, Dan introduced a new leadership framework – called the TELUS Leadership Philosophy – that dramatically helped to increase the company’s employee engagement to record levels of nearly 90%. He is the author of THE PURPOSE EFFECT: Building Meaning in Yourself, Your Role and Your Organizationas well as FLAT ARMY: Creating a Connected and Engaged Organization. A renowned speaker, Dan has presented at multiple TED events and also writes for Forbes, Harvard Business Review, Psychology Today and The Huffington Post.
- Bobbi RebellThomson Reuters/PBS Author & Financial Journalist
Host: Bobbi Rebell authored the best-selling self-help/personal-finance book How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom, which combines unique personal financial stories from inspirational leaders with specific actionable advice. Her business programs have been seen on hundreds of broadcast and online channels around the globe. And her column on personal finance for Reuters was syndicated to newspapers and websites worldwide. She has served as a reporter for the PBS Nightly Business Report and a producer at CNN and CNBC, and holds a Certificate in Financial Planning.
- David RogersAuthor, "The Digital Transformation Playbook"
- The Takeaway: Propel your institution ahead with actionable steps from a custom, CO-OP–commissioned research report on the current maturity level of credit unions towards digital transformation.
- The Topic: To compete in the face of disruptive digital technologies that empower customers like never before, your credit union must transform. And as an eBusiness leader, you must help shape how. The speed with which consumers embrace new digital touchpoints is only getting faster, transforming their relationships with brands and products and blindsiding traditional firms that struggle to adapt. Explore how to enhance your digital customer experience while also driving agility and efficiency through digital operational excellence.
- The Innovator: David Rogers is a globally recognized leader on digital business strategy, known for his pioneering model of customer networks and his work on digital transformation. He is author of four books, including The Network Is Your Customer, and most recently, The Digital Transformation Playbook: Rethink Your Business for the Digital Age (April 2016). David teaches global executives as the faculty director of programs on Digital Marketing and Digital Business Strategy at Columbia Business School. He is also the founder and co-host of Columbia’s acclaimed BRITE conference on brands, innovation, and technology, where global CEOs and CMOs come together with leading technology firms, media companies, and entrepreneurs, to address the challenges of building strong brands in the digital age.
- William C. TaylorCo-Founder & Founding Editor of Fast Company
- The Takeaway: Learn relevant leadership lessons from diverse businesses, as well as organizations that are not businesses per se. Discover how others are doing exciting, compelling, truly extraordinary things in traditional, accessible, ordinary settings.
- The Topic: Find out why there’s no such thing as a boring, old-fashioned business – only boring and old-fashioned ways of doing business. You don’t need to work at Netflix to be innovative; you can do this creating a garage, at USAA and other seemingly boring businesses. While your credit union needs to become a digital powerhouse, never forget the power of creative thinking and how simple ideas can move mountains.
- The Innovator: As co-founder and founding editor of Fast Company, William Taylor launched a magazine that won countless awards, earned a passionate following among executives and entrepreneurs around the world, and became a legendary business success. His new book, Simply Brilliant: How Great Organizations Do Ordinary Things in Extraordinary Ways, offers a set of messages and a collection of case studies about how to unleash breakthrough creativity and cutting-edge performance in even the most familiar, slow-to-change fields.
- Stacey TisdaleCEO & President of Mind Money Media Inc.
Host: The President and CEO of financial media and education content provider Mind Money Media Inc., on-air financial journalist Stacey Tisdale has contributed to many of the world’s most respected news organizations, including Wall Street Journal Television, CBS News, Black Enterprise, and all of the CNN networks, as well as NBC’s TODAY Show. Her book, The True Cost of Happiness: The Real Story Behind Managing Your Money, offers “personal money management advice that makes sense.” And her financial literacy curriculum, Winning Play$, won the U.S. Department of Education’s Excellence in Economic Education Award.
- Karen WebsterCEO, Market Platform Dynamics, PYMNTS.COM
Karen Webster is one of the world’s leading experts on payments, commerce and retail innovation and a strategic advisor to CEOs and boards of multinational players in those sectors. As CEO of Market Platform Dynamics, she works extensively with the most innovative players in the payments, financial services, mobile, retail, B2B, digital media and technology sectors to help them maximize the value of their platform assets, design disruptive new business models and ignite and monetize new innovation.
- Stephen WunkerInnovation Consultant Nike, Nestle
- The Takeaway: Identify “jobs-to-be-done” for consumers, among both members and non-members of credit unions, using insights from a custom CO-OP–commissioned research report. You’ll also bring home group activities that can be used at your credit union post-conference.
- The Topic: By looking at customer motivations in business settings, the jobs-to-be-done framework counters the tendency to communicate to our members using attributes such as age range, race, marital status and other categories. This empowers you to create products focused on what customers actually need, rather that what we as credit unions want to sell.
- The Innovator: As a specialist in new markets, Stephen Wunker combines world-class strategy-consulting and entrepreneurial skills. He is the author of Capturing New Markets: How Smart Companies Create Opportunities Others Don’t, named one of the five Best Business Books of 2011, as well as co-author of Jobs to be Done: A Roadmap for Customer-Centered Innovation(AMACOM, 2016). Steve has a long track record of creating successful ventures for his own companies and on behalf of clients. He has led New Markets Advisors since 2009. In that capacity, he publishes frequentlyin outlets such as Forbes, Harvard Business Review, and The Financial Times. He has also appeared over the years on Bloomberg and BBC television, and he has been a guest lecturer at Dartmouth’s Tuck School of Business.
Gain Access to Exclusive Credit Union-Focused Research and Guidance
The THINK team is already hard at work with our contributors to develop research and guides to help you on your journey. In addition to hands-on workshops, THINK attendees will leave with a framework around members’ real needs and research to support it, as well as a digital transformation playbook developed just for credit unions.
Tie it All Back to Your Credit Union with On-Site Industry Expertise
Transformation Sessions will bring what we hear from our keynotes and workshops right back to your credit union—and give you a chance to apply your learning directly to your world. Hear from industry experts on fraud, payments, mobile technology and more—in group sessions and in one-on-one office hours.
"I had most of my management team there this past year and they loved it"
— Credit Union CEO
Missed the last THINK?
Don't worry, we have an archive of our past THiNK events just in case you missed it.
New York, NY
THINK 17 Helped Credit Union executives begin their digital transformation journey to prepare for the future.
San Diego, CA
We helped Credit unions re-envisioned what "People helping People" means.
Colorado Springs, CO
We brought consumer trends to the forefront, urging CUs to leverage their roles as mission driven organizations.