AGENDA

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  • Registration Opens7:00AM - 5:00PM

    Pick up your badge and materials early, then enjoy the morning in New York City.

  • New York City Double Decker THINK Bus Tour - Sponsored by FIS9:30AM - 12:00PM

    Charitable Event to benefit Children’s Miracle Network Hospitals

    Join your fellow THINK 17 attendees for an exclusive double- decker bus tour and see all the uptown and midtown sights that make the “Big Apple” so special – Times Square, Central Park, Upper West Side, Harlem, Museum Mile, etc.

    Your knowledgeable and entertaining tour guide will give you a savory taste of the “Big Apple” while you learn fascinating insights and discover the real New York.

    Rain or Shine – the THINK bus will be a fun-filled experience for everyone. Space is limited.

    Pricing:

    $90 – per person

     SPECIFICS ABOUT THINK BUS TOUR

    • Buses will pick you up at the Sheraton, go south to Times Square, then work its way north through Columbus Circle, Lincoln Center, Dakota Apartments/Strawberry Fields, and Natural History Museum. The cross over to the Upper West Side, Cathedral of St John the Divine, Grant’s Tomb, Apollo Theater, Harlem, working its way down Fifth Avenue passing Museum Mile and Central Park.
    • Guests will remain on the coach.
    • Restrooms – there are no restrooms on the double-deckers

    Already registered and want to add the bus tour? Log in to your attendee account and modify your registration to add this option.

     

  • Welcome to Your Digital Transformation Journey4:00PM - 5:30PM

    Adopting a digital mindset is critical for business today, and the only way to continue delivering on your members’ expectations

    • Aaron Dignan, Consultant to 99U and author of “The Ready”
    • Samantha Paxson of CO-OP Financial Services

    Related Articles

    Transform or Be Transformed

    THINK Week In Review: Digital Mindset

  • CEO's Welcome to THINK 175:30PM - 5:45PM

    A warm welcome to THINK 17 from CO-OP’s President & CEO.

  • THINK 17 Welcome Reception - Sponsored by Visa5:45PM - 7:15PM

    Join us for hors d’oeuvres, cocktails and a very special announcement (or two!)

  • Registration8:00AM - 5:00PM
  • Continental Breakfast - Sponsored by Ondot Systems7:45AM - 8:45AM

    Join your colleagues for breakfast at the Sheraton Times Square

  • Industry Session Breakfast7:45AM - 8:45AM

    What the TMG Acquisition Means for the Credit Union Industry: Join Todd Clark and Shazia Manus of CO-OP for breakfast and discussion around the future of payments.

  • 1:1 Advisor Time7:45AM - 8:45AM

    Have a question or two that could use an expert opinion? THINK offers 1:1 time with experts in fraud, branding, payments, mobile, and more. Registration for these special sessions will open two weeks prior to THINK 17.

  • Being Customer Centric - Determining Jobs to Be Done9:00AM - 11:45AM

    Hear from experts who have innovatively delivered on evolving consumer needs

    Learn from proprietary research performed exclusively for the THINK audience

    Watch lively panel discussions including prominent journalists and our experts as they explore how credit unions can more accurately develop and market products well-tailored to what customers are already trying to do

    • Stephen Wunker, Innovation Consultant, Nike & Nestle
    • Meg Crofton, Former President of Walt Disney Parks and Resorts for the United States and France

    Related Articles

    Know Your Members’ “Jobs to Be Done”

  • Buffet Lunch12:00PM - 1:15PM

    Join your colleagues for lunch at the Sheraton Times Square

  • Industry Session Lunch12:00PM - 1:15PM

    Enjoy a real-life jobs to be done case study experience with IDEO, New York University, and the THINK Prize

    Related Articles

    Could the Road Beyond 50 Really Look This Awesome?

    Final Five Financial Longevity Ideas Advance in THINK Prize 16 Challenge

  • 1:1 Advisor Time1:30PM - 4:30PM

    Have a question or two that could use an expert opinion? THINK offers 1:1 time with experts in fraud, branding, payments, mobile, and more. Registration for these special sessions will open two weeks prior to THINK 17.

  • Networking Lounge - Sponsored by FirstData/STAR1:30PM - 4:30PM

    Join us in the Networking Lounge to recharge, connect and relax between sessions.  It’s the perfect spot for an impromptu meetup as well!

  • Transformation Sessions1:30PM - 4:30PM

    Take your learnings from the morning and apply it towards your own member experience to find ways to bring greater value and integration for your members. We will use the “Jobs to be Done” approach and research from the morning’s sessions to guide you through.

    • Afternoon sessions include multiple segments including keynotes, panel discussions, and workshops.
    • Industry and CO-OP experts will share the latest in branch and digital member experience trends.
    • Credit union case studies demonstrate how your peers are doing this successfully today

    Two Tracks:

    • Track 1 – Creating a Seamless Member Experience: How To Surpass Member Expectations By Integrating Branch & Digital
      • Bobbi Rebell, Thomson Reuters/PBS Author & Financial Journalist
      • Mark Meyer, CEO, Filene Research Institute
      • Stephen Bohannon, Founder, Chief Strategy and Sales Officer, Alkami
      • Mason Oswald, Card Services Manager, Idaho Central
      • Tony Hildesheim, Senior Vice President &
        Chief Information Officer, Redwood Credit Union
    • Track 2 – Moving to Top of Wallet While Fighting Fraud: How To Create a Seamless and Secure Payments Experience
      • Karen Webster, PYMNTS.COM
      • Nick Calcanes, CIO, CO-OP Financial Services
      • Rachna Ahlawat, Co-founder and Executive Vice President, Ondot Systems
      • Pedro Bizarro, Co-founder and Chief Science Officer, Feedzai
      • Chris Chippindale, SVP, Chief Operating Officer, Public Service Credit Union
  • Where Should We Innovate?4:45PM - 6:00PM

    It’s time to begin thinking of technology as oxygen: essential to the beating heart of your business

    • Tom Goodwin, Executive Vice President of Innovation, Zenith Media USA
  • (Optional): CO-OP Shop Talks8:00PM - 10:00PM

    Join the CO-OP team at spots around New York City for deeper dive discussions on the day, or just a casual chat

     

  • Registration8:00AM - 5:00PM
  • Continental Breakfast - Sponsored by Ensenta7:45AM - 8:45AM

    Join your colleagues for breakfast at the Sheraton Times Square

  • Industry Session Breakfast7:45AM - 8:45AM

    Fraud continues to be what is keeping most credit union executives awake at night.  Join moderator Tracy Kitten, Executive Editor of BankInformationSecurity.com and a panel of payment industry experts who will focus on the current fraud landscape and how it might be improved through the adoption of emerging new technologies and best practices.

    Standard breakfast will also be served in a separate location

    • Moderated by Tracy Kitten, Executive Editor, BankInformationSecurity.com
    • Paul Love, Chief Information Security Officer, CO-OP Financial Services
    • John Buzzard, Account Executive & Fraud Specialist, CO-OP Financial Services
    • Chris Sibila, Executive Vice President, Payments and Technology, Elements Financial Federal Credit Union
    • Pedro Bizarro, Co-founder and Chief Science Officer, Feedzai
  • 1:1 Advisor Time7:45AM - 8:45AM

    Have a question or two that could use an expert opinion? THINK offers 1:1 time with experts in fraud, branding, payments, mobile, and more. Registration for these special sessions will open two weeks prior to THINK 17.

  • Create Your Digital Transformation Playbook9:00AM - 12:00PM

    Hear from experts who will explore how to enhance your digital customer experience while also driving agility and efficiency through digital operational excellence
    Learn from proprietary research on Digital Transformation, developed exclusively for the THINK audience

    Participate in a Digital Transformation Workshop

    • David Rogers, Columbia Business School Professor and Author, The Digital Transformation Playbook
    • Michelle McKenna-Doyle, Senior Vice President, Chief Information Officer, National Football League

    Related Articles:

    Don’t Develop a Digital Strategy. Digitize Your Business Strategy

    Digital Transformation Takes Innovation to New Levels

  • Networking Sponsor Lunch12:15PM - 2:15PM

    Join us for a networking lunch with our sponsors

  • Networking Lounge - Sponsored by FirstData/STAR2:30PM - 5:00PM

    Join us in the Networking Lounge to recharge, connect and relax between sessions.  It’s the perfect spot for an impromptu meetup as well!

  • Transformation Sessions2:30PM - 5:00PM

    Take your learnings from the morning and apply it towards your own member experience to find ways to bring greater value and integration for your members. We will use the Digital Transformation Playbook as a guide.

    • Afternoon sessions include multiple segments including keynotes, panel discussions, and workshops.
    • Industry and CO-OP experts will share the latest in branch and digital member experience trends.
    • Credit union case studies showing how your peers are doing this today navigating the Payments and Fraud Landscape to become Top of Wallet for Members.

    Two Tracks:

    • Track 1 – Creating a Seamless Member Experiences How To Operationalize a Seamless, Delightful Member Experience
      • Jean Chatzky, Author & Financial Editor for NBC’s TODAY show
      • Mark Meyer, CEO, Filene Research Institute
      • Brian Bodell, CEO, Finivation Software
      • Brandon McAdams, VP, Marketing and Product Development, Coastal Federal Credit Union
    • Track 2 – Moving to Top of Wallet While Fighting Fraud: How To Navigate the Payments Landscape to Deliver on the Promise
      • Karen Webster, PYMNTS.COM
      • Shazia Manus, Chief Product & Strategy Officer, CO-OP Financial Services
      • Pedro Bizarro, Co-founder and Chief Science Officer, Feedzai
      • Chris Sibila, Executive Vice President, Payments and Technology, Elements Financial Federal Credit Union
  • 1:1 Advisor Time2:30PM - 5:00PM

    Have a question or two that could use an expert opinion? THINK offers 1:1 time with experts in fraud, branding, payments, mobile, and more. Registration for these special sessions will open two weeks prior to THINK 17.

  • How to Build your Purpose and Mission through the Digitally Transformed Experience5:00PM - 6:00PM

    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

    • Dan Pontefract, Chief Envisioner at TELUS, former Business Intelligence Leader at SAP
  • (Optional): CO-OP Shop Talks8:00PM - 10:00PM

    Join the CO-OP team at spots around New York City for deeper dive discussions on the day, or just a casual chat

  • Registration8:00AM - 5:00PM
  • 1:1 Advisor Time8:00AM - 9:15AM

    Have a question or two that could use an expert opinion? THINK offers 1:1 time with experts in fraud, branding, payments, mobile, and more. Registration for these special sessions will open two weeks prior to THINK 17.

  • Continental Breakfast - Sponsored by Everlink8:00AM - 9:15AM

    Join your colleagues for breakfast at the Sheraton Times Square

  • Industry Session Breakfast - Credit Unions: Generating Momentum and Building Awareness8:00AM - 9:15AM

    For the past few months, the Creating Awareness Advisory Group—a cross section of credit union leaders from across the industry appointed by the CUNA Board—has embarked on an effort to develop a national program to raise top-of-mind consumer awareness of the credit union category. You’ll hear an update on the progress of this initiative, as well as insights from a major research program looking at how credit unions can tap into changing consumer expectations, and be positioned as the best choice in financial services.

    • Teresa Freeborn, President and Chief Executive, Credit Union National Association
    • Graeme Trayner, Vice President, Brand and Communications Practice, Credit Union National Association
    • Douglas Kiker, Chief Strategic Communications Officer, Credit Union National Association
  • Shareholders Meeting8:00AM - 9:15AM
  • Becoming a Collaborative and Intrapreneurial Powerhouse9:30AM - 12:00PM

    Hear from experts who will explore how to enhance your digital customer experience while also driving agility and efficiency through digital operational excellence

    Learn from proprietary research on Digital Transformation, developed exclusively for the THINK audience

    • Rowan Gibson, Innovation expert featured by CNN, Forbes & Harvard Business Review
    • Laszlo Bock, Author & Former Senior VP of People Operations at Google
    • Stacey Tisdale, CEO & President of Mind Money Media Inc.
    • Bud Caddell, Founding Member at NOBL Collective

    Related Articles

    Why Creativity Matters in Your Digital Transformation Journey

  • Buffet Lunch12:30PM - 2:00PM

    Join your colleagues for lunch at the Sheraton Times Square

  • Industry Session Lunch - Navigating Faster Payments & FinTech12:30PM - 2:00PM

    Faster Payments and FinTech are two of the hottest topics in payments. Industry and CO-OP experts will discuss strategies and solutions to help credit unions to navigate this ever-evolving landscape.

    Standard lunch will also be served in a separate location

    • Moderated by Karen Webster, PYMNTS.COM
    • Shazia Manus, Chief Product &Strategy Officer, CO-OP Financial Services
    • Jess Turner, EVP, North America Digital Payments and Customer Engagement, Mastercard 
    • Cecilia Frew, SVP, Head of NA Visa Direct, Visa Inc.
    • Dondi Black, Vice President Product Strategy, FIS
    • Ian Macallister, VP, Strategic Partnerships (Payments Division), Early Warning
  • Organizational Change Workshop2:15PM - 3:15PM

    Hands-on experience with how we can integrate, de-silo and foster talent within our credit unions

    • Bud Caddell, Founder of NOBL
  • Todd Clark, President & CEO, CO-OP Financial Services3:15PM - 4:15PM

    How CO-OP is embarking on its own digital transformation

  • How Great Organizations Do Ordinary Things in Extraordinary Ways4:15PM - 5:15PM

    While credit unions need to become digital powerhouses, they should never forget the power of creative thinking and how simple ideas can move mountains

    • William Taylor, Co-Founder & Founding Editor of Fast Company

    Related Articles

    Reimagine Your Credit Union with William Taylor

  • THINK 17 Wrap-Up5:15PM - 5:30PM

    Wrap up THINK 17 with some final thoughts from Samantha Paxson.

  • THINK 17 Celebration Event - Sponsored by Mastercard7:00PM - 10:00PM

    Join us at Tavern on the Green! Cocktail Attire