May 6-9, 2019 Loews Miami Beach Hotel - Miami Beach, FL

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Registration Open
7:00 a.m.
Registration Open
Location: Entrance to Americana Foyer, Second Level
Breakfast
7:30 a.m. - 8:30 a.m.
Breakfast
Location: American Ballroom, Salon 4
1:1 Advisor Sessions
7:30 a.m. - 8:30 a.m.
1:1 Advisor Sessions

Schedule a complimentary session with a CO-OP subject matter expert across a wide range of credit union topics.

Register for you session here 

Location: Cowrie Foyer, Third Level
CO-OP Experience Lounge
8:45 a.m. - 4:30 p.m.
CO-OP Experience Lounge

Casually walk into the CO-OP Experience Lounge to get the look and feel of CO-OP products and solutions, firsthand!  Connect with our experts to see a live on-demand demo and get your questions answered, or join us during one of the three scheduled demonstrations.

Location: Americana Foyer, Second Level
Day 2 Welcome
8:30 a.m. - 8:40 a.m.
Day 2 Welcome
Jean Chatzky

We know where we want to go, so let’s move. Jean Chatzky outlines our opportunity with digital and payments, and sets up our Day 2 focus on redefining the member relationship through agile solutions and operational design.

Location: General Sessions Main Stage
e-Estonia
8:40 a.m. - 9:20 a.m.
e-Estonia
Taavi Kotka

Tech entrepreneur and former CIO of Estonia Taavi Kotka offers inspiring and provocative insights on how to implement a transformative digital strategy that requires an embrace of a digital-first infrastructure free of legacy constraints.

Location: General Sessions Main Stage
How Can Credit Unions #MakeBankingBetter?
9:20 a.m. - 10:10 a.m.
How Can Credit Unions #MakeBankingBetter?
Bradley Leimer

The financial services business model is rapidly changing. From the influx of venture capital and the growing fintech ecosystem to the challenge and scale of large tech platforms and changing member value propositions, how credit unions successfully compete will require a flexible mixture of digital plus human, thinking outside the partnership and service box, and a whole lot of institutional empathy.

Location: General Sessions Main Stage
Panel Discussion: Bringing Strategic Agility to Life
10:10 a.m. - 10:45 a.m.
Panel Discussion: Bringing Strategic Agility to Life
Pam Brodsack, Nick Calcanes, Doug Ferraro, Taavi Kotka, Bradley Leimer

A lively discussion on how to meet the sometimes-painful challenge of achieving agility.

Location: General Sessions Main Stage
Break
10:45 a.m. - 11:00 a.m.
Break

Visit the Experience Lounge for a live demo on CO-OP Springboard.

We Fed an Island
11:00 a.m. - 12:00 p.m.
We Fed an Island
José Andrés

In his story of the response to Hurricane Maria in Puerto Rico, distinguished humanitarian and internationally recognized culinary innovator José Andrés spotlights how a networked community can be activated to produce more immediate results for people in crisis. José’s session concludes with an audience Q/A.

Location: General Sessions Main Stage
Lunch
12:00 p.m. - 1:30 p.m.
Lunch
Location: American Ballroom, Salon 4
CO-OP Shareholder Meeting CO-OP Shareholder Meeting
12:00 p.m. - 1:30 p.m.
CO-OP Shareholder Meeting
Todd Clark, Allan McMorris

Join us for this annual review of CO-OP’s corporate performance in the past year, and a look ahead for the company in the coming year. The agenda will include presentations by CO-OP Chairman of the Board Allan McMorris and Chief Executive Officer Todd Clark.

Location: Americana Ballroom Salon 4
1:1 Advisor Sessions
12:15 p.m. - 4:30 p.m.
1:1 Advisor Sessions

Schedule a complimentary session with a CO-OP subject matter expert across a wide range of credit union topics. Check back soon for registration details.

Location: Cowrie Foyer, Third Level
CO-OP Studio
1:15 p.m. - 3:20 p.m.
CO-OP Studio
Crystal Solomon, Denali Waldon, Kenya Calderon, Dr. Kathy Snider, BJ Brisbois

After you have heard from some of our featured speakers on the main stage, join us to learn more from them in a smaller setting. CO-OP subject matter experts will also be interviewed on topics ranging from Information Security to Chargebacks & Disputes.  

1:15 p.m. to 2:15 p.m. – Serving Underserved Markets Panel

Moderator: Jean Chatzky; Panelists: Kenia Calderon, COOPERA; Taylor Nelms, Filene; Crystal Solomon, CO-OP Financial Services; and Denali Walden, Credit Union Member

Description: How credit unions can do more to address the needs of three potentially underserved consumer markets, including LGBTQ, Hispanic and Gen Z.

2:30-2:50 p.m. –  Update on Shared Branching

Speakers: Dr. Kathy Snider

Description: A discussion of CO-OP Shared Branching, one of the movement’s leading assets.

3:00-3:20 p.m. – SmartGrowth

Speakers: BJ Brisbois

Description: A discussion of one of CO-OP’s leading services within the new Consult Solution Line.

Location: Rotunda Behind Elevators, Second Level
Master Classes
2:00 p.m. - 3:30 p.m.
Master Classes

Choose one of three concurrent 90-minute Master Classes that provide attendees with customized presentations focused on issues of interest and concern for their specific disciplines.

Location: Room 1 – Data Transformation

Data Strategy Master Class

Matt Maguire, Catherine Maloney

The right data strategy can unlock enormous growth potential at your credit union. This Master Class focuses on key questions, terms, and learnings related to data management and data quality. Assess your data-centricity, then learn how to build and activate your data strategy so that you can identify and solve your members’ current challenges and better meet their future needs.

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Location: Room 2 – The Payments Experience

Payments Performance Master Class

Deb Wieczorek, Kim Denno, Tina Rioux, Chaun Heywood

Looking to boost the profitability of your payments portfolio? Join CO-OP’s SmartGrowth team to see just how much their proven growth strategies and dedicated consulting resources can help. Start by reviewing an assessment of your credit union’s current credit card portfolio to identify opportunities for improvement. Then learn how to grow your credit card portfolio by leveraging advanced analytics and marketing strategies.

If you registered by 4/26 thank you! Please bring photo ID with you to pick up your customized scorecard at the session. If you didn’t get a chance to re-register, please still join us! You’ll have the opportunity to receive a one month snapshot scorecard after THINK is over.

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Location: Room 3 – The Innovation Hub

Member Experience Master Class

Mark Anghilante, Louise Johnson, Gail Tofil

Credit unions are in the business of serving members, and it’s no secret that a consistently elevated member experience can be a real competitive differentiator. Even so, not all credit unions have a formal member experience strategy, and even fewer are executing against it consistently. If you’re looking to enhance your credit union’s member experience but aren’t quite sure where to start, join the CO-OP Member Experience team to develop your own MX toolkit —level set to gauge the current state of your credit union member experience (both internally and from the member perspective), develop a strategy to take you where you want to go, and build a plan to ensure execution at both the credit union and branch level.

CEO Forum: Tackling Digital Transformation
2:00 p.m. - 5:00 p.m.
CEO Forum: Tackling Digital Transformation
Charles Duhigg, José Andrés, Amit Seru, Todd Clark, Diana Dykstra

A lively presentation and roundtable discussion with CEO attendees on the future of the credit union movement and how to turn this time of disruption into a transformative moment of opportunity.

Location: The Bazaar. Meet at 1:45 pm at the Loews Front Entrance for departure