• Agenda
  • Speakers
  • Breakouts
  • Roundtables
Credit union leaders, start your preparations for the voyage into the future of payments as one of the nation’s leading Credit Union Services Organizations (CUSO) provides important industry news, insights and advice. CSCU’s 2017 annual conference takes place on April 4-7, 2017 at Loews Royal Pacific Resort at Universal Orlando™. Please ensure that this signature event on the payments industry calendar is also on your calendar!

YOU DON’T WANT TO MISS:
  • An exceptional lineup of keynote speakers and industry experts taking you through the critical topics on payments
  • Interacting with experts and partners at the industry showcase
  • Great networking opportunities and case studies from other credit union executives
  • Amazing insights into the future of payments from CSCU’s thought leaders
  • A fun-filled experience at the world-class Polynesian themed resort located a short boat ride away from Universal Studios Florida® and CityWalk®
  • Golf in sunny Florida – a great ending to an informative, educational and entertaining conference
HOTEL RESERVATIONS at the group rate are now available. Click here or call (866)-360-7395 to reserve your room today.

AGENDA: Click here to view agenda and event descriptions.

EXHIBITOR AND SPONSORSHIP OPPORTUNITIES : Click here for more details.

                                                        



Universal elements and all related indicia TM & © 2016 Universal Studios. © 2016 Universal Orlando. All rights reserved. Loews Royal Pacific Resort logos © 2016 UCF Hotel Venture. All rights reserved.

Please register for events below. You will automatically be registered for all general sessions, breakouts, roundtable sessions, and other meals.

If the registration form is not loading, please click here.

* If for any reason you register and are unable to attend, please cancel by close of day on March 1, 2017 to avoid the cancellation fee. Any cancellations after this date are subject to a $200 cancellation fee per person.

Tuesday, April 4th

8:00 AM - 3:00 PM  TBS Training/Breakfast
    Join FIS Learning and Development department trainers and other credit union card program managers for this session to brush up on your ClientLink knowledge, discuss the account purge process to clean up your portfolio, learn about authorization controls and parameters to mitigate risk, and various other tips and shortcuts to simplify the management of your credit union's credit card program. Breakfast is included. Pre-registration required.

8:00 AM - 12:00 PM  Advantage Session
    By invitation only.

12:00 PM - 1:00 PM   Lunch

1:00 PM - 5:00 PM   Card Growth Workshop (Pre-registration required)
    Join CSCU Portfolio Consulting Services and payments experts for a half-day session to re-energize your card portfolio optimization efforts. We’lldiscuss real-world challenges and collaborate on solutions that drive results. Let’s roll up our sleeves to identify opportunities within your card programs and how best to maximize growth and profitability. Pre-registration required.

4:00 PM - 7:00 PM   Registration

4:00 PM - 7:00 PM   Solutions Showcase

4:00 PM - 6:00 PM   Visa 1-to-1's
    Engage 1-to-1 with Visa experts to discuss your credit and debit programs. Pre-registration required.

7:00 PM - 9:30 PM   Welcome Reception Luau
    Mix and mingle with CSCU, your Credit Union peers, and industry solutions providers at the outdoor luau featuring cocktails and heavy appetizers.


Wednesday, April 5th

7:00 AM - 1:30 PM  Registration

7:00 AM - 8:00 AM  Breakfast

8:00 AM - 12:00 PM  General Session & Annual Business Meeting
    Gain valuable insight from industry experts:
    • Bob Hackney, CSCU President
    • Tom Davis, CSCU Senior Vice President, Finance & Technology
    • Jim McCarthy, Visa Executive Vice President, Innovation & Strategic Partnerships
    • Jason Dorsey, Co-Founder & Chief Strategy Officer, The Center for Generational Kinetics

11:30 AM - 1:30 PM  Solutions Showcase
    CSCU partners are here to meet you, get to know them and what they have to offer!

12:00 PM - 1:00 PM  Lunch

1:00 PM - 5:15 PM  C-Suite Session
    Listen to industry experts talk about the latest topics in the payments space. These insightful speakers include:
    • Bob Hackney, CSCU President
    • Tom Davis, CSCU Senior Vice President, Finance & Technology
    • Jim McMarthy, Visa Global Head of Innovation & Strategic Partnerships
    • Bob Legters, FIS Senior Vice President of Product
    • Jason Dorsey, Co-Founder and Chief Strategy Officer, The Center for Generational Kinetics

1:10 PM - 5:20 PM  Breakout Sessions
    Learn from credit union and industry leaders about simplifying the complexity of payments and how to stay ahead of emerging payments. Topics include:
    • Enhancing the Credit Card Loyalty Proposition – CUs Need to Up Their Game!
    • Credit Line Increases – A Path to Growth and High ROI!
    • Signature and World – Tap into the Affluent Opportunity
    • Optimize – Marketing through Technology
    • Portfolio Growth Solutions – Card Marketing in a Box
    • Internet of Things
    • Person-to-Person (P2P) Payments
    • And more!

5:30 PM - 6:30 PM  Exhibitor Reception & Prizes

7:00 PM - 10:00 PM  Casino Night
    Try your luck at the slot machines and poker tables during a night of music, drinks and the energy of Las Vegas!


Thursday, April 6th

7:00 AM - 8:00 AM  Breakfast

8:00 AM - 10:00 AM  General Session

10:15 AM - 12:30 PM  C-Suite Session
    As the second part of the C-Suite Sessions, we bring you inspiration and more insight. Speakers include:
    • Nelson Christian Stokes, NCS Enterprises Founder and Executive, 4-Time Winter Olympian of the Jamaican Bobsleigh Team
    • Loren Hudziak, Google Solutions Architect

10:15 AM - 12:30 PM  Roundtables & Grand Prize Giveaway

12:30 PM - 1:00 PM  Lunch

12:00 PM - 2:00 PM  Visa 1-to-1's

12:00 PM - 5:00 PM  Golf
    The CSCU Annual Conference is hosting this great golf event (scramble format) to take advantage of Orlando’s famous golf courses. The package includes the greens fee, lunch, transportation and prizes! Pre-registration required.

6:00 PM - 7:00 PM  Cocktail Reception

7:00 PM - 9:00 PM  Farewell Dinner & EMI Awards

9:00 PM -11:00 PM  After Party

Speakers

Dynamic and inspirational General Session Presentations from Keynote and Industry Speakers. These presentations will motivate and energize you to lead the charge and successfully chart the way forward for your credit union.

Robert "Bob" Hackney

President
CSCU

Learn more

Tom Davis

Senior Vice President,
Finance & Technology,
CSCU
Learn more

Lou Grilli

Director,
Payments Strategy,
CSCU
Learn more

Kristen Herrick-Feazell

Optimize
Marketing Consultant,
CSCU
Learn more

Jim McCarthy

Executive VP
Innovation & Strategic Partnerships, VISA
Learn more

BOB Legters

CPO, Product Management Global Retail Payments,
FIS
Learn more

Nelson Christian Stokes

4-time Olympian, Founder & Executive Chairman,
NCS Enterprises
Learn more

Mollie Bell

Chief Engagement and
Transformation Officer,
CUNA
Learn more

Jason Dorsey

Co-Founder and
Chief Strategy Officer,
The Center for Generational kinetics
Learn more

Loren Hudziak

Solutions
Architect,
Google
Learn more

Breakout Topics


Millennial Marketing and Leveraging Social Media

- Michele Featherstone, Senior Portfolio Consultant, CSCU
    Come for a presentation on the how to get your message to and through to this highly sought after demographic. Understand the importance and how to leverage social media to your fullest advantage!

Signature and World Cards– Tap into the Affluent Opportunity

- Dean Knudtson, Senior Portfolio Consultant, CSCU
    Affluent card products are garnering the lion’s share of Credit spend, and represent a great product opportunity for credit unions. Learn the advantages of offering affluent cards and experiences from credit unions who have launched these cards.

Enhancing the Credit Card Loyalty Proposition – CUs Need to Up Their Game!

- Dave Chojnacki, Senior Portfolio Consultant, CSCU
    Competition in the marketplace is hotter than ever when it comes credit card rewards! Please join us for a discussion on the potential strategies and tactics to make credit union loyalty and rewards offerings more attractive and competitive, including the many ways that you can leverage ScoreCard to accomplish just that!

Credit Line Increases – A Path to Growth and High ROI!

- Michael Chenderlin, Senior Portfolio Consultant and Kristen Herrick-Feazell, Marketing Manager, CSCU, TTCU, Chartway
    Credit line management is crucial to your credit card program’s success. Join us for a discussion of the need and importance of reviewing your portfolio for a potential credit line increase program, key steps in the process, and dialogue with credit unions that have done them successfully. Their results will astound you!

ETFCU – A Credit Union Success Story: Keeping Payments at the Forefront

    Evansville Teachers Federal Credit Union has embraced the role of payments in acquiring and cultivating member relationships. Come hear about their Platinum Rewards Credit Card product, Platinum Rewards checking, the Pays and other innovative ways they are reaching and engaging their members.

Tokenization – Trends and Benefits in Emerging Payments

- Connie Davis, VP Debit & ATM Strategy, FIS
    What’s NEW in Mobile Wallets – Payments of Today into the Future and learn about the Card-on-File Merchant Tokenization – Why it matters

Fraud Machine Learning: A Digital Arms Race that Holds Security in the Balance

- Scott Bright, VP Enterprise Fraud Strategy, FIS
    In this session, we will discuss what is being seen in the industry as it relates to Artificial Intelligence and Machine Learning related to fraud mitigation. We will discuss on both the processing side as well as the fraudsters side as to how these types of technologies are being leveraged.

Mobile Payments: Moving at the Speed of Innovation

- Eric Kuhn, Product Manager, Enterprise Product Development, FIS
    In this session we will break down the mobile landscape, why your digital products are essential for growth and how to craft the most effective strategy for your client base.

Debit Insights - Your One Stop Shop for Issuing and Acquiring Data

- Andrew Oasen, Senior Director ATM Strategy; Jeanette Garrett, Senior Director Debit Strategy, FIS
    Big Data is becoming more important in the financial institution space, the need for this data using a single source for issuer and acquirer data is becoming all the more needed. This session will focus on ATM Analytics and new enhanced data points for the card side of Debit Insights.

Consumer Engagement: A Cardholder’s New Role to Stop Fraud and Save You Money

- Scott Bright, VP Enterprise Fraud Strategy, FIS
    This session will discuss the emerging technologies related to consumer engagement solutions. As cardholders are now a bigger part of the fraud mitigation process finding the right balance of how is key.

Wearables: The Wave of the Future or Passing Fad?

- Lydia Plunkett, Sr. Director Consumer and Small Business Credit Strategy, FIS
    Interactive session focused on evaluating the value proposition wearables provide (including use cases) and how Issuers can own their own strategic stage of the wearable banking ecosystem.

Fraud Post-EMV – Trends, Expectations, and Best Practices

- Lori Hodges, Risk Services Manager, Visa
  • EMV fallback and fraud on fallback
  • Card not present – what to expect with the new version of 3DS and Visa rule changes in Verified by Visa
  • Digital fraud trends
  • Latest cyber trends

How to Capture Growth by Adding Small Business Portfolios

-Petra Nedzel, Director in Visa Small Business Product, Visa
    Credit unions considering launching a small business credit or debit card are invited to join this session where we discuss the value of the small business segment, considerations for launching business products, industry best practices and how free Visa tools and resources can help issuers improve their portfolio performance.

Roundtable Topics


Visa’s Small Business Payments Research & Resources

- Petra Nedzel, Director in Visa Small Business Product, Visa
    Understand how your small business members make payment decisions including initial product adoption. Visa will review highlights from our comprehensive research on over 6,000 US Small Business owners payments behaviors in a typical month. Additionally, we’ll review turnkey resources that Visa provides to simplify the launch and management of your small business portfolio.

Fraud Post-EMV – Trends, Expectations, and Best Practices

- Lori Hodges, Risk Services Manager, Visa
  • EMV fallback and fraud on fallback
  • Card not present – what to expect with the new version of 3DS and Visa rule changes in Verified by Visa
  • Digital fraud trends
  • Latest cyber trends

Chip Card

- Fred Csaky, FIS
    This round table is an opportunity to get updated information on how the U.S. migration to chip card is progressing, including issuer stats, cardholder adoption and merchant enablement. Additionally you will learn what FIS will be delivering in 2017 to further support chip cards and for you to share your chip card questions and experience.

Loyalty

- Dan Caggiano, FIS
    This round table session will allow participants to ask general questions about the loyalty environment and ask questions about specific programs. We will also highlight FIS loyalty enhancements and discuss what’s on the horizon for loyalty programs.

Fraud

- FIS
    Card fraud continues to evolve and as an industry we need to proactively leverage fraud solutions to mitigate fraudulent card losses. Card Fraud in general continues to follow the path of least resistance and using innovative products & services can help minimize and detect fraudulent card trends. Using enhanced scoring solutions can help increase fraud detection rates for your credit & debit card programs.

Tokenization

- Jenny Lewis, Connie Davis, FIS
    Join us for an information packed session around “The Pays” and what your Credit Union needs to be prepared for as you build or execute on your mobile payments strategy. Learn what FIS is doing to support our Credit Unions through our Standard Token Services, get visibility into the mandated requirements the brands are behind, and clarification on frequently asked questions.Join us to learn ‘round the table’ just how your peers are handling their entry into ‘The Pays’ playground.

#Underbanked

- Lydia Plunkett, FIS
    The underbanked and unbanked are that way for a reason, this roundtable discussion is focused on understanding their consumer preferences/choices as well as why they make them in order to build an experience that will resonate with this demographic. There are 150 million of these consumers who don’t trust conventional servicing and have built behaviors and habits around their underbanked/underserved world, understanding their philosophies which includes the millennial mindset is vital to future of credit union success.

EMOB –The Key to Increasing New Account Production

- Greg Borchardt, Senior Director, Visa
    Incorporating an Early Months on Book (EMOB) communications strategy in conjunction with your new accounts onboarding process is key to maximizing new debit account activation and usage. Learn how to develop an EMOB communications strategy, what the proper communications cadence is, and what other successful issuers are doing to maximize new account production.

Increasing Debit Usage to Improve Portfolio Growth

- Greg Borchardt, Senior Director, Visa
    Incorporating an Early Months on Book (EMOB) communications strategy in conjunction with your new accounts onboarding process is key to maximizing new debit account activation and usage. Learn how to develop an EMOB communications strategy, what the proper communications cadence is, and what other successful issuers are doing to maximize new account production.