| Sunday, June 11, 2017 |
| 5:30 PM |
Welcome Reception in Exhibit Area |
| Monday, June 12, 2017 |
| 8:00 AM |
Welcome to AXFI |
Paul Ablack, CEO, OnApproach |
| 8:15 AM |
Keynote: Simplifying Complexity |
Eric Berlow, TED Senior Fellow and Complexity Scientist |
| 9:30 AM |
Analytics Breakout: Using Analytics to Drive Intelligent Loan Portfolio Management Decisions |
Michael Cochrum, VP of Analytics and Advisory Services, CU Direct |
| Innovation Breakout: Top of App - Interchange Erosion |
John Best, CEO, Best Innovation Group |
| 10:30 AM |
Break in Exhibit Area |
| 11:00 AM |
Analytics Breakout: Leveraging Data To Create A Solid Growth Strategy Foundation – A Credit Union Success Story |
Ryan Drake, CFO, Our Community Credit Union (OCCU); Anne Legg, Founder, THRIVE Strategic Services |
| Innovation Breakout: Raspberry Pie Workshop |
John Best, CEO, Best Innovation Group |
| 12:00 PM |
Networking Lunch |
| 1:00 PM |
Keynote: Innovations in ACH Payments to Enhance Customer Services and Offerings |
Jan Estep, CEO, NACHA |
| 2:00 PM |
Analytics Breakout: On the Path to the Promised Land …. People Data …. the Future of Marketing |
Shawn O'Neal, Founder and CEO, SO Analytics |
| Innovation Breakout: Chat is the New Browser |
Elizabeth Robins, Product Director, Best Innovation Group |
| 3:00 PM |
Break in Exhibit Area |
| 3:30 PM |
Analytics Breakout: The Business Use of Data Analytics - What is the ROI and How to Achieve It |
Dr. Joseph Breeden, CEO, Prescient Models; Ben Morales, CEO, Q-Cash Financial |
| Innovation Breakout: Sovrin Identity – Protecting Member Identity in a Big Data World |
Phil Windley, Enterprise Architect, Brigham Young University |
| 4:40 PM |
Keynote: Fintech, Blockchain, and Digital Transformation: Where Do We Go From Here? |
Manuel Stagars, Economist, Film Director, Author and Serial Entrepreneur |
| 5:30 PM |
Free Time |
| Tuesday, June 13, 2017 |
| 8:30 AM |
Keynote: Loyalty-in-the-Moment: The New Norm of Generation CX - Why Today's CX Methods and Metrics Won’t Work Anymore |
Rhonda Sheets, CEO, Support EXP |
| 9:30 AM |
Analytics Breakout: Lessons for Building An Analytics Culture At Your CU |
Rich Jones, Principal, Leading2Leadership; Brewster Knowlton, Principal, The Knowlton Group |
| Innovation Breakout: Using Big Data to Manage Risk and Enhance Member Engagement |
Adam Elliott, Co-Founder and President, ID Insight; Keith Richmond, Director of Client Reporting & Analytics, Affinion Benefits Group |
| 10:30 AM |
Break in Exhibit Area |
| 11:00 AM |
Analytics Breakout: Marketing Automation - The Critical Last Mile |
Paul Jaramillo, Co-Founder and CEO, Documatix; Bryan Schmidt, Marketing Analyst, Affinity Plus Federal Credit Union |
| Innovation Breakout: CU Ledger – Credit Union Use Cases |
John Best, CEO, Best Innovation Group |
| 12:00 PM |
Networking Lunch |
| 1:00 PM |
Keynote: The Data Analytics Journey @ Disney's Partner's CU |
John Janclaes, CEO, Partners Federal Credit Union |
| 2:00 PM |
Analytics Breakout: Applying Big Data Technology at a Credit Union - A Case Study |
Anne Legg, Founder, THRIVE Strategic Services; Len Hendricks, CTO, Celero Solutions |
| Innovation Breakout: Reimagining Lending …is Digital Transformation the Solution? |
Joe Brancucci, President, CU RateReset |
| 3:00 PM |
Break in Exhibit Area |
| 3:30 PM |
Keynote: The Rise of the Bots - Relationship Banking in the Age of Unbundling |
Neff Hudson, Vice President Corporate Development, USAA |
| 4:40 PM |
The 2017 Best Practices in Analytics Competition |
Finalists - OneAZ Credit Union; Our Community Credit Union (OCCU); Partners Federal Credit Union (PFCU) |
| 5:30 PM |
Networking Cocktail Reception in Exhibit Area |
| Wednesday, June 14, 2017 |
| 8:30 AM |
Keynote: The Rise of the Merchant Wallet |
Chuck Davidson, Head of Customer Engagement, Cardfree |
| 9:30 AM |
Killer Fintech Applications – Speed Rounds |
Alpharank; FIVE; Setit Credit; CU Rate Reset; Relevant Solutions; Semantify; Q-Cash Financial; Constellation |
| 11:00 AM |
Keynote: Empowering Financial Services through the Transition to the Cloud |
John Best, CEO, Best Innovation Group; Brian Moore, Global Technology Advisor, Microsoft; Pete Sedgewick, Consultant Cloud, Security and Infrastructure, Best Innovation Group |
| 12:00 PM |
Conference Adjourns |
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| *Agenda as of 4-3-17. Agenda subject to change. Please check back for updates. |