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2016 Conference Agenda

Note: Sessions and times are subject to change
Monday, 04/18/16EventLocation
8:30 - 12:00 pm Optional Training - Technology Happens - Java Jump Start
This course is designed to teach you Java programming. The class will relate material with PowerOn to increase programming knowledge from a base programming language.
Room TBD
8:30 - 12:00 pm Optional Training - Horsetail - Creating an Innovative Culture at your Credit Union
A workshop designed to help credit union leaders learn how to implement and maintain a culture of innovation that will allow your credit union to Thrive! Chris Sachse, CEO of Horsetail Technologies will conduct this workshop teaching his credit union innovation strategy developed during a career of creating and building multiple technology companies.
Room TBD
12:30 - 4:00 pm Optional Training - Cutek - Project Management
Join Ron Murray, CUTEK's President, for an action packed afternoon of Project Management!
Room TBD
1:00 - 4:00 pm Vendor Registration Room TBD
2:00 - 4:00 pm Attendee Registration Room TBD
4:00 - 4:30 pm First Timers Welcome Reception Room TBD
5:00 - 6:30 pm Opening Session - Presented by: Ed Miller Room TBD
7:00 - 9:00 pm Welcome Reception / Vendor Exhibit Opening Exhibit Hall

Tuesday, 04/19/16Delaware ADelaware BDelaware CD
8:00 - 9:00 am Continental Breakfast & Vendor Exhibit Hall
9:15 - 10:00 am

Stickley on Security
Secure Might Actually Be Insecure
(Delaware CD)

Security solutions continue to advance making it far more difficult for identity thieves and cyber criminals and yet these hooligans are still finding ways to succeed. In this session Stickley will shift his focus from financial institution security and instead focus on the risks that you, your members and your employees are facing in everyday life. As usual, Stickley will demonstrate several new techniques that cyber criminals are using to gain access to confidential information and online accounts. In addition he will touch on some more recent physical security concerns that anyone who travels should be aware of. As if that is not enough, everyone in attendance will get a sneak peek at BadPhish, the new phishing simulator from Stickley on Security that will be changing the way you test your employees.

10:00 - 10:20 am Break - Vendor Exhibit Hall
10:20 - 11:05 am Adapt Telephony
10 Must Have Applications for Symitar Credit Unions

Come hear about and see a live demo of the 10 Must Have Applications that every Symitar credit union needs. Adapt has over 140 credit union customers and 87 are Symitar customers. Adapt provides Enterprise VoIP, Next Gen Contact Center and Bank-by-Phone solutions to credit union nationally. Adapt is a Symitar Business Partner and VIP partner.
Solving the New-Age Banking Challenge…
The Banno Digital Platform

Today, financial institutions face a new challenge, one of digital engagement across all channels to enhance the total member experience. Come see how we are meeting this challenge with the continued development and rollout of new digital products and services, as well as the integration of the digital and in-branch experiences. The Banno Digital Platform provides a uniform, seamless experience for end-users while giving credit union staff the features necessary to manage all aspects of your digital channel. Banno ensures your credit union remains an all-encompassing online/mobile service provider that plays a central role in the financial lives of not only your “New-Age Bankers,” but also your traditional members.
Envoy - Flexibility at your demand

CUTEK recently shipped a new application system, written from the ground up with YOU in mind. Join us as we show some of Envoy’s cool features bringing you the flexibility you need to enhance your membership and lending process with a price structure that doesn’t penalize you for your own success.
11:05 - 11:25 am Break - Vendor Exhibit Hall
11:25 - 12:10 pm WRG
Tellergy - Increasing Branch Efficiency and Security

Wescom Resources Group is pleased to introduce Tellergy - our system for dramatically advancing the teller experience.
During our session, we will show you how Tellergy improves the security and process around teller transactions and member interactions.
We will address topics like member identification and authentication, signature capture, marketing opportunities, transaction verification and more!
Millennial Vision, Inc
Are you ready to move beyond Basic Document Imaging?

Basic Document imaging has been around for many years and most credit unions use some rudimentary form of it in their daily operations.
However advances in Enterprise Content Management (ECM) systems have far surpassed the basic requirements of the original electronic storage programs by allowing all programs within the enterprise to utilize the power of true ECM systems.
Come learn how Workflow automation, Business Process Management, Forms creation and automation and Collaboration tools can dramatically change your credit union operations.
We will be discussing strategies on how to prepare for these types of programs by focusing on aligning business processes, document retention and regulatory requirements, infrastructure and how to prepare to move beyond straight imaging and on to Enterprise Content Management Solutions.
FFIEC Cybersecurity Assessment Tools
Mark Berman, Horsetail Technologies
12:30 - 1:30 pm Buffet Lunch & Vendor Exhibit Hall
1:35 - 2:20 pm CFS Consulting
Find the Gold in Analytics/Big Data

Analytics and Big Data are two terms that you hear a lot about these days, but what do they mean to a credit union? What is Big Data in a credit union? How can Analytics help a credit union? Jason Bedsworth will share ways that credit unions can turn Big Data and Analytics into something more meaningful than just technology buzz words. In this session you will see how you can mine the gold out of the wealth of data that exists within the credit union into growing and/or retaining membership, curbing risk and operating more efficiently. This session will be helpful to both ARCU and non-ARCU customers. There will also be tangible concepts and utilities that you can take back to your credit union to implement.
Ease Roundtable

Join Jordan Urso and a bevy of credit unions currently on EASE – what’s the big deal??
James Burke-Frasier

2:20 - 2:40 pm Break - Vendor Exhibit Hall
2:40 - 3:25 pm Symitar Professional Services
Not Your Grandparents’ PowerOn-Brad Hutchinson

In this presentation we will describe the existing programming capabilities offered through Episys. These would include PowerOn, SymXchange, APIs, web services, 3rd party integrations, etc. We will showcase a demonstration application utilizing each and inform the audience of possible uses for each. The discussion will include who Professional Services is and how we can help write and implement products and services using these technologies.
NetTeller Roundtable
Hosted by: Stanley Weschler - Andrews FCU, Walnita "Neets" Brown - Charter Oak FCU
Mark Shell - FedChoice FCU
Marketing for Member Growth

One credit union’s journey for developing and executing effective strategies for marketing and business development.
3:25 - 3:45 pm Break - Vendor Exhibit Hall
3:45 - 4:30 pm CFM
Rise of the Universal Associate and Self-Service Machines: SymExchange Integrations to Conquer Branch of the Future Initiatives

Is your branch network ready for the future? This session will zero in on the challenges credit unions face when trying to upgrade and integrate new technology, the innovations that are driving credit unions into the future, and the roadway to reinventing your branch into a trailblazing institution. You’ll take away several ideas on implementing self-service initiatives, the realities of Universal Associates, cash automation, and other integrations to create a better flow within your branch. Most importantly, we’re going to party like it’s 3099.
The Next Big Thing… jhaEnterprise Workflow

Technology to streamline operations, drive organizational efficiency and ensure governance across multiple platforms and business processes.
Laurie Gross - Utilities Employees Credit Union
Employee Change Process

Basically, we needed a formal (documented) process that addresses Employee changes. This includes: new employees, departing employees and job position changes.
Previous documentation was scattered about and not centralized. Research was needed to gather the information and decide how it would be documented. The solution we came up works well for us.
Discuss the ideas and challenges that were presented and why we decided on our current process. What other processes were added as a result of this project.
3:30 - 5:30 pm Networking Break - Beverage and Snack (from 3:30 - 3:50) in Vendor Exhibit Hall
7:00 - 11:00 pm Evening Event The 70's - Get your Hustle on!!

Wednesday, 04/20/16Delaware ADelaware BDelaware CD
8:00 - 9:00 am Continental Breakfast & Vendor Exhibit Hall
9:00 - 10:00 am Let's Play SymEast Feud! (Delaware CD)
10:20 - 11:05 am IMS Integration
The Future of Document Processing

Save BIG with Make A Statement! Learn how Make A Statement allows credit unions to save drastically through print/postage savings and fixed pricing on unlimited eDocuments. The Make A Statement product organizes statements, tax forms and notices within one flexible web based tool which you can host in-house or we can host for you. Watch how you can take control of marketing and quickly test changes to your statement marketing campaigns. In addition to statement and tax form processing, Make A Statement is a powerful notice processing engine that combines multiple different notice types into single notices, saving on printing and postage costs (also providing the option to household your print notices to save on postage). With Make A Statement, you are also able to leverage this tool to push data directly to the member through instant SMS/email notifications. Step outside the printer provided processing box and experience the future of document processing
Why Infrastructure is headed to the Cloud –

Join us for a quick update on the latest offering for your Episys infrastructure and some detailed information about why so many businesses are moving their infrastructure into the cloud, why this is especially appealing to the financial market, and how JHA beats the competition.
Technology Happens
"WHY" you need efficiency studies

Member’s expectations are changing! We need to invest in technology to grow and still attract all generations. Faced with these challenges we will explore how efficiency studies can assist in making the credit union processes more efficient and simplifying your engagement with your members.
11:05 - 11:25 am Break - Vendor Exhibit Hall
11:25 - 12:10 pm AccessSoftek
Mobile: The Next Generation of Lending

Now that multiple forms of mobile lending are live, the data show remarkable success. In one case, more short-term loans are made through mobile than through the online channel. With our real-time mobile lending system, a user can go from first click to cash in their account in under 30 seconds. Access Softek will discuss the advantages of mobile lending and available options.
Jonathan Cilley - Hudson Valley
Source Code Version Control

Symitar Roadmap

Meg Bannister, Episys Technical Product Solutions Consultant, is going to share the Episys technology roadmap and vision, including how we got where we are and where we plan to be in the future. She’ll talk about the transition of the Episys database from hierarchical to relational to continuous availability and (while not required) the future option for a commercial relational database, as well as how our data warehouse (ARCU) and our new operational data store (EDS) fit into these plans. She will cover tools for customization and integration, like SymXchange, jXchange, CUFX, PowerOn2, SymForm PDF, and more. She will provide an overview of plans to continually improve the user experience, from a customizable UI with a workflow-driven interface and single sign-on. And, no technology roadmap would be complete without plans to address the ever-increasing need for security.

12:30 - 2:00 pm Buffet Lunch & Vendor Exhibit Hall - Drawings will occur during lunch - must be present to win!!
2:15 - 3:00 pm Vendor Feedback Session
Vendor Partners - come share your experience with the SymEast Committee!

PowerOn Roundtable
Hosted by: Stanley Weschler - Andrews FCU

3:00 - 3:20 pm Break
3:20 - 4:05 pm Credit Union Feedback Session
Credit Union Attendees - come share your experience with the SymEast Committee!

PowerOn Roundtable
Hosted by: Stanley Weschler - Andrews FCU

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