All Sessions

 

1:00 - 3:45 Julie WalserNubia CarrilloRobert JarosinskiJohn AinsworthMichelle ThorntonMatt BarrAmy MacMullenTim BatesNidhi VermaNatalie KellyLori ReevesPaul FioreLeanne Phelps

 

Credit Union Summit @ Card Forum

 

Julie Walser
Loss Prevention & Bank Secrecy Act Officer, UW Credit Union

Nubia Carrillo
Vice President of Payment Services, SchoolsFirst Federal Credit Union

Robert Jarosinski
Senior Consultant - Risk Management, Business Protection, CUNA Mutual Group

John Ainsworth
Executive Vice President, North America Markets, MasterCard

Michelle Thornton
Director, Product Development, CO-OP

Matt Barr
Group Head, North America Digital Payments, MasterCard Worldwide

Amy MacMullen
Senior Product Manager, CO-OP Financial Services

Tim Bates
VP of Credit Risk Management, BECU

Nidhi Verma
Senior Director, Financial Services Research and Consulting, TransUnion

Natalie Kelly
Global Head of Digital Issuer, Processor & Consumer Solution Delivery, Visa

Lori Reeves
SVP, Operations & eServices, Financial Partners Credit Union

Paul Fiore
Founder & Chief Executive Officer, CU Wallet

Leanne Phelps
Senior Vice President, Card Services, State Employees Credit Union - NC

 

Session Description

1:00

Chairperson’s Opening Remarks

1:10

Informing Insights and Actions From Industry Trends

Tim Bates, VP of Credit Risk Management, BECU

Nidhi Verma, Director, Financial Services Research and Consulting, TransUnion

In today’s economic environment, credit unions are well-positioned for growth but must mitigate and manage risk. Many credit unions have implemented a “measured risk” approach that has allowed their portfolios to grow in recent years. In this session, we will examine the “measured risk” approach, analyze how credit union’s market share has developed, and determine how credit unions can further grow their card portfolio.

  • Are there opportunities for credit unions to grow further while mitigating risk?
  • Are credit union loans outperforming non-credit union loans?
  • How are credit union members’ attrition rates and delinquencies different from other lenders?

1:45

Visa Checkout, MasterPass and the Future of Innovation in Digital Payments for Credit Unions

Matt Barr, Group Head, North America Digital Payments, MasterCard

Lori Reeves, SVP, Operations & eServices, Financial Partners Credit Union

Amy MacMullen, Senior Product Manager, CO-OP

Natalie Kelly, Global Head of Digital Issuer, Processor & Consumer Solution Delivery, Visa

Moderator: Michelle Thornton, Director, Product Development, CO-OP

It is difficult if not impossible to envision the true future of an industry that changes daily. But there are some products and services that are so structurally important to the financial services industry that they may advance incrementally – faster, more convenient, more secure – as consumer expectations change, yet the fundamental nature of what they do does not change.

One example of this is the checkout process. Credit/debit card leaders Visa and MasterCard are offering advanced digital payment platforms that, indeed, make the process faster, more convenient and more secure. This panel discussion will cover these new developments – and what we might expect going forward – from a credit union industry perspective, hearing from the card companies and a financial technology company dedicated to the industry. 

  • Payment products and services credit unions need to focus on today
  • How credit unions can make good decisions on what digital payment products and services they should adopt to best serve their members with optimum security
  • The best way to keep abreast of the rapidly changing world of digital payments
  • Thoughts on “The Next Big Thing”

2:30

Emerging Technologies and Battling Fraud in Consumer Payments

Julie Walser, Loss Prevention & Bank Secrecy Act Officer, UW Credit Union

Robert Jarosinski, Senior Consultant, Risk Management, CUNA Mutual Group

 

3:00

Moving the Needle on Emerging Payments Development and Deployment

Nubia Carrillo, Vice President, Payments Division, SchoolsFirst Federal Credit Union

Elizabeth Stana, Product Manager - Consumer Lending, Mortgage Lending, Credit Cards, Georgia's Own Credit Union

Paul Fiore, CEO, CU Wallet

Leanne Phelps, Senior Vice President, Card Services, State Employees Credit Union – NC

Moderator:  Matt Barr, Group Head, North America Digital Payments, MasterCard

3:45

End of Credit Union Summit – Main Program Begins in 15 Minutes

 


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