All Sessions

 

1:00 - 3:30 Charlotte NortonTom DavisBrian Ziff-LevineIan MacallisterMark SievewrightZach PerretRobert Stock

 

Credit Union Summit @ Card Forum

 

Charlotte Norton
Senior Vice President, Central Operations, Randolph-Brooks Federal Credit Union

Tom Davis
Senior Vice President, Finance & Technology, CSCU

Brian Ziff-Levine
Director of Cards and Payments, First Tech Federal Credit Union

Ian Macallister
Vice President Market Strategy - Partnerships, Early Warning

Mark Sievewright
Vice Chairman, Fiserv Credit Union Solutions

Zach Perret
Co-Founder, Plaid

Robert Stock
Vice President of Business Development, Simility

 

Session Description

Credit Union Summit @ Card Forum

1:00

Chairperson’s Opening Remarks

 

1:15

What’s Next: The Future of Cards & Payments For Credit Union Members

Charlotte Norton, Senior Vice President, Central Operations, Randolph-Brooks Federal Credit Union

Tom Davis, Senior Vice President, Finance & Technology, CSCU

This session will cover life beyond EMV and digital wallets. It will explore whether biometrics, wearables, BTLE or beacons are the next big thing in payments. It will also provide updates on the Faster Payments Task Force of the Federal Government.  Attendees will also get a first hand look into one of the industry’s leading credit unions, Randolph-Brooks FCU.  Attendees will gain insight around”

  • Randolph-Brooks FCU’s digital/mobile strategies and roadmap
  • Randolph-Brooks FCU’s strategies on using digital products to attract and meet the demands of millennials
  • Randolph-Brooks FCU’s strategy on moving away from plastics.  How will tokenization and other technologies change plastic issuance and how their members interact with their payment products?

1:45

Faster P2P Payments: How Can Credit Unions Better Compete For Millennial Market Share?

Brian Ziff-Levine, Director of Payments and Cards, First Tech Federal Credit Union

Ian Macallister, Vice President, Strategic Partnerships, Early Warning

The P2P payments industry, popularized by fintechs and championed by the millennial generation, has spawned a new ecosystem for how we pay each other. However, the industry is still evolving—a typical P2P payment can take days for the recipient to receive funds. How can issuers make sure that they’re providing the best possible, secure experience for their customers?  Join Brian Ziff-Levine, director of cards and payments at First Tech, and Ian Macallister, vice president, strategic partnerships at Early Warning, for a lively discussion on the value of P2P payments and its impact on credit unions.

Attendees will learn:

  • What has First Tech Federal Credit Union learned about how its members’ prioritize customer experience, convenience and security?
  • How have smaller financial institutions learned to work together to embrace P2P payments?
  • Where is the future of P2P heading and how can credit unions better engage millennials leaning toward new personal finance platforms?

 

2:15

How Credit Unions Can Leverage APIs to Bring Innovative Products to Their Members

 Zach Perret, Co-Founder, Plaid

 

2:45

Crystal Ball: How Can Today’s CUs Meet The Needs of Tomorrow’s Members?

Robert Stock, Vice President of Business Development, Simility

Moderator: Mark Sievewright, Vice Chairman, Fiserv Credit Union Solutions

 

3:30

End of Credit Union Summit

 

 


 All Sessions