2015 Conference Agenda

SMUG Meeting March 25, 26 and 27, 2015 Tentative Agenda 1/21/15

Wednesday March 25
•Opening session – Meet and Greet
•Technology Plan and Product Roadmap by Don White and Scott Belle, Symtiar (All Session)
•Loan Promotional Fields – Creative uses for big CU Impact! By James Burke-Frazier, Symitar
•Managing File Madness by Joe Marton, Novell
•The Importance on Having a Mobile & Digital Strategy for Credit Unions Going Forward in this Industry by nCino
•Enterprise Wide IT Automation by SMA Solutions
•HTML by Michael Orozco-MO Consulting
•Unlocking the True Power of your Data by Denny Howell
•Tellergy for Verifone by Sam Kang and Kerry Schiappa, Wescom Resource Group
•How to Maximize your Core Data with Authenticated Member Communications by Adapt
•ARCU Tips, Tricks and Valuable Features by Jason Bedsworth, CFS Consulting Group

Wednesday Evening Networking Event – Go Karts

Thursday March 26
•Security by Jim Stickley – (All Session)
•SymXchange Update by Ron Kaplan and Scott Belle, Symitar
•Easily Solve-Collaboration Challenges by Richard Borden and Joe Marton, Novell
•MVP by Mike Blumenthal, Technology Happens LLC
•The Next Generation of Online Banking by Access Softek
•What can Cutek do to Help your Credit Union? by Cutek
•Is Call/Contact Center Outsourcing Right for my Credit Union? By Steven Holmes, AnyHour Solutions
•Cards / EMV / iPay Roundtable
•Meridian Link Roundtable
•Project Management Roundtable
•PowerOn Roundtable by Michael Orozco-MO Consulting

Thursday Evening Networking Event

Friday March 27
•Training Session – Mock drill
•½ day session by Tom Williams, Centurion (see Thomas’s Bio Here)
◦The Centurion Mock Disaster Drill provides financial institutions with practical guidance and preparedness for worst-case scenarios that can cause significant business disruptions.

Through this drill, your ability to react to a major disaster event will be tested. The objective of the drill is to provide an environment to test your credit union’s ability to recover from a major disaster event. You will be teamed with some of your credit union peers and will be presented with situational events resulting from a disaster. Your team will have to make the difficult decisions to restore bank operations and service members. The drill is action-packed and interactive with some fun sprinkled in.

•Training Session – Symform PDF
•½ day training by Mike Blumenthal and Josh Rademacher