3rd Annual CUNA Technology Council CIO /
Operations & Member Experience Council COO Forum

May 30 – 31, 2018 | Hutton Hotel | Nashville, TN

The CUNA CIO/COO Forum will bring credit union senior technology and operations executives together to share best practices and discuss relevant industry challenges and opportunities.  Find out what your peers are talking about in an open forum environment driven by attendee input.

Forum Rates:  CUNA Members - FREE  /  Non-CUNA Members - $1,195

Register Now


Downloadable Agenda

Forum Facilitators: Mike Atkins and Heather Lally

Day One:

Wednesday, May 30, 2018

(Combined CIO/COO Forum Day)
1:00-1:10 pm Welcome and Introduction to CUNA Councils

Mike Atkins, CUNA Technology Council Chair Heather Lally, CUNA Operations & Member Experience Council Chair
1:10-2:10 pm Gartner Top 10 Strategic Trends for 2018

Technical Analyst, Gartner, Inc.

Artificial intelligence, immersive experiences, digital twins, event-thinking and continuous adaptive security create a foundation for the next generation of digital business models and ecosystems.

Q&A (last 15 minutes)

2:10-2:30 pm Networking Break
2:45-4:30 pm Building High Performance Teams

Moderator: Randy Harrington, PhD CEO/Senior Consultant, Strategic Arts & Sciences

Join your CUNA Council peers thought provoking and interactive presentation from Randy Harington, CEO of Strategic Arts & Sciences. This session will explore how Operations and IT departments can improve teamwork and interdepartmental collaboration to further the credit union performance and services provided to credit union members. Randy is a thought leader in the field of high-performance teams. He is a sought after He is a sought after worldwide for his work around strategic planning, building innovation, teamwork, and digital readiness.

5:00-6:30 pm Reception

Network with your fellow CIOs/COOs

Day Two:

Thursday, May 31, 2018

8:00-8:30 pm Networking Breakfast
8:30-10:00 am Operations & Member Experience Welcome and Introduction

Heather Lally, CUNA Operations & Member Experience Council Chair


Roundtable Discussion:

Current Industry Challenges and Strategic Opportunities
Is the credit union industry at an inflection point? What challenges are we facing that can be transformed into opportunities?

8:30-8:45 am Technology Welcome and Introduction

Mike Atkins, CUNA Technology Council Chair
8:45-9:30 am Innovation Discussion – Gartner Analyst
9:30-Noon Roundtable Discussion Topics:
(Prior to the meeting attendees will be surveyed for top discussion topics from the list below)
  • Blockchain, Cybersecurity, Robotics / AI / Robotics Process
  • Automation, Strategic IT Modernization
  • Cloud: The Shift in IT Infrastructure
  • The Internet of Things (IoT), Trends in Software as a Service (SaaS)
  • Benchmarking your IT Organization
  • CIO Leadership & Influence
  • DevOps Practices
  • Developing an IT Innovation Culture Aligned with the Business Culture
  • IT Team Member Engagement
  • IT Transformation: When IT Shifts from Supporting the Business to Becoming the Business
  • Adaptive IT: Staying Responsive to your Organization's Business Needs
  • Measuring ROI for your Innovation Programs
  • Women in IT Leadership
10:15-Noon Roundtable Discussion:

Raising the Bar and Staying Ahead of the Curve
With companies such as Amazon setting the standard for ease of use, how does your member experience compare? Let’s discuss our member’s expectations and what we need to do to stay relevant.
Noon-1:00 pm Networking Lunch
1:00-2:45 pm Moderated Roundtable Discussion: What Keeps You Up At Night?
(Prior to the meeting attendees will be surveyed for desired discussion topics.)
2:45-3:00 pm
Thank You and Parting Words

Mike Atkins, CUNA Technology Council Chair

Conclusion and Attendee Requests for Follow-up

1:00-2:45 pm Roundtable Discussion:

Are You Driving or Being Driven?
Are you spending time driving the strategy for your credit union or reacting to what others are doing? How effective is your strategic planning and are you reaching your objectives? If not, what is standing in your way?
2:45-3:00 pm Thank You and Parting Words

Heather Lally, CUNA Operations & Member Experience Council Chair

Conclusion and Attendee Requests for Follow-up

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.