Digital Sessions from 2021 Summit

Workshop Title

Digital Strategy Sessions from 2021 Summit

About This Course

About this Course

In this on-demand course go through the sessions focused around digital strategy from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like, importance of digital technologies, digital transformation lessons, organizational readiness and analycal maturity.

What you will Learn

What you will learn

  • Understand the importance of digital technologies for Financial Institutions
  • Learn to build a digital transformation roadmap with insights and strategies directly from a CEO
  • Understand what is a balanced scorecard and how it can help.
  • Understand organizational readiness for digital transformation.

Workshop Content

PART1

Importance of Digital Technologies for FIs

This keynote by Mark Sievewright, Founder and CEO, Sievewright and Associates, will help you understand why it is important for financial firms to adopt digital technologies and how they can do that.

Mark Sievewright

Founder and CEO, Sievewright & Associates

With more than 30 years of financial services experience, Mark is a renowned industry thought-leader who has held senior leadership positions at HSBC, MasterCard International, Payment Systems Inc., TowerGroup (where he served as CEO) and Fiserv where he served as president of the company's Credit Union Solutions division. Mark has worked directly with numerous credit unions in the successful formulation and execution of their strategic plans. He has spoken at more than 250 credit union events and is the recipient of a number of industry awards. In 2010, Mark was merited the Ambassador Award by the World Council of Credit Unions (WOCCU) for helping credit unions better understand and capitalize on their market strengths; and, in 2015, he finished runner-up in Credit Union Times' 25th anniversary contest to find the most influential leader in the credit union movement since 1990.

PART2

Digital Transformation Lessons Through the Eyes of a CEO

The rapid pace of technological change is disrupting the status quo and threatening to make many credit unions irrelevant in their marketplace. But how can community-oriented credit unions compete with the massive technology spending by the large national banks and respond to new fintech competitors? Every leadership team must have a concrete plan to improve its competitive position in an increasingly digital-first world. This is your opportunity to build a digital transformation roadmap with insights and strategies directly from a CEO with first-hand experience tackling these challenges.

Joe Mirachi

CEO, Launch Credit Union

As CEO of Launch Credit Union, Joe leads the transform of his organization from what they are today - to what they aspire to become. In order to facilitate this journey, he ensures that they have a viable strategy, the right people are in the right roles and a culture of continuous learning.

PART3

PSECU Insights, Our journey to the next level of analytical maturity

PSECU executive team has created a “Balanced Scorecard”. The session covers how their journey and experience has been with it.

Robert Burger

Chief Data Officer, PSECU

Rob has been the Chief Data Officer at PSECU (PA State Employees Credit Union) for the past 7 years. He has held many roles at PSECU over the past 29 years where he started out as a Computer Operations Analyst and worked his way to a programmer, then programming manager, Chief Technology Officer, and now in his current role as CDO. He leads the business intelligence movement and works with the data analysts within the credit union where he focuses on opportunities for predictive models, research analytics, trending analysis, business solutions, and best practices for analytical reporting for departments and decision-makers across the CU. He has a bachelor’s degree in Computer Science and has over 28 years of experience with credit union data and analytics.

PART4

Organizational Readiness for Digital Transformation

Benjamin Maxim from MSU Federal Credit Union will share a compelling story around organizational readiness for digital transformation that includes internal alignment, prioritization, execution, implementation, and communications.

Benjamin Maxim

Assistant Vice President of Digital Strategy & Innovation, MSU Federal Credit Union

Ben Maxim joined MSU Federal Credit Union in 2007 and currently serves as Assistant Vice President of Digital Strategy and Innovation. He is responsible for assessing emerging business trends and technologies, facilitating innovation throughout the Credit Union, and providing strategic direction for existing and future digital channels.

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