MAXX Agenda Day Two
REGISTRATION DESK OPEN
BREAKFAST
GLOBAL WOMEN’S LEADERSHIP NETWORK MEET UP
Common Ground Discussion
NEW CEO COFFEE MEET UP
Common Ground Discussion
WELCOME TO MAXX 2023
Opening General Session
Troy Stang || President & CEO, GoWest Credit Union Association
FUTURE ECONOMY: GROWTH OPPORTUNITIES
Keynote
Andrew Busch || Economist, Author, Speaker, Former CMIO to the U.S. Government
The world is going to see more economic change in the next 5 years than we have seen in the last 100 years. Just as the US was getting over the worst of COVID, Russia invaded and China shutdown ports due to COVID. War in the Ukraine, inflation soaring, interest rates spiking, exponential advances in artificial intelligence, supply chains crashing are all examples of the speed of change. But how did we get here? More importantly, where do we go from here? As a futurist and economist, Andy dives deep into exploring how innovation, policy changes and societal shifts (war) drive opportunities for clients. He provides context by doing a “where we’ve been, where we are and where we’re going” for the economy. He takes the trends super charged by COVID & war, then applies them to your industry via a case study to show where money is flowing, and opportunities are growing.
BREAK
CDFI GRANTS: UNLOCKING THE POTENTIAL OF YOUR CU IMPACT
Beyond the Podium
Scott Butterfield || Principal, Your Credit Union Partner LLC
Megan Shover || VP of Culture & Marketing, Canopy Credit Union
With so many grant options, it’s hard to know which ones to explore. Learn how credit unions are leveraging different grants opportunities to best support their members and communities.
Attendee Takeaways: Exploring Different Types of Grants, Maximizing Grant Opportunities, Reasons to Consider Grants, What Types of Grants Are Available to You.
DEVELOPING AN IMPACT PLAN
Beyond the Podium
Kevin Wilhelm || Business Consultant & Speaker
INNOVATIVE LENDING PROGRAMS
Beyond the Podium
Valerie Benson, CUDE || Regional President, Commercial Alliance, LLC
MAKING YOUR MOVE: ANALYTICS PRESCRIBES NEXT BEST ACTION FOR CUs
Beyond the Podium
Stef Luck || Sales Leader, Trellance
Maggie Chopp || Sales Specialist, Trellance
Staying ahead of member sentiment is a lot like a game of chess. Winning requires a combination of strategic planning, tactical expertise and emotional resilience. Players at the highest level have exceptional predictive abilities, calculating several moves ahead and visualizing the possibilities. Lucky for today’s credit union marketers, its now entirely possible to augment their human abilities with prescriptive analytics. In this session, Trellance analytics and technology experts will be joined by Maps Credit Union marketing and business intelligence leaders to explore this augmentation. They’ll share in-market and on-the-horizon practices for gathering both hard and soft data to anticipate members’ needs and react to them faster than the competition.
Attendee Takeaways: Leveraging Next Best Action strategies for member journey mapping. Understand member segmentation concepts. Gathering and analyzing sentiment intelligence. Learn about real-world use cases.
Navigating the Current Economic & Market Environment
Beyond the Podium
Jason Haley || Chief Investment Officer, ALM First
Lunch in the Tradeshow
Arizona GAC Meeting
Special Meeting
Colorado GAC Meeting
Special Meeting
Idaho GAC Meeting
Special Meeting
Oregon GAC Meeting
Special Meeting
Washington GAC Meeting
Special Meeting
Wyoming GAC Meeting
Special Meeting
YP Leads Orientation
YP Leads ONLY
Small Credit Union Roundtable — Small CU Workshop, Serving the Underserved | Relationship-Based Lending for Financial Inclusion
Beyond the Podium
Small CU Workshop, When life happens, financial access is key. Do you know where your members turn for cash when there’s more month than money or unexpected expenses arise? It should be your credit union, not a payday lender.
During this session, we’ll discuss the important role credit unions play in protecting their members’ financial futures, driving financial inclusion and improving the well-being of underserved communities.
Takeaways: Why financial inclusion matters. How relationship-based, small-dollar lending plays a part. What your credit union can do to better serve those who are underserved. How this could impact your credit union’s future success.
Demystifying Innovation
Master Class
“Innovation is too risky…there’s no way we’d ever get budget for that!” “Why change? The way we’ve always done things works just fine for us.” “Let’s just put our employees in a room with beanbags and let them brainstorm.”
Have you come up against these types of responses when you mention innovation at your credit union?
In this deep-dive masterclass, Andrew Downin, chief strategy and growth officer at Vantage West CU, will show you how to overcome these objections, and you’ll practice techniques used by the most innovative credit unions to develop an early, innovative solution for a shared consumer challenge.
At the end of this highly interactive session, you’ll walk away with tools you can begin using to set your credit union up for success on its innovation journey.
Leadership Lessons
Master Class
Break
All State GAC
Reception in Tradeshow
Offsite YP Leads Event