Agenda Main

Whether you join us in person or via the virtual-only option, we are taking great care to curate an exclusive agenda of thought-provoking content and activities tailored specifically for the credit union industry. Check out the agenda filled with access to proprietary research, stellar speakers, and inspirational breakout sessions and roundtables that will leave you with actionable insights applicable to serving your members and growing your credit union.

Monday, May 2 Arrival day

Tuesday, May 3 Know your members like never before

Current Agenda at a glance:

Arrival

Afternoon

Charity event supporting Children’s Miracle Network Hospitals

Evening

Welcome reception

Morning

Breakfast and networking

Morning

General sessions with Samantha Paxson, Sallie Krawcheck, Ken Kocienda, and more to be announced!

Afternoon

All day

1:1 Advisor sessions

Evening

Chicago Cubs game & networking

Morning

Breakfast and networking

Morning

General sessions with Jim Nussle, Gigi Hyland, Todd Clark, Bruce Dragt, and more to be announced!

Afternoon

All day

1:1 Advisor sessions

Evening

Free night to explore Chicago

Wednesday, May 4 Be their choice for every moment

Morning

Breakfast and networking

Morning

General sessions with speakers to be announced!

Afternoon

All day

1:1 Advisor sessions

Evening

Celebration party at Navy Pier

Thursday, May 5 Embrace the power of connection

All day

Departure day

Friday, May 6 Departure day

Rethink everything

rejoin us live

CHICAGO | MAY 2–6, 2022

Overview

Speakers

Agenda

Location

Breakout sessions • Brain Shift:

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Breakout sessions Data Activation Track • Leveraging Data in New and Intelligent Ways • Optimize Your Fraud Metrics: How to Maintain Prudent Fraud Strategies

Payments Strategy Track • Member Experience (MasterClass – earn 1.5 CPE credits)

Breakout sessions Data Activation Track • Brain Shift: Why Behavioral Economics is the Future of Credit Unions

Panel: Beating the Competition for Relationship Share Against Big Tech and Fintech

Power Sprint: How Microsegments Activate Lifestyle Banking

Power Sprint: Case Study: How SmartGrowth Leads to Triple-Digit Growth

• •

Converging Technology Track

Power Sprint: Kids These Days: Capturing the Hearts, Minds and Wallets of Young Members

All day

Departure day

Friday, May 6 Departure day

• The Ethical Usage of Data

Thursday, May 5

Converging Technology Track • Blockchain and Bitcoin: What Does the Future Hold • How to use APIs to Fulfill Your Digital Strategy • How to Blend Technology and Human Intuition to Better Serve Members

Payments Strategy Track • Four Strategies to Maximize Debit Interchange Revenue • Connecting Payments and Lending to Drive Growth • Understanding Microsegments to Activate Lifestyle Banking

Wednesday, May 4

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:00 a.m. – 4:00 p.m. 8:30 a.m. – 11:45 a.m. 12:00 p.m. – 1:00 p.m. 12:00 p.m. – 1:00 p.m. 12:00 p.m. – 4:00 p.m.

Registration Open Breakfast 1:1 Advisor Sessions Co-op Solutions Showcase General sessions with Samantha Paxson, Sallie Krawcheck, Ken Kocienda, Dave Logan and more! Lunch / Shareholder Meeting 1:1 Advisor Sessions General Sessions / Studio Sessions / C-Suite Roundtable

Afternoon

Breakout sessions : • Brain Shift: Why Behavioral Economics is the Future of Credit Unions • Understanding Microsegments to Activate Lifestyle Banking • SmartGrowth Credit Union Case Study • Competing for a Share of Relationship Against Big Tech and Fintech • Kids These Days: Capturing the Hearts, Minds and Wallets of Young Members

All day

Data Activation Brain Shift: Why Behavioral Economics Is the Future of Credit Unions (Master Class – earn 1.5 CPE credits)

Tuesday, May 3

Monday, May 2 Arrival day

All day 12:00 p.m. 2:00 p.m. – 4:00 p.m. 3:00 p.m. – 5:30 p.m.

Arrival Registration Opens 1:1 Advisor Sessions

Charity Event: Chicago River Tour supporting Children’s Miracle Network Hospitals

Current Agenda at a glance:

Panel: Leveraging Data in New and Intelligent Ways

• •

Power Sprint: Optimize Your Fraud Metrics Without Compromising Your Members’ Experience

Master Class: Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (MasterClass – earn 1.5 CPE credits)

•

Converging Technology Track • Transforming Your Credit Union Into an Ecosystem Integrator • Building a Culture of Member First Innovation

•

Power Sprint: Blending Technology with Human Intuition to Transform Member Experience

Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue

How to Maintain Prudent Fraud Strategies Without Compromising Your Members’ Experience

Payments Strategy Track

Power Sprint: Connecting Payments with Lending to Drive Growth

Power Sprint: Cryptocurrency: What Does the Future Hold?

Converging Technology Track

•

7:00 a.m. Registration Open

Location: Sheraton Grand Chicago

7:00 a.m. – 8:30 a.m. Breakfast

7:30 a.m. – 8:30 a.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Tuesday, May 3

Monday, May 2

Agenda at a glance

Full agenda

Download agenda

Based upon activity preferences listed during registration. Enjoy your scheduled activity one day and a free afternoon to explore the other day!

Location: Sheraton Grand Chicago

8:00 a.m. – 4:00 p.m. Co-op Solutions Showcase Casually walk into the Co-op Solutions Showcase to get the look and feel of Co-op products and solutions, firsthand! Connect with our experts to see a live on-demand demo and get your questions answered or join us during one of our scheduled demonstrations.

Wednesday, May 4

Thursday, May 5

12:00 p.m. Registration Opens Your first stop at THINK 22 – pick up your badge at our concierge desk.

Location: Sheraton Grand Chicago

2:00 p.m. – 4:00 p.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Suggested attire: City Casual Location: Esplanade Sheraton Grand Chicago

6:30 p.m. – 7:30 p.m. Welcome Reception Meet for a drink and appetizers – then go explore Chicago!

Our private architecture boat tour will leave from the dock directly behind the THINK host hotel, Sheraton Grand.

$200, all proceeds going to Children’s Miracle Network Hospitals

To register for this event, select this event as an add-on item when you complete your THINK 22 conference registration. To add this event to your current THINK 22 registration, you will need to modify your existing registration by clicking the link on your registration confirmation email.

Location:

Cost:

Registration:

3:00 p.m. – 5:30 p.m. Charity Event: Chicago River Tour Experience the fascinating history behind more than 50 buildings along the Chicago River and hear how Chicago grew from a small settlement into one of the world’s largest cities in less than 100 years. You’ll hear the best overview of Chicago’s architecture and its history!

Welcome to THINK 22!

Tuesday, May 3

Monday, May 2

Location: Sheraton Grand Chicago

Speaker: Samantha Paxson Location: General Sessions Main Stage

Speaker: Todd Clark Location: General Sessions Main Stage

9:10 a.m. – 9:15 a.m. Welcome from Co-op CEO Todd Clark Co-op CEO Todd Clark addresses audience, welcoming back in person.

8:45 a.m. – 9:10 a.m. Co-op Welcome: Rethink Everything Co-op CXO Samantha Paxson welcomes us to THINK 22 and reveals proprietary research outlining the opportunity ahead of credit unions and the key themes of THINK 22.

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Sallie Krawcheck Location: General Sessions Main Stage

9:30 a.m. – 10:15 a.m. Keynote Presentation Ellevest founder Sallie Krawcheck speaks to how Ellevest leverages micro-segmentation to promote the financial wellness of women investors.

9:15 a.m. – 9:25 a.m. THINK 22 Kickoff with Jean Chatzky Jean Chatzky returns to host the main-stage program and introduces the Day 1 theme: “Know Your Members Like Never Before.”

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Ken Kocienda Location: General Sessions Main Stage

10:30 a.m. – 11:15 a.m. Keynote Presentation Former Apple product engineer Ken Kocienda explores the intersection of humanity and technology, and helps pay off how “knowing your members” creates a superior product experience.

10:15 a.m. – 10:30 a.m. Morning Break

Speakers: Jean Chatzky, Sallie Krawcheck, Ken Kocienda, Todd Clark and Chris Groshko (Advantis Credit Union) Location: General Sessions Main Stage

12:00 p.m. – 1:00 p.m. Lunch Break

11:15 a.m. – 11:40 a.m. THINK It Out: “Know Your Members Like Never Before” Jean Chatzky leads a main-stage roundtable featuring Sallie Krawcheck, Ken Kocienda, Chris Groshko and Todd Clark. This talk breaks down how credit unions can get to know their members better and leverage some of the ideas brought forth by Sallie and Ken such as how to reach undiscovered segments and empower people with personal technology.

Location: Sheraton Grand Chicago

12:00 p.m. – 1:00 p.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

12:00 p.m. – 1:00 p.m. Co-op Shareholder Meeting Join us for this annual review of Co-op's corporate performance in the past year, and a look ahead for the company in the coming year. The agenda will include presentations by Co-op Chairman of the Board Benson Porter and Chief Executive Officer Todd Clark. Lunch provided.

Speaker: Dave Logan Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

2:00 p.m. – 2:30 p.m. Break

1:00 p.m. – 1:55 p.m. Keynote Presentation + Q&A The Day 1 General Session recommences with Dave Logan – Business Professor USC Marshall School and author of Tribal Leadership and Three Laws of Performance.

Data Activation 2:30 p.m. – 4:00 p.m. Brain Shift: Why Behavioral Economics Is the Future of Credit Unions (MasterClass – earn 1.5 CPE credits)

12:00 p.m. – 3:00 p.m. Co-op Studio Hear from some of our featured speakers on the main stage and other experts from Co-op and the credit union industry in a smaller setting at the Co-op Studio.

Power Sprints: Industry-focused breakout sessions Choose sessions from three concurrent tracks to customize your THINK 22 experience.

Attire: Baseball casual, show your team spirit! Location: Wrigley Field

6:40 p.m. – First Pitch! Cubs vs White Sox Baseball Game Co-op is taking everyone Out to the Ball Game at the beloved and iconic Wrigley Field as The Cubs take on their crosstown rivals The White Sox.

What if you knew how the brain makes decisions? Learn more about behavioral economics and how financial intuitions are using brain science to create effective brand messaging, grow membership, create products, set pricing and optimize branching.

Find out: • What behavioral economics means for credit unions—and why it matters. • Specific brain-based tactics you can start incorporating into your work.

Pre-requisite: None Program level: Basic Advanced preparation required: None Delivery method: Group Live Speakers: Melina Palmer, Louise Johnson, Mason Oswald (Idaho Central Credit Union)

Speakers: Rob Mannamkery, Carrie Stapp

The power of payments is constant connection with your members. Leveraging the insights from Co-op’s EY research, your credit union can better engage your members and understand their lifestyle needs, creating new opportunities to build loyalty, grow revenue and become their Primary Financial Relationship.

Find out: • How digital creates new opportunities to build member loyalty. • Why the insights you’ll gain from microsegmenting drive engagement and growth. • What lifestyle microsegments are emerging now?

Payments Strategy 2:30 p.m. – 3:10 p.m. Power Sprint: How Microsegments Activate Lifestyle Banking

Speakers: Donnie Price, Lisa Costolo (GreenState Credit Union), Keli Myers (Advantis Credit Union)

Find out how using SmartGrowth inspires engagement and spurs double-digit growth—without increasing risk. SmartGrowth consulting helps credit unions identify potential growth areas, create customized marketing campaigns and track results.

Find out: • Why even successful credit card programs benefit from optimization. • How using your own cardholder data can reveal opportunities—and drive engagement.

3:20 p.m. – 4:00 p.m. Power Sprint: Case Study: How SmartGrowth Leads to Double-Digit Growth

Speakers: David Demsko, Todd Toulouse, Thomas Church-Adams, Jeff Pascoe(Vibe Credit Union)

Owning more member moments gives you more of an edge to becoming—and staying—your members’ Primary Financial Relationship. But competition for loyalty and engagement has never been fiercer, pitting credit unions against big banks, fintechs and Big Tech companies. Panelists share the biggest trends driving payments and how to harness technological innovations to give your credit a competitive advantage today and in the future.

Find out: • Key trends shaping financial services and technology. • Where to focus your innovation and payments strategy to get the most return on investment. • Which payments use cases pay off for your credit union.

Converging Technology 2:30 p.m. – 3:10 p.m. Panel: Beating the Competition for Relationship Share Against Big Tech and Fintech

Speakers: Shari Storm, John Lanza

The brands you love as a child are brands you connect with as an adult. That’s why young members can be extremely valuable: Early affinity can lead to lifelong relationships. Is your credit union doing enough to capture the critical under-25 market segment?

Find out: • What makes the younger market so attractive to financial institutions. • 10 things you can start doing tomorrow to reach younger members.

3:20 p.m. – 4:00 p.m. Power Sprint: Kids These Days: Capturing the Hearts, Minds and Wallets of Young Members

Monday, May 2

Tuesday, May 3

Wednesday, May 4

WEDNESDAY

Wednesday, May 4 Be their choice for every moment

Wednesday, May 4

WEDNESDAY

Wednesday, May 4 Be their choice for every moment

7:00 a.m. Registration Opens

Location: Sheraton Grand Chicago

7:00 a.m. – 8:30 a.m. Breakfast

Speaker: Jean Chatzky Location: General Sessions Main Stage

7:30 a.m. – 8:30 a.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Location: Sheraton Grand Chicago

Speaker: Todd Clark Location: General Sessions Main Stage

9:20 a.m. – 9:40 a.m. Co-op Strategy Presentation with Todd Clark CEO Todd Clark launches the Co-op strategy presentation by communicating his vision for Co-op as a driver of CU growth. His remarks demonstrate how Co-op’s value proposition embodied in its ”Purpose, Mission, and Vision” statements connect directly to the modern tools and solutions CU’s need to deliver new member-centric services.

8:00 a.m. – 4:00 p.m. Co-op Solutions Showcase Casually walk into the Solutions Showcase to get the look and feel of Co-op products and solutions, firsthand! Connect with our experts to see a live on-demand demo and get your questions answered or join us during one of our scheduled demonstrations.

Speaker: Nick Calcanes Location: General Sessions Main Stage

Speaker: Bruce Dragt Location: General Sessions Main Stage

10:00 a.m. – 10:20 a.m. Co-op Solutions Update with CPO Bruce Dragt CPO Bruce Dragt builds on Todd and Nick’s remarks and discusses how Co-op’s approach to creating and delivering innovative solutions help CUs become the most essential resource in peoples’ financial lives.

9:40 a.m. – 10:00 a.m. Co-op Mission with COO Nick Calcanes COO Nick Calcanes elaborates on Co-op’s Mission with details on how Co-op connect credits unions to the technology, strategic partnerships and scale they need to best serve their members now and into the future.

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Ken Kocienda Location: General Sessions Main Stage

10:40 a.m. – 11:00 a.m. Morning Break

10:00 a.m. – 10:40 a.m. Financial Well-Being for All Jim Nussle and Gigi Hyland (CUNA + NCUA) define the CU mission around the concept of “financial well-being for all.”

Speakers: Swan Sit Location: General Sessions Main Stage

Speaker: Fred Reichheld Location: General Sessions Main Stage

11:40 a.m. – 12:20 p.m. Keynote Presentation Fred Reichheld, Bain Fellow, founder of Bain Loyalty Practice and the creator of NPS discusses how to achieve consumer trust and loyalty.

11:00 a.m. – 11:40 a.m. Keynote Presentation The General Session recommences with Swan Sit, Digital Transformation expert, and former executive leader at Nike, Revlon, and Estee Lauder. Adept at adapting to and applying digital innovations, Swan will touch on her first-hand experience of how established brands like Nike create personalized services through technology – as well as how new companies are establishing strategies that meet people where they are in the current digital marketplace and beyond.

Speakers: Jean Chatzky, Swan Sit, Fred Reichheld, Matt Kardell, Mason Oswald, Kathy Chicas (Farmers Insurance Federal Credit Union) Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

1:00 p.m. – 2:30 p.m. Lunch Break

12:20 p.m. – 12:45 p.m. Panel Discussion: How to Be The Member Choice for Every Moment This in-depth exploration of how credit unions can earn everyday trust and build lifetime loyalty features perspectives from Swan Sit and Fred Reichheld, Kathy Chicas along with Co-op Chief Revenue Officer Matt Kardell.

Location: Sheraton Grand Chicago

Speakers: Catherine Maloney, Matt Maguire, TJ Wyman (Coastal Credit Union), Jeff Thomas (GECU)

Credit unions have access to more data about their members than ever before. But how do you activate that data and turn it into valuable insights that can drive growth? A panel of Co-op and industry experts discuss the latest advances in data ingestion, analysis and technology, and how credit unions can leverage these tools to optimize their payments and member strategy.

Find out: • Current strategies for data quality management. • Best practices for honing your data strategy.

Data Activation 2:30 p.m. – 3:10 p.m. Panel: Leveraging Data in New and Intelligent Ways

Speakers: Pam Brodsack, David Demsko, David Knowles, Andy Atkinson (FirstLight Federal Credit Union)

Replace outdated technology, increase productivity, streamline the flow of data across an enterprise – achieving these objectives at scale requires an ecosystem model. But how do you get your credit union from here to there? This panel of credit union and Co-op experts will dig into the specifics, from mastering data strategy to agile development and third-party integration.

Find out: • What the building blocks of an ecosystem model are. • Best practices for transforming your credit union into an ecosystem integrator.

Converging Technology 2:30 p.m. – 3:10 p.m. Panel: Integration Strategies to Future-Proof Your Ecosystem

Speakers: Ashley Town, Nicole Reyes, Daniel Rathfelder, Renee Hunsader (Elevations Credit Union)

Fighting fraud calls for the smartest strategy and the most innovative tools to be effective. But fraud-busting measures that disrupt your members’ payment experience can translate into lost transactions—or, worse, flagging loyalty. Learn how Co-op’s fraud analysts are partnering with credit unions to fight fraud more effectively while preserving and protecting member experience.

Find out: • How to find the sweet spot between powerful security and member experience. • Why effective fraud fighting tools can improve member perceptions about your credit union.

3:20 p.m. – 4:00 p.m. Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience

Pre-requisite: None Program level: Basic Advance preparation required: None Delivery method: Group Live Speakers: Jeanette Thebeau, Carrie Stapp

In this Master Class, Co-op Vice President of Integrated Marketing and Commercialization, Carrie Stapp, will address the gap between credit union priorities and member expectations, looking at the 3 E’s – earnings, experience and expense. She’ll share best practices from credit unions that have discovered the benefits of local-level member-targeting and provide a roadmap for your credit union to identify, develop for and market to your specific members – and create a culture of member-centricity among your teams in the process.

Payments Strategy 2:30 p.m. – 4:00 p.m. Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (MasterClass – earn 1.5 CPE credits)

Speakers: Catherine Maloney, Patrice Alexander-Lee

1:00 p.m. – 4:00 p.m. Co-op Studio Hear from some of our featured speakers on the main stage and other experts from Co-op and the credit union industry in a smaller setting at the Co-op Studio.

Power Sprints: Industry-focused breakout sessions Choose sessions from three concurrent tracks to customize your THINK 22 experience.

Speaker: Jim Nussle, Gigi Hyland, and Mason Oswald (Idaho Central Credit Union) Location: General Sessions Main Stage

Find out: • Why ethical data practices are critical within the mix of human and technology. • Why human interaction is critical to the member experience. • Use cases that show the power of blending technology with human expertise that strike a balance between fighting fraud and enabling transactions.

3:20 p.m. – 4:00 p.m. Power Sprint: Blending Technology with Human Intuition to Transform Member Experience

Thursday, May 5

WEDNESDAY

Wednesday, May 4 Be their choice for every moment

7:00 a.m. Registration Open

Location: Sheraton Grand Chicago

7:00 a.m. – 8:30 a.m. Breakfast

Location: Sheraton Grand Chicago

8:00 a.m. – 4:30 p.m. Co-op Solutions Showcase Casually walk into the Co-op Solutions Showcase to get the look and feel of Co-op products and solutions, firsthand! Connect with our experts to see a live on-demand demo and get your questions answered or join us during one of our scheduled demonstrations.

7:30 a.m. – 8:30 a.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Power Sprints: Industry-focused breakout sessions Choose sessions from three concurrent tracks to customize your THINK 22 experience.

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Ken Kocienda Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

Speakers: Donnie Price, Lisa Costolo (GreenState Credit Union), Keli Myers (Advantis Credit Union)

Find out: • Why even successful credit card programs benefit from optimization. • How using your own cardholder data can reveal opportunities—and drive engagement.

Data Activation 8:30 a.m. – 9:10 a.m. Power Sprint: Case Study: How SmartGrowth Leads to Double-Digit Growth

Speakers: Tiana Laurence, Dean Michaels, Sevan Yakinian (Credit Union of Southern California)

Crypto expert Tiana Laurence and Co-op Chief Strategy Officer Dean Michaels discuss new trends that could change how we all relate to cryptocurrency. As credit unions consider how and whether to integrate cryptocurrency into their offerings, what do they need to know?

Find out: • What’s changing as cryptocurrencies move out of the shadows and into the mainstream? • Which crypto trends will affect credit unions in the months to come? • Should your credit union consider crypto—and how?

Converging Technology 8:30 a.m. – 9:10 a.m. Cryptocurrency & Credit Unions: What you Need to Know

Speakers: Sarah Szilagyi, Donnie Price, Omar Jordan, Ben Abbott (IH Mississippi Valley Credit Union)

Credit unions depend on both the payments and lending sides of their business to grow and serve their members. But, are you considering how these two revenue streams can work together, powerfully linking life stage with lifestyle? In this panel discussion, experts from Co-op and CU Direct discuss how credit unions can maximize payments and lending strategies to fuel revenue growth and build lasting relationships with members.

Find out: • Why connecting payments and lending fits the current moment. • How to leverage payments to drive overall lending opportunities.

9:20 a.m. – 10:00 a.m. Power Sprint: Connecting Payments with Lending to Drive Growth

Location: Sheraton Grand Chicago

8:00 a.m. – 1:30 p.m. Co-op Studio Hear from some of our featured speakers on the main stage and other experts from Co-op and the credit union industry in a smaller setting at the Co-op Studio.

Monday, May 2

Speakers: Ashley Town, Nicole Reyes, Daniel Rathfelder, Renee Hunsader (Elevations Credit Union)

Find out: • How to find the sweet spot between powerful security and member experience. • Why effective fraud fighting tools can improve member perceptions about your credit union.

9:20 a.m. – 10:00 a.m. Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience

Speakers: Rob Goodwin, Deb Wieczorek, Kevin LeBeau (Launch Credit Union)

Interchange revenue from debit transactions is foundational, but are you doing everything you can to maximize it? Four key strategies help you strengthen and simplify your network, partner and collaborative relationships, and truly ramp up your top-of-wallet strategy in a fast-changing digitally-obsessed market.

Find out: • Pitfalls to avoid in your network and processing contracts. • Current best strategies for putting your debit card top-of-wallet.

Payments Strategy 8:30 a.m. – 9:10 a.m. Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue

Speakers: Tiana Laurence

Cryptocurrency expert Tiana Laurence answers all of your burning questions about Cryptocurrency and shares her thoughts on where this technology is headed in the coming years. Will consumer demand—together with world events—continue to drive the growth of these technologies?

Find out: • How to assess the importance of blockchain and Bitcoin to mainstream financial services now. • Where might these technologies be heading in the coming years?

9:20 a.m. – 10:00 a.m. Power Sprint: Cryptocurrency: What Does the Future Hold?

Speaker: Jean Chatzky Location: General Sessions Main Stage

10:30 a.m. – 10:45 a.m. Day 3 General Sessions Welcome Jean welcomes us to general sessions on our final day of THINK 22 and introduces the subject of today’s block, “Embrace the Power of Connection.”

Speaker: Location: General Sessions Main Stage

11:30 a.m. – 12:15 p.m. Keynote Presentation to be determined

Speakers: Rob Mannamkery (EY), Josh Sledge (Filene), Samantha Paxson, Kathy Courtney (GreenState Credit Union), Jean Chatzky Location: General Sessions Main Stage

10:45 a.m. – 11:30 a.m. Co-op Payments Research Presentation and Panel Discussion This roundtable pulls together the insights from EY and Filene research and offers a high-level strategic plan for CUs to activate.

Location: Sheraton Grand Chicago

12:15 p.m. – 1:30 p.m. Lunch Break

Speakers: Eswar Prasad, Dean Michaels, Jean Chatzky, Colin Bryar Angie Ohmstede (Texoma Credit Union) Location: General Sessions Main Stage

2:15 p.m. – 2:40 p.m. Panel Discussion: How to Gain the Power of Connection This final-day discussion of the value of an ecosystem business model as the foundation of a member-centric credit union includes insights from digital currency expert Eswar Prasad. Jean Chatzky is also joined by Nick Calcanes, Colin Bryar and more.

Speaker: Eswar Prasad Location: General Sessions Main Stage

1:30 p.m. – 2:15 p.m. Keynote Presentation Eswar Prasad (Senior Professor of Trade Policy at Cornell University, Senior Fellow at the Brookings Institution). His new book The Future of Money: How the Digital Revolution Is Transforming Currencies and Finance, is a cutting-edge look at how accelerating financial change.

Speakers: Samantha Paxson, Todd Clark Location: General Sessions Main Stage

2:55 p.m. – 3:05 p.m. THINK 22 Closing Message The Co-op team joins Samantha Paxson and Todd Clark to share closing remarks and invite everyone to the THINK celebration party.

Speakers: Samantha Paxson, Maureen Carlson Location: General Sessions Main Stage

2:40 p.m. – 2:55 p.m. Miracle Match Celebration In THINK tradition, Samantha Paxson joins Jean to welcome Maureen Carlson (CU4Kids/CMNH) to the general sessions stage. Miracle match donations are announced.

Rethink everything

rejoin us live

CHICAGO | MAY 2–6, 2022

Location: Sheraton Grand Chicago

Know your members like never before

Be their choice for every moment

Embrace the power of connection

We’re taking great care to calibrate the ideal mix of time to discover, rethink, reconnect, and refuel over your stay. Here’s a sneak peek at what we’re planning, with more details to come.

8:30 a.m. – 8:45 a.m. Can’t Miss: Opening Act by Quixotic Fusion and welcome with THINK host Jean Chatzky

Speaker: Jean Chatzky Location: General Sessions Main Stage

8:35 a.m. – 8:45 a.m. Welcome to THINK 22 Opening remarks and welcome with THINK host Jean Chatzky.

Speaker: Jean Chatzky Location: General Sessions Main Stage

1:55 p.m. - 2:00 p.m. General Session Closing Remarks

Speakers: April Clobes (Michigan State University Federal Credit Union), Bill Cheney (Schools First Credit Union), Dean Michaels, Todd Clark, Samantha Paxson and Josh Sledge (Filene) Location: Fountainview Room

2:30 – 4:00 p.m. C-Suite Roundtable: Decision Points That Drive Strategies for Growth C-Suite attendees are invited to a powerhouse roundtable discussion facilitated by Samantha Paxson and Filene’s Josh Sledge. This discussion will break down the challenges faced by the c-suite on the pressure of earnings and the immediate need to invest in member experience to drive growth. And, will break down just how to make the right decisions and set the right strategies to build deeper relationships with our members and grow.

8:30 a.m. – 8:40 a.m. Day 2 Welcome: Jean Chatzky Jean Chatzky welcomes us back for Day 2. She introduces the subject of today’s General Session, “Be Their Choice for Every Moment.”

Speaker: Todd Clark Location: General Sessions Main Stage

10:20 a.m. – 10:30 a.m. Co-op Executive Team Closing Remarks

Location: General Sessions Main Stage

10:35 a.m. – 10:40 a.m. The Credit Union Difference: Know Your Members Like Never Before

Location: General Sessions Main Stage

12:45 p.m. – 1:00 p.m. THINK 23 Announcement with Samantha Paxson Day 2 general sessions conclude with Samantha Paxson returning to the stage to announce the location and open registration for THINK 23.

Location: General Sessions Main Stage

12:50 a.m. – 12:55 p.m. THINK 23 Teaser

Location: Sheraton Grand Chicago

12:55 p.m. – 1:00 p.m. General Session Closing Remarks

2:30 p.m. – 4:00 p.m. State Network Partner Quarterly Update

Location: Sheraton Grand Chicago

Location: Navy Pier

7:00 p.m. – 10:00 p.m. THINK 22 Celebration Party Close out THINK 22 with a Celebration Party decades in the making! Help us celebrate 40 years of Co-op at the Navy Pier with decade-themed attire encouraged. Transportation provided from Sheraton Grand.

Speakers: Dave Logan, Jean Chatzky Location: General Sessions Main Stage

1:40 p.m. – 1:55 p.m. Q&A Session with Dave Logan

Speaker: Colin Bryar Location: General Sessions Main Stage

11:30 a.m. – 12:10 p.m. Keynote Presentation Also known as Jeff Bezos’ shadow, former Amazon Chief of Staff and co-author of “Working Backwards,” Colin Bryar will share an insider’s breakdown of Amazon’s approach to culture and leadership and how it can be applied to your credit union today.

Converging Technology Track • Transforming Your Credit Union Into an Ecosystem Integrator • Building a Culture of Member First Innovation

Breakout sessions Data Activation Track • SmartGrowth Credit Union Case Study • Optimize Your Fraud Metrics:

SmartGrowth Leads to Triple Digit Growth

Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

Location: General Sessions Main Stage

11:40 a.m. – 11:45 a.m. The Credit Union Difference A Kinecta Credit Union story of how data helped uncover a new, underserved market.

Location: Sheraton Grand Chicago

6:30 p.m. – 7:30 p.m.

Welcome Reception

Know your members like never before

Converging Technology Panel: Beating the Competition for Relationship Share Against Big Tech and Fintech

Power Sprint: Case Study: How SmartGrowth Leads to Double-Digit Growth

Power Sprint: Kids These Days: Capturing the Hearts, Minds and Wallets of Young Members

Monday, May 2

WEDNESDAY

Wednesday, May 4 Be their choice for every moment

7:00 a.m. Registration Open

Location: Sheraton Grand Chicago

7:00 a.m. – 8:30 a.m. Breakfast

Location: Sheraton Grand Chicago

8:30 a.m. – 4:30 p.m. Co-op Experience Lounge Casually walk into the Co-op Experience Lounge to get the look and feel of Co-op products and solutions, firsthand! Connect with our experts to see a live on-demand demo and get your questions answered or join us during one of our scheduled demonstrations.

7:30 a.m. – 8:30 a.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Speaker: Jean Chatzky Location: General Sessions Main Stage

10:30 a.m. – 10:40 a.m. Day 3 General Sessions Welcome Jean welcomes us to general sessions on our final day of THINK 22 and introduces the subject of today’s block, “Embrace the Power of Connection.”

Power Sprints: Industry-focused breakout sessions Choose sessions from three concurrent tracks to customize your THINK 22 experience.

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Ken Kocienda Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

Speakers: Deb Wierczorek, Tonya Banark, and more to be announced!

Find out how using SmartGrowth inspires engagement and spurs triple-digit growth—without increasing risk. SmartGrowth consulting helps credit unions identify potential growth areas, create customized marketing campaigns and track results.

Find out: • Why even successful credit card programs benefit from optimization. • How using your own cardholder data can reveal opportunities—and drive engagement.

Data Activation 8:30 a.m. – 9:15 a.m. Power Sprint: Case Study: How SmartGrowth Leads to Triple-Digit Growth

Speakers: Rob Goodwin and more to be announced!

Find out: • Pitfalls to avoid in your network and processing contracts. • Current best strategies for putting your debit card top-of-wallet.

Payments Strategy 8:30 a.m. – 9:15 a.m. Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue

Speakers: Ashley Town, Nicole Reyes, Daniel Rathfelder and more to be announced!

Find out: • How to find the sweet spot between powerful security and member experience. • Why effective fraud fighting tools can improve member perceptions about your credit union.

9:15 a.m. – 10:00 a.m. Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience

Speakers: Dean Michaels, Tiana Laurence and more to be announced!

Crypto expert Tiana Laurence and Co-op Chief Strategy Officer Dean Michaels discuss new trends that could change how we all relate to cryptocurrency, including the possible rise of central bank digital currencies. As credit unions consider how and whether to integrate cryptocurrency into their offerings, what do they need to know?

Converging Technology 8:30 a.m. – 9:15 a.m. Power Sprint: Cryptocurrency: What Does the Future Hold?

Speakers: Patrice Alexander-Lee, Catherine Maloney and more to be announced!

Machine learning and Artificial Intelligence technologies are only as great as the humans behind them. This session explores how credit unions can combine this powerful technology with human intuition to create an unbeatable member experience. Learn how Co-op’s Cooper Fraud Score is helping credit unions do just this.

Find out: • The specific data strategies and toolsets that help you serve members better. • Use cases, including fraud, that show the power of blending ML/AI technology with human intuition

9:15 a.m. – 10:00 a.m. Power Sprint: Blending Technology with Human Intuition to Transform Member Experience

Speakers: Sarah Szilagyi, Donnie Price and more to be announced!

Find out: • Why connecting payments and lending fits the current moment. • How to leverage payments to drive overall lending opportunities.

9:15 a.m. – 10:00 a.m. Power Sprint: Connecting Payments with Lending to Drive Growth

Location: Sheraton Grand Chicago

8:00 a.m. – 10:30 a.m. Co-op Studio Hear from some of our featured speakers on the main stage and other experts from Co-op and the credit union industry in a smaller setting at the Co-op Studio. Studio sessions to be announced!

Speaker: Location: General Sessions Main Stage

11:30 a.m. – 12:15 p.m. Keynote Presentation to be determined

Speaker: To be announced! Location: General Sessions Main Stage

11:30 a.m. – 12:15 p.m. Keynote Presentation

Speakers: Nikhil Lele, Filene, Carrie Stapp and more to be announced! Location: General Sessions Main Stage

Speakers: Eswar Prasad, Nick Calcanes, Jean Chatzky and more to be announced! Location: General Sessions Main Stage

Speakers: Samantha Paxson and the Co-op executive management team Location: General Sessions Main Stage

2:55 p.m. – 3:05 p.m. THINK 22 Closing Message The Co-op team joins Samantha Paxson to share closing remarks and invite everyone to the THINK celebration party.

Location: Navy Pier

Speakers: Samantha Paxson, Teri Nestel Location: General Sessions Main Stage

2:40 p.m. – 2:55 p.m. Miracle Match Celebration In THINK tradition, Samantha Paxson joins Jean to welcome Teri Nestel (CU4Kids/CMNH) to the general sessions stage. Miracle match donations are announced.

Location: Sheraton Grand Chicago

12:15 p.m. – 1:30 p.m. Lunch Break

Speaker: Eswar Prasad Location: General Sessions Main Stage

Embrace the power of connection

WEDNESDAY

Wednesday, May 4 Be their choice for every moment

7:00 a.m. Registration Opens

Location: Sheraton Grand Chicago

7:00 a.m. – 8:30 a.m. Breakfast

7:30 a.m. – 8:30 a.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Location: Sheraton Grand Chicago

Speaker: Todd Clark Location: General Sessions Main Stage

8:45 a.m. – 9:05 a.m. Co-op Strategy Presentation with Todd Clark CEO Todd Clark launches the Co-op strategy presentation by communicating his vision for Co-op as a driver of CU growth. His remarks demonstrate how Co-op’s value proposition embodied in its ”Purpose, Mission, and Vision” statements connect directly to the modern tools and solutions CU’s need to deliver new member-centric services.

Speaker: Jean Chatzky Location: General Sessions Main Stage

8:30 a.m. – 8:40 a.m. Day 2 Welcome: Jean Chatzky Jean Chatzky welcomes us back for Day 2. She introduces the subject of today’s General Session, “Be Their Choice for Every Moment.”

Speaker: Nick Calcanes Location: General Sessions Main Stage

Speaker: Bruce Dragt Location: General Sessions Main Stage

9:30 a.m. – 9:50 a.m. Co-op Solutions Update with CPO Bruce Dragt CPO Bruce Dragt builds on Todd and Nick’s remarks and discusses how Co-op’s approach to creating and delivering innovative solutions help CUs become the most essential resource in peoples’ financial lives.

9:05 a.m. – 9:30 a.m. Co-op Mission with COO Nick Calcanes COO Nick Calcanes elaborates on Co-op’s Mission with details on how Co-op connect credits unions to the technology, strategic partnerships and scale they need to best serve their members now and into the future.

Speaker: Jim Nussle, Gigi Hyland Location: General Sessions Main Stage

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Ken Kocienda Location: General Sessions Main Stage

10:40 a.m. – 11:00 a.m. Morning Break

10:00 a.m. – 10:35 a.m. Financial Well-Being for All Jim Nussle and Gigi Hyland (CUNA + NCUA) define the CU mission around the concept of “financial well-being for all.”

Location: General Sessions Main Stage

10:35 a.m. – 10:40 a.m. The Credit Union Difference: Know Your Members Like Never Before

Speaker: Todd Clark Location: General Sessions Main Stage

9:50 a.m. – 10:00 a.m. Co-op Executive Team Closing Remarks

Speakers: Swan Sit Location: General Sessions Main Stage

Speaker: Fred Reichheld Location: General Sessions Main Stage

11:40 a.m. – 12:20 p.m. Keynote Presentation Fred Reichheld, Bain Fellow, founder of Bain Loyalty Practice and the creator of NPS discusses how to achieve consumer trust and loyalty.

Location: General Sessions Main Stage

12:45 a.m. – 12:50 p.m. THINK 23 Announcement with Samantha Paxson Day 2 general sessions conclude with Samantha Paxson returning to the stage to announce the location and open registration for THINK 23.

Location: General Sessions Main Stage

12:50 a.m. – 12:55 p.m. THINK 23 Teaser

11:00 a.m. – 11:40 a.m. Keynote Presentation The General Session recommences with Swan Sit, Digital Transformation expert, and former executive leader at Nike, Revlon, and Estee Lauder.

Speakers: Jean Chatzky, Swan Sit, Fred Reichheld, Matt Kardell and more to be announced! Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

1:00 p.m. – 2:30 p.m. Lunch Break

Location: Sheraton Grand Chicago

12:55 p.m. – 1:00 p.m. General Session Closing Remarks

12:20 p.m. – 12:45 p.m. Panel Discussion: How to Be The Member Choice for Every Moment This in-depth exploration of how credit unions can earn everyday trust and build lifetime loyalty features perspectives from Swan Sit and Fred Reichheld, along with Co-op Chief Revenue Officer Matt Kardell.

Location: Sheraton Grand Chicago

Speakers: Catherine Maloney, Matt Maguire, Dan Thompson and more to be announced!

Find out: • Current strategies for data quality management. • Best practices for honing your data strategy.

Data Activation 2:30 p.m. – 3:15 p.m. Panel: Leveraging Data in New and Intelligent Ways

Speakers: Pam Brodsack, David Demsko, David Knowles and more to be announced!

3:15 p.m. – 4:00 p.m. Fireside Chat: Cryptocurrency 101 Cryptocurrency expert Tiana Laurence answers all of your burning questions about Cryptocurrency and shares her thoughts on where this technology is headed in the coming years. Will consumer demand—together with world events—continue to drive the growth of these technologies?

Find out: • What the building blocks of an ecosystem model are. • Best practices for transforming your credit union into an ecosystem integrator.

Find out: • How to assess the importance of blockchain and Bitcoin to mainstream financial services now. • Where might these technologies be heading in the coming years?

Converging Technology 2:30 p.m. – 3:15 p.m. Panel: Integration Strategies to Future-Proof Your Ecosystem

Speakers: Ashley Town, Nicole Reyes, Daniel Rathfelder and more to be announced!

Find out: • How to find the sweet spot between powerful security and member experience. • Why effective fraud fighting tools can improve member perceptions about your credit union.

3:15 p.m. – 4:00 p.m. Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience

Speakers: Jeanette Thebeau, Carrie Stapp

Payments Strategy 2:30 p.m. – 4:00 p.m. Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (MasterClass – earn 1.5 CPE credits)

Speakers: Dean Michaels, Tiana Laurence and more to be announced! Location: Sheraton Grand Chicago

2:30 p.m. – 4:00 p.m. State Network Partner Quarterly Update

Location: Sheraton Grand Chicago

2:30 p.m. – 4:00 p.m. Co-op Studio Hear from some of our featured speakers on the main stage and other experts from Co-op and the credit union industry in a smaller setting at the Co-op Studio. Studio sessions to be announced!

Power Sprints: Industry-focused breakout sessions Choose sessions from three concurrent tracks to customize your THINK 22 experience.

Be their choice for every moment

WEDNESDAY

Wednesday, May 4 Be their choice for every moment

7:00 a.m. Registration Open

Location: Sheraton Grand Chicago

7:00 a.m. – 8:30 a.m. Breakfast

Location: Sheraton Grand Chicago

8:30 a.m. – 8:35 a.m. Can’t Miss: Opening Act by Quixotic Fusion

7:30 a.m. – 8:30 a.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Speaker: Samantha Paxson Location: General Sessions Main Stage

Speaker: Todd Clark Location: General Sessions Main Stage

9:10 a.m. – 9:15 a.m. Welcome from Co-op CEO Todd Clark Co-op CEO Todd Clark addresses audience, welcoming back in person.

Speaker: Jean Chatzky Location: General Sessions Main Stage

8:35 a.m. – 8:45 a.m. Welcome to THINK 22 Opening remarks and welcome with THINK host Jean Chatzky.

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Sallie Krawcheck Location: General Sessions Main Stage

9:30 a.m. – 10:15 a.m. Keynote Presentation Ellevest founder Sallie Krawcheck speaks to how Ellevest leverages micro-segmentation to promote the financial wellness of women investors.

9:15 a.m. – 9:25 a.m. THINK 22 Kickoff with Jean Chatzky Jean Chatzky returns to host the main-stage program and introduces the Day 1 theme: “Know Your Members Like Never Before.”

Speaker: Jean Chatzky Location: General Sessions Main Stage

Speaker: Ken Kocienda Location: General Sessions Main Stage

10:15 a.m. – 10:30 a.m. Morning Break

Speakers: Jean Chatzky, Sallie Krawcheck, Ken Kocienda, Todd Clark and Chris Groshko (Advantis Credit Union) Location: General Sessions Main Stage

11:50 a.m. – 1:00 p.m. Lunch

Location: Sheraton Grand Chicago

11:45 a.m. – 1:00 p.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Speaker: Dave Logan Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

2:00 p.m. – 2:30 p.m. Break

1:00 p.m. – 1:40 p.m. Keynote Presentation The Day 1 General Session recommences with Dave Logan – Business Professor USC Marshall School and author of Tribal Leadership and Three Laws of Performance.

Speakers: Dave Logan, Jean Chatzky Location: General Sessions Main Stage

1:40 p.m. – 1:55 p.m. Q&A Session with Dave Logan

Speakers: Todd Clark, Mason Oswald (Idaho Central Credit Union), Filene Location: Sheraton Grand Chicago

2:30 – 4:00 p.m. CEO Forum Discussion

Speaker: Jean Chatzky Location: General Sessions Main Stage

1:55 p.m. - 2:00 p.m. General Session Closing Remarks

Speakers: Melina Palmer, Louise Johnson and more to be announced!

Find out: • What behavioral economics means for credit unions—and why it matters. • Specific brain-based tactics you can start incorporating into your work.

Data Activation 2:30 p.m. – 4:00 p.m. Brain Shift: Why Behavioral Economics Is the Future of Credit Unions (MasterClass – earn 1.5 CPE credits)

Speakers: David Demsko, Jeff Pascoe and more to be announced!

Converging Technology 2:30 – 3:15 p.m. Panel: Beating the Competition for Relationship Share Against Big Tech and Fintech

Speakers: Shari Storm and John Lanza

Find out: • What makes the younger market so attractive to financial institutions. • 10 things you can start doing tomorrow to reach younger members.

3:15 – 4:00 p.m. Power Sprint: Kids These Days: Capturing the Hearts, Minds and Wallets of Young Members

Speakers: Rob Mannamkery, Carrie Stapp, Dan Thompson

Payments Strategy 2:30 p.m. – 3:15 p.m. Power Sprint: How Microsegments Activate Lifestyle Banking

Speakers: Deb Wierczorek, Tonya Banark, and more to be announced!

Find out: • Why even successful credit card programs benefit from optimization. • How using your own cardholder data can reveal opportunities—and drive engagement.

3:15 p.m. – 4:00 p.m. Power Sprint: Case Study: How SmartGrowth Leads to Triple-Digit Growth

Power Sprints: Industry-focused breakout sessions Choose sessions from three concurrent tracks to customize your THINK 22 experience.

Attire: Baseball casual, show your team spirit! Location: Wrigley Field

Know your members like never before

10:00 a.m. Registration Opens Your first stop at THINK 22 – pick up your badge at our concierge desk.

Location: Sheraton Grand Chicago

2:00 p.m. – 4:00 p.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics. Registration opening soon!

Suggested attire: City Casual Location: Esplanade Sheraton Grand Chicago

6:30 p.m. – 7:30 p.m. Welcome Reception Meet for a drink and appetizers – then go explore Chicago!

Our private architecture boat tour will leave from the dock directly behind the THINK host hotel, Sheraton Grand.

$200, all proceeds going to Children’s Miracle Network Hospitals

Location:

Cost:

Registration:

Welcome to THINK 22!

Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

11:50 a.m. – 1:00 p.m. Lunch

Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

Payments Strategy Power Sprint: How Microsegments Activate Lifestyle Banking

Cubs vs White Sox Baseball Game

Be their choice for every moment

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:45 a.m. – 4:00 p.m. 8:30 a.m. – 1:00 p.m. 1:00 p.m. – 2:30 p.m. 1:30 p.m. – 2:30 p.m. 2:30 p.m. – 3:10 p.m. 3:15 p.m. – 4:00 p.m.

Registration Open Breakfast 1:1 Advisor Sessions Co-op Solutions Showcase

Afternoon

Embrace the power of connection

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:00 a.m. – 10:30 a.m. 8:00 a.m. – 3:00 p.m. 8:30 a.m. – 9:10 a.m. 9:15 a.m. – 9:55 a.m.

Registration Open Breakfast 1:1 Advisor Sessions Studio Sessions Co-op Solutions Showcase Power Sprints: Industry-focused breakout sessions Data Activation

Whether you join us in-person or via the virtual-only option, we are taking great care to curate an exclusive agenda of thought-provoking content and activities tailored specifically for the credit union industry. Check out the agenda filled with access to proprietary research, stellar speakers, and inspirational breakout sessions and roundtables that will leave you with actionable insights applicable to serving your members and growing your credit union.

Current Agenda at a glance:

*indicates in-person only content

*Premium content for in-person attendees only

Speaker: Jean Chatzky Location: General Sessions Main Stage

Location: Sheraton Grand Chicago

1:00 p.m. – 2:30 p.m. Lunch

Location: Sheraton Grand Chicago

1:30 p.m. – 2:30 p.m. 1:1 Advisor Sessions Schedule a complimentary session with a Co-op subject matter expert across a wide range of credit union topics.

In-Person

Experience THINK virtually through our virtual hub where you can catch live-streamed sessions, participate in live polling, ask questions and access all of the THINK 22 resources including our exclusive research.

Virtual-Only

2:30 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 6:40 p.m. - First Pitch!

8:00 a.m. – 8:30 a.m. Product Demo: Digital Card Issuance

Location: Co-op Studio

12:00 p.m. – 12:30 p.m. Keynote Interview

Speakers: Sallie Krawcheck Location: Co-op Studio

12:30 p.m. – 1:00 p.m. Keynote Interview

Speakers: Ken Kocienda Location: Co-op Studio

3:00 p.m. – 3:30 p.m. Product Demo: Cooper Fraud Suite

Location: Co-op Studio

8:00 a.m. – 8:30 a.m. Product Demo: Zelle

Location: Co-op Studio

2:00 p.m. – 2:30 p.m. Product Demo: Co-op Digital Integration (Alkami environment and Developer Portal)

1:00 p.m. – 1:30 p.m. Keynote Interview: Jim Nussle and Gigi Hyland

Speakers: Melina Palmer Location: Co-op Studio

3:00 p.m. – 3:30 p.m. Behavioral Science

Speakers: Melina Palmer Location: Co-op Studio

Location: Co-op Studio

1:00 p.m. – 1:30 p.m. Product Demo: Co-op Contact Center: New Integrations

Speakers: Carrie Stapp, Josh Sledge (Filene), Rob Mannamkery Location: Co-op Studio

8:00 a.m. – 8:30 a.m. Co-op Research Studio Interview

Speakers: Sara Jensen, Catherine Maloney Location: Co-op Studio

8:30 a.m. – 9:00 a.m. InspiHer

Speakers: Cheryl Middleton Jones, Paul Love Location: Co-op Studio

9:00 a.m. – 9:30 a.m. Establishing a DE&I Program

Speaker: Eswar Prasad Location: Co-op Studio

9:30 a.m. – 10:00 a.m. Keynote interview

Speaker: Tiana Laurence Location: Co-op Studio

10:00 a.m. – 10:30 a.m. Cryptocurrency Studio Session

2:30 p.m. – 4:00 p.m.

2:30 p.m. – 3:10 p.m. 3:15 p.m. – 4:00 p.m.

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:00 a.m. – 4:00 p.m. 8:30 a.m. – 11:45 a.m. 11:45 a.m. – 1:00 p.m. 12:00 p.m. – 1:00 p.m. 1:00 p.m. – 4:00 p.m. 2:30 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 6:40 p.m. - First Pitch!

3:15 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 6:40 p.m. - First Pitch!

Registration Open Breakfast 1:1 Advisor Sessions Co-op Solutions Showcase General sessions with Samantha Paxson, Sallie Krawcheck, Ken Kocienda, Dave Logan and more! 1:1 Advisor Sessions Lunch / Shareholder Meeting General Sessions / Studio Sessions / CEO Forum Discussion Power Sprints: Industry-focused breakout sessions

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:00 a.m. – 4:00 p.m. 8:30 a.m. – 11:45 a.m. 11:45 a.m. – 1:00 p.m. 12:00 p.m. – 1:00 p.m. 1:00 p.m. – 4:00 p.m.

Registration Open Breakfast 1:1 Advisor Sessions Co-op Solutions Showcase General sessions with Jim Nussle, Gigi Hyland, Swan Sit, Fred Reichheld, Todd Clark, Bruce Dragt and more! Lunch Power Sprints: Industry-focused breakout sessions Data Activation Panel: Leveraging Data in New and Intelligent Ways Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Fireside Chat: Cryptocurrency 101 Free night to explore Chicago

Co-op Solutions Showcase General sessions with Jim Nussle, Gigi Hyland, Swan Sit, Fred Reichheld, Todd Clark, Bruce Dragt and more! Lunch Power Sprints: Industry-focused breakout sessions Data Activation Panel: Leveraging Data in New and Intelligent Ways Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Fireside Chat: Cryptocurrency 101 Free night to explore Chicago

Co-op Solutions Showcase General sessions with Jim Nussle, Gigi Hyland, Swan Sit, Fred Reichheld, Todd Clark, Bruce Dragt and more!

Lunch Power Sprints: Industry-focused breakout sessions Data Activation Panel: Leveraging Data in New and Intelligent Ways Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Fireside Chat: Cryptocurrency 101 Free night to explore Chicago

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:30 a.m. – 4:30 p.m. 8:30 a.m. – 1:00 p.m. 1:00 p.m. – 2:30 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 2:30 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 4:00 p.m. – evening

1:00 p.m. – 2:30 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 2:30 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 4:00 p.m. – evening

1:1 Advisor Sessions Lunch / Shareholder Meeting General Sessions / Studio Sessions / CEO Forum Discussion Power Sprints: Industry-focused breakout sessions

Registration Open Breakfast 1:1 Advisor Sessions Studio Sessions Co-op Solutions Showcase Power Sprints: Industry-focused breakout sessions Data Activation Power Sprint: Case Study: How SmartGrowth Leads to Triple-Digit Growth Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue Power Sprint: Connecting Payments with Lending to Drive Growth Converging Technology Power Sprint: Cryptocurrency: What Does the Future Hold? Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

Power Sprints: Industry-focused breakout sessions Data Activation Power Sprint: Case Study: How SmartGrowth Leads to Triple-Digit Growth Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue Power Sprint: Connecting Payments with Lending to Drive Growth Converging Technology Power Sprint: Cryptocurrency: What Does the Future Hold? Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

7:00 a.m. 7:00 a.m. – 8:30 a.m. 7:30 a.m. – 8:30 a.m. 8:00 a.m. – 10:30 a.m. 8:30 a.m. – 4:30 p.m. 8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 10:30 a.m. – 3:05 p.m. 7:00 p.m. – 10:00 p.m.

Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue Power Sprint: Connecting Payments with Lending to Drive Growth Converging Technology Power Sprint: Cryptocurrency: What Does the Future Hold? Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 10:30 a.m. – 3:05 p.m. 7:00 p.m. – 10:00 p.m.

Payments Strategy Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue Power Sprint: Connecting Payments with Lending to Drive Growth Converging Technology Power Sprint: Cryptocurrency: What Does the Future Hold? Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

Power Sprint: Connecting Payments with Lending to Drive Growth Converging Technology Power Sprint: Cryptocurrency: What Does the Future Hold? Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 10:30 a.m. – 3:05 p.m. 7:00 p.m. – 10:00 p.m.

Converging Technology Power Sprint: Cryptocurrency: What Does the Future Hold? Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

Power Sprint: Blending Technology with Human Intuition to Transform Member Experience General sessions with Eswar Prasad, Colin Bryar, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

8:30 a.m. – 9:15 a.m. 9:15 a.m. – 10:00 a.m. 10:30 a.m. – 3:05 p.m. 7:00 p.m. – 10:00 p.m.

10:30 a.m. – 3:05 p.m. 7:00 p.m. – 10:00 p.m.

General sessions with Eswar Prasad, Colin Bryar, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between. THINK 22 Celebration Party

3:30 p.m. – 4:00 p.m. Product Demo: Lifestyle Loyalty

Location: Co-op Studio

8:30 a.m. – 4:30 p.m. Co-op Solutions Showcase Casually walk into the Co-op Solutions Showcase to get the look and feel of Co-op products and solutions, firsthand! Connect with our experts to see a live on-demand demo and get your questions answered or join us during one of our scheduled demonstrations.

Location: Co-op Studio

8:00 a.m. – 8:30 a.m. Product Demo: Zelle

Location: Co-op Studio

3:00 p.m. – 3:30 p.m. Product Demo: Cooper

Location: Co-op Studio

8:00 a.m. – 8:30 a.m. Product Demo: Digital Card Issuance

1:00 p.m. – 1:30 p.m. Keynote Interview: Jim Nussle and Gigi Hyland

Speaker: Melina Palmer Location: Co-op Studio

3:00 p.m. – 3:30 p.m. Behavioral Science

Speaker: Melina Palmer Location: Co-op Studio

Speaker: Carrie Stapp, Josh Sledge (Filene), Rob Mannamkery Location: Co-op Studio

Speaker: Sara Jensen, Catherine Maloney Location: Co-op Studio

8:00 a.m. – 8:30 a.m. Establishing a DE&I Program

Speaker: Cheryl Middleton Jones, Paul Love Location: Co-op Studio

8:30 a.m. – 9:00 a.m. InspiHer

Speaker: Eswar Prasad Location: Co-op Studio

9:00 a.m. – 9:30 a.m. Co-op Research

Speaker: Tiana Laurence Location: Co-op Studio

9:30 a.m. – 10:00 a.m. Keynote Interview

6:40 p.m. – First Pitch!

General sessions with Jim Nussle, Gigi Hyland, Swan Sit, Fred Reichheld, Todd Clark, Bruce Dragt and more!

Lunch 1:1 Advisor Sessions Power Sprints: Industry-focused breakout sessions Data Activation Panel: Leveraging Data in New and Intelligent Ways

Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience

Payments Strategy

Converging Technology

Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits)

2:30 p.m. – 4:00 p.m.

2:30 p.m. – 3:10 p.m. 3:15 p.m. – 4:00 p.m.

Panel: Integration Strategies to Future-Proof Your Ecosystem

Free night to explore Chicago

Power Sprint: Blending Technology with Human Intuition to Transform Member Experience

4:00 p.m. – evening

Power Sprint: Case Study: How SmartGrowth Leads to Double-Digit Growth

Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience

Payments Strategy

Power Sprint: Four Smart Strategies for Maximizing Debit Interchange Revenue

Power Sprint: Connecting Payments with Lending to Drive Growth

Converging Technology Cryptocurrency & Credit Unions: What you Need to Know Power Sprint: Cryptocurrency: What Does the Future Hold?

8:30 a.m. – 9:10 a.m. 9:15 a.m. – 9:55 a.m.

8:30 a.m. – 9:10 a.m. 9:15 a.m. – 9:55 a.m. 10:30 a.m. – 3:05 p.m.

General sessions with Eswar Prasad, Colin Bryar, EY, Filene, Nick Calcanes, Samantha Paxson and more! Lunch is served in between.

THINK 22 Celebration Party

7:00 p.m. – 10:00 p.m.

1:00 p.m. – 2:30 p.m.

Lunch

Power Sprints: Industry-focused breakout sessions Data Activation Panel: Leveraging Data in New and Intelligent Ways Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Data Activation Panel: Leveraging Data in New and Intelligent Ways Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Panel: Leveraging Data in New and Intelligent Ways Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Power Sprint: Optimize Your Fraud Metrics Without Sacrificing Member Experience Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Payments Strategy Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Bridging the Opportunity Gap with Credit Union-Level Member-Centricity (Master Class – earn 1.5 CPE credits) Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Converging Technology Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Panel: Integration Strategies to Future-Proof Your Ecosystem Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

Power Sprint: Blending Technology with Human Intuition to Transform Member Experience Free night to explore Chicago

2:30 p.m. – 3:10 p.m. 3:15 p.m. – 3:55 p.m. 2:30 p.m. – 4:00 p.m. 2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 4:00 p.m. – evening

2:30 p.m. – 3:15 p.m. 3:15 p.m. – 4:00 p.m. 4:00 p.m. – evening

Speakers: Ashley Town, Renee Hunsader (Elevations Credit Union) Location: Co-op Studio

2:30 p.m. – 3:00 p.m. Fraud Studio Session

Speaker: Jim Nussle, Gigi Hyland, David Tuyo (University Credit Union), Dean Michaels Location: General Sessions Main Stage

8:45 a.m. – 9:20 a.m. Financial Well-Being for All Keynote and Panel Discussion Jim Nussle and Gigi Hyland (CUNA + NCUA) define the CU mission around the concept of “financial well-being for all.”

3:30 p.m. – 4:00 p.m. CU4Kids

Speakers: Nick Coleman Location: Co-op Studio

Location: Co-op Studio

1:00 p.m. – 1:30 p.m. Product Demo: Co-op Contact Center: New Integrations

12:00 p.m. – 3:00 p.m. Co-op Studio Hear from some of our featured speakers on the main stage and other experts from Co-op and the credit union industry in a smaller setting at the Co-op Studio. Studio sessions to be announced!

Speaker: Sallie Krawcheck Location: Co-op Studio

Speaker: Ken Kocienda Location: Co-op Studio

12:00 p.m. – 12:30 p.m. Keynote Interview

Speaker: Dave Logan Location: Co-op Studio

12:00 p.m. – 12:30 p.m. Keynote Interview

Speaker: Ashley Town, Renee Hunsader (Elevations Credit Union) Location: Co-op Studio

12:30 p.m. – 1:00 p.m. Keynote Interview

Speaker: Jim Nussle, Gigi Hyland, David Tuyo (University Credit Union), Dean Michaels Location: General Sessions Main Stage

3:30 p.m. – 4:00 p.m. CU4Kids

Speaker: Nick Coleman Location: Co-op Studio

Location: Co-op Studio

8:00 a.m. – 3:00 p.m. Co-op Solutions Showcase Casually walk into the Co-op Solutions Showcase to get the look and feel of Co-op products and solutions, firsthand! Connect with our experts to see a live on-demand demo and get your questions answered or join us during one of our scheduled demonstrations.

Location: Co-op Studio

1:00 p.m. – 1:30 p.m. Product Demo: Co-op Insights Center

4:00 p.m. – Evening Free night to explore and enjoy Chicago

Neural technologies, such as artificial intelligence and machine learning, augment human expertise and talent to achieve astonishing things – from self-driving cars to conversational robots. Yet, these technologies are only as good as the humans who build and evolve them. This session explores the best of contemporary human and machine collaboration through the lens of the credit union member experience. Panelists will discuss a range of use cases, including deploying AI, ML and human analysts to battle back otherwise advancing payments fraud.