2023 IT Conference

October 3, 2023 - October 4, 2023

Nassau Inn
10 Palmer Square, Princeton, NJ 08542

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Event Info

Event Pricing

Hotel Information

Premier Sponsors

Details

Meet the Speakers

A Special Thanks to Our Sponsors

Event Information

New for 2023 is a conference designed specifically for IT professionals in the credit union space. The work IT professionals do to ensure the utmost safety and security of member information is crucial to the integrity of the movement. Protecting members’ sensitive information while also providing staff with the tools and software needed to complete their job functions appropriately is a lot to juggle. Scams, phishing schemes, and more have only become more prevalent since the pandemic and signs point to things not slowing down any time soon. With more vigilance comes additional training, tools, and information for both IT and credit union staff. Stay up to date on how your credit union can continue protecting member data while allowing the organization to be up-to-date on the latest trends, FinTech, and more.

Join us October 3 – 4 in Princeton, NJ, at the Nassau Inn for this brand new event.

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Event Pricing

Standard Pricing

Members Under $50M – $495/person

Members Over $50M – $595/person

Hotel Information

Rooms can be booked at the beautiful Nassau Inn by using this reservation link.

The Nassau Inn is located on historic Palmer Square in Princeton, NJ. Established in 1756, the Nassau Inn has been a staple in Princeton’s history and culture for over 250 years. Learn more about the venue.

Limited rooms remain in the CrossState Room Block. Call (609) 921-7500 x-102 to confirm availability and book with the discounted rate.

Reserve your room today!

Premier Sponsors

Thank you to our 2023 IT Conference Premier Sponsors:

Session Descriptions

How to Get the Most out of AI Decisioning

Nicholas Hinrichsen from Clutch

One of the most commonly expressed opportunities for credit unions are finding efficiency gains in the consumer loan underwriting process. In today’s world people crave and prioritize speed and simplicity. Everything we do today can be done at our fingertips and with a few clicks. Instant gratification is the name of the game. The same is true for loan applications as well: the easier we make it for members to get a new loan or refinance an existing one, the more they’re going to use your loan products and the more loyal they are. By applying the best practices from fintech to your lending process, credit unions could dominate consumer lending. AI speeds up underwriting, reduces the cost to produce a consumer loan and improves your member experience. This session will go into more depth on how to implement AI most successfully and how to leverage AI to provide FinTech-like member experiences.

Information Security and Cybersecurity – A Threat and NCUA Examination Perspective

Ruth Martin, Credit Union Examiner and Regional Information Systems Officer of NCUA

Information security and cybersecurity are an ongoing and ever-increasing concern within the financial system. In today’s environment, no one is immune to the threats, even small credit unions. NCUA examinations include various review steps for credit unions of all sizes.

How’s Your Security Fitness? – Emerging Technologies for 2023 and Beyond

Dean Marshall, Executive VP, Compliance & Security at eScope Solutions

In a world obsessed with ransomware, phishing emails, and AI threats, credit union leaders are concerned about regulatory guidance and protecting member data. Are there tools that can potentially lower my risk from a cyber breach? Will those security technologies fit into our compliance program and protect the network for the next few years? This session will cover topics including:

Cyber Security Planning for Compliance and Security
Emerging Technologies in world of Cloud Computing and AI
Security Information Event Management (SIEM)
Endpoint Detection and Response (EDR)
Cyber Incident Review of a Real-World Hack
Q&A

Advanced Analytics in the Credit Union Industry and Beyond

Daragh Fitzpatrick, SVP of Augmented Intelligence at Trellance

Understand the latest trends in data and analytics, plus how to incorporate them into your credit union. Become data-driven and enable growth, efficiency, and innovation through advanced analytics during this session.

And Now for FedNow!

Philip Sprague and Justin Epstein from the Federal Reserve

Learn about the Federal Reserve Bank’s new instant payment system, FedNow. Credit unions of all sizes can sign up and use this tool to instantly transfer money for their customers, any time of the day, on any day of the year.

Security is Everyone’s Business

Joanna Huisman, SVP of Strategic Insights & Research at KnowBe4

With 74% of security incidents being the result of human error, security leaders, auditors, and regulators increasingly recognize that a more intentional focus on the human defense side of security is critical to the protection of organizations. At the forefront is creating a security aware culture with employees that understand their respective roles and responsibilities in keeping the organization, and themselves, cyber safe.

Join Joanna as she shares critical elements to a comprehensive security awareness program, what the bad guys are up to, and best practices to raise your readiness level personally and professionally.

Event Agenda

Meet the Speakers

Justin Epstein

Justin has worked for the Federal Reserve System for 14 years in a variety of roles ranging from monetary policy implementation and analysis to supervision, and now currently working in FedNow as an Onboarding Manager. As an Onboarding Manager Justin works with a wide range of banks and service providers helping to onboard them to the FedNow Service. In addition to onboarding, Justin also works to help build and evolve the FedNow onboarding tool, which helps streamline and simplify the onboarding process for our customers by collecting key data and digitizing forms and agreements.

Daragh Fitzpatrick

Daragh Fitzpatrick is SVP of Augmented Intelligence for Trellance. He is a leader and trusted advisor, with more than 20 years of experience in delivering business solutions enabled by data and analytics. In his role, he helps credit unions understand, position, and leverage artificial intelligence – with a focus on business outcomes that cuts through the hype.

He promotes the use of smart technology and advisory capabilities to make people’s lives easier and realize better outcomes – not just with data analytics, but also the “last mile” services for delivering results. This is “augmented intelligence” – a mix of technology and bespoke human expertise.

Daragh believes that information is beautiful, and that it can save the world; it is our responsibility as data-driven leaders and data scientists to understand the complete picture, measure precisely, share responsibly, draw illuminating insights, inspire positive vision, and enable effective change.

Nicholas Hinrichsen

Nicholas Hinrichsen got his MBA at Stanford’s Graduate School of Business before he started a digital car retailing company in 2013 which he sold to Carvana in 2017.

After 3 years with Carvana, Nicholas and his co-founder Chris Coleman teamed up again to start Clutch, with the goal to turn credit unions into FinTech lenders.

Within less than two years, the founders raised $41M in venture capital, acquired 67 Credit Unions as client and power the credit unions’ consumer facing account opening and loan origination experience.

Joanna Huisman

Joanna Huisman is a marketing, training and communications professional with over 20 years of experience in strategic, internal and customer-facing engagements in the financial services/tech industries with added experience in sales, operations and organizational development. She was previously senior research director at Gartner in the areas of security awareness, education, behavior management, culture, crisis communications, security and risk program management. Prior to that, she was senior director of global security communications, training and awareness for ADP. Huisman earned a BA in Government and Politics from Widener University.

Dean Marshall

As a certified information systems security professional (CISSP), Dean has over 25 years of experience as a speaker, trainer and consultant. He has enabled many organizations to meet regulatory commitments and protect sensitive information. Dean consults and speaks on current cyber threats, testing of security controls and implementation of policy-driven safeguards. Dean focuses on security programs that address emerging risks, cloud computing, AI threats, and new technologies that can protect organizations, such as EDR & SIEM.

Dean actively volunteers as an EMT in his home district on Long Island. He is a Lieutenant safety officer and EMS instructor for the agency.

Ruth Martin

Ruth Martin is a Regional Information Systems Officer with the National Credit Union Administration. She has worked for NCUA for over 16 years in the greater DC Metro area. She became a regional specialist in 2018. Prior to that she was an information security and technology subject matter examiner for approximately six years. Ruth has experience in examining information security and cyber security in credit unions of various sizes, from smaller, less complex to multi-billion dollar credit unions. She’s a Certified Information Systems Auditor.

Prior to joining NCUA, Ruth was a client accounting manager for an institutional investment firm in Pittsburgh, Pennsylvania. She holds a bachelor’s degree in accounting and a minor in international studies from Robert Morris University in Moon Township, Pennsylvania. She currently lives in Stafford, VA, with her husband and two greyhounds. She and her husband enjoy traveling, particularly to Australia and Ireland.

Philip Sprague

Philip joined the Federal Reserve in April 2021 where he leads the team responsible for onboarding industry participants to the FedNow Service and developing and executing the FedNow industry readiness strategy. As a part of these efforts, the team is focused on customer readiness and success for FedNow, the integration of customer listening and process improvement opportunities, and pioneering a new digitized onboarding experience.

Prior to joining the Federal Reserve. Philip spent 25+ years in the private sector, where he most recently served as the Senior Vice President for a large Financial Institution responsible leading the core and emerging payments products team. In this role, he was the business leader responsible for the launch and growth of Real Time Payments, Zelle, and the re-imagination of the Bill Pay.