Meet Our Speakers
Anne Legg
CEO/Founder
Thrive Strategic Services
Anne is an award-winning, internationally recognized credit union data strategist, change agent, author, & educator. She is the founder and principal of THRIVE, a data activation consultancy that educates, accelerates, and elevates credit unions in their pursuit of data to improve their members' lives.
Karan Bhalla
Chief Growth Officer,
Trellance
Karan has two decades of financial services and data analytics experience, having worked and consulted for leading corporations such as Capital One, AmEx, BT and Fannie Mae. He now uses this experience to level the playing field for small and mid-size financial institutions.
Tim Keith
Chief Strategeist, Account Boost
SRM
Tim has decades of experience assisting hundreds of financial institutions in understanding their customers at a higher level. Tim leads a team that supports clients in developing, executing, and tracking marketing campaigns.
Gopal Swamy
CEO/Founder
Conductiv
Gopal is a former Booz Allen strategy consulting manager and repeat entrepreneur with 20+ years of experience in startups. Career highlights include founding Conductiv, a venture backed, B2B fintech helping credit unions approve more loans and reach more LMI members using permissioned data.
All About Us
September 20-22
Leveraging All Facets of Your Operations, Organization to Drive Growth & Fuel Success
Join us at the Virginia Beach oceanfront for an informative, thought-provoking conference that seeks to answer that all-important question: How do we deliver enterprise-wide strategy, differentiation and performance to fuel the growth and success of our credit union?
We’re all seeking sustainable growth at our credit unions but staying ahead of the curve and the competition is increasingly difficult.
So, we’ve curated our GROWTH Conference programming specifically for those focused on the growth and viability of their credit union – whether that role encompasses lending, marketing, business development, member service/experience, revenue generation, community outreach, data/analytics, risk management or operations.
Hotel Accommodations for Your League’s GROWTH Conference
The deeply discounted room rate at the Hilton Garden Inn for your League’s GROWTH Conference ends August 20th! Act now to ensure you get the best possible rate! Book your room here!
Schedule
September 20-22
Don’t Miss Out
September 20
5 PM
Welcome
Pre-Conference Welcome Reception in the League Suite for anyone arriving Wednesday. Please join us!
September 21
8 AM
Breakfast
Breakfast with our exhibitors and time to network.
9 AM
Keynote
Big Data Big Climb: Conquering the world's tallest freestanding mountain AND your CU data
Data is an incredible credit union asset and can be harnessed to improve members' lives. Unfortunately for most credit unions, data feels completely overwhelming, and daunting, like climbing Mt. Kilimanjaro.
11:45 AM
Lunch
Lunch with our exhibitors and time to network.
1 PM
Session
*NEW* The Power of Permissioned Data in Lending – Presented by TruStage
"Permissioned data" is detailed and highly descriptive information about members' financial behavior, but it requires that members give you access to that info. While this data can be broken into known categories like income, debt, and identity, it also includes cash flows, payments, and more. Today, there is an overwhelming amount of "permissioned data" coming from many different sources.
While credit unions can and must use this data to make better, faster, and fairer decisions in consumer and business lending, there are considerable challenges to identifying the right data sources, implementing the APIs, and using this data to make decisions. This session will provide a digestible overview of these data categories, use cases, and best practices from credit unions using this data to approve and fund more deposit, loan, and credit applications ... and reach new members!
2:15 PM
Session
Maximizing Margin Expansion in a Rising Rate Environment - Presented by STRATEGIC RESOURCE MANAGEMENT, INC.
Data analytics that reveals the intersection of portfolio and customer/member relationship factors are fundamental to developing a strategy that produces the most positive impact on Net Interest Margin. We know that any strategy that does not fully integrate marketing communication will be suboptimal. Beyond that, what is the best way to approach this unique historical challenge? This informative, thought-provoking session seeks to answer that question with data.
3:15 PM
Session
Using AI & Analytics to Fight the Competitive Landscape - Presented by Trellance
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We’ll focus on how fintechs, analytics and AI are transforming the financial services industry and why you must leverage their power to engage today’s members.
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You’ll also gain an understanding of what AI and analytics really mean in relation to the financial services landscape, with a primer on the vast and sometimes confusing technical terms found in these fields.
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We’ll also showcase real-world credit union examples of innovation, information, and Enhanced Intelligence, and how credit unions are using these tools to drive growth and promote the financial well-being of their members.
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You’ll walk away with ideas and action steps for your credit union.
We're pleased to welcome Karan Bhalla, Chief Growth Officer at Trellance, as our session facilitator!
4:15 PM
Vendor Reception
Reception
September 22
8 AM
Breakfast with our exhibitors and time to network.
Breakfast
9 AM
Keynote
Making data your BFF!
Data has been called many things -- frustrating, insightful, and transformational. Data expert and author Anne Legg argues we need to think about data as a corporate “BFF.” Join Anne for this informative session at GROWTH 2023 as we discuss Defining Data strategy; Understanding Member friction; Building Data capability; and Creating Data roadmaps. This session will give you greater clarity on the "must-haves" for data activation!
11:30 AM
Lunch
Lunch with our exhibitors and time to network.
12:30 PM
Best Practices Discussion
Best Practices / Key Takeaways
The Growth Conference is guaranteed to provide actionable ideas for spurring growth at your credit union! But we also know that talented, innovative credit union professionals like you are already driving tremendous success in growing loans, boosting membership, expanding community relationships and increasing revenue! Come ready to share your stories! We want to celebrate your success and learn from you and your team!
1:30 PM
Closing / Prizes
Prizes and Wrap-Up
Get in Touch
We hope you're able to attend. If you have questions about the registration process, our schedule or general information, don’t hesitate to reach out.
Virginia Credit Union League
108 N 8th St.
Richmond, VA 23219
434.237.9630