AGENDA
All conference events will be held in person at the InterContinental San Diego on February 12-14.
All sessions are listed in the Pacific Time Zone.
8:00 AM, Feb 13
- 8:00 AM – 9:00 AM
Breakfast
Who should attend? All Attendees
Sponsored by
9:00 AM, Feb 13
- 9:00 AM – 9:50 AM
Keynote – Future of Technology
Who should attend? Leaders of Strategy and Technology
Is it even possible to keep up with the pace of change in today’s business world? Strong leadership is key—because of the heavy impact of technology, CTO’s must be front and center in leading business strategy and their C-suite peers need to partner with and support their CTO’s. And what about your board of directors? How can we equip them to lead and provide meaningful contributions to the strategic plan? Discover ways to assess today’s fast-moving technology in order to make solid business decisions quickly—and with confidence.
- Strategic Growth: Trend Hunter | MDC Connect
Sponsored by
9:50 AM, Feb 13
- 9:50 AM - 10:15 AM
Welcome and Annual Meeting
Who should attend? All Attendees
Welcome to San Diego! We are excited to see our owners, speakers, sponsors, and guests. Buckle up! Over the next day and a half, we will share what MDC is doing around innovation, research, projects, and solutions. Plus lots of networking opportunities with other MDC owners over great food, drinks, and sunshine!
10:15 AM, Feb 13
- 10:15 AM – 10:45 AM
Networking Break
Who should attend? All Attendees
Sponsored by
10:45 AM, Feb 13
- 10:45 AM – 11:00 AM
MDC's Strategic Execution Office (SEO)–Ideation into Action
Who should attend? All Attendees
Our keynote focused on the pace of change–MDC feels the pressure too! How do we gather, prioritize, and execute on projects? What changes have we made to keep up with how fast things are moving? And how can you get involved in MDC’s exciting work?
11:00 AM, Feb 13
- 11:00 AM – 12:00 PM
MDC Project Update: Gen AI
Who should attend? Leaders of Strategy, Innovation, and Technology
Learn about the latest developments and trends in Gen AI since our time together in August and MDC’s AI Innovation Lab in December. What kind of conversations should CU execs be having with each other, their boards, their teams, and their members about AI? Explore the future of AI, its real-world applications, and the work MDC is doing in this fascinating area.
12:00 PM, Feb 13
- 12:00 PM – 1:00 PM
Lunch
Who should attend? All Attendees
Join the group for lunch and mingle with other owners and attendees. Enjoy!
Sponsored by
1:00 PM, Feb 13
- 1:00 PM – 1:45 PM
MDC's Credit Union Industry Insights
Who should attend? Leaders of Strategy
During this session we will share some of our insights into our evolving industry, including critical factors influencing our industry such as competition, consumer trends, demographics, industry performance, KPI’s and incentives, and our future outlook.
1:45 PM, Feb 13
- 1:45 PM – 2:30 PM
MDC Project Update: Mission Audacia
Who should attend? Leaders of Strategy, Innovation, Member Experience, and Technology
Formerly known as Credit Union of the Future Project, this initiative has been renamed Mission Audacia. Three workstreams are here to report their progress and insights.
John Carew
Chief Strategy Officer
2:30 PM, Feb 13
- 2:30 PM – 2:45 PM
Express Break
Who should attend? All Attendees
2:45 PM, Feb 13
- 2:45 PM – 3:30 PM
Breakout Session – MDC Project Update: North Star
Who should attend? Chief Strategy Officers and Strategic Planning Leaders
In conversations with many MDC owners, we have identified a recurring theme around strategic planning—there is a lack of tools, trends and market data, facilitators, and content to support the professionals in our industry tasked with leading strategic planning efforts. A new MDC project called North Star focuses on coming alongside MDC’s CSO’s to help address that void. Come explore what we’ve been up to!
Tim Ahlenius
VP of Strategic Initiatives
2:45 PM, Feb 13
- 2:45 PM - 3:30 PM
Breakout Session - Marketing and the Machine
Who should attend? Leaders in Marketing, Sales, Retail
The rapid evolution of AI is reshaping the marketing industry in profound ways. Delve into the possibilities and hurdles posed by this technology and its far-reaching effects on the future of marketing.
2:45 PM, Feb 13
- 2:45 PM - 3:30 PM
Breakout Session – MDC Project Update: Instinctive Banking
Who should attend? Leaders in Technology, MX, Digital
The expectations of members are changing, and there is a huge opportunity to understand the data credit unions have collected from their members and leverage it to predict consumer behavior. Hear about the latest updates on this ongoing project, where we are exploring AI technology designed to enable predictive insights to anticipate what customers need before they do.
3:30 PM, Feb 13
- 3:30 PM – 4:00 PM
Networking Break
Who should attend? All Attendees
We hope you enjoyed the breakouts. Take a power walk, re-caffeinate, and we’ll see you back after the break!
4:00 PM, Feb 13
- 4:00 PM – 4:15 PM
MDC Project Update: Balance Sheet Marketplace
Who should attend? Leaders in Strategy, Finance, Investments
Credit unions are not all alike, but typically when there are “too many” or “too few” loans, most of the large credit unions are in the same place at the same time. This project is exploring ways to smooth out the deposits / loans cycle and remove balance sheet constraints when making decisions that impact our members. This quick session will provide you with an update on our exciting progress on both the loans and deposits side.
4:15 PM, Feb 13
- 4:15 PM – 5:00 PM
Tackling AI-Driven Fraud
Who should attend? Leaders in Strategy, Technology, MX
Nick Evens
CEO
5:00 PM, Feb 13
- 5:00 PM – 6:30 PM
Cocktails and Networking Reception
Who should attend? All Attendees
Join us for cocktails, apps, and more mingling with fascinating people all while taking in the beautiful bay views! This evening is a great opportunity to take your teams out following the reception. The Owner Meeting resumes tomorrow morning with breakfast at 8:00 and speakers starting at 9:00.
Sponsored by
