PAST EVENT DETAILS
The Harraseeket Inn, Freeport ME
- THURSDAY, MAY 23, 2024
New England Financial Executives Council (NEFEC) presents its Spring 2024 meeting: Artificial Intelligence (AI) in Credit Unions. We have a full day planned with an exciting line up of speakers. Hear from our speakers how AI is being deployed now in credit unions. Learn what you need to prepare for AI in your credit union.
Your annual council dues cover your registration, continental breakfast, lunch and our afternoon social networking event following the meeting.
The Council Steering Committee has negotiated a special room rate at The Harraseeket Inn. The special room rate is $209 per night plus tax. This rate is only available until April 26 When reserving a room please specify that you are attending the NEFEC meeting for the NEFEC room rate.
FEATURED PRESENTERS
- Caroline Vahrenkamp, Director of Advisory Services, Filene Research Institute
- Jay Lauer, Principal of Data Governance & Strategy, PSCU
- Brian Hamilton, President, Origence Lending Services
Agenda:
- Registration 8:00 am – 9:00 am
- Filene Research Institute 9:00 am – 10:30 am
- Break 10:30 am – 10:45 am
- PSCU 10:45 am – 12:15 pm
- Lunch 12:15 pm – 1:15 pm
- Origence 1:15 pm – 2:45 pm
- Networking Social Hour 3:00 pm – The networking social hour is being generously supported by PSCU and Origence. Thank you PSCU and Origence for your support of the Council.
Topics to be presented:
- Filene Research Institute will provide an overview of trends in AI, how it is being used in the credit union industry and associated benefits and risks.
- PSCU will discuss emerging AI trends in the payments space.
- Origence will discuss AI and its uses in the origination experience.
Participants will:
- Learn about current AI trends including how it is being leveraged in the credit union industry and it presents both benefits and risks that need consideration.
- Understand AI trends in the payments space and how to best leverage AI for your payment programs.
- Look at how AI is being used to streamline and strengthen loan origination processes.
- Each session will have opportunity to engage with industry experts on AI topics.
Participants will earn 4.5 CPE credit:
- Field of Study: Specialized Knowledge
- Prerequisites: Basic knowledge of AI trends in the financial industry.
- Who Should Attend: Credit Union professionals interested in learning more about AI trends in their industry.
- Advanced Preparation: None
- Program Level: Intermediate
- Delivery Method: Group Live
In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.
New England Financial Executives Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Cost for this event is included in your annual NEFEC dues. Non-members are both welcome to join the council and attend this event. Once a dues paying credit union has attendee/s at an event in the calendar period in which they paid dues, dues will not be refunded. A credit union can contact us through our website Contact – NEFEC (thenefec.org) and request a dues refund if prior to attending an event in the calendar period in which dues were assessed.
If you would like to provide feedback to NEFEC on event content or submit a complaint you can do so through our website (www.thenefec.org). All feedback and complaints will be addressed by our Steering Committee.
Thank you for continuing to support the Council.
THE NEW ENGLAND FINANCIAL EXECUTIVES COUNCIL IS SUPPORTED BY
Caroline Vahrenkamp (Advisor, Market Insights & Advisory Services)
Caroline brings over 20 years of experience in and around credit unions to Filene. With her extensive background in finance, marketing, and product development, Caroline is on a mission to support credit union innovation and find trends and patterns in consumer behavior that will lead to the development of new products and services to transform the credit union industry. Prior to her work with Filene, Caroline was at Raddon where she was responsible for their national consumer research program. Her past roles also include CFO at Clackamas Federal Credit Union and SVP of Marketing and Member Experience at Elements Financial. Caroline earned her bachelor’s degree from Emory University and her MBA from Georgetown University’s McDonough School of Business.
Jay Lauer, Principal of Data Governance & Strategy, PSCU
Jay Lauer has spent his professional career in the financial services and payments space, with leadership roles in operations, technology, service delivery, compliance and product innovation. He joined PSCU in 2020 as a Sr Innovation Strategist with a focus on Artificial Intelligence and AI-enabled use cases for the firm and its member/owner credit unions. He currently leads PSCU’s enterprise data governance program and is responsible for the organization’s deeper and broader adoption of data and advanced analytics, driving business insights to actionable outcomes in B2B and B2C environments.
Prior roles with Fiserv/First Data, US Central Federal Credit Union, and UMB Financial allow him to be well-versed in connecting people, process and technology – as they relate to and communicate through data – to uncover the unrealized potential and extend the value of data across organizations. He has received certifications in Data Governance, Data Privacy and Protection, and Data Quality from TDWI and is certified in the Cloud Data Management Capabilities framework published by the EDM Council.
Jay has contributed to industry awareness and deeper discussion of data, analytics, and AI uses in financial services through presentations at conferences such as the CUNA Operations and Member Experience Council, the CUNA Technology Council and PSCU’s Member Forum, as well as authoring articles for industry publications and the PSCU blog.
Brian Hamilton
Brian Hamilton is a 30-year financial services veteran working with credit unions, banks, finance companies, and fintechs. He has managed all facets of consumer lending operations and led groundbreaking initiatives in digital transformation. In 2017 Hamilton joined Origence as vice president of innovation and insights where he led research on emerging trends and product innovation. In 2020 Hamilton was named president of Origence Lending Services, where he has recently launched FI Connect, a fintech lender connecting credit unions to desired channels, markets, and products for new and existing members.
