How do you master the business of Member Experience?

Join us on May 25 at 10:00 a.m. PT/ 1:00 p.m. ET for our second Event:

Rethink your service model: exceeding expectations at every moment

To be successful at the business of Member Experience, it’s time to rethink our service model. Through the lens of proprietary research, we’ll discuss how shifting consumer expectations and a digital and remote preference requires meeting members where they are in a holistic, connected way. Owning micro-moments along with milestones. Member lifestyles as well as life stages.

Hear from:

  • Noah Kerner, CEO of Acorns and Co-Founder of Say
  • Jean Chatzky, Financial Journalist, CEO and Founder HerMoney Media
  • Tim Greene, VP of Innovation, Elements FCU
  • Dean Michaels, Chief Strategy Officer, CO-OP Financial Services
  • Samantha Paxson, Chief Experience Officer, CO-OP Financial Services
  • Bruce Dragt, Chief Product Officer, CO-OP Financial Services
  • Hubert Joly, Former Chairman & CEO of Best Buy; Author, The Heart of Business - Leadership Principles for the Next Era of Capitalism; Senior Lecturer at Harvard Business School


10:00 a.m. PT Welcome and Opening Remarks: “Rethink your Service Model: Exceeding Expectations at Every Moment”
Samantha Paxson, Jean Chatzky

10:15 a.m. PT Interview: How a Digital-First Model Meets the Demands of Modern Financial Consumer Lifestyles
Noah Kerner, Jean Chatzky, Bruce Dragt

11:00 a.m. PT “Digital Is Your New Service Model”
Bruce Dragt

11:20 a.m. PT Fireside Chat: How Elements FCU Leverages Digital to Innovate their Member Experience
Dean Michaels, Tim Greene

11:35 a.m. PT Transformative Leadership and “The Heart of Business” Keynote and Q&A
Hubert Joly, Samantha Paxson