How do you master the Business of Member Experience?
Join us on April 13 at 11 a.m. PT for our first Forum:
Rethink what drives your P&L to unleash future growth.
We’ll share proprietary member research findings from EY and CO-OP uncovering what’s driving Primary Financial Relationships today as well as insights from others who have mastered customer centricity and the business-of-experience.
Hear from:
- Steven Kotler, futurist and best selling author of Art of the Impossible
- Todd Clark, CO-OP President/CEO
- Samantha Paxson, CO-OP Chief Experience Officer
- Jean Chatzky, Financial Journalist, CEO and Founder HerMoney Media
- Tiffany Doty, CO-OP SVP of Client Relations
- Karen Spires, Partners FCU Chief Financial Officer
- Nikhil Lele, EY Principal, Digital Transformation Leader, Banking & Capital Markets
Agenda:
11:00 a.m. PT Welcome and Opening Remarks: “Rethink What Drives Your P&L to Unleash Future Growth”
Samantha Paxson, Jean Chatzky
11:15 a.m. PT Overview of Credit Union Market Research and Strategic Insights from CO-OP and EY
Samantha Paxson
11:25 a.m. PT A Deeper Dive into the Credit Union Market Research Q&A
Nikhil Lele, Todd Clark, Samantha Paxson, Jean Chatzky
12:00 p.m. PT Rethinking How to Measure Success in a Business of Member Experience Fireside Chat
Tiffany Doty, Karen Spires
12:20 p.m. PT “The Art of Impossible” Keynote
Steven Kotler
