7:30 – 8:15 a.m. - Full Breakfast: Coffee & CEO Conversations
8:15 – 8:30 a.m. - Opening Remarks with Conference
Emcee: John Best, Founder and CEO, Best Innovation Group
8:30 – 9:45 a.m. - Billion Dollar Teams: The Future of an AI-Powered Workforce
Speaker: Ian Beacraft, Futurist, Strategist, Signal and Cipher
The AI honeymoon is over, but its impact has barely begun. As financial institutions navigate the impact of AI from regulation to operations and customer relations, the complexities can often be paralyzing. Unlike previous technology initiatives, it won’t be enough to leave it to IT and Legal to sort out. AI is going to fundamentally change the way we work, and the work we do.
During this session, Ian will show evidence-based examples of how new team structures, reengineered workflows, and cultures are built, including experiments within his organization using AI to enhance employee productivity, empower teams, drive profitable growth, and strengthen employee engagement.
Attendees will leave with a new vision of how AI will impact the structure of the organization, how the increasingly complex dynamics of technology, society, and markets shaping business transformation, and why discipline leads from all corners of the organization need to take part in charting the trajectory of AI adoption within their organization.
Takeaways:
- Organizations with traditional hierarchies will need to adapt to more fluid team models
- We need to rethink what the modern job looks like when teams are built with a combination of humans, AI, and automation in mind.
- The way teams are built is changing. We’ll review how the right mix of people and machines will be essential to all high-performing teams.
- Specialists will be complemented with the rise of the Creative Generalist, individuals who can use the capabilities of AI to have an outsize impact on their organizations.
- Organizational transformation is not enough. In this dynamic environment, organizations need to build a culture of constant regeneration
9:45 – 10:00 a.m. - Break
10:00 – 10:45 a.m. - Strategic Foresight – Growth Opportunities for Credit Unions
Speaker: Ian Beacraft, Futurist, Strategist, Signal and Cipher
This will be a facilitated discussion around how credit unions can use the rapidly changing technology landscape to helping them find meaningful routes to innovation that impact the bottom line, inspire cultural change, and create new products and services.
10:45 – 11:00 a.m. - Break
11:00 – 11:45 a.m. - What's Keeping CEOs Up at Night
Speaker: John Best, Founder and CEO, Best Innovation Group
This will be a compelling, CEO-exclusive open dialogue on the pressing technological, liquidity, and cost of funds issues that credit unions face. We will collectively delve into innovative and cooperative solutions, with a special focus on timely subjects such as the FedNow service, cybersecurity measures and much more.
11:45 a.m. – 12:45 p.m. - Networking Lunch
1:00 – 1:30 p.m. - How Hackers Hack
Speaker: Roger Grimes, Data-Driven Defense Evangelist, KnowBe4
Join Roger A. Grimes, 35-year cybersecurity veteran and author of 14 books and over 1400 articles on cybersecurity, discuss today's threat landscape, what it looks like, and how to best defend yourself, your organization, and your members. You will leave knowing the 5 best things you can do to protect yourself against hackers and their malware creations and it doesn't involve picking the best antivirus program, firewalls, or VPNs. Roger's talks are known for their straight-shooting content and lots of actionable information that will help you best immediately reduce risk.
1:30 – 1:45 p.m. - Break
1:45 – 3:00 p.m. - Cybersecurity, Crisis Management and Risk - Industry Panel
Speakers
- Sarah Snell Cooke, Principal, Cooke Consulting Solutions
- Roger Grimes, Data-Driven Defense Evangelist, KnowBe4
- Chris Kearney, President & Chief Information Officer at TruWest Credit Union
- Chris Sachse, Cloud and Cybersecurity Leader & CEO at Think|Stack
Facilitator: John Best, Founder and CEO, Best Innovation Grou
A resilient company effectively manages crises through a forward-thinking, methodical strategy encompassing business continuity and security management. This strategy involves building structures, training personnel, and continuously assessing and modifying the approach. Developing crisis management capabilities requires ongoing effort, appropriate to the organization's size and resources.
Crisis management in cybersecurity is distinct from risk management: while risk management involves defensive strategies to protect assets from cyberattacks, crisis management addresses the aftermath of a successful attack, aiming to maintain stability and mitigate impact. This session will discuss how to prepare and begin building an effective strategy.
3:00 – 3:15 p.m. - Break
3:15 – 4:45 p.m. - The Challenge of Change: Creating an Adaptable Organization
Speaker: Christine Griffin, Principal, Change Logic
Why is it that successful organizations find it so difficult to adapt in the face of change? In the past three years, the importance of this question has increased as the intensity and pace of change accelerates. Financial institutions are being disrupted by shifting consumer preferences, the rapid adoption of digital and mobile technologies, the opportunity (and threat) of AI/crypto/blockchain, and industry consolidation. For many, navigating these disruptions requires a shift in strategy and execution. At the core of this challenge is helping organizations to continuously adapt and thrive in the face of change.
Using examples from Mastercard, Amazon, Goldman Sachs and others, we illustrate how leaders can enable their organization to adapt by: 1) ideating and incubating new growth businesses using an agile experimentation approach, and 2) creatively collaborating across a broader ecosystem to rapidly scale these new ventures, and 3) aligning their organization’s culture, structure and metrics to deliver the needed strategy.
Attendees will learn from the successes and failures of others, understand how adaptive organizations encourage innovation, personal initiative, fast decision-making and execution, and reflect on strategies and approaches to grow and thrive in the face of disruption.
Attendees will also receive a copy of the book: The Corporate Explorer, How Corporates Beat Startups at the Innovation Game that reflects the models and philosophies of the session.
4:15 p.m. - Adjourn
6:00 – 8:30 p.m. - Social Networking Reception & Dinner
A great opportunity to follow up on discussions after a busy day of sessions.
It’ll be an evening of fun and networking. Drinks, hors d'oeuvres and dinner, plus more!
