THINK 24 Agenda

CONFERENCE OVERVIEW

Monday, May 6 Tuesday, May 7 Wednesday, May 8 Thursday, May 9 Friday, May 10

Experience an amazing lineup of eye-opening speakers and fresh takes on industry trends and strategies, along with the networking events and evening activities that have become THINK signatures. Check back as we update this page with new speakers, content, and experiences.

Arrival day (recommended) We are offering several options to give back during THINK. All charitable activities benefit CMN Hospitals. You may add these events to your agenda during the registration process, by updating your existing registration or by emailing THINK@coop.org. 9am-12pm CT: Charitable activity option 1 - Search for Country Music Experience the heart of country music history at three iconic Nashville venues. Explore the Country Music Hall of Fame and Museum where you’ll dive into country music's past with one of the world's largest collections. Tour the iconic Ryman Auditorium and stand on the legendary stage where country music was shaped. Finally, visit the Johnny Cash Museum and explore the life and career of "The Man in Black" through personal artifacts and memorabilia topped off with a delectable BBQ lunch at Johnny Cash's BBQ next door. Includes: Access to three iconic venues with guided tours, round trip transportation and lunch for the group at Johnny Cash’s BBQ. Cost: $300 charitable contribution 9:30am-11:30am CT: Charitable activity option 2 - Songwriter Showcase at legendary Listening Room Cafe Step into one of the world’s preeminent listening rooms and prepare to be consumed by the rich history of songwriting. This songwriter’s performance features the “heroes behind the hits” who will perform their own songs; songs that have been recorded by chart-topping artists in all genres of music. Some of the most significant songs to top music charts were written by songwriters right here in Nashville. Listen to the reason and story behind the lyrics while getting to meet the artists behind some of the world’s best-known songs! Includes: Round trip transportation, private songwriter showcase and performance at legendary Nashville Listening Room Café, post show meet and greet with the artists and lunch for the group. Cost: $300 charitable contribution 12pm-6pm CT: PSCU/Co-op Solutions Café and Studio sponsored by FIS Grab a coffee, mix and mingle with your arriving peers in the café. The Underground will be in the Studio from 12:30pm to 2:30pm. The Underground is in the house with the topic SPIN, Everything, Everywhere, All the Time. It is what it is! Or not now, not ever? Your member experience is impacted by the overwhelming amount of information members receive based upon their individual preferences or by the echo chamber that excludes them from credit union messaging. Be aware and join Underground thought leaders who are strategically challenging their executive teams to digitally break through, reach new members and embrace a different kind of community. 1pm-2:30pm CT: 1:1 Advisor Sessions Schedule complimentary 20-minute 1:1 Advisor sessions with PSCU/Co-op Solutions subject matter experts across a wide range of credit union topics, including portfolio growth, member experience, fraud mitigation and much more! Link to register coming via email April 2024. Space is limited. 3pm-5:45pm CT: THINK 24 general session kick-off: Experience is Everything • KICKOFF: Are you experienced...in Experience? Join us as we set the stage with insightful content that reveals what makes a positive, motivating experience. • CEO WELCOME: Get the latest from President & CEO Chuck Fagan on how PSCU/Co-op Solutions is poised to serve as THE fintech solutions provider for Credit Union growth. • KEYNOTE: Transformation and growth expert Peter Sheahan shares key insights around building a strong foundation for growth and relevance. • KEYNOTE: Jim Nussle of America’s Credit Unions will share how the NAFCU/CUNA merger provides a stronger voice for credit unions on the local and national stage. • PANEL DISCUSSION: Moderated by host Jean Chatzky, you don’t want to miss this credit union-focused lively discussion featuring some of our speakers and credit union colleagues. 6pm-10pm CT: Welcome Reception sponsored by Visa Welcome Reception sponsored by Visa Network, connect at the pool deck, then head down Broadway to Honky Tonk Central where we’ll amp things up on the second floor with great food, drinks and live music. Dress code is Nashville casual. 8am-4pm CT: PSCU/Co-op Solutions Café and Studio sponsored by FIS Grab a coffee, mix and mingle with your peers in the café. Listen to a variety of topics in our intimate studio environment. 8am-9am & 1:20pm-4pm CT: 1:1 Advisor Sessions Schedule complimentary 20-minute 1:1 Advisor sessions with PSCU/Co-op Solutions subject matter experts across a wide range of credit union topics, including portfolio growth, member experience, fraud mitigation and much more! Link to register coming via email April 2024. Space is limited. 9am-12:45pm CT: General session • RESEARCH PRESENTATION: Be the first to hear the latest credit union and member insights as PSCU/Co-op Solutions and Filene share the much-anticipated 2024 CU Growth Outlook Research. • KEYNOTE: Former Director of Consumer Insights at Netflix Nikkia Reveillac shares how tech advancements are shaping consumer expectations and driving market reactions. • KEYNOTE: Dive into the impact, advantages, and expectations of AI from AI expert David Mattin. • PANEL DISCUSSION: Jean Chatzky facilitates a lively CU-focused panel discussion 2pm-3:45pm CT: Breakout sessions Industry-level breakouts are a perfect complement to our General Sessions, connecting key learnings from the main stage to actionable items you can implement in your Credit Union. Topics include: • Protect your members: strategies for real-time payment fraud countermeasures. It’s a hard truth that as payments have become faster, easier, and more digital, fraudsters have adapted with new ways to lie, cheat, and steal. With member transactions under increasing threat, you’ll see why it’s critical to update fraud-fighting strategies. • Bring your payments, lending, and deposit strategies into perfect harmony. Join us for an insightful session that delves into the critical economic factors impacting credit unions today and take a closer look at how your credit union can strategically correlate lending, payments, and deposits to drive growth. • The AI revolution: what credit unions need to know NOW. How might credit unions leverage the transformative potential of generative AI, ChatGPT, and advanced machine learning technology? We’ll take a realistic look at the challenges, risks, and rewards – as well as current use cases in financial services. • Empower your Credit Union in the Battle Against Fraud with Gen AI/ChatGPT. Game-changing generative AI tools now make it possible to fight fraud on the next level. Go beyond the chatter and see how AI can be applied to supercharge your credit union’s fraud mitigation arsenal in the real world. • PSCU/Co-op Solutions Combination: Empower your CU with Expanded Technology and Value-Add Solutions. The combination of Co-op Solutions and PSCU offers many benefits for our existing client partners. Elevate your offerings, enhance your member experience, and expand your reach in the ever-evolving financial services landscape with access to a wider variety of solutions from the newly combined organization. 2pm-4pm CT: Executive Session: Building the Credit Union Value Proposition Delve into the crucial aspects of building a robust credit union value proposition for the future. Led by industry experts Taylor Nelms from Filene, this session will explore how leaders set vision and cultivate a member-centric culture through the strategic integration of people, processes, and technology. Audience participation is encouraged as we navigate through the intricacies of building a clear value prop and how leaders can shepherd alignment and drive digital transformation. *This session is limited to C-level credit union executives. 2:45pm-3:00pm CT: Afternoon break sponsored by Socure 6:30pm- 9:30pm CT: Networking event and sponsor showcase at Ole Smoky Distillery and Yee-Haw Brewing - 6th and Peabody Dress code is Nashville casual. 8:30am- 4pm CT: PSCU/Co-op Solutions Café and Studio sponsored by FIS Grab a coffee, mix and mingle with your peers in the café. Listen to a variety of topics in our intimate studio environment. 1pm-2:30pm CT: 1:1 Advisor Sessions Schedule complimentary 20-minute 1:1 Advisor sessions with PSCU/Co-op Solutions subject matter experts across a wide range of credit union topics, including portfolio growth, member experience, fraud mitigation and much more! Link to register via email April 2024. Space is limited. 9am-11:15am CT: General session • KEYNOTE: Learn how Jamie Siminoff, founder of Ring (now Chief Doorman/CSO at Latch) leverages behavioral data to help create compelling solutions that find and meet consumer needs. • CU INSIGHTS: Join PSCU/Co-op Solutions Executive Leadership Team members as we go deeper on our goal of delivering the industry’s best service and solutions for credit union growth. 11:30am-12:15pm & 1:45pm-2:30pm CT: Breakout sessions Industry-level breakouts are a perfect complement to our General Sessions, connecting key learnings from the main stage to actionable items you can implement in your Credit Union. Topics include: • Protect your members: strategies for real-time payment fraud countermeasures. It’s a hard truth that as payments have become faster, easier, and more digital, fraudsters have adapted with new ways to lie, cheat, and steal. With member transactions under increasing threat, you’ll see why it’s critical to update fraud-fighting strategies. • How to strengthen member relationships by delivering BNPL members want. As member-first providers, credit unions are perfectly positioned to be a trusted source of “Buy Now, Pay Later” services. We’ll break down BNPL as a growth channel for credit unions, as well as the benefits and potential risks for members. • How embedded finance is enabling next gen payments experiences. In the eyes of many in Gen Z, TikTok and Instagram are places to shop. So, we’ll look through the Gen Z lens to see how embedded finance is shaping unpredictable but promising new payments experiences that can drive growth for credit unions. • Member personalization is key to unlocking the credit union of the future. In the near future, credit unions will offer each member a completely personalized experience that delivers outcomes, not products… Maybe? We’ll look at the future possibilities for the industry based on current research, fintech trends, and expert insights. 2:30pm-2:45pm CT: Afternoon break sponsored by Apiture 2:45pm-4:45pm CT: General session • KEYNOTE: Top 50 Business Thinker and former Salesforce Innovation executive Tiffani Bova’s unique perspective will reshape our perceptions of growth. • PANEL DISCUSSION: Jean Chatzky hosts a discussion about member centricity and the best way forward for credit unions. • KEYNOTE: Don’t miss our final inspirational keynote of THINK 24 as we close out another unforgettable THINK. 6pm-10pm CT: Evening THINK 24 celebration party sponsored by Mastercard with special performance by CMA award winning artist Dierks Bentley hosted at Brooklyn Bowl Nashville. Dress code is Nashville casual. Travel home or stay and enjoy Nashville!

SPONSORS

LOCATION

AGENDA

SPEAKERS

HOME

"It's just amazing. There’s just so much that you're going to learn, so much you're going to walk away with, so many other people you're going to meet. It's not just any convention. It's way more than that."

Jessica Flanders, SVP of Payments Services, CPM Federal Credit Union

“I’m taking back an entire notebook. THINK gives you the whole picture-- the contacts, the content, the resources and everything all in one spot -- compact in three days. And it's a good time.”

Roxane Bowering, CEO, Syracuse Fire Department Credit Union

Jessica Flanders, SVP of Payments Services, CPM Federal Credit Union

“I’m taking back an entire notebook. THINK gives you the whole picture-- the contacts, the content, the resources and everything all in one spot -- compact in three days. And it's a good time.”

Roxane Bowering, CEO, Syracuse Fire Department Credit Union

PSCU/Co-op Solutions | 9692 Haven Avenue, Suite 300 Rancho Cucamonga, CA | 800-782-9042

Monday, May 6 Tuesday, May 7 Wednesday, May 8 Thursday, May 9 Friday, May 10

Arrival day (recommended) We are offering several options to give back during THINK. All charitable activities benefit CMN Hospitals. You may add these events to your agenda during the registration process, by updating your existing registration or by emailing THINK@coop.org. 9am-12pm CT: Charitable activity option 1 - Search for Country Music Experience the heart of country music history at three iconic Nashville venues. Explore the Country Music Hall of Fame and Museum where you’ll dive into country music's past with one of the world's largest collections. Tour the iconic Ryman Auditorium and stand on the legendary stage where country music was shaped. Finally, visit the Johnny Cash Museum and explore the life and career of "The Man in Black" through personal artifacts and memorabilia topped off with a delectable BBQ lunch at Johnny Cash's BBQ next door. Includes: Access to three iconic venues with guided tours, round trip transportation and lunch for the group at Johnny Cash’s BBQ. Cost: $300 charitable contribution 9:30am-11:30am CT: Charitable activity option 2 - Songwriter Showcase at legendary Listening Room Cafe Step into one of the world’s preeminent listening rooms and prepare to be consumed by the rich history of songwriting. This songwriter’s performance features the “heroes behind the hits” who will perform their own songs; songs that have been recorded by chart-topping artists in all genres of music. Some of the most significant songs to top music charts were written by songwriters right here in Nashville. Listen to the reason and story behind the lyrics while getting to meet the artists behind some of the world’s best-known songs! Includes: Round trip transportation, private songwriter showcase and performance at legendary Nashville Listening Room Café, post show meet and greet with the artists and lunch for the group. Cost: $300 charitable contribution 12pm-6pm CT: PSCU/Co-op Solutions Café and Studio sponsored by FIS Grab a coffee, mix and mingle with your arriving peers in the café. The Underground will be in the Studio from 12:30pm to 2:30pm. The Underground is in the house with the topic SPIN, Everything, Everywhere, All the Time. It is what it is! Or not now, not ever? Your member experience is impacted by the overwhelming amount of information members receive based upon their individual preferences or by the echo chamber that excludes them from credit union messaging. Be aware and join Underground thought leaders who are strategically challenging their executive teams to digitally break through, reach new members and embrace a different kind of community. 1pm-2:30pm CT: 1:1 Advisor Sessions Schedule complimentary 20-minute 1:1 Advisor sessions with PSCU/Co-op Solutions subject matter experts across a wide range of credit union topics, including portfolio growth, member experience, fraud mitigation and much more! Link to register coming via email April 2024. Space is limited. 3pm-5:45pm CT: THINK 24 general session kick-off: Experience is Everything • KICKOFF: Are you experienced...in Experience? Join us as we set the stage with insightful content that reveals what makes a positive, motivating experience. • CEO WELCOME: Get the latest from President & CEO Chuck Fagan on how PSCU/Co-op Solutions is poised to serve as THE fintech solutions provider for Credit Union growth. • KEYNOTE: Transformation and growth expert Peter Sheahan shares key insights around building a strong foundation for growth and relevance. • KEYNOTE: Jim Nussle of America’s Credit Unions will share how the NAFCU/CUNA merger provides a stronger voice for credit unions on the local and national stage. • PANEL DISCUSSION: Moderated by host Jean Chatzky, you don’t want to miss this credit union-focused lively discussion featuring some of our speakers and credit union colleagues. 6pm-10pm CT: Welcome Reception sponsored by Visa Welcome Reception sponsored by Visa Network, connect at the pool deck, then head down Broadway to Honky Tonk Central where we’ll amp things up on the second floor with great food, drinks and live music. Dress code is Nashville casual. 8am-4pm CT: PSCU/Co-op Solutions Café and Studio sponsored by FIS Grab a coffee, mix and mingle with your peers in the café. Listen to a variety of topics in our intimate studio environment. 8am-9am & 1:20pm-4pm CT: 1:1 Advisor Sessions Schedule complimentary 20-minute 1:1 Advisor sessions with PSCU/Co-op Solutions subject matter experts across a wide range of credit union topics, including portfolio growth, member experience, fraud mitigation and much more! Link to register coming via email April 2024. Space is limited. 9am-12:45pm CT: General session • RESEARCH PRESENTATION: Be the first to hear the latest credit union and member insights as PSCU/Co-op Solutions and Filene share the much-anticipated 2024 CU Growth Outlook Research. • KEYNOTE: Former Director of Consumer Insights at Netflix Nikkia Reveillac shares how tech advancements are shaping consumer expectations and driving market reactions. • KEYNOTE: Dive into the impact, advantages, and expectations of AI from AI expert David Mattin. • PANEL DISCUSSION: Jean Chatzky facilitates a lively CU-focused panel discussion 2pm-3:45pm CT: Breakout sessions Industry-level breakouts are a perfect complement to our General Sessions, connecting key learnings from the main stage to actionable items you can implement in your Credit Union. Topics include: • Protect your members: strategies for real-time payment fraud countermeasures. It’s a hard truth that as payments have become faster, easier, and more digital, fraudsters have adapted with new ways to lie, cheat, and steal. With member transactions under increasing threat, you’ll see why it’s critical to update fraud-fighting strategies. • Bring your payments, lending, and deposit strategies into perfect harmony. Join us for an insightful session that delves into the critical economic factors impacting credit unions today and take a closer look at how your credit union can strategically correlate lending, payments, and deposits to drive growth. • The AI revolution: what credit unions need to know NOW. How might credit unions leverage the transformative potential of generative AI, ChatGPT, and advanced machine learning technology? We’ll take a realistic look at the challenges, risks, and rewards – as well as current use cases in financial services. • Empower your Credit Union in the Battle Against Fraud with Gen AI/ChatGPT. Game-changing generative AI tools now make it possible to fight fraud on the next level. Go beyond the chatter and see how AI can be applied to supercharge your credit union’s fraud mitigation arsenal in the real world. • PSCU/Co-op Solutions Combination: Empower your CU with Expanded Technology and Value-Add Solutions. The combination of Co-op Solutions and PSCU offers many benefits for our existing client partners. Elevate your offerings, enhance your member experience, and expand your reach in the ever-evolving financial services landscape with access to a wider variety of solutions from the newly combined organization. 2pm-4pm CT: Executive Session: Building the Credit Union Value Proposition Delve into the crucial aspects of building a robust credit union value proposition for the future. Led by industry experts Taylor Nelms from Filene, this session will explore how leaders set vision and cultivate a member-centric culture through the strategic integration of people, processes, and technology. Audience participation is encouraged as we navigate through the intricacies of building a clear value prop and how leaders can shepherd alignment and drive digital transformation. *This session is limited to C-level credit union executives. 2:45pm-3:00pm CT: Afternoon break sponsored by Socure 6:30pm- 9:30pm CT: Networking event and sponsor showcase at Ole Smoky Distillery and Yee-Haw Brewing - 6th and Peabody Dress code is Nashville casual. 8:30am- 4pm CT: PSCU/Co-op Solutions Café and Studio sponsored by FIS Grab a coffee, mix and mingle with your peers in the café. Listen to a variety of topics in our intimate studio environment. 1pm-2:30pm CT: 1:1 Advisor Sessions Schedule complimentary 20-minute 1:1 Advisor sessions with PSCU/Co-op Solutions subject matter experts across a wide range of credit union topics, including portfolio growth, member experience, fraud mitigation and much more! Link to register via email April 2024. Space is limited. 9am-11:15am CT: General session • KEYNOTE: Learn how Jamie Siminoff, founder of Ring (now Chief Doorman/CSO at Latch) leverages behavioral data to help create compelling solutions that find and meet consumer needs. • CU INSIGHTS: Join PSCU/Co-op Solutions Executive Leadership Team members as we go deeper on our goal of delivering the industry’s best service and solutions for credit union growth. 11:30am-12:15pm & 1:45pm-2:30pm CT: Breakout sessions Industry-level breakouts are a perfect complement to our General Sessions, connecting key learnings from the main stage to actionable items you can implement in your Credit Union. Topics include: • Protect your members: strategies for real-time payment fraud countermeasures. It’s a hard truth that as payments have become faster, easier, and more digital, fraudsters have adapted with new ways to lie, cheat, and steal. With member transactions under increasing threat, you’ll see why it’s critical to update fraud-fighting strategies. • How to strengthen member relationships by delivering BNPL members want. As member-first providers, credit unions are perfectly positioned to be a trusted source of “Buy Now, Pay Later” services. We’ll break down BNPL as a growth channel for credit unions, as well as the benefits and potential risks for members. • How embedded finance is enabling next gen payments experiences. In the eyes of many in Gen Z, TikTok and Instagram are places to shop. So, we’ll look through the Gen Z lens to see how embedded finance is shaping unpredictable but promising new payments experiences that can drive growth for credit unions. • Member personalization is key to unlocking the credit union of the future. In the near future, credit unions will offer each member a completely personalized experience that delivers outcomes, not products… Maybe? We’ll look at the future possibilities for the industry based on current research, fintech trends, and expert insights. 2:30pm-3:00pm CT: Afternoon break sponsored by Apiture 2:45pm-4:45pm CT: General session • KEYNOTE: Top 50 Business Thinker and former Salesforce Innovation executive Tiffani Bova’s unique perspective will reshape our perceptions of growth. • PANEL DISCUSSION: Jean Chatzky hosts a discussion about member centricity and the best way forward for credit unions. • KEYNOTE: Don’t miss our final inspirational keynote of THINK 24 as we close out another unforgettable THINK. 6pm-10pm CT: Evening THINK 24 celebration party sponsored by Mastercard with special performance by CMA award winning artist Dierks Bentley hosted at Brooklyn Bowl Nashville. Dress code is Nashville casual. Travel home or stay and enjoy Nashville!

PSCU/Co-op Solutions | 9692 Haven Avenue, Suite 300 Rancho Cucamonga, CA | 800-782-9042