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EVENT DESCRIPTION


JOIN US IN SANTA ROSA ON JULY 20-21, 2022 TO “TAKE FLIGHT” FOR OUR 4TH CUNEXUS
CLIENT SYMPOSIUM!

Take Flight [idiom]: to begin a period of rapid activity, development, or
growth.

Wine flights are an excellent way to taste wines side-by-side to reveal the
subtle differences that you might have otherwise missed, which is why the
experience can be educationally compelling.

The CuneXus Client Symposium mimics that same “comparative tasting” experience
by putting our clients together at this premier event to listen to and discuss
the subtle differences in strategy and execution of the CuneXus products and
services they use. Each attendee will walk away with a greater knowledge and
appreciation of the variety of approaches to Perpetual Lending.

It is most beneficial for customer experience, lending and marketing personnel
that drive the strategy for the solution, as well as folks that are hands-on in
the software. The 2022 Symposium will take place over two days, Wednesday and
Thursday, July 20th – 21st.

There is no cost to attend this event. A hosted dining experience follows the
conclusion of the Symposium. We hope to see you there!

Although we do not charge customers to attend this event, we do reserve the
right to charge a cancellation fee of $395 for all no-shows and any reservation
cancelled after July 1, 2022.


FULL AGENDA NOW AVAILABLE

Arrival Day - July 19, 2022

6:00-8:00 p.m.

Welcome Reception

Pizza, Salad, Wine and Beer to be Served at Bocce Ball Courts

 

Day 1 - July 20, 2022

8:00 a.m. Hosted Breakfast 8:45 a.m. Welcome from CuneXus 9:00 a.m.

A Decentralized Revolution: Where Will Technology Take Banking Next? 

The financial services ecosystem is changing rapidly. This is a global
phenomenon, yet the impact is far from even. The growing presence of fintech
startups has shifted the banking business model and impacted revenue streams.
From open banking to embedded banking, alternative assets, cryptocurrencies,
web3, and digital payments to Buy Now, Pay Later credit schemas, banking is far
from static. Technology is only part of this much broader business model shift.
What do these changes mean for all of us? How can we ensure there are positive
changes for more members of our global society? How can we serve more people and
meet more financial needs? How can banking go Beyond Good? 

Keynote Speaker: Bradley Leimer, Co-Founder of Unconventional Ventures and
Author of Beyond Good and Fintech Sommelier

9:45 a.m. Break 10:00 a.m.

Red - Steak; White - Fish; ProteX Financial Wellness - CuneXus

Learn how having a financial wellness strategy is a key piece to differentiating
your credit union and how you can use these initiatives to generate bottom line
revenue.

Speaker: Array

10:45 a.m.

Enhance Your Tasting - CuneXus & Pulsate: the Perfect Match

Like food & wine, CuneXus and Pulsate make the perfect pairing. Learn how
notifications and Geofencing can boost your mobile redemptions.

Speaker: Pulsate

11:30 a.m.

Vintage Analysis: 2022

TransUnion will provide a point-of-view on the health of the consumer credit
industry and emerging trends lenders should be considering as they close out
2022 and look to 2023, exploring the vintages of successful lenders across
segments.

Speaker: TransUnion

12:00 p.m. Hosted Lunch 1:00 p.m.

Expanding Your Winery Membership

Like any good wine club, success is determined by the ability to attract new
members. Join Mo Nemati of One Nevada Credit Union and Mark DeBellis of
Westamerica Communications as they share One Nevada's success running a CuneXus
driven non-member campaign.

Speaker: Westamerica Communications & One Nevada Credit Union

1:45 p.m.

Harvesting Loans Through Automation

While technology has made lending more convenient for members and customers on
the front-end, back-office operations have grown more and more complex, creating
bottlenecks in the funding process. Shastic solves for this by eliminating
manual back-office work using Robotic Process Automation (RPA).

Speaker: Shastic

2:15 p.m. Break 2:30 p.m.

Treat Your Members Like a Fine Wine

All consumers were impacted by Covid-19, yet the “K-shaped” economic recovery
indicates that some have improved their financial position while others are
struggling more than before. Add in the current inflationary pressures, and it’s
more important than ever to understand the financial standing of your members
and prospects. Credit unions can benefit from best practices to uncover hidden
risks and opportunities in your markets and member base. Similar to developing
the best wines, members and markets need the right environment and strategic
tending to cultivate growth. In this session, gain strategies to better
understand your members’ potential and grow your wallet share.

Speaker: Equifax

3:15 p.m.

Visiting the Wine Cellar

Leveraging a robust multi-channel marketing strategy has proven to have a
significant impact on the success of the CuneXus program. Learn how many of your
peers have produced greater results when incorporating frontline cross selling
into their lending programs.

Speaker: CuneXus

4:00 p.m.

Preparing for the Harvest

Brett Barnett and Bernadette Karp of the CuneXus Client Services team will
provide an overview of updates to Implementations and Support.

Speaker: CuneXus

4:15 p.m. Wrap-Up 4:30-6:00 p.m.

Cocktail Reception

Cocktails and Hors D'oeuvres to be Served, and Musical Entertainment

 

Day 2 - July 21, 2022

8:00 a.m.

Hosted Breakfast

8:30 a.m.

Tasting Notes with the Winemakers

Bradley Leimer, Co-Founder of Unconventional Ventures will host an informal
discussion with the CuneXus & CUNA Mutual Group leadership teams discussing the
vision and strategy.

Speakers: CuneXus, CUNA Mutual Group, Bradley Leimer

9:15 a.m.

Futures: What's in the Barrel

The CuneXus product team will provide an overview of what's in the barrel for a
2023 release.

Speaker: CuneXus

9:45 a.m. Break 10:00 a.m.

Beyond Chardonnay: Are We Serving the Underserved?

This discussion will explore industry trends around inclusion across the credit
union movement. What are the products and services that will make a meaningful
impact on reducing racial and gender disparities? What are credit unions doing
to drive more diversity among our workforce, leadership, and vendors? Come hear
how credit union innovators are making inclusion an essential part of their
strategy and growth.

Speaker: ZestAI

10:45 a.m.

Aged to Perfection

Much like aging a bottle of fine wine to its potential, an auto loan should
season first to make it a great asset by refinancing it to your credit union.
Get the latest industry updates on automotive finance and discover which
“sleepers of vintage” we expect to see in 2023 and beyond.

Speaker: Origence

11:30 a.m.

Moving from Corks to Screw Caps

Stephenie Williams, Vice President, Financial Institution Marketing Product &
Strategy at Vericast will host a panel of industry experts to discuss the
lending landscape in the post-pandemic world. Topics to be discussed include
evolving lending strategies, omni-channel marketing and responses to changes in
consumer behavior.

Speaker: Vericast 

12:00 p.m. Hosted Lunch 1:00 p.m.

The Path to "Paradise" with Experian Prescreen

Consumer expectations for all demographics changed as part of the pandemic and
subsequent economic resurgence. Learn how data, technology and best practices
can help you align digital and traditional campaign strategies to run better
prescreen campaigns with measurable ROI that rise to current customer
expectations. Just as Paradise Ridge Winery overcame devastating damage from
wildfires and adapted to find ways to continue to deliver fine wine, Experian's
Prescreen capabilities matched with CuneXus’ digital offering will have your
organization on the path to post-pandemic success with compliant, best-of-breed
campaigns.

Speaker: Experian

1:45 p.m.

The Visual Tasting

Whether in a tasting room or a grocery store, when shopping for a wine consumers
have A LOT of choices. The proper presentation, from bottle to label to
description, can help make sure the consumer finds the right wine that suits
their unique taste. In this session, the CUNA Mutual Group/CuneXus design team
will take you through the analysis and design thinking process driving the new
CuneXus storefront.

Speakers: CuneXus & CUNA Mutual Group

2:15 p.m. Break 2:30 p.m.

A Great Pairing: Aligning Consumer Lending Strategies With Execution to Launch
Growth

Like a great pairing of food and wine, the alignment of lending strategies and
program execution makes a huge difference in your success. Through example case
studies, this session will challenge you to think through the appropriate
“pairing” of strategy and execution to ensure you meet your consumer lending
growth objectives.

Speaker: MeridianLink

3:15 p.m.

The Art & Science of Blending

Winemakers create stunning wines by skillfully selecting and blending the unique
components of each varietal. Even a small tweak can have a significant impact;
learn how to create the "perfect blend."

Speaker: CuneXus

4:00-4:30 p.m.

Expanding Your Palate: Wine Tasting

Open Q&A

Speaker: CuneXus

6:00 p.m. Champagne Toast 7:00-10:00 p.m.

Hosted Dinner

Sit-Down Dinner Reception With Musical Entertainment


REGISTER FOR THE EVENT NOW 


LOCATION


VINTNER'S INN

4350 Barnes Road, Santa Rosa, CA


NEARBY AIRPORTS

Santa Rosa Airport (STS) (Recommended)
3.3 Miles from Event Site

San Francisco Airport (SFO)
71 Miles from Event Site

Oakland Airport (OAK)
72 Miles from Event Site

Sacramento Airport (SMF)
94 Miles from Event Site


HOTELS

Discounted rates are available at the following hotels for Tuesday, Wednesday,
and Thursday nights which can be booked by clicking the links below:

Vintner's Inn (Recommended)
At Event Site
$339/night
HOTEL SOLD OUT

Hilton Garden Inn Sonoma County Airport*
2.4 Miles from Event Site - Close to Airport
$219/night
ROOM BLOCK CLOSED - Rooms Still Available at Standard Rate

AC Hotel Santa Rosa*
5 Miles from Event Site - Downtown Santa Rosa
$189/night
(Daily valet fee applicable to anyone looking to park at this location.)
ROOM BLOCK CLOSED - Rooms Still Available at Standard Rate

*Shuttle Service: Shuttles will be available prior to and at the conclusion of
each day's events for guests staying at the AC Hotel and the Hilton Garden Inn.


SPONSORSHIPS




DIAMOND SPONSORS




 


PLATINUM SPONSORS





GOLD SPONSORS







SILVER SPONSORS




VINTNER'S INN PHOTO GALLERY



ABOUT CUNEXUS

Our specialized sales and marketing systems help lenders maximize the
profitability of existing customer relationships. CUneXus provides turn-key
access to a powerful, award-winning consumer lending strategy that has been
proven to cut costs, increase sales volume, and enhance customer experience and
satisfaction

PRIVACY

CONTACT

CUneXus Solutions

Santa Rosa, CA

Phone: (877) 509-2089

Email: info@cunexus.com