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October 7 • 11:00 PT, 12:00 MT, 1:00 CT, 2:00 ET

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Nicole Baker

Member Center Manager
Community Choice Credit Union, Michigan, USA

Business Case

Elevate: The Future of Credit Union Business Banking

Elevate is designed to transform underutilized branch relationships into a scalable business banking growth engine that strengthens visibility, accelerates relationship acquisition and expands deposits, non-interest income and commercial lending opportunities.

Christina Mullins

Senior Lending Resources Specialist
State Employees’ Credit Union, North Carolina, USA

Business Case

BUILDing from Within: A Scalable Succession Management Framework

The BUILD Framework introduces five pillars — Benchmark, Uncover, Invest, Launch and Document — designed to close the execution gap at every level of credit union leadership. BUILD is a six-phase implementation framework that transforms a NCUA-mandated succession plan into a living, board-approved talent pipeline; one that identifies candidates, develops them deliberately and deploys them confidently when the moment arrives.

Elizabeth Seelbach

Director of Strategy
Resource One Credit Union, Texas, USA

Business Case

Member Shield Framework: A Proactive Scam Prevention and Intervention Model

Rather than focusing primarily on fraud recovery, Member Shield creates multiple opportunities for intervention before a member completes a potentially fraudulent transaction. The framework combines technology, education, human support and proactive account protections to help members.

Justin Thompson

Marketing Automation Analyst
Royal Credit Union, Wisconsin, USA

Business Case

The Intelligent Front Door: A Real-Time Intent Engine for Member Growth

At its core the Intelligent Front Door is a real-time intent scoring model that translates behavioral signals into a clear understanding of what each member needs. This enables RCU to respond immediately across channels. The homepage personalization already deployed is simply the first application of this capability. The intent engine itself is the product.

Brandon White

Manager Financial Crimes Analytics
Wings Credit Union, Colorado, USA

Business Case

Enterprise Fraud Intelligence Platform

EFIP is a lifecycle fraud intelligence layer that unifies siloed onboarding, inquiry and transaction risk signals into one explainable, auditable decisioning experience. EFIP delivers a Member Lifetime Risk Score (MLRS) and a point-in-time Event Risk Score (ERS) with clear drivers and recommended actions—so teams stop “swivel-chair” correlation and start preventing repeat losses and avoidable member friction.