Keynote Speakers and General Session Presentations Announced for 2023 MeridianLink User Forum

Posted by MeridianLink | March 6, 2023

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The 2023 MeridianLink® User Forum May 8-11 is coming up quickly, and we're pleased to announce more of the presentations and sessions on this year's agenda.

Last month, we provided the 60+ concurrent session descriptions for this year's live customer event, and now it's time to provide details on the Keynote and General Sessions. While the lineup is still being finalized, here are some of the presentations you can look forward to throughout the week:


Tuesday Morning Keynote: Jean Chatzky



Financial Wellness for All


Here are a few things we know—for sure—about money: It can be stressful, awkward, and when it comes to managing it, human beings often do things that are not in our own best interest. That's an issue for the credit unions and community banks members and customers are counting on to help them improve their financial lives, to help them become financially well. But how do you do that, exactly? How do you step into this minefield with empathy, scale, and create real change?

Financial expert and best-selling author Jean Chatzky, the CEO of, has been navigating these waters for more than 30 years. With the same humor and candor that she brought to Oprah and the Today show, she'll lay out a roadmap you can follow to help the people you serve (and those in your organizations) improve their finances and sleep a little better at night.

Jean Chatzky is the founder and CEO of and the coaching programs FinanceFixx and InvestingFixx. She is the host of the podcast HerMoney with Jean Chatzky and the co-host of the national radio show Everyday Wealth. The Financial Ambassador for AARP, she was the Financial Editor for NBC Today for 25 years. Jean is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy. Her latest books are Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve and How to Money, a guidebook for Gen Z women. Follow her @JeanChatzky.


Tuesday Afternoon General Session


MeridianLink Customer Service Excellence Panel: All for One and One for All


Customer service has long been a focus for MeridianLink. As we approach our twenty-fifth anniversary, we want to share some exciting changes that have been implemented or are underway to improve your satisfaction with daily and ongoing support, product awareness, and knowledge, as well as make sure we are proactive in meeting your future needs in the consumer, mortgage, and business lending and account opening spaces. This session is led by three senior vice presidents who are the “Three Musketeers” of MeridianLink customer service excellence.




Nathan Heidger, Senior Vice President, Customer Sales, MeridianLink


Pete Robie, Senior Vice President, Customer Support, MeridianLink


Rick Kantor, Senior Vice President of Customer Success, MeridianLink


Wednesday Morning Keynote: Matthew Luhn


Inspiring Creativity in the Workplace: To Innovation and Beyond

One of the most essential resources for any business to stay competitive is new ideas that spark innovation. As one of the original story creators at Pixar Animation Studios, Matthew Luhn participated in building and sustaining the creative culture at Pixar from startup to the most successful filmmaking group in the history of Hollywood.


Matthew's engaging and action-oriented talk will provide strategies on how to create a culture that encourages and nurtures new ideas and embraces fear and failing as a necessary part of the creative process. He demonstrates how to empower relationships and build trust through authentic communication. Audiences will learn how to innovate, differentiate, and stay relevant in today's business world, creating more value and winning customer loyalty.


Matthew Luhn is an accomplished storyteller, instructor, motivational keynote speaker, and story consultant, with over 20 years' experience creating stories and characters at Pixar Animation Studios. He is an award-winning filmmaker, director and former lead storyteller and animator at Pixar.

Matthew's story credits include Toy Story, Toy Story 2, Toy Story 3, Monsters Inc., Monsters University, Finding Nemo, UP, Cars, Ratatouille, and other films currently in development.


Wednesday Afternoon General Session

Bureau Panel: How To Navigate the Impact of Fraud

Hear from three U.S. credit bureau experts on the topic that is front and center of all financial institution lending operations: fraud. This panel discussion format will address key questions regarding all aspects of fraud and the impact it is currently having post-pandemic, as well as anticipated future impact.




Carl Alexander, ID and Fraud Solutions Specialist, Equifax®


Carl has twenty years of experience working in both identity and fraud risk management, as well as working directly in fraud prevention for financial institutions. He joined Equifax in November of 2020 and is currently a solution specialist supporting credit union verticals and their connector partners. Equifax solutions provide data, analytics, and technology to mitigate fraud risks with minimal friction for end users.


Carl has extensive experience in customer success, pre-sales consulting, and risk management. He also has expertise in contact channel management, member experience for digital onboarding, and understanding various risks that are best addressed using layered data and solutions.


Kathleen Peters, Chief Innovation Officer, Decision Analytics, Experian

Kathleen Peters leads innovation and strategy for Experian's Decision Analytics business in North America.


Kathleen and her team are continuously looking for new ways to solve customer challenges by defining product strategies, new paths to market, and investment priorities for Experian's fraud and identity portfolio, analytics, and decisioning software.


Kathleen joined Experian in 2013 to lead business development, international sales, and product management for Experian's newest fraud products. She has most recently served as the Head of the North America Fraud & Identity business, until being named Chief Innovation Officer for Decision Analytics in 2020.


Sean Flynn, Senior Director, Community Financial Institutions, TransUnion®


Sean Flynn's current responsibilities include leading the execution of TransUnion's community financial institution strategy and consulting with customers on solutions to their most pressing business issues. A community enthusiast at heart, he spent most of his career holding management roles in the credit union and community bank industries and interned as a credit analyst at one of the largest commercial HUD lenders in New England.

His passion for community extends beyond TransUnion, as well—Sean coaches youth sports and serves on several town commissions and committees.


Thursday Morning Keynote

Our closing speaker will be announced soon. Stay tuned on the blog and User Forum website for updates.


Register for 2023 MeridianLink User Forum Today!

We have surpassed our registration numbers to date and are excited about the prospect of record attendance. If you haven't already registered to attend the 2023 MeridianLink User Forum, there is a $300 discount on the full Forum registration fee through March 14, 2023. This discount cannot be combined with other discount offers.


To register or review the detailed agenda, please visit


When registering, be sure to enter promo code MAGIC-EB-300 (good through March 14, 2023) where indicated on the registration form and select APPLY to process your discounted rate. Once you complete the registration, press SUBMIT and you will receive an email confirming that you have registered successfully, as well as the rate for which you will be invoiced and a link and access code to make your hotel reservations at the Disneyland® Hotel or Disney's Grand Californian Hotel® & Spa at the special MeridianLink rate, which is significantly less than rates you will find online.

Topics: MeridianLink Opening

Written by MeridianLink

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