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 HerMoney.com, 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 HerMoney.com 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 Success: Baseball Caps, Bandanas, and Business Outcomes
Customer success has long been a focus for MeridianLink. As we approach our twenty-fifth anniversary, we want to share some exciting changes that are underway to improve your satisfaction with daily and ongoing support, product awareness, and knowledge.
Presenters:
Nathan Heidger, Senior Vice President, Customer Sales, MeridianLink
Dean Germeyer, Chief Customer Officer, 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.
Presenters:
Anna Fisher, Vice President, Speciality Finance Consulting, Equifax®
With over 15 years of leadership experience in consulting, sales support, analysis, and client services in the financial, telco, insurance, and property industries, Anna joined Equifax in 2021 and served as Vice President, Identity and Fraud Consulting for 18 months before transitioning to Vice President, Speciality Finance Consulting.
Anna prides herself on surfacing clients’ true, unarticulated needs and driving mutually beneficial outcomes. She enables her teams to use best-of-breed technologies and methodologies to provide data-driven, compelling analyses and strategies which uncover risks and opportunities and provide clients with operationally viable solutions.
Before joining Equifax, she was at ID Analytics/LexisNexis, where she spent eight years leading their Fraud, Identity, and Credit Risk Consulting and Implementation teams. Prior to ID Analytics, she worked for The Irvine Company as well as Marshall & Swift/Boeckh (MSB, now part of CoreLogic).
Anna has a Masters in Economics from USC, a Masters of Divinity from Fuller Theological Seminary, and is currently pursuing an MBA from the Kellogg School of Management at Northwestern University. She lives in Orange County, CA, with her husband and two rescue dogs.
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: Mariana Atencio
Perfect You: Tap Into the Power of Your Authenticity To Meet the Moment
It takes people 7 seconds to form an opinion about you. That’s why most of us are taught to fit into a box, instead of embracing those parts of ourselves that stand out. As a former national TV journalist, Mariana is no stranger to labels. She was the only Spanish-speaking Latina correspondent at MSNBC for many years and was often encouraged to leave parts of herself at the door. It wasn’t long before she realized that ‘covering’ did not foster real belonging. This is only heightened in the financial services industry, where there is a larger need to put yourself out there in order to service and build community. Mariana’s key is to double down on your authenticity and follow easily applicable formulas to discover what makes you special. Through relatable anecdotes, actionable tools, and dynamic exercises, she will lead the audience on a journey to embrace their secret sauce and begin the great next chapter of their lives and careers. With Mariana’s Control Framework, attendees will learn to reclaim their power, lessen their fear of failure, and leave energized to apply the lessons from the MeridianLink User Forum. The current climate calls for nothing less.
Mariana Atencio took the world by storm when her TEDx talk “What makes YOU Special?” went viral. To date, it has over 22 million views and has been translated into 13 languages. An expert on the power of authenticity, her book “Perfectly You” was an Amazon Best Seller and selected by Audible and Apple Books. She’s quickly become one of the most sought-after keynote speakers, founding her own media company, GoLike, and giving everyone the tools to tell their own stories. A former anchor and reporter for NBC, her journalistic work has been honored with a Peabody, a Gracie, and an IRE award. Mariana has appeared on the Today Show, The Talk, and HBO. If you are into true crime, her latest project is a podcast about two women who go missing on a trail. It’s called “Lost in Panama” and it was among Apple’s top 10 podcasts in its week of release. You can find Mariana on social media at @marianaatencio.
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 $200 discount on the full Forum registration fee through April 14, 2023. This discount cannot be combined with other discount offers.
To register or review the detailed agenda, please visit https://www.meridianlink.com/userforum.
