Click the sessions below to reveal more details.
Agenda is subject to change.
Included in all client registrations, the breakfast buffet will be held outside each morning at the Hyatt, weather permitting. This is a great spot to grab a bite to eat, get some coffee or tea, meet up with colleagues, and plan your Forum schedule for the day. Be advised Forum Opening and Keynote Presentation start promptly at 8:00 a.m..
Pick up your name badge and download the Forum app to be able to follow the program agenda. This is the best place to get Forum questions answered.
We kick-off this year's Forum with a welcome and vision overview from MeridianLink's CEO, Nicolaas Vlok. Also, key Forum announcements will be made during this time.
Leaders across every industry and experience level share one thing in common: to be successful they need to effectively navigate failure, organizational change, and the unknown. Like headwinds to a pilot, these perceived barriers can force you to change direction, cost you momentum, and even take away options. These headwinds can feel confusing, disorienting, and downright uncomfortable. However, with the right mindset, anyone can learn to harness the energy of these headwinds in their personal favor, and to the favor of their teams and organizations.
About Nicole Malachowski
Col. Nicole Malachowski, USAF (Ret.) A leader, a combat veteran, the first woman pilot on the Thunderbirds Air Demonstration Squadron, a White House Fellow, and an inductee into both the National Women’s Hall of Fame and the Women in Aviation International Pioneer Hall of Fame, Nicole’s distinguished 21-year Air Force career exceeded her wildest dreams.
But the dream came to an end when a devastating tickborne illness left her struggling greatly to speak or walk for almost nine months. An indomitable spirit, Nicole fought back against overwhelming odds and prevailed. Drawing on stories from her career and personal life, Nicole inspires audiences to rethink the challenges they face every day. She urges them to go beyond resilience and become resurgent. Nicole’s empowers people with three key beliefs: failure and risk is the price of entry for achieving something great; sometimes you need to yield to overcome; and her personal mantra – “Nobody wants to lead a scripted life.”
Nicole brings her experience to the stage and holds audiences spellbound with an easygoing authenticity of someone who’s achieved greatness. She’s been a member and leader of exceptional teams. She has faced overwhelming challenges and adversity and has come out on top!
Stop by the charging station to mingle, charge your various devices, or take a quick breather from the show. We'll have various tables set up with plugs and outlets, as well as USB connectors.
Take a quick 30 minute break and get hydrated, or caffeinated, or both! Beverage stations will be arranged within the Grand Ball Room foyers.
Based on client feedback, MeridianLink has invited vendor partners to exhibit, sponsor various Forum functions, and participate in sessions.
Click here for more information!
These 30-minute sessions can be scheduled with a member of the MeridianLink staff throughout the Forum. Each session is scheduled in a private room so you can freely discuss your future plans and needs. Reach out to your primary MeridianLink contact before (or during) the Forum for more details.
Included in all client registrations, these outdoor lunches give you a chance to enjoy the Southern California weather, discuss what you have learned so far with old and new acquaintances and get ready for an afternoon of more learning opportunities.
Transformation and Digitalization
Fintech and new technology are re-defining the customer/member experience. This session will examine the speed of change, look at keys to successful transformation, and recommend how leaders can measure transformation success.
A co-founder of Cornerstone Advisors, Terence Roche brings 40 years of experience in bank operations and consulting. He has directly managed over 50 system selection processes and written numerous technology plans.
Terence has directed several organizational assessments and process redesign engagements and has performed assessments of corporate and functional job titles, and incentive plans. He frequently works with boards on governance issues.
Terence has been invited to speak at various bank, credit union and vendor conferences. He taught at banking schools for the Bank Administration Institute, America’s Community Bankers and the Credit Union Executives Society. He served as a faculty member at the University of Wisconsin Graduate School of Banking and CUES Management Institute. He has authored several publications and blogs including The Cornerstone Performance Report, Cornerstone’s annual benchmarking study for mid-size banks and credit unions, and GonzoBanker, Cornerstone’s blog. He has been published in American Banker, BAI Banking Strategies, Bank Technology News, Independent Banker, and CU Management, a publication of the Credit Union Executives Society.
The Client Appreciation Reception is included with all client registrations. Join your colleagues to wind down after an education-packed day of sessions.
MeridianLink values each and everyone of our clients. This event focuses on some true client milestones, and recognizing key efforts— especially since our last live event.
We will also be recognizing individuals who were beta–testers for the new MeridianLink Consumer and Opening Certification Programs.
Included in all client registrations is the MeridianLink Client Appreciation Night!
The reception, presentation, and the dinner are all included in client registrations. Dinner will be served buffet-style outdoors, weather permitting.
An event that proved to be extremely popular returns!
These optional trivia game sessions allow you to test your knowledge on a variety of subject categories against your friends, colleagues, and fellow attendees. Plus, we’re giving away some awesome prizes. All you will need to participate is your digital device with the Kahoot! application downloaded and installed.