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..
Day two of the MeridianLink User Forum begins with MeridianLink's Chris Maloof, CPO, presenting the product roadmap vision and why it all matters. Following the presentation key Forum announcements will be made.
Economist Todd Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. The former White House senior economic advisor, Tiger hedge fund managing director and best-selling author has jousted with such personalities as James Carville and Ben Stein. His lively and informative speaking engagements have earned him a place in Successful Meetings Magazine’s “21 Top Speakers for the 21st Century, and his best-selling books on economics and financial markets have been widely translated and are taught in universities worldwide.
As a frequent commentator on the state of the markets, Todd Buchholz brings his experience as a former White House director of economic policy, a managing director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, finance, and business strategy. Buchholz is a frequent guest on ABC News, PBS, and CBS, and he recently hosted his own special on CNBC. Buchholz has debated such luminaries in the field as Lester Thurow and Nobel Laureate Joseph Stiglitz.
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.
Devesh Khare Vice President, Product, for MeridianLink
TAGS:
MeridianLink Consumer
MeridianLink Opening
Join MeridianLink Opening and MeridianLink Consumer Product Team to do a full review of new and updated functionality that has occurred in the last 12 months. A look at enhancements that have been announced and those being considered will also be presented to get audience feedback on items of greatest interest. This is your opportunity to be involved in how these products evolve. This session is repeated from A3.
B5: Best Practices: Optimizing MeridianLink Portal
WHEN: 10:00am - 10:45am
PRESENTED BY: Brian Ng Software Implementation Consultant
TAGS:
MeridianLink Portal
Learn tips and tricks for your customers to get the most from your MeridianLink Portal access. Presentation will cover set up, enhancements, and how to best use from all the products features and functionality.
PRESENTED BY: Jeffery Waltz Supervisor, Professional Services, MeridianLink DecisionLender
TAGS:
DecisionLender
This session focuses on how to utilize MeridianLink DecisionLender’s available functionality, integrations, and products to assist in growing your indirect portfolio.
D5: Best Practices: Use the Power of your Data to Build Stronger Consumer Relationships
WHEN: 10:00am - 10:45am
PRESENTED BY: Joe Mearn Director of Product Laura Costello Product Marketing Director
TAGS:
MeridianLink Engage
With the ever-changing consumer landscape, it’s more important than ever to leverage your data to understand and connect with your members. Learn more about the changes in consumer expectations and tips to help you increase loan growth potential through personalized recommendations and communication tactics.
E5: Optimizing for Success through MeridianLink Consulting
WHEN: 10:00am - 10:45am
PRESENTED BY: Brie Hertel Business Consulting Practice Leader
TAGS:
MeridianLink Consulting
The loan origination and account opening processes are extremely important. The origination process must be efficient, streamlined, and risk free. The MeridianLink Consulting team can help you optimize your process. Learn how we can help you improve the efficiency of your process and leverage our technology at its full potential.
MeridianLink Forum Platinum and Diamond sponsors present 20–25-minute thought-leadership sessions on a variety of key topics.
F5a: Presented by Glia
Consumer expectations and high-touch processes like loan origination have evolved, with online playing a larger role. Join us to hear how Digital Customer Service (DCS) integrated with MeridianLink can help you:
Streamline processes
Lower abandonment rates
Accelerate loans from application and underwriting through to close
Deliver a seamless digital experience
F5b: Presented by Loanstar
Learn About Diversified Consumer Lending with Craig Haynes, President of LoanStar
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.
PRESENTED BY: Devesh Khare Vice President, Product, for MeridianLink
Mike Higgins Space Coast Credit Union
Virginia Wilson Space Coast Credit Union
TAGS:
MeridianLink Opening
Listen to MeridianLink Opening customer Space Coast CU discuss their experience and benefits seen while utilizing the product. Discussion topics range from increased digitalization as well as improved efficiencies with back-office processing. Hear how the pandemic changed financial institution approaches to account opening and what trends are bubbling to the surface now.
This presentation is designed for all MeridianLink Consumer users regardless of skill set. You will learn about system capabilities that allow you to automate the application flow, responsibilities, and communications to improve internal efficiencies while improving communication to customers.
MeridianLink Engage clients share the decision process to use and implement the tool, the results of employing its capabilities and the value it as provided to the institution.
PRESENTED BY: Stephen Huang Key Account Director, MeridianLink David G. Kittle CEO, Cypress Mortgage Capital Former Chairman, MBA
TAGS:
MeridianLink Mortgage
This session looks at 2022 as a transition year for the industry, moving from a refinance market to a purchase market. Industry veterans know that past similar transitions have posed challenges as the industry works to match origination capacity to the new level of demand.
This session will also feature a fireside chat with David Kittle to discuss current market trends and best practices for mortgage lenders to stand out in today’s market.
E6: Best Practices: Optimizing Origination Processes with Data Analysis
WHEN: 11:00am - 11:45am
PRESENTED BY: Chris Dumas Director of Data Insight
TAGS:
MeridianLink Insight
Inefficiencies in our origination processes increase abandonment and limit our organization's ability to grow. We can lean on data to help identify, remediate, and measure the impact of friction in our origination process.
F6a/b: Vendor Showcases: TransUnion and CUNA Mutual
WHEN: 11:00am - 11:55am
PRESENTED BY: Doug Glagola SVP, Strategic Development
TAGS:
MeridianLink Marketplace
MeridianLink Forum Platinum and Diamond sponsors present 20–25-minute thought-leadership sessions on a variety of key topics.
F6a: Leaders from TransUnion’s credit union and community bank business will cover:
What do ‘good’ digital experiences look like?
What makes those digital experiences ‘good’?
Evolving trends emerging around digital channels
How credit unions and community banks can enhance their digital application experience without adding friction
F6b: Four Formidable Forces Shaping the Digital Landscape for Credit Unions Presented by: CUNA Mutual
Financial services continue to see rapid developments that are creating an increasingly competitive environment. During this session, we will explore four common denominators exerting a transformational influence on the credit union digital landscape.
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.
Wednesday Afternoon Forum Keynote: Loretta Salzano
WHEN: 1:30pm - 2:30pm
PRESENTED BY: Loretta Salzano
SPONSORED BY:
TAGS:
General
Compliance Countdown: A Top Ten List of Consumer Lending Legal and Compliance Concerns
Loretta Salzano will share insights on current legal and compliance regulations across today’s consumer lending landscape. Don’t miss her top 10 list of concerns facing financial institutions and mortgage lenders and how each of these can be addressed.
Loretta Salzano founded Franzén and Salzano in 1997 to provide practical legal solutions for mortgage companies and other consumer lenders. The firm quickly grew to serve banks, real estate brokers, title companies, law firms, technology companies and others in the real estate and lending industries – taking pride in its unique ability to navigate a complex tapestry of laws to help clients accomplish their goals. The firm’s attorneys counsel clients on how to increase their business while remaining within the confines of the laws of all 50 states plus federal law, including TILA, RESPA, ECOA, HMDA, FCRA and GLB.
Loretta spends much of her time assessing fair lending risks and risks related to compensation and marketing initiatives. She also drafts and negotiates a variety of transactional contracts, such as warehouse, loan sale and service agreements; troubleshoots to mitigate damages; and advocates with regulators before, during and in response to examinations.
Loretta was named a Top Compliance Lawyer by Mortgage Compliance Magazine, is a Fellow of the American College of Consumer Financial Services Attorneys and serves as Legal Counsel to the Mortgage Bankers Association of Georgia. She is active in many professional associations and loves talking the talk to the industry. Loretta is a double Wolverine earning her B.A. and J.D. from the University of Michigan.
Learn about the upcoming advanced decisioning improvements being released for MeridianLink Consumer, with a demo of the decisioning builder, workflow, and some of the potential advantages of utilizing the new decisioning model over the existing strategies.
B7: Whiteboard Session: Future of MeridianLink Digital Lending (repeated in Session B8)
WHEN: 3:00pm - 3:45pm
PRESENTED BY: Richard Skelton Group Product Manager Devesh Kare VP of Product
TAGS:
MeridianLink Portal
Join MeridianLink’s Product Team to learn about the highlights of recent areas of digital origination innovation and investment for the future. This session will feature previews, live surveys, and brainstorming session opportunities to share feedback on the direction you need from MeridianLink’s digital lending products. This is your opportunity to be involved in how MeridianLink Portal and our other online lending products can evolve to match your digital strategies. This session is repeated in Session B7.
PRESENTED BY: Jennifer White Vice President of Operations, TowneBank Katie Sienkiewicz Lending Systems Manager, Grow Financial
TAGS:
DecisionLender
Hear directly from the source of how a current MeridianLink DecisionLender client utilized the features and functionality of the product to achieve outstanding results.
Moderator: Larry Wilson, Account Manager, MeridianLink DecisionLender
D7: MeridianLink Mortgage Whiteboard: User Ideation and Feedback – Part 1
WHEN: 3:00pm - 3:45pm
PRESENTED BY: David Wieczorek Product Manager Travis Dungca Customer Success Jeff Lev Sales Engineer
TAGS:
MeridianLink Mortgage
This session will consist of a moderated question and answer roundtable discussions with clients. Join the MeridianLink Mortgage team in this interactive session to provide your feedback on the MeridianLink Mortgage product and roadmap. Session continues in D8.
E7: Best Practices: Leveraging your Internally Built Custom Scorecard
WHEN: 3:00pm - 3:45pm
PRESENTED BY: Kevin Gonzalez Software Consulting Practice Leader, MeridianLink Consulting
TAGS:
MeridianLink Consulting
The MeridianLink Consulting Team can enable your organization to develop an internally built custom scorecard and implement it into your MeridianLink Consumer instance. You have control and autonomy in defining the scorecard attributes while leveraging our expertise in implementing and monitoring the custom scorecard. Hear more about how to get started.
PRESENTED BY: Doug Glagola SVP, Strategic Development
TAGS:
MeridianLink Marketplace
MeridianLink Forum Platinum and Diamond sponsors present 20–25-minute thought-leadership sessions on a variety of key topics.
F7a: Presented by Equifax
Hear Anna Fisher, VP of Identity and Fraud Consulting, discuss identity and fraud strategies for building identity trust.
F7b: Navigating and Maximizing Your Portfolio in Today’s Auto Lending Landscape Presented by: OpenLending
With increased competition and car values at all-time highs, learn how to grow your financial institution’s auto portfolio using automation and pricing strategies while effectively managing risk and achieving yields up to 4 times greater than your prime portfolio.
A8: MeridianLink Partner Marketplace for MeridianLink Consumer Clients
WHEN: 4:00pm - 4:45pm
PRESENTED BY: Doug Glagola SVP, Strategic Development
TAGS:
MeridianLink Consumer
MeridianLink Marketplace
MeridianLink Opening
MeridianLink Portal
Join us to learn how the MeridianLink partner ecosystem can support your strategies and improve your business outcomes. During this session you will get an overview of the entire partner network, with insights on best practices and updates on changing technologies. You will also gain the highlights of the newest, most impactful integrations available to MeridianLink Consumer clients.
B8: Whiteboard Session: Future of MeridianLink Digital Lending (Repeat from B7)
WHEN: 4:00pm - 4:45pm
PRESENTED BY: Richard Skelton Group Product Manager Devesh Kare VP of Product
TAGS:
MeridianLink Portal
Join MeridianLink’s Product Team to learn about the highlights of recent areas of digital origination innovation and investment for the future. This session will feature previews, live surveys, and brainstorming session opportunities to share feedback on the direction you need from MeridianLink’s digital lending products. This is your opportunity to be involved in how MeridianLink Portal and our other online lending products can evolve to match your digital strategies. This session is repeated from Session B7.
C8: 20 Questions with MeridianLink DecisionLender Account Managers
WHEN: 4:00pm - 4:45pm
PRESENTED BY: John Utterback Account Manager Larry Wilson Account Manager
TAGS:
DecisionLender
Your MeridianLink DecisionLender Account Managers answer the 20 most asked questions regarding the product that they have received over the past year. This is a good opportunity to meet your Account Manager in person and get answers to commonly (and not so commonly) asked questions.
D8: MeridianLink Mortgage Whiteboard session for User Ideation and Feedback – Part 2
WHEN: 4:00pm - 4:45pm
PRESENTED BY: David Wieczorek Product Manager Travis Dungca Customer Success Jeff Lev Sales Engineer
TAGS:
MeridianLink Mortgage
We'll be back for more white-boarding in this session consisting of moderated question and answer roundtable discussions with clients. Join the MeridianLink Mortgage team in this interactive session to provide your feedback on the MeridianLink Mortgage product and roadmap. Then be sure to head over to the Cinco de Mayo Eve Special event to relax and unwind!
E8: Best Practices: Member/Client Data and Custom Scorecards
WHEN: 4:00pm - 4:45pm
PRESENTED BY: Vern Rollins Director of Data Analytics
TAGS:
MeridianLink Consulting
Custom scorecards are powerful tools to help you optimize your decisioning, allowing you to approve more with fewer losses. They can be further enhanced through the data of existing customers and members. Learn how to build a custom scorecard and leverage the data you already have!
F8: Finding the Right Collections Software for your Financial Institution
WHEN: 4:00pm - 4:55pm
PRESENTED BY: Matt Smithson Product Director, MeridianLink Collect John Cosgrove Senior Business Analyst, MeridianLink Collect
TAGS:
MeridianLink Collect
Are you considering implementing or changing collections software? While there are many options available, selecting the right one is largely dependent on the individual needs of your FI. This session will guide you through some of the more important considerations to be made through your collections software discovery process. Additionally, we will explore industry trends that may be impactful to your decision.
In this session, you will learn about the following:
Key factors to consider in collections software selection
We’re pleased to announce an entirely new networking event this year!
This networking opportunity filled evening will feature inspired food stations, beverages, entertainment, and prizes. All festivities will take place outdoors, weather permitting. And as the sun sets, we have a special dessert planned that no beach event should be without. You won’t want to miss it.
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.
6:00am - 8:00am 
Hyatt, Fountain Room
Economist Todd Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. The former White House senior economic advisor, Tiger hedge fund managing director and best-selling author has jousted with such personalities as James Carville and Ben Stein. His lively and informative speaking engagements have earned him a place in Successful Meetings Magazine’s “21 Top Speakers for the 21st Century, and his best-selling books on economics and financial markets have been widely translated and are taught in universities worldwide. 
This session looks at 2022 as a transition year for the industry, moving from a refinance market to a purchase market. Industry veterans know that past similar transitions have posed challenges as the industry works to match origination capacity to the new level of demand.
