
Click the sessions below to reveal more details.
Agenda is subject to change.
WHEN:
6:00am - 8:00am
SPONSORED BY:
TAGS:
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..
WHEN:
6:00am - 5:00pm
TAGS:
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.
WHEN: 7:15am - 7:45am
WHERE: Hyatt, Fountain Room
PRESENTED BY: Joe Mearn
TAGS: MeridianLink Engage
WHEN: 7:15am - 7:45am
WHERE: Hyatt, Driftwood Room
PRESENTED BY: Chris Dumas
TAGS: MeridianLink Insight
WHEN:
8:00am - 8:30am
PRESENTED BY:
Chris Maloof, CPO
Charlie Lee, CMO
TAGS:
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.
WHEN:
8:30am - 9:30am
PRESENTED BY:
Todd Buchholz
SPONSORED BY:
TAGS:
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.
WHEN:
9:30am - 5:00pm
SPONSORED BY:
TAGS:
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.
WHEN: 9:30am - 10:00am
TAGS: Meal/Refreshments
WHEN:
9:30am - 4:30pm
TAGS:
Based on client feedback, MeridianLink has invited vendor partners to exhibit, sponsor various Forum functions, and participate in sessions.
Click here for more information!
WHEN:
10:00am - 10:45am
PRESENTED BY:
Brandon Sisola
MeridianLink Consumer & Opening Product Manager
Devesh Khare
Vice President, Product, for MeridianLink
TAGS:
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.
WHEN:
10:00am - 10:45am
PRESENTED BY:
Brian Ng
Software Implementation Consultant
TAGS:
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.
WHEN:
10:00am - 10:45am
PRESENTED BY:
Jeffery Waltz
Supervisor, Professional Services, MeridianLink DecisionLender
TAGS:
This session focuses on how to utilize MeridianLink DecisionLender’s available functionality, integrations, and products to assist in growing your indirect portfolio.
WHEN:
10:00am - 10:45am
PRESENTED BY:
Joe Mearn
Director of Product
Laura Costello
Product Marketing Director
TAGS:
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.
WHEN:
10:00am - 10:45am
PRESENTED BY:
Brie Hertel
Business Consulting Practice Leader
TAGS:
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.
WHEN:
10:00am - 10:45am
PRESENTED BY:
Amy Daniels
SVP, MeridianLink Marketplace
TAGS:
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:
F5b: Presented by Loanstar
Learn About Diversified Consumer Lending with Craig Haynes, President of LoanStar
WHEN:
10:30am - 5:00pm
TAGS:
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.
WHEN:
11:00am - 11:45am
PRESENTED BY:
Devesh Khare
Vice President, Product, for MeridianLink
Mike Higgins
Space Coast Credit Union
Virginia Wilson
Space Coast Credit Union
TAGS:
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.
WHEN:
11:00am - 11:45am
PRESENTED BY:
Steve Weber
Sales Engineer
TAGS:
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.
WHEN:
11:00am - 11:45am
PRESENTED BY:
Lauren Snow
Director, Marketing Customer Support, MeridianLink Engage
TAGS:
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.
WHEN:
11:00am - 11:45am
PRESENTED BY:
Stephen Huang
Key Account Director, MeridianLink
David G. Kittle
CEO, Cypress Mortgage Capital Former Chairman, MBA
TAGS:
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.
WHEN:
11:00am - 11:45am
PRESENTED BY:
Chris Dumas
Director of Data Insight
TAGS:
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.
WHEN:
11:00am - 11:55am
PRESENTED BY:
Doug Glagola
SVP, Strategic Development
TAGS:
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:
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.
WHEN:
12:00pm - 1:30pm
SPONSORED BY:
TAGS:
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.
WHEN:
1:30pm - 2:30pm
PRESENTED BY:
Loretta Salzano
SPONSORED BY:
TAGS:
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.
WHEN: 2:30pm - 3:00pm
TAGS: Meal/Refreshments
WHEN:
3:00pm - 3:45pm
PRESENTED BY:
Brandon Sisola
MeridianLink Consumer & Opening Product Manager
TAGS:
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.
WHEN:
3:00pm - 3:45pm
PRESENTED BY:
Richard Skelton
Group Product Manager
Devesh Kare
VP of Product
TAGS:
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.
WHEN:
3:00pm - 3:45pm
PRESENTED BY:
Jennifer White
Vice President of Operations, TowneBank
Katie Sienkiewicz
Lending Systems Manager, Grow Financial
TAGS:
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
WHEN:
3:00pm - 3:45pm
PRESENTED BY:
David Wieczorek
Product Manager
Travis Dungca
Customer Success
Jeff Lev
Sales Engineer
TAGS:
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.
WHEN:
3:00pm - 3:45pm
PRESENTED BY:
Kevin Gonzalez
Software Consulting Practice Leader, MeridianLink Consulting
TAGS:
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.
What you will learn:
How Custom Scorecards work
Custom Scorecard Use Cases
WHEN:
3:00pm - 3:55pm
PRESENTED BY:
Doug Glagola
SVP, Strategic Development
TAGS:
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.
WHEN:
4:00pm - 4:45pm
PRESENTED BY:
Doug Glagola
SVP, Strategic Development
TAGS:
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.
WHEN:
4:00pm - 4:45pm
PRESENTED BY:
Richard Skelton
Group Product Manager
Devesh Kare
VP of Product
TAGS:
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.
WHEN:
4:00pm - 4:45pm
PRESENTED BY:
John Utterback
Account Manager
Larry Wilson
Account Manager
TAGS:
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.
Moderator: Brian Irish, Product Manager
WHEN:
4:00pm - 4:45pm
PRESENTED BY:
David Wieczorek
Product Manager
Travis Dungca
Customer Success
Jeff Lev
Sales Engineer
TAGS:
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!
WHEN:
4:00pm - 4:45pm
PRESENTED BY:
Vern Rollins
Director of Data Analytics
TAGS:
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!
WHEN:
4:00pm - 4:55pm
PRESENTED BY:
Matt Smithson
Product Director, MeridianLink Collect
John Cosgrove
Senior Business Analyst, MeridianLink Collect
TAGS:
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:
WHEN: 5:00pm - 5:30pm
WHERE: Hyatt, Fountain Room
PRESENTED BY: Steve Weber
John Cosgrove
TAGS: MeridianLink Collect
WHEN: 5:00pm - 5:30pm
WHERE: Hyatt, Driftwood Room
PRESENTED BY: Jeff Lev
TAGS: MeridianLink Mortgage
WHEN:
6:00pm - 9:00pm
SPONSORED BY:
TAGS:
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.
WHEN:
9:00pm - 10:00pm
SPONSORED BY:
TAGS:
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.
3560 Hyland Ave, Suite #200
Costa Mesa, CA 92626
T: 866-417-5130