
Click the sessions below to reveal more details.
Agenda is subject to change.
WHEN:
6:30am - 8:00am
TAGS:
Included in all client registrations, the breakfast buffet will be held at the Disneyland Hotel®. 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:
6:30am - 6:30pm
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: 8:00am - 8:30am
TAGS: General
WHEN:
8:30am - 9:25am
TAGS:
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.
WHEN: 9:25am - 9:50am
TAGS: MeridianLink Marketplace
WHEN:
9:30am - 5:00pm
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 - 10:30am
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.
WHEN:
10:00am - 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:
10:30am - 11:15am
PRESENTED BY:
Wes Zauner
VP, Product Management
TAGS:
Interested in improving your automated decisioning rates? Join us to learn about advanced decisioning for MeridianLink Consumer and discover the value and advantages of utilizing the new decisioning model over existing strategies to drive greater experiences and results for your bottom line.
You'll learn:
WHEN:
10:30am - 11:20am
PRESENTED BY:
Megan Pulliam
SVP, Marketplace
Rick DeLisi
Author and Lead Research Analyst, Glia
TAGS:
The advent of DCS now enables companies to create the ultimate experience—interactions that are matched to the exact issue the customer is reaching out to resolve. Whether their issue requires virtual assistance (through AI and bots), live assistance (through chat or OnScreen Voice/Video), or a "hybrid" of both, the experience is seamless and completely effortless for customers.
You'll learn:
WHEN:
10:30am - 11:20am
PRESENTED BY:
Megan Pulliam
SVP, Marketplace
Sean Flynn
Transunion
Michelle Rice
Transunion
TAGS:
The last several years have introduced new pressures for quick loan decisions, automation, and inclusive lending, showing the age of many existing decision criteria and risk models. At the same time, an abundance of new data, new scores, and new technologies can overwhelm lenders as they work to compete. With so many products, partners and solutions, how do you decide what’s right for you and your institution?
In this session TransUnion will share experiences from credit unions and banks that have implemented new underwriting strategies as well as the results they’ve seen.
Attendees can expect to see and hear real-world examples of how:
WHEN:
10:30am - 11:15am
PRESENTED BY:
David Mayer
Senior Software Instructional Designer
TAGS:
This session is one of the most requested of all Forum educational offerings. Forum attendees are surveyed prior to the event to come up with key questions about the usage of MeridianLink Consumer and Opening. MeridianLink staff experts answer as many of those questions as possible, using demos when necessary. This session is repeated in C8, however questions may differ in each session offering.
You'll learn:
WHEN:
10:30am - 11:15am
PRESENTED BY:
Brian Irish
Senior Product Manager
TAGS:
Kick your digital lending into high gear with intelligent automation. Join us as we review best practices for automating your application process, from real-time decisioning to advanced versioning to help you manage and approve more loans while eliminating manual tasks.
You'll learn:
WHEN:
10:30am - 11:15am
PRESENTED BY:
Jemila Stewart
Business Development, Marketplace
TAGS:
Learn about the latest developments on the MeridianLink Marketplace partner ecosystem and how specific integrations can support your mortgage lending strategies and improve your business outcomes.
You'll learn:
WHEN:
10:30am - 11:15am
PRESENTED BY:
Chris Dumas
Director, MeridianLink Insight
Joe Mearn
Director, MeridianLink Engage
Matt Smithson
Director, MeridianLink Collect
Orlando Rossi
VP, Services
TAGS:
As inflation continues to linger, mortgage rates climb, and a possible recession looms, every bank and credit union needs to prepare for whatever economic environment is on the horizon. Join our panel of experts to review key areas to help ensure you're prepared for the changing economic environment.
You'll learn:
WHEN:
10:30am - 11:15am
PRESENTED BY:
Cal Steinhoff
VP, Sales
Omar Shaikh
VP, Decisioning & Data Science
TAGS:
Quantitative tightening, rising interest rates, and decreased demand from your small business borrowers can all be alarming during a recession. Still, there are ways to navigate these treacherous waters better than others. During these times, digital channels create opportunities for banks to serve more business customers, expand market share, and increase revenue at a lower cost. Banks that embark on this strategy to leverage AI-powered innovations in analytics and data-driven decision-making can gain a decisive competitive advantage.
You'll learn:
WHEN:
10:30am - 11:15am
PRESENTED BY:
Vince Furey
SVP, MeridianLink Mortgage
TAGS:
The most recent acquisition of MeridianLink is OpenClose, a leading provider of residential mortgage solutions. This interactive demo focuses on the point-of-sale (POS) system, Consumer Assist, which provides a superior experience for borrowers.
You'll learn:
WHEN:
11:30am - 12:15pm
PRESENTED BY:
Brandon Sisola
Director, Product Management
TAGS:
Join the MeridianLink Opening and MeridianLink Consumer Product Team to gain insight into new and enhanced features and functionalities that from the last 12 months. Discover how you can improve account opening, application processing, lending automation, and cross-selling experiences for staff and consumers. This session is repeated in A1.
You'll learn:
WHEN:
11:30am - 12:20am
PRESENTED BY:
Jemila Stewart
Director, Partner Business Development
TAGS:
Direct-to-consumer FinTechs are eating the Credit Unions’ lunch: in 2020 - 2022, the direct-to-consumer FinTechs took loan market share from Credit Unions. Today, the same companies are stealing the Credit Unions’ deposits. Competing with direct-to-consumer FinTechs seems like a game of whac-a-mole? Wrong!
If Credit Unions embraced frictionless consumer experiences on both sides - i.e. loans and deposits - Credit Unions will dominate both consumer lending as well as depository services. This session will focus on how to successfully raise deposits and gain market share in the current environment. Clutch can help turn your Credit Union into a FinTech, providing members with a cutting edge FinTech experience for your Credit Union’s loan and deposit offerings.
WHEN:
11:30am - 12:20am
PRESENTED BY:
Jemila Stewart
Director, Partner Business Development
TAGS:
Open Lending: An Opportunity For Lenders to Empower the Underserved
WHEN:
11:30am - 12:15pm
PRESENTED BY:
Paul Forrest
VP, Sales Engineer
TAGS:
Join this session to learn tips and tricks to get the most from MeridianLink Portal. You'll gain insights into enhancements and valuable features and functionalities available now to maximize use and tactics to attract, engage, and support accountholders.
You'll learn:
WHEN:
11:30am - 12:15pm
PRESENTED BY:
Jennifer White
Dealer Services Operations Manager
TAGS:
Hear how organizations are able to achieve outstanding results by utilizing the features and functionality of DecisionLender.
You'll learn:
WHEN:
11:30am - 12:15pm
PRESENTED BY:
Patrice Biggins
Vice President of Credit Administration
TAGS:
Spend time learning how a MeridianLink Mortgage customer has overcome challenges in getting valuable insights from their data to make better strategic and actionable decisions that drive their business.
You'll learn:
WHEN:
11:30am - 12:15pm
PRESENTED BY:
Chris Dumas
Director, Data Insight
Nicole Hilburn
AVP, Direct Lending
Pen Air Credit Union
Amber Motley
Data Specialist
Colorado Credit Union
TAGS:
Hear from your peers as a panel of current Insight customers share their experiences with the product and how Insight empowers financial institutions to make better and faster business decisions, enabling revenue growth and the potentials of optimizing the consumer experience, including actionable process time improvement and automation available immediately with implementation of MeridianLink Insight.
You'll learn:
WHEN:
11:30am - 12:15pm
TAGS:
Join the product team to learn what's new with MeridianLink Business. During this session, we'll review recent features and functionality enhancements and discuss how business lending is evolving to meet your needs.
You'll learn:
WHEN:
11:30am - 12:15pm
PRESENTED BY:
Joe Mearn
Director, MeridianLink Engage
TAGS:
Join Product Director, Joe Mearn, as he shows a live demo of Engage, with a focus on its newest integration with MeridianLink Opening.
You'll learn:
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 - 2:25pm
TAGS:
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 vertical 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.
WHEN: 2:25pm - 2:50pm
TAGS: MeridianLink Marketplace
WHEN: 2:30pm - 3:30pm
TAGS: Meal/Refreshments
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
Brandon Sisola
Director, Product Management
Paul Forrest
VP, Sales Engineering
TAGS:
Learn about the Modern Experience for MeridianLink Consumer and MeridianLink Opening, now available across all modules for indirect auto, direct auto, credit cards, personal loans, business loans, home equity loans and deposit accounts. This session will demo the Modern Experience, discuss the benefits of the new UI/UX, and review the path to adoption.
You'll learn:
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
Richard Skelton
Manager, Product Management
Cliff Shimizu
Product Owner, Product Management
TAGS:
Join the MeridianLink Portal Product Team to gain insight into new and enhanced features and functionalities from the last 12 months, and discover how this vital solution optimizes speed and efficiency, while providing consistent, consumer-friendly experience across all popular browsers and devices.
You'll learn:
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
David Mayer
Senior Software Instructional Designer
TAGS:
Designed for those who have been using MeridianLink Consumer for a while and are familiar with most capabilities of the product, this training session looks at advanced features and functionality and how to employ them for maximum benefits.
You'll learn:
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
Mark Cauley
Director, Product Management
Scott Stephens
Sr. Director, Partner Business Development
TAGS:
Learn how the MeridianLink partner ecosystem can support your strategies and improve your business outcomes. During this session we’ll give an overview of the partner network, insights on best practices, and updates on changing technologies including highlights of the newest, most impactful integrations available to MeridianLink DecisionLender customers.
You'll learn:
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
Ben Slocum
Client Support, MeridianLink Mortgage
Devon McCarty
Client Support, MeridianLink Mortgage
TAGS:
This open dialogue session is designed for MeridianLink Mortgage LOS power users. Attendees will learn about the MeridianLink Mortgage workflow engine and how to optimize the system for efficient application throughput by leveraging automation to complete loan applications.
You'll learn:
WHEN:
3:30pm - 4:15pm
TAGS:
In this session, learn how you can use Reveal Pro add-ons for targeted reviews for Fair Lending Analysis as well as examining Direct and Indirect Vehicle for lost sales trends/opportunities for declines and approved not funded loans. Finally, discover more about our new complementary dashboard service Reveal Pro Insight for near real-time access to key sections of Reveal Pro.
You'll learn:
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
Joe Mearn
Director, MeridianLink Engage
Lauren Snow
Director, Business Consulting Practice
Chris Dumas
Director, Data Product Management
FedChoice Credit Union
TAGS:
Hear from a customer who will share how the power of combining MeridianLink's products and expertise jump started their growth plans and optimized operational efficiency.
You'll learn:
WHEN:
3:30pm - 4:15pm
PRESENTED BY:
Rich Heller
Key Account Director
Alex Quintana
Sales Engineer
TAGS:
MeridianLink Business allows community lenders the all-digital banking experience business owners demand. This demo looks at the features and functionality of the end-to-end business lending platform.
You'll learn:
WHEN: 5:00pm - 12:00am
TAGS: Special Event & Networking
WHEN: 9:00pm - 10:00pm
TAGS: Special Event & Networking
3560 Hyland Ave, Suite #200
Costa Mesa, CA 92626
T: 866-417-5130