8:30AM - 9:45AM
MAIN SESSION
Creating Your Impactful Purpose
Landon Holly, SVP - Director of Project Management, City Bank
Purpose matters-now more than ever. Purpose matters to us, to our families and to our coworkers. Instead of going out finding our purpose, why not create your own purpose and take pride in it? Through this interactive session you will learn some key components to help you create your purpose. After creating your purpose, we will discuss how to take your purpose, both professional and personal, to make the greatest impact possible.
10:00AM - 10:45AM
TANDEM
Vendor Management, Part 1
Jonathan Garner, Software Specialist,
Tandem
Ethan Curtis, Software Specialist, Tandem
Oversight of your vendor relationships means you spend a lot of time gathering documents, reviewing contracts, and determining which relationships are most important to your organization. Tandem’s Vendor Management product provides you with helpful reminders, reports, and more to make this oversight process simpler. Join Tandem Software Specialists Jonathan and Ethan as they walk you through the best use of the Vendor Management product and answer your questions!
10:00AM - 10:45AM
RISK & COMPLIANCE
Future Exams - What to Expect
Gene Fredriksen, Executive Director, National Credit Union ISAO
The NCUA and other regulators have released supervisory priorities and other updates for exams in 2023. As always, the common theme is to focus on areas posing the highest risk to the credit union and its members. This session will discuss practices you can implement to prepare your institution for new and emerging risk-based priorities.
10:00AM - 10:45AM
CYBERSECURITY
Level Up Your Tabletop Exercises
Alyssa Pugh, GRC Content Manager,
Tandem
A tabletop exercise is a technique used to review a company’s business continuity and incident response plans. Just like our tables at home, sometimes our tabletops at work can get a little cluttered and could use some TLC. Join this session for a refresher on tabletop etiquette. We will look at what regulatory guidance has to say, review best practices for getting buy-in and creating an engaging environment, and walk through a tabletop exercise together.
11:00AM - 11:45AM
TANDEM
Vendor Management, Part 2
Jonathan Garner, Software Specialist, Tandem
Ethan Curtis, Software Specialist,
Tandem
Oversight of your vendor relationships means you spend a lot of time gathering documents, reviewing contracts, and determining which relationships are most important to your organization. Tandem’s Vendor Management product provides you with helpful reminders, reports, and more to make this oversight process simpler. Join Tandem Software Specialists Jonathan and Ethan as they walk you through the best use of the Vendor Management product and answer your questions!
11:00AM - 11:45AM
RISK & COMPLIANCE
CoNetrix Security Auditors: A Panel Discussion
CoNetrix Security Auditors
During this session, you will have the opportunity to ask questions
and discuss answers with the IT auditors from CoNetrix Security.
Join this facilitated conversation with several of our excellent
Security Auditors to discuss common issues encountered during IT
audits and provide tips for how you can improve your security.
11:00AM - 11:45AM
CYBERSECURITY
Psychology and Security
Tim Miller, Sr VP and Manager, IT, First National Bank of Hutchinson
Does it take a psychology degree to implement a security program at your institution? Which works better – carrots or sticks? How can you change the security culture of your company a little at a time? Come join Tim as he discusses how one company accomplished this.
1:00PM - 1:45PM
TANDEM
Phishing
Alexandria Fontana, Software Specialist, Tandem
Elizabeth Weathers, Software Specialist, Tandem
Conducting phishing campaigns can be time-consuming and difficult if you’re unsure who to test or what type of test to create. With Tandem’s Phishing product, you can create and run multiple campaigns at once, ensure all your employees are tested, enroll them in follow-up training as needed, and choose from an ever-growing library of message templates and landing pages. Join Tandem Software Specialists Alex and Elizabeth as they walk you through the best use of the Phishing product and answer your questions!
1:00PM - 1:45PM
RISK & COMPLIANCE
Governance and Risk Management Stakeholder Communication and Engagement
Mark Gandy, VP, Chief Information Security Officer, Dow Credit Union
A case study in how the governance of cyber and information risks are communicated to stakeholder groups from departments, management, committees and the board and audit/examiners. The presenter will review a stakeholder awareness plan for communication objectives, methods, deliverables, and frequency, including typical agendas/outlines and materials such as dashboard and reports.
1:00PM - 1:45PM
CYBERSECURITY
What I Learned in My First Year as an ISO
Andrew Hettick, Information Security Officer, CoNetrix
Are you a new Information Security Officer, or have you recently started a new job role? If so, you are not alone, and this is the perfect session for you! Join Andrew to hear some useful tips that you can apply (and mistakes to avoid) when moving into a new position.
2:00PM - 2:45PM
TANDEM
Audit Management
Cory Faust, Development Lead, Tandem
Samantha Torrez-Hidalgo, Software Specialist, Tandem
Whether you are conducting the audit internally or follow-up on items that need your attention after an audit, you need an easy way to track findings, responses, and provide helpful reports. Tandem’s Audit Management product provides you with options for conducting your own audits, a simple way to follow-up on findings, and excellent reporting options to share that information. Join Cory and Samantha, two members of the Tandem team, as they walk you through the best use of the Audit Management product and answer your questions!
2:00PM - 2:45PM
RISK & COMPLIANCE
Community ISO Panel
Kelvin Joseph, SouthWest Bank
Bob Hale, East Idaho Credit Union
Renee Simkus, First State Bank - Eastpointe
Whether you are full time or simply managing a few tasks, the role of an ISO comes with many responsibilities and challenges and sometimes it's helpful to sit down with other organizations to learn what it means to be "A Successful ISO". Join this facilitated conversation with ISOs just like you to discuss common issues and how you can manage and improve your organization.
2:00PM - 2:45PM
CYBERSECURITY
Growing with FinTech
Joseph Ellis, Boost Consulting Manager,
CoNetrix Security
The realm of Financial Technology (FinTech) has grown substantially in its relatively short life thus far. Emerging most notably in the early 2000s as an assortment of technologies that presented novel potential benefits for the financial services industry, it has evolved into highly specialized offerings including peer-to-peer payment systems, cloud-based service platforms, blockchain ecosystems, and decentralized digital currencies and financing protocols. Financial institutions can leverage these technologies to grow and provide increasingly sophisticated services to their customers and members while continuing to implement meaningful governance, compliance, and risk management practices along the way.
3:00PM - 4:30PM
MAIN SESSION
Level Up: The Tandem Event
Tandem Management Team and User Groups
Join us for this special two-part interactive session to hear about the exciting things happening at Tandem. In the first part, you will be treated to an exclusive look at new and upcoming Tandem features, presented by the Tandem leadership team. Then, take part in user groups to share your voice, engage with other users, and help shape the future of Tandem. Come, learn, connect, and level up.