Included in all client registrations, the breakfast buffet will be held outside each morning 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..
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.
Here are a few things we know—for sure—about money: It can be stressful, awkward, and when it comes to managing it, human beings often do things that are not in our own best interest. That's an issue for the credit unions and community banks members and customers are counting on to help them improve their financial lives, to help them become financially well. But how do you do that, exactly? How do you step into this minefield with empathy, scale, and create real change?
Financial expert and best-selling author Jean Chatzky, the CEO of HerMoney.com, has been navigating these waters for more than 30 years. With the same humor and candor that she brought to Oprah and the Today show, she'll lay out a roadmap you can follow to help the people you serve (and those in your organizations) improve their finances and sleep a little better at night.
Jean Chatzky is the founder and CEO of HerMoney.com and the coaching programs FinanceFixx and InvestingFixx. She is the host of the podcast HerMoney with Jean Chatzky and the co-host of the national radio show Everyday Wealth. The Financial Ambassador for AARP, she was the Financial Editor for NBC Today for 25 years. Jean is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy. Her latest books are Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve and How to Money, a guidebook for Gen Z women. Follow her @JeanChatzky.
Fireside Chat: Secrets from the Pros to Elevate Borrower Experience during Home Equity Mania
WHEN: 9:25am - 9:50am
PRESENTED BY: Chris Mead VP, Client Relations, Coviance Troy Allen AVP, Client Relations, Coviance Jessica Micheri AVP Lending, Farmers Insurance Federal Credit Union
TAGS:
MeridianLink Marketplace
With rising rates and real estate values at historic levels, home equity is having its moment. Banks and credit unions are quickly pivoting from the refi boom to home equity lending. Join Coviance and credit union industry leaders to discover best practices and fintech solutions that provide borrowers quick and friction-free access to their equity.
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.
Based on client feedback, MeridianLink has invited vendor partners to exhibit, sponsor various Forum functions, and participate in sessions. Participating sponsors to be announced.
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.
Join the MeridianLink Opening and MeridianLink Consumer Product Team to gain insight into new and enhanced features and functionalities 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 A5.
You'll learn:
How to optimize efficiencies
How to drive greater experiences
How to take action now to reach your business goals
B1: Marketplace for MeridianLink Consumer, MeridianLink Opening, and MeridianLink Portal
WHEN: 10:30am - 11:15am
PRESENTED BY: James Lubeck Director, Partner Business Development
TAGS:
MeridianLink Consumer
MeridianLink Opening
MeridianLink Marketplace
MeridianLink Portal
Learn—and give us your feedback—about the latest developments from the MeridianLink Marketplace partner ecosystem. See how specific integrations can support your mortgage lending strategies and improve your business outcomes.
You'll learn:
About the most recent partner integrations for MeridianLink Consumer LOS
The best use cases for automating workflows using partner integrations
C1: Best Practices Training: MeridianLink Consumer
WHEN: 10:30am - 11:15am
PRESENTED BY: Alex Quintana Sales Engineer
TAGS:
MeridianLink Consumer
Join this session to learn tips and tricks to get the most from MeridianLink Consumer. 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:
Real-world strategies and tactics to successfully facilitate digital lending to achieve improved experiences
How to apply available features and functionalities to gain greater efficiencies
What your financial institution can do now to drive better results
PRESENTED BY: Mark Cauley Director, Product Management Brian Irish Senior Product Manager
TAGS:
MeridianLink DecisionLender
Join the product team to learn what's new with MeridianLink DecisionLender®. During this session, we'll review recent features and functionality enhancements and discuss how DecisionLender is evolving to meet your needs.
You'll learn:
About key product enhancements from recent releases
PRESENTED BY: JP Kelly SVP, Mortgage Ian Goldsmith SVP, Product
TAGS:
MeridianLink Mortgage
MeridianLink OpenClose
This keynote session will provide thoughtful and meaningful discussion about the state of the mortgage industry today navigating the “best of times” to “worst of times”. The discussion will be led by industry thought leader and known author, Jim Deitch, CEO of Teraverde. Jim will share his insights and perspectives about how the industry is experiencing disruption and how lenders are able to weather the storm and still profit.
You'll learn:
A way to move forward with a sustainable business model for residential lending
Depositories have a strategic product advantage
Leadership at all leavers matters now more than ever
Keynote Presenter: James M. Deitch CPA CMB
James M. Deitch CPA CMB founded Teraverde® after serving as CEO of five federally chartered banks for over twenty-five years. Teraverde® advises over 200 clients in mortgage banking, capital markets and financial technology, ranging from the largest U.S. financial institutions to independent mortgage bankers.
He has served on the MBA Residential Board of Governors and CEO panelist and speaker for major financial institutions, financial industry associations, corporate clients, the Department of Defense and several universities. Jim is a thought leader and has published three #1 best-selling books, including “Strategically Transforming the Mortgage Banking Industry”.
F1: Leveraging Analytics for Better Decisioning and Reporting
WHEN: 10:30am - 11:15am
PRESENTED BY: Michael Street Director, Data Analytics Practice Services Vern Rollins Director, Predictive Analytics Practice Consulting
TAGS:
MeridianLink Consumer
MeridianLink Consulting
Improved auto-decisioning and a better risk assessment approach are fundamental for sustainable growth while keeping losses under control. But to enhance your decisioning framework, you need data analytics resources, hardware/software and expertise, which can quickly become cost-prohibitive. Learn how the Consulting Team helps clients optimize, implement, and monitor decisioning (via the use of Reveal Pro, Decision Optimization (DO), and DO re-simulations).
You'll learn:
How to achieve sustainable growth through improved auto-decisioning and better risk assessment approaches
How to utilize the consulting team to better optimize and monitor decisioning
A customer's perspective on utilizing the expertise to achieve better results
G1: The Digital Directive: Small Business Lending Can't Be Ignored
WHEN: 10:30am - 11:15am
PRESENTED BY: Cal Steinhoff SVP, Strategic Sales Omar Shaikh VP, Decisioning & Data Science
TAGS:
MeridianLink Business
A vast majority of financial institutions believe they'll lose business customers to fintechs like PayPal, Venmo, Square, and others. But this fear doesn't have to become a reality. In this session, we'll discuss how every financial institution, regardless of size, can leverage digital tools to attract and retain small business owners.
You'll learn:
How going digital in business lending can help streamline the loan application and approval process
How offering digital loan products and services can make it easier for consumers to apply for and access loans, regardless of location or availability
How to jumpstart digital business lending with one of MeridianLink’s fastest products to implement
See how MeridianLink products work synergistically to create a complete origination experience from acquiring a consumer to digital applications through funding, cross selling, and, if needed, collections. This is an excellent multi-product demo to help you understand how MeridianLink can help your consumers and organization succeed.
A2: Customer Success With MeridianLink Consumer and MeridianLink Opening
WHEN: 11:30am - 12:15pm
PRESENTED BY: Karen Kislin Sr. Strategic Customer Success Manager Crystal Smiley Carolinas Telco Federal Credit Union, Digital Platform Manager
TAGS:
MeridianLink Consumer
MeridianLink Opening
Hear directly from Carolinas Telco Federal Credit Union about the benefits and value they've experienced with MeridianLink Consumer and MeridianLink Opening. Discussion topics range from increased digitalization to improved efficiencies for accountholders and staff. Hear how they're better prepared to serve accountholders today and into the future.
You'll learn:
How to turn challenges into opportunities for success
How best practices and tactics improved outcomes
What lessons were learned to drive action and deliver results
Credit Trends and Data Insights That can Help Strengthen Your 2023 Growth Strategies
WHEN: 11:30am - 12:15pm
PRESENTED BY: James Lubeck Director, Partner Business Development David Whitin VP Analytics, Managing Consultant
TAGS:
MeridianLink Marketplace
Looking for new ways to drive smarter revenue in 2023? Join Equifax to learn more about credit trends and data insights that can help strengthen your 2023 growth strategies.
You'll learn:
Current economic insights and credit trends
How to drive more deposit account openings and funding
How differentiated data that can help expand access to credit
B2b: Platinum Sponsor Showcase Session: Zest AI (follows Session B2a)
Better Navigate the Economy With AI-automated Underwriting
WHEN: 11:30am - 12:15pm
PRESENTED BY: James Lubeck Director, Partner Business Development Mike de Vere CEO, Zest AI
TAGS:
MeridianLink Marketplace
In an uncertain economic climate, approving more loans may not be top of mind for credit unions. When tightening our belts, AI-underwriting can offer the efficiency needed to cut down on costs, as well as the ability to make smarter bets and lend more inclusively to those who need it.
You'll learn:
How to better navigate the economy with AI-automated underwriting
Attend these unmoderated roundtable discussions with your peers that use the same banking core as you do. The opportunity to meet and talk about usage of MeridianLink products with others using the same core is always a request of attendees. This is planned early on the agenda so conversations can be ongoing throughout the event.
You'll learn:
About other financial institutions that use the same banking core as you
D2: Best Practices: Optimizing MeridianLink DecisionLender with MeridianLink Consulting
WHEN: 11:30am - 12:15pm
PRESENTED BY: Mark Cauley Director, Product Management Kevin Gonzalez Director, Business Consulting
TAGS:
MeridianLink Consulting
MeridianLink DecisionLender
Maintain a competitive advantage in auto lending with advanced analytics. Leverage the extensive data knowledge and expertise of the MeridianLink Consulting Team to help analyze your declined applications as well as your approved but not funded applications. Learn how you can discover meaningful insights so you can fund more.
You'll learn:
Why you need advanced analytics
How the MeridianLink Consulting team can help you gain a competitive advantage by analyzing your applications
How to partner with our consultants so you can fund more with confidence
E2: MeridianLink with OpenClose is Reimagining the Digital Mortgage
WHEN: 11:30am - 12:15pm
PRESENTED BY: Ian Goldsmith SVP, Product JP Kelly SVP, Mortgage Amanda Stergas Product Marketing Manager Ryan Suniuk Product Marketing Manager
TAGS:
MeridianLink Mortgage
MeridianLink OpenClose
This panel session will highlight MeridianLink’s recent acquisition of OpenClose and share insights on how the combined strengths these mortgage LOS solutions enables customers to deliver fast, frictionless mortgage lending experiences, from application through closing. Learn more about how MeridianLink is evolving both mortgage solutions to incorporate the best capabilities of each and drive greater efficiencies, improve user and borrower experiences to increase ROI.
F2: Add Knowledgeable Support When and Where You Need It with Admin Pro
WHEN: 11:30am - 12:15pm
PRESENTED BY: Brie Hertel Manager, Business Consulting Practice Tami Normand Associate Manager, Business Consulting Practice Melissa Gutierrez Education Credit Union
TAGS:
MeridianLink Consulting
Most businesses experience two common issues: limited time and limited availability of people, and most often at the same time. That's why MeridianLink offers Admin Pro. Learn how Admin Pro provides system admin support for MeridianLink Consumer, Opening, and DecisionLender users to help fill in the gaps.
You'll learn:
Common issues experienced by other financial institutions
System admin support tactics offered through AdminPro
A customer's perspective and successes with AdminPro
G2: Identify Opportunities for Growth Through the MeridianLink Consumer Engagement Score
WHEN: 11:30am - 12:15pm
PRESENTED BY: Lauren Snow Director, Business Consulting Practice
TAGS:
MeridianLink Consulting
MeridianLink Engage
With the ever-changing consumer landscape, it’s more important than ever to leverage your data to understand and connect with your consumers. Hear from our consulting team and learn how you can leverage the proprietary MeridianLink consumer engagement score to track engagement and benchmark against peer institutions. Plus you'll hear how Marketing Pro can help you dig deeper into your data and increase loan growth potential through personalized recommendations and communication tactics.
You'll learn:
How to leverage the proprietary MeridianLink Consumer Engagement Score to track engagement and benchmark against peer institutions
How Marketing Pro helps you better identify and understand consumer behaviors
How to track Engage campaign impact across multiple actions to better monitor success and make informed decisions for future campaign focus
PRESENTED BY: John Cosgrove Senior Product Business Analyst
TAGS:
MeridianLink Collect
Join Senior Product Business Analyst, John Cosgrove, as he takes you through a deep dive of MeridianLink Collect. You'll see some new integrations and enhancements Collect has to offer, from automations, checklists, SMS communications, compliance rules, auto loans, skip tracing, and more. See how Collect can help you drive delinquencies down and impact your consumers experience through the collection process.
You'll learn:
Collection best practices including communication methods and efficient workflows to support your staff
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.
Tuesday Afternoon Forum Keynote: Customer Success: Baseball Caps, Bandanas, and Business Outcomes
WHEN: 1:30pm - 2:25pm
SPONSORED BY:
TAGS:
General
Customer success has long been a focus for MeridianLink. As we approach our twenty-fifth anniversary, we want to share some exciting changes that are underway to improve your satisfaction with daily and ongoing support, product awareness, and knowledge.
How Advanced Technology is Improving the ROI and Reducing the Risk of No-cost Home Equity Offerings
WHEN: 2:25pm - 2:50pm
PRESENTED BY: Craig Austin EVP, FirstClose Patrice Biggins VP Credit Administration, Sharonview Federal Credit Union Deborah Duda VP, Consumer Finance, Flagstar Bank
TAGS:
MeridianLink Marketplace
The ROI on home equity is challenging. Loan sizes are smaller, fees are often absorbed by the lender and manual underwriting and processing tend to be the rule. In this session, learn how Patrice Biggins from Sharonview FCU and Deborah Duda from Flagstar are using advanced technology to change the ROI equation.
We're excited to introduce MeridianLink Access, our newest Point-of-Sale system that elevates the modern digital lending experience across multiple MeridianLink LOS platforms. Join us to hear about the latest digital development that provides customized layouts and themes to boost your brand and gain greater efficiencies.
You'll learn:
What MeridianLink Access is
The benefits to accountholders and your financial institution
How to start delivering better results today and into the future
PRESENTED BY: Scott Stephens Sr Director, Partner Business Development Kathleen Peters Chief Innovation Officer
TAGS:
MeridianLink Marketplace
Hear from Experian’s Chief Innovation Officer as she discusses best practices in battling emerging fraud threats while continuing to provide excellent consumer experiences for customers and prospects.
You'll learn:
Best practices for combatting emerging fraud threats
Home Improvement as a Path to Growth & Yield in 2023
WHEN: 3:30pm - 4:15pm
PRESENTED BY: Scott Stephens Sr Director, Partner Business Development Geoff Foytack VP Channel Partners
TAGS:
MeridianLink Marketplace
In the current interest rate and macroeconomic environment, consumer-based refinance has all but stopped. Home improvement lending, however has accelerated. Attracting homeowners as net new customers while creating a high yielding loan help your financial institution achieve multiple objectives simultaneously.
You'll learn:
The current state of consumer lending
How to attract homeowners with home improvement lending
How to partner with contractors to deliver these opportunities at the point of sale
Join this session to learn tips and tricks to get the most from MeridianLink Opening. 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:
Real-world strategies and tactics to successfully facilitate deposit account opening and funding to achieve improved experiences
How to apply available features and functionalities to gain greater efficiencies
What your financial institution can do now to drive better results
D3: Accurate Decisioning for Faster Funding for Indirect Lending
WHEN: 3:30pm - 4:15pm
PRESENTED BY: Mark Cauley Director, Product Development
TAGS:
MeridianLink DecisionLender
During this session, we'll take a deep dive into the analytics capabilities of DecisionLender to help you analyze loan origination data in real time, enabling you to make better decisions, fund faster, and improve performance.
You'll learn:
How the advanced analytics capabilities of DecisionLender can improve your performance
The benefits of analyzing your data in real time
How to make better decisions and fund faster to gain more market share
E3: What's New: MeridianLink Mortgage LOS and OpenClose LOS
WHEN: 3:30pm - 4:15pm
PRESENTED BY: David Wieczorek Director, Product Management
TAGS:
MeridianLink Mortgage
MeridianLink OpenClose
Join MeridianLink Mortgage product experts in a discussion of recent LOS enhancements and modifications. The session provides an overview of the confirmed functionality planned within the next year with roadmap priority decisioning being addressed in an open dialogue format for MeridianLink Mortgage LOS and MeridianLink OpenClose.
You'll learn:
A look at what’s new: the latest enhancements and features of MeridianLink Mortgage LOS and MeridianLink OpenClose.
Preview of what’s next, a snapshot of the 2023 product roadmap.
F3: Understanding the Metrics that Drive Business Results
WHEN: 3:30pm - 4:15pm
PRESENTED BY: Chris Dumas Director, MeridianLink Insight Tyler Smith Associate Manager, Data Product Manager
TAGS:
MeridianLink Insight
Join the product team to learn how to drive more efficient processing times, reduce fallout between approval and funding, evaluate areas of opportunity in your instant decision, and improve areas of cross sell with MeridianLink Insight.
You'll learn:
How to better develop and utilize your scorecard
The importance of benchmarking industry growth and setting long-term goals
How peer comparison and scoring highlight strengths and opportunities of the origination process
G3: Optimize Your Balance Sheet with MeridianLink Engage: Client Success Stories
WHEN: 3:30pm - 4:15pm
PRESENTED BY: Lauren Snow Director, Business Consulting Practice Joe Mearn Director, Product Management
TAGS:
MeridianLink Engage
MeridianLink Engage helps clients drive growth in all areas of their balance sheet, including interest and non-interest income and investment income. Join us to hear 3 client success stories and how Engage allowed these FIs to drive triple digit ROI.
You'll learn:
Real stories from Engage customers about how the product increased efficiency and speed to market
How Engage improved consumer experiences
How Engage increased revenue for both deposit and lending campaigns
H3: Consulting Services Roundtable: Discussion on All Consulting Solutions Available Today
WHEN: 3:30pm - 4:15pm
PRESENTED BY: Orlando Rossi VP, Services Michael Street Director, Data Analytics Practice Vern Rollins Director, Predictive Analytics Practice Consulting Brie Hertel Director, Business Consulting Practice Omar Shaikh VP, Decisioning & Data Sciences
TAGS:
MeridianLink Consulting
Join the entire MeridianLink Consulting Team as they take you on a complete tour of the wide variety of consulting solutions that are currently offered exclusively to MeridianLink customers. Their offerings include Admin Pro, Reveal Pro, system optimization, scoring, and more.
You'll learn:
More about Consulting services through an interactive demo and discussion with senior leaders
Which Consulting services are offered exclusively to MeridianLink customers
We have an after-hours option for those who would like to continue networking into the evening. This night cap will provide beverage service so that you may drink and mingle with colleagues, your Account Executives, or staff members.
6:30am - 8:00am 
Here are a few things we know—for sure—about money: It can be stressful, awkward, and when it comes to managing it, human beings often do things that are not in our own best interest. That's an issue for the credit unions and community banks members and customers are counting on to help them improve their financial lives, to help them become financially well. But how do you do that, exactly? How do you step into this minefield with empathy, scale, and create real change? 
James M. Deitch CPA CMB founded Teraverde® after serving as CEO of five federally chartered banks for over twenty-five years. Teraverde® advises over 200 clients in mortgage banking, capital markets and financial technology, ranging from the largest U.S. financial institutions to independent mortgage bankers.
