Digital transformation: How financial institutions can get started

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Digital transformation: How financial institutions can get started

6/16/2022 03:00 PM - 07:00 PM (PT)

Agenda

Panel and Q&A: 3:00 p.m.-4:30 p.m.
Happy hour: 4:30 p.m.-7:00 p.m.

In an increasingly digital world, many financial institutions know their end goal, but the exact steps to get there aren’t as clear. How can your institution begin a digital transformation journey that will set you up for long-term success? How can you navigate the ins and outs of a large-scale technology implementation?

Our event will help you answer those questions and more. Join Wipfli, Salesforce and UFirst Credit Union on June 16 in Los Angeles for a panel discussion, Q&A and happy hour.

Kirk Sanders, Chief Technology Officer of UFirst Credit Union, will speak about his institution’s digital transformation strategy and journey, as well as his role overseeing the execution of digital banking products, digital branch transformation, technology platforms and infrastructure. Jim Collins, Senior Director, Financial Services Industry at Salesforce, will speak to his deep experience in the industry and Salesforce’s role in helping institutions on their digital transformation journey. Robin Early, MLO, Digital Strategist at Wipfli, will guide the conversation and provide insights from her experience helping financial institutions implement digital transformation initiatives and gain user adoption.

By attending this event, you will learn:

• About UFirst Credit Union’s digital transformation journey, from challenges to successes
• How to budget time and resources around digital transformation
• Best practices and takeaways from our panelists’ real-world experiences

Register today to reserve your spot. 

Panelists

Kirk Sanders, UFirst Credit Union

Kirk Sanders is the chief technology officer at UFirst Credit Union (recently rebranded in 2022 from University Credit Union), a Salt Lake City, Utah-based credit union. The fast-growing credit union has reached an asset size of 1.76 billion, 110,000 members and 20 branches. UFirst is consistently awarded for being one of the best institutions in a highly competitive market, having recently won the “2022 Best of State Award” in Utah and the 2021 Forbes’ “Best Credit Union in Every State.” Sanders leads the information technology steering committee and technology team responsible for the strategy and execution of digital banking products, digital branch transformation, technology platforms and infrastructure.

Sanders has over 25 years of IT financial industry experience and over 15 years at the executive level.  He was previously the CIO of Weber State Credit Union. His goals, through a strategic digital vision, leadership and best IT management practices, are to be highly responsive to the needs of the credit union and its staff while providing world-class innovative digital experiences to both employees and the members they serve.

Jim Collins, Salesforce

Jim Collins is currently the Senior Director for the Financial Services Industry Advisor’s Team and the Global Lead for Community Banks and Credit Unions at Salesforce. Collins has over 30 years of business experience, including 27 years in the banking industry. Prior to joining Salesforce, Collins was the Sr. Executive Vice President & Chief Administrative Officer for an $18 billion regional bank, where he helped lead the organization from $250 million in assets 12 years ago to $18 billion in assets when he left this year. Collins is a strategic leader who fosters a positive and collaborative working environment while building high-performing teams that drive execution and results.

Collins’ 27 years in the banking industry include leadership roles in retail banking, small business banking, sales management, operations, technology, and most recently driving digital transformation and building out digital-only channels. Collins also spent a year on the Fortimize Banking Advisory Board. He holds an MBA in Finance from Lehigh University and has completed executive education course work at Harvard Business School. 

Robin Early, Wipfli

Robin Early is a digital strategist with over 18 years of experience in financial services. She is attuned to the needs of the industry, having worked within financial institutions herself in various roles before moving the consulting side. Early’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.