Securely Driving Efficiencies Through Data, Automation, and AI

Join us for a complimentary educational session to explore how data, automation, and AI can streamline operations, reduce costs, and enhance productivity within your financial institution. Enjoy a light breakfast, lunch, and networking with peers.

Attendees will gain insight into securely implementing these technologies effectively, with real-world examples and leading practices to enable efficiency and innovation. This session will help your institution identify the next steps for planning and executing your digital and data strategy in a practical and secure approach.

At the end of this session, you will be able to:

• Identify how data, automation, and AI intersect to drive operational efficiency in credit unions
• List the benefits and risks associated with implementing these technologies
• Describe how to align technology initiatives with cybersecurity, risk management, and regulatory compliance requirements
• Outline the first practical steps for securely deploying data-driven automation and AI in credit unions

Who should attend

This session is designed for leadership responsible for developing and executing both digital and traditional strategies within their institution.

Schedule

9 – 9:30 a.m. — Registration, breakfast, and welcome
9:30 – 11:30 a.m. — Session
11:30 a.m. – noon — Lunch and networking

Location

Merriwest Credit Union
5615 Chesbro Avenue
San Jose, CA 95120

Register by July 20, 2025.