Mastering Core Conversions: Tips And Tricks For Seamless Transitions

Virtual
Date

February 13, 2024

Time

02:00 PM - 03:00 PM EST

Location
Host

Callahan & Associates

Phone
Details

Few things in the credit union industry are more stressful yet hold more potential than converting the core processing system. Each year, institutions all over the country face the decision of whether their most important technology investment has become outdated or can accommodate the digital service experience that members demand.

During this webinar, Callahan & Associates’ Aaron Passman will moderate an interactive discussion focused on how cooperatives can plan for a smooth core conversion. From the research and planning stages to launching with zero downtime and making the most of their new systems, panelists will discuss their experiences, key lessons learned, and advice for others. Panelists include Jenee Rawlings, president/CEO of Yolo FCU, Jeff Kusler, CEO of Journey FCU, and Tim Johns, senior vice president of information technology services for Rogue Credit Union.

Webinar attendees will learn:

• How To Manage The Vetting Process: What decisions led each organization to move ahead with a core conversion and what process they took to select a new system.
• Strategic Blueprints To Consider: Learn how each credit union mapped and executed a successful core conversation from start to finish.
• Top Tips And Crucial Lessons Learned: Hear from each executive what they wish they knew going into a conversion and their biggest piece of advice.

Who Should Attend
Add to Calendar
CreditUnions.com
Scroll to Top