COCC 2018 Annual Client Conference & Partners Expo

June 13-15, 2018 | Omni Hotel & Rhode Island Convention Center, Providence, RI

Registration Now Open for COCC's Biggest Event of the Year

We are pleased to invite you to our Annual Client Conference, our largest, most productive event of the year, taking place June 13-15, 2018 at the Rhode Island Convention Center in Providence, Rhode Island.

We hope you can join us for three days of networking, learning, discussing and collaborating. As always, our focus with this event is to provide you with the information and insights that you need most.

The conference will officially begin on Wednesday with opening remarks and a corporate update by Rich Leone and Marco Bernasconi in general session. Joe Lockwood and Matt L’Heureux will be providing a product roadmap session to keep you all informed with what COCC is doing and where we are headed. The general sessions, learning tracks, and breakout discussions, spread out over the course of three days, will cover a wide variety of topics that are at the forefront of our industry, including an update from Tom Grottke on strategy in light of the current and expected environment, as well as an informative roundtable on “All Things Secure” with some of our own COCC experts. We will also have an interactive panel discussion with various leaders in the FinTech world. There will be a plethora of sessions on how to stay up to date with the latest trends in the financial technology industry.

Again this year, we’ll also be hosting four client committee meetings to include Deposits, Loans, Verafin, and Identifi discussions, plus breakout sessions on cybersecurity/fraud, Call Report Pro Credit Union, iDashboards, Loan Writer, iWorkstation/SOC, human resources, and many more. The Partners Expo will once again be open throughout Wednesday afternoon and Thursday to provide ample time for networking. Join us on Thursday night as our conference attendees, partners, and COCC employees take over Dave & Busters Providence – an event filled with good food, a variety of areas to socialize, and lots of games to play.

Our conference will conclude on Friday with the final breakout sessions and another interactive discussion on diversity in the workplace, featuring panelists representing a range of institutions, including some of our clients!

Throughout the conference you will also enjoy opportunities to network with your peers and COCC leadership, as well as learn about and explore the industry’s innovations at our Partners Expo – keep an eye out for fun snack breaks!

Our goal is simple – the more clients who attend this conference, the more valuable it becomes. We can’t wait to see you there!

The hotel room block this year is with the Omni Hotel Providence, attached to the Rhode Island Convention Center and parking garage. A link will become visible to you on this conference site once you are registered; you will also receive a confirmation email with a link to the hotel reservation site.

Session Highlights

Learn about some of the hot topics we'll be covering for 2018
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Wednesday, June 13: Join us for our corporate and product updates centered around our core system, INSIGHT. In the afternoon, be sure to drop in on a Client Committee User Group meeting to discuss INSIGHT loans or deposits topics.

Thursday, June 14: Our INSIGHT loans and deposits breakouts kick off right after lunch.

Friday, June 15: In our first track of the day, learn about all of the enhancements coming soon to INSIGHT.

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Thursday, June 14: Our own Matt L’Heureux, SVP & Chief Product Officer, will moderate a panel featuring a number of FinTech experts. Learn how the panelists are working to help financial institutions adapt, as well as discuss risk and regulatory considerations, the business of dealing with FinTech providers, and the future of banking and technology.

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Throughout the conference, we’ll have breakout sessions on COCC’s iDashboards product, Segmint success stories, and industry trends and statistics from Identifi.

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Thursday, June 14: Join us for a recharge session as we go through some team building activities designed to refresh and re-engage. Then be sure to bring the team building ideas back to your financial institution!

Friday, June 15: New this year, our Diversity in the Workplace panel discussion will bring together financial services leaders to discuss how they have built their business strategy on the simple premise that the uniqueness of each individual has a direct correlation to higher employee and client engagement and greater business success.

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Thursday, June 14: Right before lunch, be sure to join us for our new All Things Secure roundtable, where experts from COCC will look at a case study of a recent cybersecurity breach and discuss how COCC might approach it. Later on, we’ll have a breakout track on cybersecurity and fraud.

After lunch, we’ll be discussing how financial institutions can address regulatory and cybersecurity compliance while ensuring your needs of an effective information security program are met.

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Wednesday, June 13: During General Session, we’ll be kicking off the conference with our Strategic Products direction, as well as a demo of our newest products!

That afternoon, join us to learn what’s hot and what’s not with COCC’s slate of strategic products.

Thursday, June 14: Come check out what’s new with iBanking, iMobile, and online account opening! Topics will include the upcoming iBanking and iMobile release, iOpen & eOpen updates, and voting review.

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Wednesday, June 13: As always, we’ll be hosting a number of client committee user groups throughout the afternoon. Join a user group to discuss INSIGHT deposits, INSIGHT loans, Verafin, and Identifi.

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COCC works with partners across the country to provide clients with the best technology available. Several of our product partners will be available during breakout tracks as they discuss their offerings, demo new features, and answer your questions, including Elan, Segmint, ProfitStars, FedReporter, Fiserv, and MX.

Thank You

to our Platinum Sponsors!

Elan provides ATM and debit processing services to clients nationwide. These services include an array of EFT processing solutions such as ATM processing, bank and debit card POS processing, ATM network membership, ATM and POS gateway services, and turnkey ATM managed services. Elan also owns and operates the MoneyPass® surcharge free network.

Fiserv is a global leader in financial services technology solutions. We’re helping more than 12,000 clients worldwide create and deliver experiences for a digital world that’s always on. Solutions that enable today’s consumer to move and manage money with ease, speed and convenience. At the point of thought.

Speakers & Panelists

We've gathered industry leaders and COCC experts to share their knowledge with you

Matt Allen

Channel Account Executive, MX

John Bagdon

Sales Executive, ProfitStars

Marco Bernasconi

Senior Vice President & Chief Service Officer, COCC

Kent Blacksher

Vice President of Business Development, Segmint

Bruce Britton

Application Solutions Manager, COCC

Michele Cleary

Senior Application Trainer, Team Lead, COCC

Jeff Dayton

iBanking Product Manager, COCC

Kristen Devino

Client Services Manager, COCC

Brian Fisher

Vice President, Group Product Manager, Elan

Jill Flaherty

Strategic Products Manager, COCC

Tom Grottke

Chief Executive Officer, NBS Group

Steve Guglietta

Talent Development Manager, COCC

Ryan Hatch

Assistance Vice President & Fraud Services Manager, Elan

Chandler Howard

President & Chief Executive Officer, Liberty Bank

Lisa Jacobi

Senior Vice President & Chief Human Resources Officer, COCC

David Keenan

Senior Vice President, Card Products, Fiserv Card Services

Richard Leone

Chief Executive Officer, COCC

Matt L'Heureux

Senior Vice President & Chief Product Officer, COCC

Matt Lidestri

Internet Services Manager, COCC

Joseph Lockwood

President & Chief Operating Officer, COCC

Elizabeth Montanari

Business Intelligence Manager, COCC

Gilda Nogueira

President & Chief Executive Officer, East Cambridge Savings Bank

Jamie Perry

Corporate Risk Manager, COCC

Steve Reis

Vice President, Infrastructure, COCC

Abby Ross

Vice President of Sales, Identifi

Lorie Valle-Yañez

Chief Diversity & Inclusion Officer, MassMutual

Alan Wiessner

President & Chief Executive Officer, Identifi

Darren Wilkes

Network Services Manager, COCC

Join Us in June!

Registration is open until June 8. We look forward to seeing you in Providence!