February 4, 2025 | Austin, TX
Horizons 2025:
The Future of Digital Evolution
Discover the future of digital transformation and member engagement for credit unions. Join our exclusive community of top digital and business leaders to explore how the power of AI and modern CRM solutions will shape the industry’s digital evolution in 2025 and beyond.
by real-life digital transformation stories from leading credit unions
member-driven technology to deliver value and growth
thought-provoking discussions and networking with a select peer group
Learn from Wendy Albers, SVP of Member Experience at Generations Federal Credit Union, how the organization recently boosted member experiences to connect with younger generations.
We’ll deep dive into the strategies that enhance member experience across all touchpoints, and share practical advice to help credit unions thrive in an ever-evolving technological landscape.
Hear from Karen Wood, Chief Experience Officer at Service 1st Federal Credit Union, how aligning front-office and back office data has helped streamline operations.
Learn from the organization’s experiences in addressing key challenges and achieving strategic goals through technology operationalization, resulting in an efficiency boost that improved both member and employee experiences.
Learn from Kyle Swenson, Senior Business Systems Analyst at Consumers Credit Union, about the organization's recent member-centric transformation journey.
Hear how the credit union moved from fragmented and difficult customer relationship management to a new level of efficiency and excellent experiences both for their members and employees.
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08:00 AM
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REGISTRATION & WELCOME BREAKFAST
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09:00 AM
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INTRO
WELCOME AND OPENING REMARKS
Sebastien Forget
President & Owner, Solutions Metrix
Andy Zambito
Global Chief Sales Officer, Creatio
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09:15 AM
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KEYNOTE SPEECH
NEW ERA OF CREDIT UNIONS' DIGITAL EVOLUTION:
WHAT'S ON THE HORIZON IN 2025 AND BEYOND
Sebastien Forget
President & Owner, Solutions Metrix
Andy Zambito
Global Chief Sales Officer, Creatio
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09:45 AM
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CUSTOMER SUCCESS STORY
GENERATIONS FEDERAL CREDIT UNION:
TRANSFORMING MEMBER EXPERIENCES TO REACH GEN-Y AND GEN-Z 
Wendy Albers
SVP Member Experience, Generations Federal Credit Union
HARSHJOT NIJHER
Executive Vice President, Solutions Metrix
ERIK HALE
FinServ VP of Sales, Creatio
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10:15 AM
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CUSTOMER SUCCESS STORY
SERVICE 1ST FEDERAL CREDIT UNION:
ACHIEVING OPERATIONAL EFFICIENCIES THROUGH DATA ALIGNMENT 
Karen Wood
Chief Experience Officer, Service 1st Federal Credit Union
HARSHJOT NIJHER
Executive Vice President, Solutions Metrix
Jason Olkowski
Chief Customer Officer, Creatio
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10:45 AM
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COFFEE BREAK & NETWORKING
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11:15 AM
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SOLUTION FOCUS
DELIVERING UNPRECEDENTED TIME-TO-VALUE FOR CREDIT UNIONS WITH AI-POWERED INNOVATIONS AND MODERN CRM
Jason Miller
No-Code Evangelist & Principal Consultant, Creatio
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11:50 PM
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CUSTOMER SUCCESS STORY
CONSUMERS CREDIT UNION'S BLUEPRINT FOR MEMBER-CENTRIC TRANSFORMATION
Kyle Swenson
Senior Business Systems Analyst, Consumers Credit Union
Sebastien Forget
President & Owner, Solutions Metrix
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12:20 PM
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SOLUTION FOCUS
DIGITAL FRAMEWORKS: NAVIGATING YOUR IT STRATEGY TO DELIVER BUSINESS SUCCESS AND DRIVE SCALABILITY
Joseph Fain
Banking Thought Leader, Alacrity
Sebastien Forget
President & Owner, Solutions Metrix
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12:50 PM
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LUNCH & NETWORKING
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2:00 PM
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CREDIT UNION USE CASES
DRIVING SALES, MARKETING & SERVICE EXCELLENCE FOR PEAK OPERATIONAL EFFICIENCY
Jenny Beer
Head of PreSales Americas, Creatio
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2:20 PM
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PRACTICAL SPEECH
UNPACKING THE AI DILEMMA: HOW DECISION SUPPORT SYSTEMS ARE EVOLVING
Jessica Tomapat
Head of Business Advisory Services, Arkatechture
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2:50 PM
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CREDIT UNION USE CASES
PROPELLING BUSINESS GROWTH WITH SEAMLESS AI SOLUTIONS
Jenny Beer
Head of PreSales Americas, Creatio
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3:10 PM
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PANEL DISCUSSION
EMPOWERING FRONT-LINE EMPLOYEES FOR ELEVATED MEMBER ENGAGEMENT
Lisa Miller
President & CEO, cuCoach
Dominik Kalisch
Chief Technology Officer, Alliance Credit Union Texas
Sebastien Forget
President & Owner, Solutions Metrix
Erik Hale
FinServ VP of Sales, Creatio
Joseph Fain
Banking Thought Leader, Alacrity
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4:10 PM
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CLOSING & NETWORKING
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4:30 PM
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ROOFTOP RECEPTION (2h)
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8:30 AM
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No-code learning lab
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8:30 AM
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Discover strategies and tools for meaningful, member-focused digital transformation.
Learn actionable insights on scaling operations, improving data alignment, and boosting team productivity.
Explore new approaches to engaging members across generations and empowering front-line staff to deliver exceptional service.
SVP, Member Experience, Generations Federal Credit Union
Chief Experience Officer, Service 1st Federal Credit Union
Sr. Business Systems Analyst, Consumers Credit Union
Chief Technology Officer, Alliance Credit Union Texas
President & Owner, Solutions Metrix
Global Chief Sales Officer, Creatio
President & CEO, cuCoach
Banking Thought Leader, Alacrity
FinServ VP of Sales, Creatio
Head of Business Advisory Services, Arkatechture
Executive Vice President, Solutions Metrix
Chief Customer Officer, Creatio
Head of PreSales Americas, Creatio
No-Code Evangelist & Principal Consultant, Creatio
VP of Sales, Creatio
The event is co-hosted by Solutions Metrix, a leading professional services advisory and technology implementation company, and a proud Premier Partner of Creatio.
Elevate your experience at Hilton Austin, located in the heart of downtown Austin, with direct access to world-class convention facilities. Tailored for top executives, the hotel features sophisticated meeting spaces, advanced technology, and unparalleled service to create the perfect setting for impactful events and strategic networking.
