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All conference events were held in person at the Loews Chicago Downtown Hotel on August 5-7.

All sessions are listed in the Central Time Zone.

MONDAY, AUGUST 5
TUESDAY, AUGUST 6
WEDNESDAY, AUGUST 7

8:00 AM, AUG 7

  • 8:00 AM – 9:00 AM

Breakfast

Who should attend? All Attendees

Join us for breakfast as we kick off Day 2 of the Owner Meeting!

9:00 AM, Aug 7

  • 9:00 AM – 9:45 AM

Keynote: Leading in the Age of Artificial Intelligence

Who should attend? Visionary Leaders, Tech Enthusiasts, Innovators

Recently, Netflix quietly deleted all the remaining user reviews on its service. And just like that, CEO Reed Hastings completed the latest shift in his company’s ever-evolving strategy: away from the wisdom of crowds in its content recommendations, in favor of the wisdom of the machine. The algorithm is now firmly in charge at Netflix—as it increasingly is across the economy.

The implications of artificial intelligence and the rise of the algorithm have never been more relevant, more important, or more complex. Discussion and consternation about AI has reached culture-wide status, and an essential, worthwhile dialogue. Yet in the big picture, the bottom-line is irrefutable: Tech’s newest wave is upon up, and there’s no going back. In this presentation, Robert Safian explores five lessons that underscore how AI and the algorithm is redefining business and organizational leadership—including the biggest lesson every leader and businessperson needs to grapple with to thrive in this era.

Sponsored by

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Robert Safian

Founder

The Flux Group

9:45 AM, Aug 7

  • 9:45 AM – 10:30 AM

MDC Project Update: Mission Audacia: AI Studio

Who should attend? Future-Focused Leaders, Industry Trailblazers

Formerly known as Credit Union of the Future, the Mission Audacia Project is reaching an exciting inflection point! Join us as we share a vision for the future leading to AI-driven credit unions. Be ready to share your feedback as it will be critical to determining how we move forward.

Jeff Kline

President & CEO

MDC

Sarah Lietz

Chief Experience Officer

MDC

Kurt Schroeder

CXO

RemarkableMX

10:30 AM, Aug 7

  • 10:30 AM – 11:00 AM

Networking Break

Who should attend? All Attendees

Sip a coffee and eat a treat while chatting it up with your fellow attendees. We'll see you back after the break!

11:00 AM, Aug 7

  • 11:00 AM – 11:50 AM

The New Cyberthreat Landscape: 24x7 Combat

Who should attend? Fraud Fighters, Digital Guardians

Hackers and fraudsters work around the clock, cybersecurity should too. Rachel Wilson, Head of Cybersecurity for Morgan Stanley Wealth Management, will discuss what everyone can do to be prepared for and respond to risks in the current cyber environment.

Rachel Wilson

Chief Data Officer

Morgan Stanley Wealth Management

11:50 AM, Aug 7

  • 11:50 AM – 12:00 PM

Wrap Up

Who should attend? All Attendees

Thank you for joining us! We'll see you in February in San Antonio to celebrate 25 years of MDC!

Jeff Kline

President & CEO

MDC

12:00 PM, Aug 7

  • 12:00 PM

Grab & Go Lunch

Who should attend? All Attendees

Need to catch a flight but need a little something on the way to the airport? Or maybe you're heading out to explore the city? A Grab & Go lunch is avilable on your way out of the meeting room… you choose what you want, pack it up, and enjoy!

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Robert Safian

Founder

The Flux Group

SPEAKER'S BIO

Robert Safian is one of the most sought-after speakers, moderators, and interviewers in the modern business. From leadership positions at Fast Company, Time, Fortune and Money, to incisive analysis across multiple TV networks, podcasts and digital platforms, Safian has been lauded as an unparalleled source of insight on the future of the global enterprise.

He is not only among the most acclaimed publishing executives in history but has deep relationships across the C-suite in multiple industries, accessing the cutting-edge developments that are reshaping our world. For decades Safian has chronicled thousands of odds-defying organizations and leaders, uncovering their secrets of success. He synthesizes their lessons into eye-opening and thoroughly entertaining presentations filled with compelling storytelling. He is warm, approachable, and an expert at working with event organizers to personalize his presentations for each audience.

Whether assessing a startup in Detroit, the tech scene in Palo Alto, or an iconoclast in Shanghai, Safian is constantly translating what is next and new to the mainstream. By presenting stories of the people behind innovative business thinking, he provides hope to millions of talented professionals, entrepreneurs, and leaders that meaningful change is possible. Safian has been propelled by a reputation for near-clairvoyant prediction. He was the first editor to put Facebook’s Mark Zuckerberg on a magazine cover, covering Airbnb, Netflix, and Uber long before they became household names.

He led the influential, award-winning business magazine Fast Company for nearly twelve years, turning it into the world’s leading progressive business media brand. He was named Editor of the Year by Adweek and earned the highly coveted National Magazine Award for Magazine of the Year in 2014, beating out rivals including The New Yorker, The Atlantic, The New York Times Magazine, and more. Prior to Fast Company, Safian was the executive editor for Time and Fortune and headed Money as its chief editor for six years. He is a frequent guest on CBS, CNN, CNBC, MSNBC, and other TV networks. His latest projects include The Flux Group, an advisory firm that is driving awareness of new business practices to both individual companies and mass-market audiences; The Flux Network, a special invitation-only community of leading thinkers, creative collaborators, and idea generators; and a highly-anticipated forthcoming book on the reinvention of business that is identifying how leaders at all levels can best adapt and thrive in today’s high-flux environments and turn disruption to their advantage.

Safian has also built a reputation as one of today’s top interviewers, conducting onstage dialogues with many of the world’s most intriguing leaders, including the CEOs of Starbucks, Nike, Target, Ford, Pepsico, Pixar, Walmart.com, Chobani, Under Armour, J Crew, Soulcycle, Casper, Pinterest, Warby Parker and more, plus celebrities including Kate Hudson, Serena Williams, Chelsea Clinton, Princess Reema Bint Bandar of Saudi Arabia, Dwayne “The Rock” Johnson, Sarah Jessica Parker, Jordan Spieth, Jared Leto, Alicia Keys and more. He has been a keynote presenter at events ranging from SXSW Interactive to the United Nation’s Global Accelerators Council, the National Retail Federation’s “Big Show” to the Cannes Lions Advertising Festival, HSM Brazil to The World Congress on Intelligent Transport.

In addition to all of Safian’s wide experiences, pool of knowledge, and deft storytelling skills, he is also warm, approachable, and an expert at working with event organizers to personalize his presentations for each audience. 

Kurt Schroeder

CXO

RemarkableMX

SPEAKER'S BIO

Kurt Schroeder is the Chief Member Experience Advisor at Remarkable MX, a Member Experience advisory firm helping credit unions thrive in the experience economy. Prior to starting Remarkable MX, Kurt retired as the Chief Experience Officer at Avtex which helped organizations win through designing more meaningful experiences in every customer interaction.

With over 35 years of experience, Schroeder has a background helping diverse industries, including agriculture, manufacturing, health care, financial services, distribution, insurance, consumer packaged goods, and non-profits. He leverages this experience while helping organizations turn insight into experiences that drive growth and pioneering new methodologies and approaches in customer experience to improve how companies innovate new and better customer experiences.

Known for his outstanding organizational and consulting skills, Schroeder has a thorough knowledge of customer experience, customer loyalty, market research, go-to-market strategy, digital and social experience, sales effectiveness, and experience innovation. He has been recently quoted in The New York Times, Forbes, and CMSWire. He also speaks nationally on various customer experience topics at conferences and corporate events.

Rachel Wilson

Chief Data Officer

Morgan Stanley Wealth Management

SPEAKER'S BIO

Rachel Wilson spent the first 15 years of her career at the National Security Agency (NSA). Over the course of her NSA career, she held several key senior executive level leadership positions. Between 2008 and 2010, she ran NSA’s counterterrorism operations and led a global enterprise in detecting and disrupting terrorist plotting against the United States and its allies. Between 2010 and 2012, Rachel served as NSA’s Chief of Operations in the UK working out of the US Embassy in London. In this role, she worked with UK intelligence services to counter terrorist and cyber threats to the 2012 Olympics. Returning to the US in 2012, Rachel spent nearly five years leading NSA’s cyber exploitation operations within NSA’s Tailored Access Operations. In this capacity, she led the planning and execution of thousands of cyber exploitation operations against a wide array of foreign intelligence, military, and cyber targets and served as the committing official for many of NSA’s highest risk and most important intelligence-gathering activities.   

In April of 2017, Rachel became the first Head of Cybersecurity for Morgan Stanley Wealth Management and Investment Technology. She is responsible for protecting the cybersecurity of Wealth Management, Investment Management and Prime Brokerage systems and the integrity and confidentiality of Firm and client data. Additionally, Rachel advises the leadership of Wealth Management, Investment Management and Prime Brokerage on cybersecurity issues, including secure code development standards, secure network architecture, vendor relationships, advanced persistent threat (APT) detection and mobile security. She also leads field and client education and communication on cyber risk, threats and mitigations. She and her team drive innovation for new cybersecurity and authentication technology. Rachel was recognized by Morgan Stanley Wealth Management as part of the 2019 MAKERS Class, a program that honors women who serve as groundbreakers, innovators and advocates. She was also named one of the Top Women in WealthTech 2020 by ThinkAdvisor.  

In her private capacity, Rachel advises individuals, corporations and institutions on cybersecurity best practices and strategies. She serves on the Advisory Board of WATSCO Inc (NYSE: WSO) and on the CISO Advisory Board of Amgen Inc (NASDAQ: AMGN). Rachel is a sought-after speaker for technology, financial, and professional forums and has recently keynoted the Barron’s Top 100, the National Association of Plan Advisors (NAPA) 401k Annual Summit, the Portfolio Management Institute (PMI) Annual Conference, the Association of Professional Investment Consultants (APIC) Annual Conference, and the National Association of Stock Plan Professionals Annual Conference. Rachel is a leading thinker on protecting children and teenagers from cyber threats and loves educating young people and their parents on how to be safe citizens on the internet. Rachel holds a BA from Wellesley College and an MA from the University of Chicago. Rachel and her husband live in New York City with their two children.