2025 Marquis Conference
April 28-29, 2025
Join us at the Gaylord Texan Resort & Conference Center for two days of thought-provoking sessions and firsthand insights to Marquis solutions. Check out the agenda below!
Click on the appropriate track below
SUNDAY, APRIL 27
4:00 PM–7:00 PM
Registration Open
5:00 PM–7:00 PM
Learning Lab Training by Appointment Only
MONDAY, APRIL 28
7:00 AM–5:00 PM
Registration Open
7:15 AM–8:15 AM
Breakfast
8:15 AM–8:45 AM
Opening Remarks (Satin Mirchandani, CEO, Marquis)
8:45 AM–9:30 AM
Reflections in the Ice (Derek Parra, Team USA Speed Skater)
9:45 AM–10:45 AM
Client Quick Fire
- From Stress to Success: Our Role in Members' Financial Wellness (Heather Snyder, Fibre FCU and Maecey Castle, Marquis)
- Acquisition and Retention Strategies (Stephen Johnson, iTHINK Financial and Jess Steckel, Marquis)
10:45 AM–11:30 AM
How to Turn Your Website Into a Conversion Engine (Michelle Brown, ZAG Interactive)
11:30 AM–12:30 PM
Lunch
12:30 PM–1:15 PM
The State of AI: Big-Picture Insights & Practical Applications for Financial Institutions (Paul Baier, GAI Insights and Ben Udell, Marquis)
1:30 PM–2:15 PM
Maximizing Your Digital Marketing: First-Party Data & Beyond (Patrick Trayes, ZAG Interactive)
2:30 PM–3:30 PM
Modernizing Bank Marketing and Revenue Operations to Drive Growth (Mary-Beth Sullivan, Capital Investment Group, LLC)
4:00 PM–5:00 PM
Learning Lab Training by Appointment Only
6:30 PM–8:30 PM
Welcome Reception
TUESDAY, APRIL 29
7:00 AM–12:00 PM
Registration Open
7:15 AM–8:15 AM
Breakfast
8:15 AM–9:00 AM
Marquis Vision (Satin Mirchandani, CEO, & Jason Krumbholz, CTO, Marquis)
9:15 AM–10:15 AM
Client Quick Fire
- Millennial and Gen Z Engagement (Anna Wallace, Pelican CU and Jess Steckel, Marquis)
- Managing Strategic Objectives (Unrecka Ramsey, Campus Federal CU and Jacque Bryte, Marquis)
10:15 AM–11:00 AM
Personalizing Your Website to Maximize Results (Sean Wright, Kentico, and Patrick Trayes, ZAG Interactive)
11:00 AM–12:00 PM
Lunch
12:00 PM–12:45 PM
DEI – Why it Matters (Kelli Ellsworth-Etchison, LAFCU)
1:00 PM–1:45 PM
Client Quick Fire
- Unlocking Growth with Smart Cross-Selling Strategies (Jordyn Sanderson, PFCU and Christopher Ruscher, Marquis)
- Deepening Indirect Relationships (Adam Beshara, Black Hills FCU and Sue Schabert, Marquis)
2:00 PM–2:45 PM
Banking on the Future: 2025 Trends & Digital Strategies for Financial Institutions (Greg Swiszcz, Vici Media Inc.)
3:00 PM–3:30 PM
Closing Remarks
3:30 PM
Conference Ends
SUNDAY, APRIL 27
4:00 PM–7:00 PM
Registration Open
5:00 PM–7:00 PM
Learning Lab Training by Appointment Only
MONDAY, APRIL 28
7:00 AM–5:00 PM
Registration Open
7:15 AM–8:15 AM
Breakfast
8:15 AM–8:45 AM
Opening Remarks (Satin Mirchandani, CEO, Marquis)
8:45 AM–9:30 AM
Reflections in the Ice (Derek Parra, Team USA Speed Skater)
9:45 AM–10:45 AM
Fair Lending for Financial Institutions (Tory Haggerty, Tuscan Club Consulting & Tuscan Club University)
10:45 AM–11:30 AM
Redlining (Michelle Graber, Forvis Mazars)
11:30 AM–12:30 PM
Lunch
12:30 PM–1:15 PM
CRA Modernization (Brad Stumpe, CPA, CRCM, Anders CPAs + Advisors)
1:30 PM–2:15 PM
Enhancing Compliance Management Systems: Strategies for Modern Banks (Krysti Cunningham, CRCM, CAMS, CERP, Security National Bank of Omaha)
2:30 PM–3:30 PM
Modernizing Bank Marketing and Revenue Operations to Drive Growth (Mary-Beth Sullivan, Capital Investment Group, LLC)
4:00 PM–5:00 PM
Learning Lab Training by Appointment Only
6:30 PM–8:30 PM
Welcome Reception
TUESDAY, APRIL 29
7:00 AM–12:00 PM
Registration Open
7:15 AM–8:15 AM
Breakfast
8:15 AM–9:00 AM
Marquis Vision (Satin Mirchandani, CEO, & Jason Krumbholz, CTO, Marquis)
9:15 AM–10:15 AM
Subtle Compliance Concerns: Important Issues Beyond the Loudest Compliance Headlines (Jeff Swilley, CRCM, Compliance Alliance)
10:15 AM–11:00 AM
Appraisal Bias (Maureen Carollo, CRCM, CAMS, Compliance & Risk Consultant)
11:00 AM–12:00 PM
Lunch
12:00 PM–12:45 PM
DEI – Why it Matters (Kelli Ellsworth-Etchison, LAFCU)
1:00 PM–1:45 PM
AI for Compliance (Ben Udell, Marquis)
2:00 PM–2:45 PM
Client Quick Fire
- Fair Lending Risk (Alyson Trout, Pegasus Bank)
- Emergency Capital Investment Program Dashboards & Reports (Terri Sanchez, CRCM, Lone Star National Bank)
3:00 PM–3:30 PM
Closing Remarks
3:30 PM
Conference Ends