PITCHING INNOVATION
TECHNOLOGY IN COMMUNITY
BANKING CONFERENCE
Join us for the inaugural Pitching Innovation: Technology in Community Banking Conference, hosted by The NBS Group on May 1–2, 2025, at the historic Otesaga Resort in Cooperstown, NY.
This exclusive event is designed to bring together senior officers from community banks and credit unions across the Northeast, including institutions from New York, Northern Ohio, Pennsylvania, New Jersey, and eastern New England. We welcome you to this premier gathering focused on the latest innovations and challenges in community banking.
EVENT DETAILS:
📅 Dates: May 1–2, 2025
📍 Location: Otesaga Resort
60 Lake Street, Cooperstown, New York 13326
Conference Cost: $150 per person
(includes lunch, dinner, and a cocktail hour on Thursday, breakfast on Friday,
and full access to conference sessions on both days)
Lodging: can be reserved and paid directly with the
hotel by calling 607-353-6906 and mention The NBS Group
Optional Wednesday, April 30th Golf: $130 per person
12PM tee time
Schedule: The Conference will begin on Thursday, May 1, 2025, at 9:30 AM and conclude on Friday, May 2, 2025, at noon. See below for full agenda.
EXPERT INSIGHTS
Gain knowledgeable insights into the latest advancements in AI, technology, regulatory trends, and innovative business strategies designed specifically for the needs of community banking.
ENGAGING DISCUSSIONS
Hear from leading technology providers and industry thought leaders such as:
William Nowick, Principal, Wolf & CO., Phillip Wess, Principal, Wolf & CO. and Joe Lockwood, CEO of Open Banking Systems.
UNMATCHED NETWORKING
Connect with like-minded peers, engage with forward-thinking technology innovators, and build relationships with influential industry leaders at the Technology in Community Banking Conference.
STUNNING VENUE
Savor Cooperstown’s small-town charm at The Otesaga Resort, where you can play a round at the Leatherstocking Golf Club, uncover the area’s rich history, and visit the iconic National Baseball Hall of Fame & Museum.
Thursday, May 1
Executive Panel Discussion: Curveballs & Fastballs: Navigating Banking’s High Heat
Presented by:
Brian Coakley, President & CEO, North Country Savings Bank,
Lori Dufficy, EVP & Chief Experience + Engagement Officer, Chelsea Groton Bank
Derrik Wynkoop, President & CEO, Walden Savings Bank
Moderated by: Tom Grottke, CEO, The NBS Group
Technology Priorities
COCC Direction of future developments
DenSecure- Cyber Security Defense
Presented by: William Nowik, Principal, Wolf & CO.
- Wolf & Company’s team of dedicated cybersecurity experts, DenSecure, brings together extensive technical knowledge to execute offensive security assessments and industry experience with internationally-recognized frameworks that result in high value, actionable, practical and relevant strategies. We identify the gaps in your cybersecurity defenses that attackers can abuse.
InsightOut- Data Management Solutions
Presented by: Phillip Wess, Principal, Wolf & CO.
- InsightOut is an end-to-end data management platform that transforms complex data into easy-to-understand reports. With its advanced data validation, collection, and exploration capabilities, InsightOut ensures that your data-driven insights are both accurate and consistent. Wolf’s Data Solutions team, our in-house data science experts, develop robust data strategies so your organization can gain a competitive edge. We build a solid data foundation based on strong governance frameworks and optimize storage and retrieval processes. InsightOut and our Data Solutions team allows your business to make informed decisions based on data you can trust.
Payments Industry Update: Covering All the Bases: The Future of Payments
Presented by:
Patrick Dix, Vice President, Strategic Alliances, Shazam
Alex Campbell, VP Treasury & Payments, COCC
Sheryl Shinn, EVP & CIO, Hometown Financial Group, MHC
Moderated by: Sean Carter, President & CEO, NEACH
Friday, May 2
Smart Solution – Technology Trends and Roadmap
Presented by: Raniro Corsini, Business Development Manager of Smart Solution
- Founded in 1985, Smart Solution embarked on a mission to redefine financial management solutions and pave the way for internet browser-based banking.
Technology Priorities and Roadmap
Presented by: Joe Lockwood, CEO, Open Banking Systems
- Open Banking Solutions, an advanced, cloud-based, core and digital banking solution designed to give community-based financial institutions a competitive edge in the rapidly evolving digital landscape. Learn about key technological advancements and future priorities.
Retail Delivery Panel Discussion: The Triple Play – Digital, Physical and Kiosk
Presented by:
Dan Boudreau, Convergint
Paul Provenzano, ebankIT
Charlie Miller, Solidus
Moderated by: Nancy Nesbitt, EVP & COO AccuBranch
THANK YOU TO OUR SPONSORS
BECOME A SPONSOR
The NBS Group is proud to take the lead from COCC, which previously hosted the bi-annual Upstate New York users’ conference. We aim to retain participation from many of the COCC-affiliated financial institutions while expanding the event’s reach. As the new producers, we are inviting financial institutions from across New York, as well as banks and credit unions from Northern Ohio, Pennsylvania, New Jersey, and Eastern New England, regardless of their core technology platform. Our goal is to bring together representatives from 30 to 50 financial institutions for this dynamic event.
This exclusive event brings together top technology providers, area bank and credit union senior officers, and industry thought leaders to discuss and share real world experiences in with AI, technology, regulatory, and innovative business strategies relative to community banking. We are looking for our sponsors and speakers to deliberately talk about what their companies do, what maybe new and improved, and where and how their products and services can help these community-based financial institutions better compete and improve their performance.
Hosted at the beautiful and historic Otesaga Resort, this conference combines valuable insights with unique networking opportunities, including the opportunity to visit Cooperstown and golf at the stunning Leatherstocking Golf Club. By sponsoring this event, your organization will gain high-profile visibility among key decision-makers in the community banking sector in the northeast.