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Contact Center Roundtable

Wed, May 3 @ 9:00 am - 4:00 pm EDT


Join Xtend Contact Center for our Contact Center Roundtable in-person event with experts and peers!

There will be demos, service walk-throughs, and we’ll dive into discussion topics and presentations on:

Interactive teller machines – The future of CU member service, fraud & suspicious callers, automated verification, reporting & ongoing education, call scoring & call reviews, forms & documentation, onboarding and team building & celebrating wins.

Hosted by

Nate VanPatten, Contact Center Manager & Matt DeYoung, Contact Center Assistant Manager


9:00am – 9:30am

Hosted By: Nate VanPatten & Matt DeYoung

Topic: Icebreaker


9:30am – 11:00am

Hosted by: Matt DeYoung

Topics: Reporting, call scoring, agent coaching, celebrating win


11:00am – 12:00pm

Hosted by: Sarah Ashby, Data Analytics Business Intelligence Manager

Topic: Data Analytics


12:00pm – 12:45pm



12:45pm – 2:15pm

Hosted By: Nate VanPatten

Topics: Employee onboarding, ITM’s, CU Base security, webchats, lending, phone systems


2:15pm – 2:30pm



2:30pm – 3:30pm

Hosted By: C3 Technology Advisors

Topics: Software and technology discussion


3:30pm – 4:00pm

Hosted By: Nate VanPatten & Matt DeYoung

Topic: Closing Discussions


Wed, May 3
9:00 am - 4:00 pm EDT
Event Category:


Xtend Board Room
2900 Charlevoix Dr SE Suite 200
Grand Rapids, MI 49546 United States
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