Meet The Advisors
Founder and Principal
Bob has more than 20 years of experience in executive marketing and product strategy roles for companies that provide software for compliance, legal services, risk management and data analysis. He now focuses on developing and implementing new marketing programs for organizations in transition due to growth, investment or M & A.
Vice President, Marketing & Communications
Vantage West Credit Union
Andrew is passionate about uncovering insights into the minds of consumers and the world of credit unions. And, as vice president of marketing and communications for Vantage West Credit Union, he works with leading researchers, credit unions, and other organizations to spark understanding and positive change through these revelations.
Chief Technology Officer,
First Tech Federal Credit Union
Mike drives the on-going development and effectiveness of First Tech's integrated multi-channel digital initiatives. Mike establishes the technology vision along with business strategy by leadership of digital member experience, marketing efficiency and digital sales and servicing.
President & CEO
Genisys Credit Union
As the former CIO for Genisys Credit Union, Jackie remains passionate about technology and how it can be used as an enabler to grow her credit union and our industry. Jackie is the Vice Chair of CU Solutions Group, serves on the CUNA CEO Council Executive Committee, and also serves on various other credit union advisory boards and industry committees.
Meet The Community Chairs
Sr. Manager, Product Owner, BI Digital Analytics & Data Governance at First Tech Federal Credit Union
VP Applied Analytics at Denali Alaskan Federal Credit Union
Systems Analyst, First Tech Federal Credit Union
Strategic Analytics & Member Insights Manager at Wings Financial Credit Union
Meet The Experts Panel
Founder and President, CULytics
Expert in developing vision, strategy and comprehensive (value, people, process, and technology) roadmap to help organizations start on their data analytics journey so that they can realize the value of data across their member lifecycle.
SVP, Data Analytics,
Texas Trust Credit Union
Nearly 30 years of experience in financial services. Expert in Data Management and Analytics especially using Symitar's report generator (aka PowerOn).
Orchestrating Transformational change at leadership level and implementing strategies that significantly impact marketing, business development, branding, cultural alignment, and data management positively.
Chief Customer Success Officer,
A FinTech and Digital Transformation leader with 20 years’ experience in assuring customer success by implementing technology solutions, building business strategies & partnerships, software development, managed services, program management, business transformation, strategic planning, and cultural transformation.
Enterprise Data Architect
SAFE Credit Union
Andrew's career in technology spans over 20 years from startups to Fortune 50 companies. From developing the first mobile browsers to running a global IT project that branched off Hewlett Packard into Hewlett Packard Incorporated and Hewlett Packard Enterprise, he brings a breadth of experience in software development and project management.
Meet The Team
Founder and President, CULytics