CULytics: 2017 Credit Union Analytics Summit, USA | Data Science Event

Header

...

Here are the pics and recordings from 2017 Summit that was attended by more than 250 people from credit unions across the nation.

Agenda

AGENDA
Date	Time	Agenda	Speaker(s)
Mar 7	7:30 AM 8:30 AM	Continental Breakfast at Microsoft Commons
Mar 7	8:30 AM 8:35 AM	Introduction to the Summit	Naveen Jain Vice President, Digital Analytics, First Tech Federal Credit Union
Mar 7	8:35 AM 9:30 AM	Keynote - First Tech's Journey	Mike Upton Chief Technology Officer, First Tech Federal Credit Union
Mar 7	9:30 AM 10:30 AM	Keynote - Future of Banking Presentation Topic - Demystifying Innovation Most Institutional barriers to innovation are self-imposed. Learn how your credit union can better understand what innovation means, and what you can do to become more consumer responsive. Explore processes involved in developing an innovation competency, and walk away with a straightforward way to get started on your organization's innovation competency.	Andrew Downin Managing Director - Innovation, Filene Research Institute
Mar 7	10:30 AM 11:00 AM	Break and Exhibitor Hall
Mar 7	11:00 AM 12:00 PM	CEO Panel - Investments in Data Analytics What are the expectations, challenges, and commitments involved when investing in Data & Analytics. How can we learn from the results and take the next step forward for improving business?	Greg Mitchell CEO, First Tech Federal Credit Union John Janclaes CEO, Partners Federal Credit Union Shazia Manus CEO, TMG Marito Domingo CIO/CCO, First Tech Federal Credit Union
Mar 7	12:00 1:00 PM	Lunch
Mar 7	12:20 1:00 PM	Breakout session: Pitfalls to avoid Data/Analytics Journey
Mar 7	1:00 PM 2:00 PM	Digital Transformation Digital transformation isn't marketing hype; it's a social and economic reality. Credit Unions that effectively apply the Digital Trinity of Social Media, Mobility and Data Analytics may rapidly and permanently capture large segments of their competitors customers. In this session, Surdak will discuss different approaches of digital transformation and the challenges and opportunities that credit unions will face in the coming decade.	Christopher Surdak President, Surdak & Co
Mar 7	2:00 PM 3:00 PM	CU Panel Discussion - Value of Data Analytics from a business perspective	Cynthia Klustner Senior Vice President, Controller, First Tech Federal Credit Union John Sahagian Vice President, Marketing and Member Intelligence, Baxter Credit Union. Sandi Papenfuhs Senior Vice President, Consumer Lending, First Tech Federal Credit Union. Rohit Mittal Co-founder and CEO, Stilt Inc. Christopher Surdak President, Surdak & Co
Mar 7	3:00 PM 3:30 PM	Break and Exhibitor Hall
Mar 7	3:30 PM 4:30 PM	CDO Panel Discussion - Starting the Data Analytics Journey What are the key considerations when starting on the data/analytics journey, and what are the challenges?	Harsh Tiwari Sr. VP, Chief Data Officer, CUNA Mutual Group Ben Morales Chief Technology Officer of WSECU and CEO of Q-Cash Financial, LLC Naveen Jain Vice President, Digital Analytics, First Tech Federal Credit Union Clay Yearsley Senior Vice President, Data Analytics, Texas Trust Credit Union Matt Duke Director, Data Analytics & Data Product Management, Cisco Brewster Knowlton Owner, Principal Consultant - The Knowlton Group
Mar 7	4:30 PM 5:30 PM	Analytics Challenge Presentations from the Analytics Challenge finalists and the announcement of winner by the panel of distinguished judges.	Analytics Challenge Lead: Hemanth Gangaram Sr Manager, Business Intelligence, First Tech Federal Credit Union
Mar 7	5:30 PM 7:30 PM	Cocktail Reception & Exhibitor Hall Book Signing with Chris Surdak: Award Winning author of Data Crush and analytics expert will discuss his new book, Jerk: Twelve Steps to rule the World. Today's world is one of constant change, instability and disruption. Wherever you look, existing companies in existing industries are seeing their leadership challenged by a range of disruptive upstarts. From Uber to Airbnb, from Fanduel to Waze, new companies are ignoring conventional rules and outmaneuvering corporate giants. What if there was a formula for how these companies cause disruption? What if causing "Jerk"" was knowable, and you could apply to your business too?
Mar 8	7:30 AM 8:30 AM	Breakfast
Mar 8	8:30 AM 9:30 AM	Keynote - Thriving in an Era of Digital Disruption We can no longer define the competition as just other financial institutions. Digital disruption is coming from a whole new crop of competitors that are swiftly gaining customer acceptance and market share. Learn new strategies for addressing today's unique threats and opportunities.	JP Nicols Chairman - Next Money
Mar 8	9:30 AM 10:30 AM	Keynote - Mobile Banking Quantified Celent and FI Navigator have collaborated to leverage a proprietary data capture methodology that examines the state of US retail mobile banking by cataloging the offerings of more than 6,000 financial institutions. The benchmarking provides detailed analyses covering FI adoption of personal mobile banking and customer utilization features. The data synthesized covers the entire banking industry as well as 48 different retail banking apps.	Daniel Latimore Senior Vice President, Celent LLC
Mar 8	10:30 AM 11:00 AM	Break and Exhibitor Hall
Mar 8	11:00 AM 12:00 PM	CU Panel Discussion - Analytics Model	Doug Loyer CTO and Co-founder of Fractional Media Casey Foltz Business Intelligence, Oregon Community Credit Union Christopher Brown Co-Founder, Decision Patterns Steven Simpson CEO and Chief Data Scientist, Decision Patterns, FinTech Data Science + Consulting Moderator: Manoj Rai Sr Manager, Data Analytics, First Tech Federal Credit Union
Mar 8	12:00 1:00 PM	Lunch & Sponsors Introduction
Mar 8	1:00 PM 2:00 PM	Case Study - From Product to Platform Credit Unions are looking for ways to re-invent themselves. While this may sound like a daunting task, fortunately it is not because it really evolves around the insights that can be harnessed from big data. These insights can create impactful, predictive, and prescriptive member experiences. On a bigger level, connected data allows credit unions to shift from being a provider of commoditized products to that of a member engagement ecosystem host.	Anne Legg Founder, Thrive Solutions
Mar 8	2:00 PM 3:00 PM	CU Panel Discussion - Big Data Analytics in the Cloud This session will focus on key considerations when starting your analytics journey and making decisions around Hadoop vs Relational and Cloud vs On-Prem. Hear from the experts who have gone through the journey and their successes, learnings.	Vamsi Chemitiganti General Manager (Financial Services), Hortonworks Kalyana Sundaram Vice President, Information Technology, First Tech Federal Credit Union. Mark Tonnesen CIO, Neustar Matt Winkler Group Program Manager, Machine Learning, Microsoft Balaji Rajagopalan CEO, Decision Minds
Mar 8	3:00 PM 3:30 PM	Break
Mar 8	3:30 PM 4:30 PM	CU Panel Discussion - Using available data & third party data, and the benefits.	Dave Ulrich Sr.Director, Credit Analytics, First Tech Federal Credit Union. Brodie Oldham Director of Analytic Consultancy, Experian Brian Knollenberg Vice President of Member Insights & Strategy, BECU Nick Curcuru Vice President - Global Big Data Practice, MasterCard Sundeep Kapur Educator, Digital Credence
Mar 8	4:30 PM 5:00 PM	CU Community Overview & Adjournment