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

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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
   

Statistics

  • 28


    States
  • 250+


    Attendees
  • 130


    Credit Unions
  • 15%


    of the industry

Sponsors

 

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