CULytics: 2018 Credit Union Analytics Summit, USA | Data Science Event

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Testimonials

Attendee Testimonials

Great Networking! I liked having vendors in the room.

— April Dailey, Sr. Research and Data Analyst Marketing, Citadel

It was a fantastic opportunity to network with other credit union leaders - a time for sharing, learning and gaining a better understanding of how to begin the analytics journey for my credit union.

— Carla Corkern, Chief Digital Officer, LA Capitol FCU

Far exceeded my expectation in terms of content, networking and vendors.

— Scott Kaylie, VP of Business Intelligence, Solarity CU

I am from a small CU where we do not have even one person dedicated to data analytics or business intelligence, so opportunities like the CU Analytics Summit where I am connected to peers and exposed to new ideas that I can take back to my organization & my collaborative network are extremely valuable. Thank you CULytics for organizing this amazing event!

— Sarah McNeil, Data Analyst, United Advantage NW FCU

If you do data analytics at a Credit Union, the CULytics Summit is a must. The panelists and speakers talk to common challenges and networking with peers seeking the same goals creates opportunities, ideas and solutions.

— Rob Turnbull, Staff Auditor, First Tech Credit Union

Small Community feel, everyone friendly and willing to network.

— Chuck Kruelle, Web/Application Developer, Citadel

I had to choose excellent for everyone. I learned from each speaker and it really helped to have information repeated to reinforce what we need to do. Your choice of speakers and subjects are excellent. The networking was helpful. The time format was perfect.

— Ryan Drake, CFO, OCCU

This was my first time at an analytics focused conference/training. It was very very valuable, I took nuggets of information from every single session. Great networking opportunities, excellent information, good selection of vendors. Well worth the time and expense. It was way more interesting than I expected.

— Ellen E. Yacovone, SVP Lending and Collections, Tucson Federal Credit Union

It completely surpassed ALL expectations! This was amazing.

— Nate Derby, CEO, Stakana Analytics

Excellent presentations. I look forward to it growing.

— Stephanie Redmond, Director - BI/PMO, Altura Credit Union

Very informative Summit.

— Jeff Davis, BI Applications Developer, IH Mississippi Valley CU

This is one of the best conferences I have ever attended.

— Jennifer Flexer, Assistant VP Market Strategy & Analytics, CEFCU

The Summit was great!!!

— Bryan Reynolds, Systems Analyst, Royal CU

Vendor Testimonials

As a vendor, this surpassed all my expectations… not just for the high-quality leads, but for the high-quality discussions we had with them! We learned so much from them in terms of market research. This is the most valuable conference we've ever attended.

I am very pleased by to see the growth of the CULytics community and this event. Digital transformation, fueled by data analytics is the only way forward and credit unions will have to collaborate to make this happen. CULytics is a great platform to ignite and facilitate this collaboration.

— Paul Ablack, CEO, OnApproach

Excellent event organization, Hosts valuable and sincere approach to the CU representatives and sponsors are unmatched.

If you sell data related products or services to the CUs like I do, you want to be in front of the audience that comes to the Credit Union Analytics Summit.

Attendees are genuinely interested in vendor products and trying to improve their Credit Union.

I loved learning more about the needs of CUs. Thank You! I also really appreciate hosts great attitude. Very gracious and welcoming.

For any Credit Union wanting to learn more about Analytics and the strategies of their peers, this is the conference to attend.

Agenda

Agenda
Date Time Agenda Speaker(s)

Mar 12

12:30 PM
1:30 PM

Community Chair Meeting (By invitation only)
   

Mar 12

5:30 PM
9:00 PM

Speakers Dinner (By invitation only)
   

Mar 13

8:00 AM
8:30 AM

Registration, Breakfast and Exhibitor Hall
   

Mar 13

8:30 AM
8:40 AM

Welcome Address

Naveen Jain
Founder & President, CULytics


Mar 13

8:40 AM
9:30 AM

Innovation Keynote

Mike Upton
Chief Technology Officer, First Tech Fed Credit Union


Mar 13

9:30 AM
9:45 AM

Break and Exhibitor Hall
   

Mar 13

9:45 AM
9:50 AM

Quickfire Intro

R-Systems


Mar 13

9:50 AM
10:45 AM

Case Studies - Consumer Lending Analytics
Moderated by
Hemanth Gangaram


Mar 13

9:50 AM 10:45 AM

Value of Analytics in Lending: Income

Sandi Papenfuhs
Senior Vice President, Consumer Lending, First Tech Federal Credit Union.
 

Mar 13

9:50 AM 10:45 AM

The Journey to Applied Analytics

Roger Hull
Chief Product Officer, CU Direct
 

Mar 13

9:50 AM 10:45 AM

Using Analytics to Drive Intelligent Loan Portfolio Management Decisions

Michael Cochrum
President/CEO, CUBI.PRO
 

Mar 13

10:45 AM
11:00 AM

Break and Exhibitor Hall
   

Mar 13

11:00 AM
11:05 AM

Quickfire Intro

CO-OP Financial Services


Mar 13

11:05 AM
12:00

Case Studies - Marketing Analytics
Learn how your peer credit unions are using data to drive new engagements and experiences for their member through out the value chain.
Moderated by
Hemanth Gangaram


Mar 13

11:05 AM 12:00 

BECU’s Marketing Machine Learning Pilot

Brian Knollenberg
VP, Member Insights & Strategy, BECU
 

Mar 13

11:05 AM 12:00 

The Power of Storyrelling

Mike Terzian
EVP/Chief Marketing Officer, Partners Federal Credit Union
 

Mar 13

11:05 AM 12:00

Influence – What would you do if you know who are your most influential members

Naveen Jain
Founder & President, CULytics
 

Mar 13

11:05 AM 12:00

Democratizing Data: Building a Culture of Data Literacy in the Financial Sector

Rob Silverii
Head of Data, Blend
 

Mar 13

12:00
1:00 PM

Lunch and Exhibitor Hall
   

Mar 13

12:30
1:00 PM

Conjoint Analysis and Maximum Difference Scaling for Credit Unions

Aaron Hill
Vice President, Client Services, Sawtooth Software


Mar 13

1:00 PM
1:05 PM

Quickfire Intro

Decision Minds


Mar 13

1:05 PM
2:00 PM

Keynote -The New Frontier in Customer Experience Measurement

Gary Angel
CEO & Founder, Digital Mortar


Mar 13

2:00 PM
2:15 PM

Break and Exhibitor Hall
   

Mar 13

2:15 PM
2:20 PM

Quickfire Intro

CUNA Mutual AdvantEdge Analytics


Mar 13

2:20 PM
3:15 PM

Case Studies - Channel Analytics
Moderated by
Hemanth Gangaram


Mar 13

2:20 PM 3:15 PM

Distribution Planning Analytics

Jon Voorhees
Advisor, Peak Performance Consulting Group
 

Mar 13

2:20 PM 3:15 PM

Using Mobile Location Data to Improve Marketing Effectiveness

Ron Shevlin
Director of Research, Cornerstone Advisors
 

Mar 13

2:20 AM 3:15 AM

Using Mobile App Analytics to make Data Driven Decisions

Adam Hass
Founder & CEO, Applink.io
 

Mar 13

3:15 PM
3:30 PM

Break and Exhibitor Hall
   

Mar 13

3:30 PM
3:35 PM

Quickfire Intro

Bits In Glass


Mar 13

3:35 PM
4:30 PM

Case Studies - Member Experience
Moderated by
Dale Davaz


Mar 13

3:35 PM 4:30 PM

How Analytics drives member experience through out their lifecycle?

Manoj Rai
Director, Digital Analytics, First Tech Federal Credit Union
 

Mar 13

3:35 PM 4:30 PM

Crawling with Artificial Intelligence

Robert Guilfoyle
Co Founder, Abe AI
 

Mar 13

3:35 PM 4:30 PM

Fraud: A Moment That Matters

Joseph McLean
Chief Revenue Officer, Quavo Inc.
 

Mar 13

4:30 PM
6:00 PM

Credit Union Big Data Analytics Challenge



Vendor of the Year Award, Presentation, Reward and Recognition.

Shazia Manus
Chief Product and Strategy Officer, CO-OP Financial Services
 
Shira Spector
SVP, Chief Data and Analytics Officer, Partners Federal Credit Union
 
Greg Mitchell
CEO, First Tech Federal Credit Union
 
Jeff Johnson
SVP & CIO, Baxter Credit Union
 
Benjamin Lundell
Scientist at Microsoft
 
Holly Grellier
Vice President of Operations, RJFS, Investment Services Division, First Tech Federal Credit Union


Mar 13

4:30 PM 6:00 PM

Delivering Member Business Intelligence with Automation

Joe Horton
BI Architect, WSECU
 

Mar 13

6:00 PM
8:00 PM

Cocktail Reception and Exhibit Hall
   

Mar 14

8:00 AM
8:30 AM

Registration, Breakfast, Exhibitor Hall
   

Mar 14

8:30 AM
9:30 AM

Keynote - Data Analytics Supporting CU's Members First Philosophy

Joel Hartzler
Senior Stewardship & Development Director, Filene Research Institute


Mar 14

9:30 AM
9:45 AM

Break and Exhibitor Hall
   

Mar 14

9:45 AM
9:50 AM

Quickfire Intro

Innovizant


Mar 14

9:50 AM
10:45 AM

Case Studies - Membership Analytics
Moderated by
Dale Davaz


Mar 14

9:50 AM 10:45 AM

Partnered with University Practice Center to save $100k / month in charge off losses

Steve Simpson
Vice President, Strategy & Innovation, Suncoast Credit Union
 

Mar 14

9:50 AM 10:45 AM

Humanizing Data

Brian Ley
CEO & Founder, Alpharank
 

Mar 14

9:50 AM 10:45 AM

Behavioral Predictive Modeling of Attrition in Financial Institutions

Khosrow Hassibi
PhD - Chief Data Scientist, R Systems
 

Mar 14

10:45 AM
11:00 AM

Break and Exhibitor Hall
   

Mar 14

11:00 AM
11:05 AM

Quickfire Intro

Information Buiders


Mar 14

11:05 AM
12:00 PM

Keynote - Growth Through Member Centricity And Analytics

Nate Derby
CEO, Stakana Analytics


Mar 14

12:00 PM
1:00 PM

Lunch and Exhibitor Hall
   

Mar 14

12:30
1:00 PM

CULytics Roadmap

Naveen Jain
Founder & President, CULytics
 

Mar 14

1:00 PM
1:15 PM

Break and Exhibitor Hall
   

Mar 14

1:15 PM
2:15 PM

Case Studies - Analytics in Credit Union Lines of Business
Moderated by
Dale Davaz


Mar 14

1:15 PM 2:15 PM

Credit Risk Analytics: Preparation for CECL

Dave Ulrich
Vice President, Credit Admin & Analytics at First Tech Federal Credit Union
 

Mar 14

1:15 PM 2:15 PM

Small to Big – Credit Unions Can use Analytics to Win

Karan Bhalla
CEO, CU Rise Analytics
 

Mar 14

1:15 PM 2:15 PM

Four Ways to Make Data Your Best Digital Transformation Asset

Matthew Maguire
Chief Data Officer, CO-OP Financial Services
 

Mar 14

2:15 PM
2:30 PM

Break and Exhibitor Hall
   

Mar 14

2:30 PM
3:30 PM

Keynote - Barbarians at the Gate

Sam Maule
Managing Partner, North America, 11FS


Mar 14

3:30 PM
3:45 PM

Break and Exhibitor Hall
   

Mar 14

3:45 PM
5:00 PM

Case Studies - Driving Analytics Journey
Moderated by
Sundeep Kapur


Mar 14

3:45 PM 5:00 PM

The Business Use of Data Analytics, What is the ROI and How to Achieve it

Paul Ablack
President & CEO, OnApproach
 

Mar 14

3:45 PM 5:00 PM

Selling, Starting, & Effectively Executing a Big Data Project

Sundeep Kapur
C-Level, Digital Credence
 

Mar 14

3:45 PM 5:00 PM

Drowning in Data and Starving for Insight? How to Fuel your Credit Union Growth

Anne Legg
Director, Market/Client Strategies, CUNA Mutual AdvantEdge Analytics
 

Mar 14

3:45 PM 5:00 PM

Big Data, Small Data, but What About the Right Data?

Andre Iervolino
VP, Business Intelligence and Strategic Performance, Cabrillo Credit Union
 

Mar 14

5:00 PM
5:15 PM

Closing and Adjournment
   

Mar 15

8:00 AM
9:00 AM

Breakfast - On your own
   

Mar 15

8:00 AM
9:00 AM

CULytics Vendors Round Table

By Invitation Only
 

Mar 15

9:00 AM
11:45 AM

Hands-on Workshop - Choosing your First Data Analytics Project
Choosing a first data science/Analytics project is a critical first step for Credit Unions. This workshop will talk about common first projects that have established business value, and as well as how to balance short term considerations with longer term goals.

Khosrow Hassibi
PhD - Chief Data Scientist, R Systems


Mar 15

9:00 AM
11:45 AM

Hands-on Workshop - Beyond Machine Learning - APPLIED Data Science in the Credit Union
This workshop helps business leaders craft successful analytics strategies and realize there is much more to Data Science than training machine learning models. This workshop is an overview of the U.C. Berkeley's Data Science Principles and Practice course.

Christopher Brown
Adjunct professor in UC Berkeley's Department of Computer Science and a founding partner of Decision Patterns


Mar 15

9:00 AM
11:45 AM

Hands-on Workshop: Building and Executing on Your Own Innovation Capacity
Modern agile business methods can help you quickly test new ideas, but they must be customized to be effective within our highly regulated environment. Workshop participants will return with the tools and frameworks that make it easy to get started, but can easily scale for more ambitious efforts.

JP Nicols
Managing Director, FinTech Forge

Presentations

Presentations