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

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Why Attend

Why Attend?

We strive to bring leading credit unions across the nation together and share valuable learnings that set the industry up for success. Speakers from the industry will inspire you with their personal experiences and actionable advice that you can use to be successful on your data journey.

The summit consists of multiple sessions over two days that covers strategic, operational, and technical topics that will help credit unions define and execute their data vision.

Intro

Transform your Credit Unions. Get ideas, inspiration and practical insights to drive your journey.

Description

Fintech startups are rapidly changing the financial industry landscape by embracing state-of-the-art technologies, attracting new customers and expanding their businesses into newer territories. Today, Credit Unions face increased pressure to reduce costs and drive stickier, more profitable relationships with their members.

We are sitting on gold mines of data and the challenge is to unify it across the enterprise that provides a high quality common point of reference. Our goal is to augment traditional business intelligence with a modern data platform that enables agile decision making.

Who Should Attend

Who Should Attend?

Credit Union Executive Management will:

  • Have a better understanding of how to budget and hire for data analytics success
  • Gain “Big Picture” perspective that will help them make the right decisions as they guide their departments and organizations forward
  • Hear first-hand accounts of how some of today’s leading credit unions are using data to create market advantage

Businesses Function Leaders (SVP, VP and Directors of Marketing, Finance, Operations, Contact Center, Branch, Digital. Deposits, Lending, Investments, etc) will:

  • Be better equipped to design and execute successful data strategies to drive efficiency and optimize processes
  • Have the chance to interact directly with many of the industry’s most creative and influential people

Data Analytics Leaders (SVP, VP, Directors of IT and Digital Analytics) will:

  • Hear exclusive, real-life stories that translate generalizations like “tell stories” into clear, actionable takeaways
  • Learn exactly what makes the difference between “good” and “great” data management, governance and insights
  • Get proven advice on everything from data management to governance to insights to actions.

Since data touches each and every business function, we structure the event so that you benefit from it irrespective of what your role is within your organization.

Featured Speakers

FEATURED SPEAKERS

  • Naveen Jain - Speaker

    Naveen Jain

    Founder & President, CULytics
    Vice President, Digital Analytics
    First Tech Federal Credit Union

  • Mike Upton - Speaker

    Mike Upton

    Chief Technology Officer
    First Tech Federal Credit Union

  • Steve Simpson - Speaker

    Steve Simpson

    Vice President
    Payments & Innovation
    Suncoast Credit Union

  • Mike Terzian - Speaker

    Mike Terzian

    Chief Marketing Officer,
    Partners Federal Credit Union,

  • John Janclaes - Speaker

    John Janclaes

    CEO,
    Partners Federal Credit Union

  • Brian Knollenberg - Speaker

    Brian Knollenberg

    Vice President,
    Member Insights & Strategy,
    BECU

  • Sandy Papenfuhs - Speaker

    Sandi Papenfuhs

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

  • Dave Ulrich - Speaker

    Dave Ulrich

    Vice President, Credit Analytics,
    First Tech Federal Credit Union.

  • Sundeep Kapur - Speaker

    Sundeep Kapur

    C-Level,
    Digital Credence

  • Jon Vorhees - Speaker

    Jon Voorhees

    Director,
    Peak Performance Consulting Group

  • Andrew Downin - Speaker

    Andrew Downin

    Managing Director - Research
    Filene Research Institute

  • Shazia Manus - Speaker

    Shazia Manus

    Chief Product and Strategy Officer
    CO-OP Financial Services

  • Brian Ley - Speaker

    Brian Ley

    CEO & Founder
    Alpharank

  • Paul Ablack - Speaker

    Paul Ablack

    President & CEO,
    OnApproach

  • Bruce Dickinson - Speaker

    Bruce Dickinson

    Senior Vice President, Mortgage,
    First Tech Federal Credit Union

  • Vishwa Kolla - Speaker

    Vishwa Kolla

    AVP, Head of Advanced Analytics,
    John Hancock Insurance

  • Hollie Grellier - Speaker

    Holly Grellier

    Vice President of Operations, RJFS, Investment Services Division
    First Tech Federal Credit Union

  • Gary Angel- Speaker

    Gary Angel

    CEO & Founder,
    Digital Mortar

  • Richard Swart - Speaker

    Richard Swart

    PhD, Filene Research Fellow, Director, Center for Emerging Technologies, University of California, Irvine

  • Greg Mitchell - Speaker

    Greg Mitchell

    CEO,
    First Tech Federal Credit Union

  • Greg Mitchell - Speaker

    Sam Maule

    Managing Partner, North America
    11FS

Hosts

HOSTS

  • Greg Nolder

    Greg Nolder

    Vice President
    Denali Federal Credit Union

  • Dale Davaz

    Dale Davaz

    R&D Strategist,
    STCU

  • Hemanth Gangaram

    Hemanth Gangaram

    Senior Manager
    Business Intelligence,
    First Tech Federal Credit Union

  • Naveen Jain

    Naveen Jain

    Founder & President, CULytics
    Vice President, Digital Analytics
    First Tech Federal Credit Union

Call For Speakers

Call For Speakers

  • The deadline to apply is Nov 30th, 2017. Submit your application to present
  • SUBMIT NOW

Analytics Challenge

 

Analytics Challenge

We invite you to participate in CUlytics Analytics Challenge and showcase how Data Analytics & Business Intelligence drives your organization.

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
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
10:45 AM

Business Value Case Studies - Consumer Lending Analytics

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

Mar 13

10:45 AM
11:00 AM

Break and Exhibitor Hall
 

Mar 13

11:00 AM
12:00

Business Value 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.

Brian Knollenberg
Vice President, Member Insights & Strategy at BECU
Mike Terzian
SVP/Chief Marketing Officer, Partners Federal Credit Union
Vishwa Kolla
AVP, Head of Advanced Analytics, John Hancock Insurance

Mar 13

12:00
1:00 PM

Lunch and Exhibitor Hall
 

Mar 13

1:00 PM
2:00 PM

Keynote - Why Analytics Doesn't Make a Difference in Your Organization
Organizations that invest in analytics don’t always see the returns they expect. In this session, we’ll look at how to make analytics more strategic, more customer-focused, and more germane to executive interests. When it comes to analytics, we’ll delve into how your organization can walk the walk instead of just talking the talk.

Gary Angel
CEO & Founder, Digital Mortar

Mar 13

2:00 PM
2:15 PM

Break and Exhibitor Hall
 

Mar 13

2:15 PM
3:15 PM

Business Value Case Studies - Retail Channel Analytics

Jon Vorhees
Director, Peak Performance Consulting Group
Manoj Rai
Director, Data Analytics, First Tech Federal Credit Union

Mar 13

3:15 PM
3:30 PM

Break and Exhibitor Hall
 

Mar 13

3:30 PM
4:30 PM

Panel



Mar 13

4:30 PM
6:00 PM

Credit Union Big Data Analytics Challenge

Shazia Manus
Chief Product and Strategy Officer, CO-OP Financial Services
John Janclaes
CEO, Partners Federal Credit Union
Andrew Downin
Managing Director - Research, Filene Research Institute
Greg Mitchell
CEO, First Tech Federal Credit Union
Holly Grellier
Vice President of Operations, RJFS, Investment Services Division, First Tech Federal Credit Union

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

Andrew Downin
Managing Director - Research, Filene Research Institute

Mar 14

9:30 AM
9:45 AM

Break and Exhibitor Hall
 

Mar 14

9:45 AM
10:45 AM

Panel - Membership Analytics

Steve Simpson
Vice President, Payments & Innovation, Suncoast Credit Union
Brian Ley
CEO & Founder, Alpharank
Khosrow Hassibi
Chief Data Scientist, R Systems
Bruce Dickinson
Senior Vice President, Mortgage, First Tech Federal Credit Union

Mar 14

10:45 AM
11:00 AM

Break and Exhibitor Hall
 

Mar 14

11:00 AM
12:00 PM

Augmented Intelligence

Richard Swart
Phd, Filene Research Fellow, Director, Center for Emerging Technologies, University of California, Irvine 

Mar 14

12:00
1:00 PM

Lunch and Exhibitor Hall
 

Mar 14

1:00 PM
2:00 PM

Business Value Case Studies - Credit Analytics

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

Mar 14

2:00 PM
2:15 PM

Break and Exhibitor Hall
 

Mar 14

2:15 PM
3:15 PM

Keynote - Barbarians at the gate

Sam Maule
Managing Partner, North America, 11FS

Mar 14

3:15 PM
4:15 PM

Panel - Driving Analytics Journey

Paul ABlack
President & CEO, OnApproach
Sundeep Kapur
C-Level, Digital Credence
Naveen Jain
Vice President, Digital Analytics, First Tech Federal Credit Union

Mar 14

4:15 PM
4:30 PM

Closing and Adjournment
 

Sponsors

 

SPONSORS


Platinum
  •  
  • R Systems
  •  

Gold
  • CO-OP Financial Services
  • Decision Minds
  • Decision Minds

Silver

  • Alkami

  • WhereSpace

  • Pegasystems
  • CU Direct

  • OnApproach
  • Visible Equity
  •  

  • Tableau

  • Unifi Software

Sponsorship

 

SPONSORSHIP

Register

 

Attendee Hotel Reservations

Attendee Hotel Reservations

Hilton Hotel - Quick and Easy Reservation for Attendees

A block of rooms has been reserved for March 12, 2018 - March 14, 2018. Rates will be available 3 days before and after based on availability.

Parking is reduced to $5 per night and guest room internet is complimentary.

Statistics

  • 28

    States
  • 250+

    Attendees
  • 150

    Organizations
  • 15%

    of the industry

Attendees

 

Current and Previous Attendees of Credit Union Analytics Summit

Advia Credit Union
Alaska USA Federal Credit Union
Allegacy Federal credit Union
Altra Federal Credit Union
America's Credit Union
America First Credit Union
American Heritage FCU
Anheuser Busch Employees Credit Union
Arizona Federal Credit Union
Baxter Credit Union
Boeing Employees Credit Union
Callahan & Associates
Centra Credit Union
Citadel
Colorado Credit Union
Community Choice Credit Union
Community First Credit Union
CU* Answers
Credit Union 24
Credit Union of Colorado
CUNA Mutual Group
Del-One Federal Credit Union
Denali Federal Credit Union
Educational Employees Credit Union
Elements Financial Credit Union
Empower Federal Credit Union
ENT Credit Union
Financial Partners Credit Union
First Entertainment Credit Union
First Financial Credit Union
First Tech Federal Credit Union
Genisys Credit Union
Georgia's Own Credit Union
Gesa Credit Union
Grow Financial Federal Credit Union
Gulf Winds Federal Credit Union
Hawaii USA Federal Credit Union
Honor Credit Union
Idaho Central Credit Union
Indiana Members Credit Union
Inspirus Credit Union
KeyPoint Credit Union
Kinecta Federal Credit Union
Lake Trust Credit Union
LA Financial Credit Union
LGE Community Credit Union
Members Cooperative Credit Union
Northwest Community Credit Union
OneAZ Credit Union
Orange County's Credit Union
Oregon Community Credit Union
Our Community Credit Union
Partners Federal Credit Union
Pacific Northwest Federal Credit Union
Pacific Service Credit Union
Patelco Credit Union
Platinum Federal Credit Union
PSCU
Red Canoe Credit Union
Rogue Credit Union
Royal Credit Union
SAFE Credit Union
Salal Credit Union
San Mateo Credit Union
SELCO Community Credit Union
SkyOne Federal Credit Union
Solarity Credit Union
Spokane Teacher's Credit Union
State Department Federal Credit Union
Stanford Federal Credit Union
Suncoast Credit Union
Teachers Credit Union
Texas Trust Credit Union
University Federal Credit Union
United Advantage NW Federal Credit Union
Unitus Community Credit Union
Virginia Credit Union
Washington State Employees Credit Union
Wescom Credit Union
Westerra Credit Union
Wings Financial Credit Union
Workers Credit Union
Wright Patt Credit Union