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

Header

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

  • Mike Upton - Speaker

    Mike Upton

    Chief Technology Officer
    First Tech Federal Credit Union

  • Steve Simpson - Speaker

    Steve Simpson

    Vice President
    Strategy & Innovation
    Suncoast Credit Union

  • Mike Terzian - Speaker

    Mike Terzian

    Chief Marketing Officer,
    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

    Joel Hartzler

    Senior Stewardship &
    Development Director
    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

  • 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

  • Sam Maule - Speaker

    Sam Maule

    Managing Partner, North America
    11FS

  • Ron Shevlin - Speaker

    Ron Shevlin

    Director of Research,
    Cornerstone Advisors

  • Anne Legg - Speaker

    Anne Legg

    Director,
    Market/Client Strategies
    CUNA Mutual AdvantEdge Analytics

  • Matthew Magure - Speaker

    Matthew Maguire

    Chief Data Officer,
    CO-OP Financial Services

  • Khosrow Hassibi - Speaker

    Khosrow Hassibi

    Chief Data Scientist,
    R Systems

  • Christopher Brown - Speaker

    Christopher Brown

    Adjunct professor in UC Berkeley's
    Department of Computer Science
    and Co-Founder, Decision Patterns

  • Andre Lervolino - Speaker

    Andre Iervolino

    VP, Business Intelligence and
    Strategic Performance,
    Cabrillo Credit Union

  • Michael Cochrum - Speaker

    Michael Cochrum

    VP, Analytics and Advisory Services,
    CU Direct

  • Adam Thome - Speaker

    Joe Horton

    BI Architect,
    WSECU

  • Adam Thome - Speaker

    Adam Hass

    Founder & CEO,
    Applink.io

  • Adam Thome - Speaker

    Robert Guilfoyle

    CoFounder,
    Abe AI

  • Adam Thome - Speaker

    Rob Silverii

    Head,
    Blend

  • Adam Thome - Speaker

    JP Nicols

    Managing Director,
    FinTech Forge

  • Adam Thome - Speaker

    Manoj Rai

    Director,
    Digital Analytics,
    First Tech Federal Credit Union

  • Adam Thome - Speaker

    Sean Naismith

    Head,
    Analytics Services,
    Enova

  • Aaron Hill - Speaker

    Aaron Hill

    Vice President,
    Client Services,
    Sawtooth Software

  • Shira Spector - Speaker

    Shira Spector

    SVP, Chief Data and Analytics Officer,
    Partners Federal Credit Union

  • Joseph Maclean - Speaker

    Joseph McLean

    Chief Revenue Officer
    Quavo Inc.

  • Joseph Maclean - Speaker

    Jeff Johnson

    SVP & CIO
    Baxter Credit Union

  • Adam Thome - Speaker

    Benjamin Lundell

    Scientist,
    Microsoft

Hosts

HOSTS

  • 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

Call For Speakers

Call For Speakers Is Now Closed

  • 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
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

 

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

Mar 13

9:50 AM 10:45 AM

The Journey to Applied Analytics

Roger Hull
Chief Strategy 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

9:50 AM 10:45 AM

Tackling Compliance through Digital Decisioning

Sean Naismith
Head, Analytics Services, Enova

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
Vice President, Member Insights & Strategy at BECU

Mar 13

11:05 AM 12:00 

Making Analytics Accessible, Practical and Effective for non-BI Teams

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

Mar 13

11:05 AM 12:00

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

Rob Silverii
Head, 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 - 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
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

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

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

Naveen Jain
Founder & President, CULytics

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 -Augmented Intelligence

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

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

AI in Life Insurance Use Cases

Vishwa Kolla
AVP, Head of Advanced Analytics, John Hancock Insurance

Mar 14

1:15 PM 2:15 PM

Five 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

Delivering Member Business Intelligence with Automation

Joe Horton
BI Architect, WSECU

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

 

Sponsors

 

SPONSORS


Platinum
  •  
  • R Systems
  •  

Gold
  • CO-OP Financial Services
  • Decision Minds
  • Decision Minds
  • Bits in Glass
  • Innovizant
  • Information Builders

Silver

  • Alkami

  • WhereSpace

  • Pegasystems
  • CU Direct

  • OnApproach
  • Visible Equity
  • CloudCherry

  • Tableau

  • Unifi Software
  • Experian
  • Saylent
  • Doxim
  •  
  • Datawatch
  •  

Photography Partners

Photography Partners

  •  
  • The Story Makers
  •  

Sponsorship

 

SPONSORSHIPS ARE SOLD OUT

Register

 

Attendee Hotel Reservations

Attendee Hotel Reservations (Last Date Feb 9th, 2018)

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
Alliant Credit Union
Altra Federal Credit Union
Altura Credit Union
America First Credit Union
American Airlines FCU
American Heritage FCU
America's Credit Union
Anheuser Busch Employees Credit Union
Arizona Federal Credit Union
Baxter Credit Union
Bay Federal Credit Union
BECU
Blue FCU
Cabrillo Credit Union
Capital Credit Union
Centra Credit Union
Citadel
Coastal Federal Credit Union
Colorado Credit Union
Community Choice Credit Union
Community First Credit Union
Credit Union 24
Credit Union of America
Credit Union of Colorado
Credit Union of Southern California
Del-One Federal Credit Union
Denali Federal Credit Union
Downey Federal Credit Union
Educational Employees Credit Union
Elements Financial Federal Credit Union
Empower Federal Credit Union
ENT Credit Union
ESL Federal Credit Union
Filene Research Institute
Financial Partners Credit Union
First Entertainment Credit Union
First Financial Credit Union
First Tech Federal Credit Union
Founders Federal Credit Union
Genisys Credit Union
Georgia's Own Credit Union
Gesa Credit Union
Golden 1 Credit Union
Great Basin FCU
Greenville Federal CU
Greylock Employees Credit Union
Grow Financial Federal Credit Union
Gulf Winds Federal Credit Union
Hanscom Federal Credit Union
Hawaii USA Federal Credit Union
Honor Credit Union
Idaho Central Credit Union
IHMVCU
Indiana Members Credit Union
Inspirus Credit Union
KeyPoint Credit Union
Kinecta FCU
Kinecta Federal Credit Union
LA Financial Credit Union
Lake Trust Credit Union
LGE Community Credit Union
Maps Credit Union
MemberFocus Community Credit Union
Members Cooperative Credit Union
Mountain America Credit Union
NASA FCU
Northwest Community Credit Union
Nuvision Credit Union
OmniChannel Communications Inc.
OnApproach LLC
OneAZ Credit Union
Orange County's Credit Union
Oregon Community Credit Union
Our Community Credit Union
Pacific Crest Federal Credit Union
Pacific Northwest Federal Credit Union
Pacific Service Credit Union
Partners Federal Credit Union
Patelco Credit Union
Peak Performance Consulting Group
Platinum Federal Credit Union
POINT WEST CREDIT UNION
Polish&Slavic Federal Credit Union
Premier America Credit Union
PSCU
Red Canoe Credit Union
Red Rocks Credit Union
Rivermark Community Credit Union
Rogue Credit Union
Royal Credit Union
SAFE Credit Union
SAFE CU Corporate
Salal Credit Union
San Mateo Credit Union
SCE FCU
SELCO Community Credit Union
SkyOne Federal Credit Union
Solarity Credit Union
Spokane Teacher's Credit Union
St Mary's Credit Union
Stanford Federal Credit Union
State Department Federal Credit Union
STCU
Suncoast Credit Union
Systems and Technology
Teachers Credit Union
Technology Credit Union
Texas Trust Credit Union
Travis Credit Union
TruChoice Federal Credit Union
TSCU
Tucson Federal Credit Union
UNFCU
United Advantage NW Federal Credit Union
Unitus Community Credit Union
University Federal Credit Union
USE Credit Union
Utah Credit Union Association
Ventura County Credit Union
Verity 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
WSECU