xCUAS-2018

Header

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

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

Naveen Jain

Founder & President, CULytics
Mike Upton

CTDO
First Tech Federal Credit Union
Steve Simpson

VP, Strategy & Innovation
Suncoast Credit Union
Mike Terzian

CMO,
Partners Federal Credit Union,
Brian Knollenberg

VP, Member Insights & Strategy,
BECU
Sandi Papenfuhs

SVP, Consumer Lending,
First Tech Federal Credit Union.
Dave Ulrich

VP, Credit Admin & Analytics,
First Tech Federal Credit Union.
Sundeep Kapur

C-Level,
Digital Credence
Jon Voorhees

Advisor,
Peak Performance Consulting Group
Joel Hartzler

Senior Stewardship &
Development Director
Filene Research Institute
Shazia Manus

Chief Product & Strategy Officer
CO-OP Financial Services
Brian Ley

CEO & Founder
Alpharank
Paul Ablack

President & CEO,
OnApproach
Vishwa Kolla

AVP, Head of Advanced Analytics,
John Hancock Insurance
Holly Grellier

VP, Operations, Investment Services Div.
First Tech Federal Credit Union
Gary Angel

CEO & Founder,
Digital Mortar
Richard Swart

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

CEO,
First Tech Federal Credit Union
Sam Maule

Managing Partner, North America
11FS
Ron Shevlin

Director of Research,
Cornerstone Advisors
Anne Legg

Director,
Market/Client Strategies
CUNA Mutual AdvantEdge Analytics
Matthew Maguire

CDO,
CO-OP Financial Services
Khosrow Hassibi

Chief Data Scientist,
R Systems
Christopher Brown

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

VP, BI & Strategic Performance
Cabrillo Credit Union
Michael Cochrum

CEO/Founder
CUBI.PRO
Joe Horton

BI Architect,
WSECU
Adam Hass

Founder & CEO,
Applink.io
Robert Guilfoyle

CoFounder,
Abe AI
Rob Silverii

Head of Data,
Blend
JP Nicols

Managing Director,
FinTech Forge
Manoj Rai

Director,
Digital Analytics,
First Tech Federal Credit Union
Sean Naismith

Head,
Analytics Services,
Enova
Aaron Hill

VP, Client Services,
Sawtooth Software
Shira Spector

SVP, CDAO,
Partners Federal Credit Union
Joseph McLean

Chief Revenue Officer
Quavo Inc.
Jeff Johnson

SVP & CIO
Baxter Credit Union
Benjamin Lundell

Scientist,
Microsoft
Roger Hull

Chief Product Officer,
CU Direct

Hosts

Dale Davaz

R&D Strategist,
STCU
Hemanth Gangaram

Senior Manager,BI
First Tech Federal Credit Union
Naveen Jain

Founder & President, CULytics

Call For Speakers

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

Analytics Challenge

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

TAKE THE CHALLENGE

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 at First Tech Federal Credit Union
Mar 13	9:50 AM 10:45 AM	Transactional 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 Vice President, Member Insights & Strategy at BECU
Mar 13	11:05 AM 12:00	The Power of Story Telling	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 - 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	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

Photography Partners

Sponsorship

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Register

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.

BOOK A ROOM

2017 Event Pics and Recordings

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

Statistics

28
States
250+
Attendees
150
Organizations
15%
of the industry

Attendees

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

2018 Credit Union

Analytics Summit

March 13-15, 2018 / Microsoft, The Commons, Redmond, WA

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

Why Attend?

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

Who Should Attend?

Credit Union Executive Management will:

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

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

FEATURED SPEAKERS

Naveen Jain

Mike Upton

Steve Simpson

Mike Terzian

Brian Knollenberg

Sandi Papenfuhs

Dave Ulrich

Sundeep Kapur

Jon Voorhees

Joel Hartzler

Shazia Manus

Brian Ley

Paul Ablack

Vishwa Kolla

Holly Grellier

Gary Angel

Richard Swart

Greg Mitchell

Sam Maule

Ron Shevlin

Anne Legg

Matthew Maguire

Khosrow Hassibi

Christopher Brown

Andre Iervolino

Michael Cochrum

Joe Horton

Adam Hass

Robert Guilfoyle

Rob Silverii

JP Nicols

Manoj Rai

Sean Naismith

Aaron Hill

Shira Spector

Joseph McLean

Jeff Johnson

Benjamin Lundell

Roger Hull

HOSTS

Dale Davaz

Hemanth Gangaram

Naveen Jain

Analytics Challenge

SPONSORS

Platinum

Gold

Silver

Photography Partners

SPONSORSHIPS ARE SOLD OUT

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

Hilton Hotel - Quick and Easy Reservation for Attendees

2017 Event Pics and Recordings

28

250+

150

15%

Current and Previous Attendees of Credit Union Analytics Summit

Links

Offering

CULytics Transformation Center