Transform your Credit Unions. Get ideas, inspiration and practical insights to drive your journey.
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.
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.
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.
SPEAKERS
Mike Upton, Chief Technology Officer, First Tech Federal Credit Union
Naveen Jain, Vice President, Digital Analytics, First Tech Federal Credit Union
Hemanth Gangaram, Sr Manager, Business Intelligence, First Tech Federal Credit Union
Manoj Rai, Sr Manager, Data Analytics, First Tech Federal Credit Union
DRAFT AGENDA
Monday March 12th, 2018
5:30pm - 8:30pm - Speakers Dinner (By invitation only)
Tuesday March 13th, 2018
8:30am - 9:30am - Innovation Keynote
9:30am - 10:30am - Keynote
10:30am - 11:00am - Break and Exhibitor Hall
11:00am - 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
12:00 - 1:00pm - Lunch and Exhibitor Hall
1:00pm - 2:00pm - Business Value Case Studies - Consumer Lending Analytics
Sandi Papenfuhs - Senior Vice President: Consumer Lending at First Tech Federal Credit Union
2:00pm - 3:00pm - Business Value Case Studies - Mortgage Analytics
3:00pm - 3:30pm - Break and Exhibitor Hall
3:30pm - 4:30pm - Business Value Case Studies - Retail Business
Debate on Branches vs Digital. What role branches play for the growth of CUs and what role data plays in helping branches create those strategic engagements.
Brad Calhoun - Chief Marketing and Retail officer at First Tech Fed Credit Union
4:30pm - 6:00pm - Analytics Challenge
6:00pm - 8:00pm - Cocktail Reception and Exhibit Hall
Wednesday March 14th, 2018
8:30am - 9:30am - Keynote
9:30am - 10:30am - Keynote
10:30am - 11:00am - Break and Exhibitor Hall
11:00am - 12:00 - Business Value Case Studies - Credit Analytics
12:00 - 1:00pm - Lunch and Exhibitor Hall
1:00pm - 2:00pm - Business Value Case Studies - Payments/Fraud Management
2:00pm - 3:00pm - Business Value Case Studies - Contact Center
3:00pm - 3:30pm - Break and Exhibitor Hall
3:30pm - 4:30pm - Business Value Case Studies - Finance
4:30pm - 5:00pm - Closing and Adjournment
