2018 Credit Union
Analytics Summit
March 13-15, 2018 / Microsoft, The Commons, Redmond, WA
Header
Summit Videos and Presentations
| Date | Time | Agenda | Speaker(s) | |
|---|---|---|---|---|
Mar 12 |
12:30 PM 1:30 PM |
Community Chair Meeting (By invitation only) |
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Mar 12 |
5:30 PM 9:00 PM |
Speakers Dinner (By invitation only) |
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Mar 13 |
8:00 AM 8:30 AM |
Registration, Breakfast and Exhibitor Hall |
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Mar 13 |
8:30 AM 8:40 AM |
Welcome Address |
Naveen Jain
Founder & President, CULytics |
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Mar 13 |
8:40 AM 9:30 AM |
Innovation Keynote |
Mike Upton
Chief Technology Officer, First Tech Fed Credit Union |
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Mar 13 |
9:30 AM 9:45 AM |
Break and Exhibitor Hall |
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Mar 13 |
9:45 AM 9:50 AM |
Quickfire Intro |
R-Systems |
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Mar 13 |
9:50 AM 10:45 AM |
Case Studies - Consumer Lending Analytics |
Moderated by Hemanth Gangaram
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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. |
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Mar 13 |
9:50 AM 10:45 AM |
The Journey to Applied Analytics |
Roger Hull
Chief Product Officer, CU Direct |
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Mar 13 |
9:50 AM 10:45 AM |
Using Analytics to Drive Intelligent Loan Portfolio Management Decisions |
Michael Cochrum
President/CEO, CUBI.PRO |
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Mar 13 |
10:45 AM 11:00 AM |
Break and Exhibitor Hall |
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Mar 13 |
11:00 AM 11:05 AM |
Quickfire Intro |
CO-OP Financial Services |
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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
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Mar 13 |
11:05 AM 12:00 |
BECU’s Marketing Machine Learning Pilot |
Brian Knollenberg
VP, Member Insights & Strategy, BECU |
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Mar 13 |
11:05 AM 12:00 |
The Power of Storyrelling |
Mike Terzian
EVP/Chief Marketing Officer, Partners Federal Credit Union |
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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 |
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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 |
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Mar 13 |
12:00 1:00 PM |
Lunch and Exhibitor Hall |
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Mar 13 |
12:30 1:00 PM |
Conjoint Analysis and Maximum Difference Scaling for Credit Unions |
Aaron Hill
Vice President, Client Services, Sawtooth Software |
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Mar 13 |
1:00 PM 1:05 PM |
Quickfire Intro |
Decision Minds |
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Mar 13 |
1:05 PM 2:00 PM |
Keynote -The New Frontier in Customer Experience Measurement |
Gary Angel
CEO & Founder, Digital Mortar |
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Mar 13 |
2:00 PM 2:15 PM |
Break and Exhibitor Hall |
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Mar 13 |
2:15 PM 2:20 PM |
Quickfire Intro |
CUNA Mutual AdvantEdge Analytics |
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Mar 13 |
2:20 PM 3:15 PM |
Case Studies - Channel Analytics |
Moderated by Hemanth Gangaram
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Mar 13 |
2:20 PM 3:15 PM |
Distribution Planning Analytics |
Jon Voorhees
Advisor, Peak Performance Consulting Group |
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Mar 13 |
2:20 PM 3:15 PM |
Using Mobile Location Data to Improve Marketing Effectiveness |
Ron Shevlin
Director of Research, Cornerstone Advisors |
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Mar 13 |
2:20 AM 3:15 AM |
Using Mobile App Analytics to make Data Driven Decisions |
Adam Hass
Founder & CEO, Applink.io |
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Mar 13 |
3:15 PM 3:30 PM |
Break and Exhibitor Hall |
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Mar 13 |
3:30 PM 3:35 PM |
Quickfire Intro |
Bits In Glass |
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Mar 13 |
3:35 PM 4:30 PM |
Case Studies - Member Experience |
Moderated by Dale Davaz
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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 |
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Mar 13 |
3:35 PM 4:30 PM |
Crawling with Artificial Intelligence |
Robert Guilfoyle
Co Founder, Abe AI |
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Mar 13 |
3:35 PM 4:30 PM |
Fraud: A Moment That Matters |
Joseph McLean
Chief Revenue Officer, Quavo Inc. |
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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 |
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Mar 13 |
4:30 PM 6:00 PM |
Delivering Member Business Intelligence with Automation |
Joe Horton
BI Architect, WSECU |
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Mar 13 |
6:00 PM 8:00 PM |
Cocktail Reception and Exhibit Hall |
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Mar 14 |
8:00 AM 8:30 AM |
Registration, Breakfast, Exhibitor Hall |
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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 |
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Mar 14 |
9:30 AM 9:45 AM |
Break and Exhibitor Hall |
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Mar 14 |
9:45 AM 9:50 AM |
Quickfire Intro |
Innovizant |
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Mar 14 |
9:50 AM 10:45 AM |
Case Studies - Membership Analytics |
Moderated by Dale Davaz
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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 |
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Mar 14 |
9:50 AM 10:45 AM |
Humanizing Data |
Brian Ley
CEO & Founder, Alpharank |
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Mar 14 |
9:50 AM 10:45 AM |
Behavioral Predictive Modeling of Attrition in Financial Institutions |
Khosrow Hassibi
PhD - Chief Data Scientist, R Systems |
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Mar 14 |
10:45 AM 11:00 AM |
Break and Exhibitor Hall |
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Mar 14 |
11:00 AM 11:05 AM |
Quickfire Intro |
Information Buiders |
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Mar 14 |
11:05 AM 12:00 PM |
Keynote - Growth Through Member Centricity And Analytics |
Nate Derby
CEO, Stakana Analytics |
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Mar 14 |
12:00 PM 1:00 PM |
Lunch and Exhibitor Hall |
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Mar 14 |
12:30 1:00 PM |
CULytics Roadmap |
Naveen Jain
Founder & President, CULytics |
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Mar 14 |
1:00 PM 1:15 PM |
Break and Exhibitor Hall |
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Mar 14 |
1:15 PM 2:15 PM |
Case Studies - Analytics in Credit Union Lines of Business |
Moderated by Dale Davaz
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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 |
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Mar 14 |
1:15 PM 2:15 PM |
Small to Big – Credit Unions Can use Analytics to Win |
Karan Bhalla
CEO, CU Rise Analytics |
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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 |
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Mar 14 |
2:15 PM 2:30 PM |
Break and Exhibitor Hall |
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Mar 14 |
2:30 PM 3:30 PM |
Keynote - Barbarians at the Gate |
Sam Maule
Managing Partner, North America, 11FS |
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Mar 14 |
3:30 PM 3:45 PM |
Break and Exhibitor Hall |
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Mar 14 |
3:45 PM 5:00 PM |
Case Studies - Driving Analytics Journey |
Moderated by Sundeep Kapur
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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 |
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Mar 14 |
3:45 PM 5:00 PM |
Selling, Starting, & Effectively Executing a Big Data Project |
Sundeep Kapur
C-Level, Digital Credence |
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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 |
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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 |
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Mar 14 |
5:00 PM 5:15 PM |
Closing and Adjournment |
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Mar 15 |
8:00 AM 9:00 AM |
Breakfast - On your own |
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Mar 15 |
8:00 AM 9:00 AM |
CULytics Vendors Round Table |
By Invitation Only |
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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 |
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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 |
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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 |
Infographics
Testimonials
Attendee Testimonials
“Great Networking! I liked having vendors in the room.”
April Dailey
Sr. Research and Data Analyst Marketing
Citadel
“Far exceeded my expectation in terms of content, networking and vendors..”
Scott Kaylie
VP of Business Intelligence
Solarity CU
“Very informative Summit.”
Jeff Davis
BI Applications Developer
IH Mississippi Valley CU
“Small Community feel, everyone friendly and willing to network.”
Chuck Kruelle
Web/Application Developer
Citadel
“Your choice of speakers and subjects are excellent.”
Ryan Drake
CFO, OCCU
“It completely surpassed ALL expectations! This was amazing.”
Nate Derby
CEO
Stakana Analytics
“Excellent event organization, Hosts valuable and sincere approach to the CU representatives and sponsors are unmatched.”
Vendor
“For any Credit Union wanting to learn more about Analytics and the strategies of their peers, this is the conference to attend.”
Vendor
“This is one of the best conferences I have ever attended.”
Jennifer Flexer
Assistant VP Market Strategy & Analytics
CEFCU
“Thank you CULytics for organizing this amazing event!”
Sarah McNeil
Data Analyst
United Advantage NW FCU
“It was a fantastic opportunity to network with other credit union leaders.”
Carla Corkern
Chief Digital Officer
LA Capitol FCU
“CULytics is a great platform to ignite and facilitate this collaboration.”
Paul Ablack
CEO, OnApproach
“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.”
Vendor
“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
“Excellent presentations. I look forward to it growing.”
Stephanie Redmond
Director - BI/PMO
Altura Credit Union
“If you do data analytics at a Credit Union, the CULytics Summit is a must.”
Rob Turnbull
Staff Auditor
First Tech Credit Union
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