CULytics: 2019 Credit Union Analytics Summit, USA | Data Science Event

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Who Should Attend

 

Who

Who Should Attend?

The agenda for the summit is designed to benefit the business function heads as well as data analytics practitioners at your organization. It includes CEO, CFO, CMO, COO, CIO, CLO (Chief Lending Officer), CRO (Chief Retail Officer), VPs and SVPs from various business functions across your organization. The success of data analytics initiatives depends on executive support and alignment, and it is imperative that the senior leadership believes in the value that the data analytics can bring to their business. During the event, we will have dozens of credit unions leaders share their stories and learnings. Past attendees have found these stories to be inspiring and practical such that they can bring changes in their respective organizations and lead them to success.

Why Attend

 

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 three days that covers strategic, operational, and technical topics that will help credit unions define and execute their data vision.

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Attendees

2018 Attendees

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See What Other Past Attendees Are Saying

See what past attendees are saying

“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

Speakers

Speakers

Featured Speakers

Sandi Papenfuhs - Speaker

Casey Foltz

Business Intelligence Manager
Oregon Community Credit Union

Andre Gaddis - Speaker

Andre Gaddis

VP, Data Analytics & Data Science,
Suncoast Credit Union

Sherry Leeser - Speaker

Sherry Leeser

VP,Marketing Intelligence and Strategy,
Dupaco Credit Union

Harry Zhu - Speaker

Harry Zhu

CFO,
Alliant Credit Union

Rich Jones - Speaker

Tom Morgan

CIO & SVP, Information Technology,
BECU

Rich Jones - Speaker

Scarlett Sieber

International Speaker, Fintech Influencer
Innovation Thought Leader

Bill Dodds - Speaker

Bill Dodds

Director, BI and Data
Westerra Credit Union

John Sahagian - Speaker

John Sahagian

VP & Chief Data Officer
Baxter Credit Union

Andre Gaddis - Speaker

Andrew Bertrand

Data and Technology Manager
Our Community Credit Union

Nick Ambrosini - Speaker

Nick Ambrosini

EVP & CFO,
Kern Schools Federal Credit Union

Jennifer Flexer - Speaker

Jennifer Flexer

AVP, Market Strategy and Analytics
Citizens Equity First Credit Union

Mick Fenley - Speaker

Mick Fenley

VP, Analytics & BI,
Community America Credit Union

Lisa Nicholas - Speaker

Lisa Nicholas

President,
Digital Banking Services

Tom Kuang - Speaker

Tom Kuang

Chief Information Officer,
Schools Financial CU

Andrew Downin - Speaker

Andrew Downin

VP, Marketing & Communications
Vantage West Credit Union

Shazia Manus - Speaker

Shazia Manus

Chief Strategy and Business Dev. Officer,
CUNA Mutual Group

Naveen Jain - Speaker

Naveen Jain

Founder & President,
CULytics

Brian Knollenberg - Speaker

Brian Knollenberg

VP, Member Insights & Strategy, BECU

Melissa Pomeroy - Speaker

Melissa Pomeroy

Director, BA & Project Management, St. Mary’s Bank

Mike Upton - Speaker

Mike Upton

CTDO,
First Tech Federal Credit Union

Julie Lind - Speaker

Julie Lind

VP, Consumer Lending,
WSECU

James Robert Lay - Speaker

James Robert Lay

Founder and CEO
Digital Growth

Dave Ulrich - Speaker

Dave Ulrich

VP, Credit Admin & Analytics,
First Tech Federal Credit Union

Nate Derby - Speaker

Anoop Trivedi

CEO and CTO,
IrisLogic

Sandi Papenfuhs - Speaker

Sundeep Kapur

C-Level,
Digital Credence

Andre Iervolino - Speaker

Andre Iervolino

VP, Business Intelligence,
Financial Partners Credit Union

JoEllen Nyquist - Speaker

JoEllen Zmolek Nyquist

Product Marketing Strategist,
Veridian Credit Union

Ron Shevlin - Speaker

Ron Shevlin

Director of Research,
Cornerstone Advisors

Benjamin Lundell - Speaker

Benjamin Lundell

Research Scientist,
Microsoft

Benjamin Lundell - Speaker

Matthew Maguire

Chief Data Officer,
CO-OP Financial Services

Christopher Surdak - Speaker

Christopher Surdak

President,
Surdak & Co.

Sandi Papenfuhs - Speaker

Sandi Papenfuhs

SVP, Consumer Lending,
First Tech Federal Credit Union

Rich Jones - Speaker

Rich Jones

President,
Leading2Leadership

Christopher Brown - Speaker

Christopher Brown

Co-Founder,
Decision Patterns

Jon Voorhees - Speaker

Jon Voorhees

Advisor,
PPC Group

Shubhankar Jain - Speaker

Shubhankar Jain

Machine Learning Engineer,
SurveyMonkey

Hosts

Hosts

Dale Davaz - Host

Dale Davaz

R&D Strategist, STCU

Greg Nolder - Host

Greg Nolder

VP Applied Analytics,
Denali Alaskan Federal Credit Union

Hemanth Gangaram - Host

Hemanth Gangaram

Sr. Manager, Product Owner,
BI Digital Analytics & Data Governance, First Tech Federal Credit Union

Vishall Kaistha - Host

Vishall Kaistha

Systems Analyst,
First Tech Federal Credit Union


Michael Lindberg - Host

Michael Lindberg

Strategic Analytics &
Member Insights Manager, Wings Financial Credit Union

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Sponsors

Sponsors

Sponsors


Platinum
  •  

  • AdvantEdge Analytics
  •  

Gold

  • COOPFS

  • OnApproach
  •  

Silver

Bronze




Sponsorhip

 

Call for Speakers

Analytics Challenge

 

Credit Unions Loves Fintech Startups

 

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Hotel / Accomodations

 

Hotel & Accomodations

Event Date: April 1 - 4, 2019
Hotel Room Block: Aloft and Element Seattle Redmond
Group rate available until March 11, 2019. Subject to availability.

  • Guests who wish to check in prior to 4/1 or depart later than 4/4 must contact the hotel sales dept. directly to make reservations. 
    Contact Person - Damon Bonet
    Phone - 425-636-9941
    Email Address - dbonet@csmcorp.net
  • The hotel offers on-site parking at $5 per night per vehicle for the dates 4/1 to 4/4. Prior to that parking rate will be billed at $12.00 per night per vehicle.
  • Complimentary Wifi will be provided to all the guests.
  • Complimentary Breakfast will be provided on the dates 4/2 to 4/4.

Agenda

 

AGENDA
Time Agenda Speaker(s)
April 1, 2019 / MONDAY

1:30 PM
4:30 PM

Innovation and Digital Transformation Roundtable (Exclusively for Leaders from Credit Unions signed up for Digital Transformation Hub)

Scarlett Sieber
International Speaker, Fintech Influencer and Innovation Thought Leader Scarlett is a respected leader, driving organizational change at startups and global enterprises alike. Adept at leading newly created business development and ecosystem initiatives, digital strategy and transformations for small and large financial service companies. Co-founder of data visualization tech startup, Infomous. She is also a contributor to the Huffington Post, Forbes, and WeWork along with being a NYC Fellow of Startup Leadership Program.

Naveen Jain
Founder & President, CULytics Visionary and Change Agent with deep technology and execution expertise in building big data and advanced analytical strategies from ground-up and driving customer centric, insight-based cultural change.
 

5:00 PM
7:30 PM

Cocktail Reception
   
April 2, 2019 / TUESDAY

8:00 AM
8:30 AM

Registration and Exhibitor Hall
   

8:30 AM
8:40 AM

Welcome Address

Naveen Jain
Founder & President, CULytics Visionary and Change Agent with deep technology and execution expertise in building big data and advanced analytical strategies from ground-up and driving customer centric, insight-based cultural change.
 

8:40 AM
9:30 AM

Keynote - Successes with Digital Transformation and Innovation in the Credit union Industry

Mike Upton
Chief Technology Officer, First Tech Fed Credit Union Mike drives the on-going development and effectiveness of First Tech's integrated multi-channel digital initiatives.
 

9:30 AM
9:45 AM

Break and Exhibitor Hall
   

9:45 AM
10:45 AM

Case Studies - Lending
   



 
Sandi Papenfuhs
SVP, Consumer Lending, First Tech Federal Credit Union Sandi has served in the lending, default management and fraud prevention industries for over 25 years – focusing on providing outstanding member experiences while strengthening the safetyand soundness of the financial services sector. She has developed and presented numerous educational programs on Consumer Lending, Loan Modifications, Collection Strategies and Portfolio Management, Bankruptcy, Internal Fraud, Identity Theft and Loan Fraud.
 



Data Innovation Drives Member Rewards and Reinforces Cooperative Structure
Sherry Leeser
VP, Marketing Intelligence and Strategy, Dupaco Credit Union Sherry Leeser is VP of Marketing Intelligence and Strategy at Dupaco Community Credit Union in Dubuque, IA. Sherry has been with Dupaco for 10 years. Her experience at Dupaco includes: developing and implementing strategic marketing initiatives; overseeing targeted marketing initiatives, advertising placement, member research, and voice of the member insights; participating in data governance and data sprint planning; and working on special projects.
 



Learnings from new data based auto loan pricing at OCCU
Casey Foltz
BI Manager Oregon Community Credit Union Casey leads the Business Intelligence department at OCCU and has nearly 10 years of experience. He holds a Master's in Applied Information Management from the University of Oregon and has dedicated nearly 10 years to the furthering of data-driven solutions in credit unions.
 



Member Segmentation to Fuel New Products and Targeted Member Offerings
Julie Lind
VP, Consumer Lending, WSECU Julie Lind is currently Vice President of Consumer Lending at Washington State Employees Credit Union. She has over 20 years experience in small business and consumer lending within the Credit Union
 

10:45 AM
11:00 AM

Break and Exhibitor Hall
   

11:00 AM
12:00 PM

Case Studies Panel - Cloud and Data Analytics
   



 
Shazia Manus
Chief Strategy and Business Dev. Officer, CUNA Mutual Group As a Chief Strategy and Business Development Officer at CUNA Mutual AdvantEdge Analytics, Shazia Manus is responsible for go-to-market and product strategy, customer experience, strategic partnerships and acquisitions.Prior to this, Shazia served as the Chief Product and Strategy Officer at CO-OP Financial Services, for about a year after TMG merged into CO-OP in 2017. Manus was CEO of TMG for more than five years. She also served as president/CEO of the $422 million Greater Iowa Credit Union
 



 
John Sahagian
VP & Chief Data Officer, Baxter Credit Union As a VP and CDO at Baxter Credit Union, John is responsible to establish and evolve enterprise data and intelligence vision, strategy and execution to maximize value provided to BCU and its members; He also provides thought leadership for business utilization of data-driven engagement strategies and systems.
 

12:00 PM
1:00 PM

Lunch and Exhibitor Hall
   

12:30 PM
1:00 PM

CULytics Community Update

Naveen Jain
Founder & President, CULytics Visionary and Change Agent with deep technology and execution expertise in building big data and advanced analytical strategies from ground-up and driving customer centric, insight-based cultural change.
 

1:00 PM
1:05 PM

QuickFire Intro

AdvantEdge Analytics
AdvantEdge Analytics provides comprehensive technology and data analytics services for credit unions. It brings together data management, visualizations and predictive modeling into an end-to-end offering. Built on more than 80 years of commitment and experience working with credit unions and their members, AdvantEdge Analytics collaborates with credit unions to effectively harness the power of data in new and insightful ways.
 

1:05 PM
2:00 PM

Keynote

Scarlett Sieber
International Speaker, Fintech Influencer and Innovation Thought Leader Scarlett is a respected leader, driving organizational change at startups and global enterprises alike. Adept at leading newly created business development and ecosystem initiatives, digital strategy and transformations for small and large financial service companies. Co-founder of data visualization tech startup, Infomous. She is also a contributor to the Huffington Post, Forbes, and WeWork along with being a NYC Fellow of Startup Leadership Program.
 

2:00 PM
2:15 PM

Break and Exhibitor Hall
   

2:15 PM
2:20 PM

QuickFire Intro

OnApproach
OnApproach is the only CUSO dedicated to credit union success through a collaborative analytics ecosystem. By providing a secure and frictionless data experience, OnApproach empowers credit unions to take full control of their own data and their own futures. They serve the credit union movement with technology and expertise required for the digital transformation of the industry business model. OnApproach’s collaborative ecosystem enables communities of users, data scientists, and application developers focused on analytics innovation.
 

2:20 PM
3:15 PM

Case Studies - Retail
   



Who Are Your Best Members & How Can You Better Retain Them Through Analytics?
Jennifer Flexer
AVP, Market Strategy and Analytics Citizens Equity First Credit Union Jennifer is a seasoned marketing manager with a consistent record of progressively increasing responsibility, catalyzing change, and successfully implementing process improvements. She is currently spearheading the growth of analytics as a practice at CEFCU.
 



Navigating past and future crises with CECL:Best modeling and business practices
Dave Ulrich
VP, Credit Admin & Analytics, First Tech Federal Credit Union With over 18 years of industry experience in financial risk management, Dave has a strong passion for data, analytics and driving business insight. He leads a team of analysts at First Tech devoted to protecting our member's capital from credit risk through nimble reporting and innovative analytics. Dave has been a key business partner in the design and adoption of First Tech's Enterprise Data Warehouse and continually drives the team toward our shared vision of "effortless analysis.
 



Keys To Building An Effective Branch/ATM Network Strategy
Jon Voorhees
Advisor, PPC Group Jon Voorhees is a long-time financial industry executive, having led Retail Distribution Strategy functions at BankBoston, FleetBoston and Bank of America. Today, Jon works with a small groups of industry veterans who also served in very senior roles helping regional and community banks and credit unions drive strategic improvements.
 

3:15 PM
3:30 PM

Break and Exhibitor Hall
   

3:30 PM
3:35 PM

QuickFire Intro

CO - OP Financial Services
CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.
 

3:35 PM
4:30 PM

Keynote

Christopher Surdak
President, Surdak & Co. Christopher is an industry-recognized expert in Big Data, Information Security, Regulatory Compliance, Governance and Cloud Computing with over 20 years of professional experience. He has held similar roles with other leading companies such as Accenture, Siemens, Dell and Citibank. Mr. Surdak was appointed the IRPA Program Director, Intelligent Auto- mation in 2017. He is author of "Data Crush: How the information Tidal Wave is driving New Business Opportunities", recipient of Get Abstract's International Book of the Year Award, 2014 and "Jerk-12 Steps to Rule the World",2016 .
 

4:30 PM
6:00 PM


Credit Union Big Data Analytics Challenge

Vendor of the Year Award, Presentation, Reward and Recognition.

FINALISTS
Richard Hayden
Data Scientist, Virginia Credit Union Richard Hayden, whose work at Virginia Credit Union led him to the unusual role of “data scientist” for the $3.4 billion member-owned cooperative, has been recognized nationally in a publication serving the credit union industry. Hayden is one of 54 “Credit Union Rock Stars” for 2017.Hayden analyzes product usage patterns and other data to help VACU better meet the needs of its members.

Joe Agostinelli
VP, Product Management, Vibrant CU Joe began his professional career with 3+ years in an analyst role with Raddon, 4 years in the market research industry, 4+ years at BAI as a Senior Analyst on the Research team, and now 3+ years as "Data Guy" aka the VP of Product Management at Vibrant Credit Union.

Mark Baumgartner
Data Scientist, WSECU Mark Baumgartner is a data scientist at WSECU, working on analytics and modeling projects throughout the credit union.

Kurt T. Schmidt
VP, Information Technology, Capital Credit Union Kurt T. Schmidt has been working in the information technology field, leading technology departments and projects for over 25 years. Since 2007, Kurt has been serving as the Vice President of Information Technology for Capital Credit Union in Bismarck ND. Prior to that, Kurt led technology departments within North Dakota State Government, both at the ND Judicial Branch and the ND Highway Patrol.

Vicki Erickson
SVP, Marketing & Communications, Topline Federal Credit Union. Vicki Roscoe Erickson is the SVP of Marketing & Communications at Topline Federal Credit union. She has 18+ years of professional experience in the financial services industry. She is responsible for overseeing all aspects of marketing including: consumer experience, brand stewardship, internal and external communications, onmi-channel integrated advertising, business intelligence, public relations and community initiatives.
 
April 3, 2019 / WEDNESDAY

8:00 AM
8:30 AM

Registration and Exhibitor Hall
   

8:30 AM
9:30 AM

Keynote: The Future of PFI and Member Engagement

Andrew Downin
VP, Marketing & Communications, Vantage West Credit Union Andrew is passionate about uncovering insights into the minds of consumers and the world of credit unions. And, as vice president of marketing and communications for Vantage West Credit Union, he works with leading researchers, credit unions, and other organizations to spark understanding and positive change through these revelations.
 

9:30 AM
9:45 AM

Break and Exhibitor Hall
   

9:45 AM
9:50 AM

QuickFire Intro
   

9:50 AM
10:45 AM

Case Studies - Marketing
 



 
Brian Knollenberg
VP, Member Insights & Strategy, BECU For the last 20+ years Brian has helped lead, manage, ideate and optimize digital marketing and analytics campaigns for clients such as Verizon, REI, Microsoft, Nordstrom and HP. His passion is in solving complex business problems, understanding and using data and designing/optimizing full lifecycle marketing programs. At BECU, Brian is focused on unlocking member value through the use of data and insights. Under Brian’s leadership BECU is actively exploring the use of Machine Learning and integrating that into our marketing technology stack.
 



Media Mix Modeling in Context of Brand Building
JoEllen Zmolek Nyquist
Product Marketing Strategist, Veridian Credit Union JoEllen Zmolek Nyquist is a Product Marketing Strategist at Veridian Credit Union, the largest credit union in Iowa with 31 branches and over $4.1B in assets. In this position, JoEllen manages marketing for key loan products. Before joining Veridian, she worked at local and national advertising agencies serving clients in the renewable fuels, pharmaceutical, and entertainment industries, among others. JoEllen holds an MBA from Iowa State University.
 



Knowing your Members and Why it is Important
Mick Fenley
VP, Analytics & BI, Community America Credit Union Mick Fenley is VP of Analytics & BI for Community America Credit Union based in Lenexa, KS. Within the growing $2.6 billion credit union, Mick is focused on advancing analytics to uncover strategic insights. He is an advocate for thoughtfully building upon technology investments and continuously emphasizes the importance of communication and education throughout the credit union.
 



The Crawl, Walk, Run Approach to Website Personalization
Lisa Nicholas
President, Digital Banking Services Lisa has been in marketing for more than 20 years specializing in the financial services industry for over 17 years. Before joining DBS, she was Chief Digital Officer for an Austin based Credit Union and prior to that had her own marketing consulting business, Arrow Results. She was also a Senior Research Analyst at Schools First CU. Lisa has received numerous marketing awards including best newsletter, best coordinated campaign, best direct mail series, and more.
 

10:45 AM
11:00 AM

Break and Exhibitor Hall
   

11:00 AM
12:00 PM

Fintech Pitch Session

- Know the key trends of the Fintech Space directly from the Startups that will help you take smart decisions while choosing a product.

JUDGES
Scarlett Sieber
International Speaker, Fintech Influencer and Innovation Thought Leader Scarlett is a respected leader, driving organizational change at startups and global enterprises alike. Adept at leading newly created business development and ecosystem initiatives, digital strategy and transformations for small and large financial service companies. Co-founder of data visualization tech startup, Infomous. She is also a contributor to the Huffington Post, Forbes, and WeWork along with being a NYC Fellow of Startup Leadership Program.

Mike Upton
Chief Technology Officer, First Tech Fed Credit Union Mike drives the on-going development and effectiveness of First Tech's integrated multi-channel digital initiatives.

Tom Morgan
CIO & SVP, Information Technology, BECU Over his 30+ year career, Tom has led technology strategy and galvanized global teams to deliver IT solutions specific to the financial services industry. he has consistently delivered strong results in roles with increasing complexity and scale—including developing innovative global resource models, integrating varied technologies from acquired companies, and navigating critical regulatory mandates.
 



Fintech Session Finalists
Prisma Campaigns
Prisma Campaigns is an Infocorp Group company. We are a startup which combines seasoned executive with experience in banking industry together with startup energy and innovation.

LoanStreet
LoanStreet was founded in 2013 with the mission to create a more efficient, transparent, and robust way to connect lenders and investors as well as administer their loans. Today, hundreds of financial institutions rely on LoanStreet’s turnkey, automated platform to gain access to a nationwide network of lenders and investors, track the performance of their loan portfolio, and more profitably grow and diversify their balance sheet.

Finovera
Finovera offers a digital file cabinet for users to receive, organize, and manage their bills, accounts, and documents in one secure place.
 

12:00 PM
1:00 PM

Lunch and Exhibitor Hall
   

12:00 PM
1:00 PM

Credit Union Networking Sessions
Dale Davaz
R&D Strategist, STCU Dale, a 27-year veteran of STCU’s marketing, eBusiness, and IT departments, is now leading his credit union’s R&D interests. His current focus is towards exploring options to not only deliver high-value analytics insights to management, but also direct-to-members through emerging channels like chatbots.

Michael Lindberg
Strategic Analytics & Member Insights Manager, Wings Financial Credit Union Mike is responsible for the data practices at Wings Financial Credit Union, where he leads a team of internal consultants in service to the members of Wings Financial and the business leadership. He focuses the efforts to building solutions that help the organization drive value back to their members in meaningful ways to each of the members as individuals.

Greg Nolder
VP Applied Analytics, Denali Alaskan Federal Credit Union Greg Nolder has more than a dozen years of experience in quantitative risk analysis, consulting and training since graduation from Southern Methodist University with a Master’s degree in Operations Research. Prior to joining Denali, Nolder worked at Hewlett-Packard as a Business Planning Analyst and at Vose Consulting US, a leading firm specialized in probabilistic modeling (now known as EpiX Analytics, LLC) as a Risk Analysis Consultant. He is also a co-author of the textbook Practical Spreadsheet Risk Modeling for Management.
 

1:00 PM
1:15 PM

Break and Exhibitor Hall
   

1:15 PM
2:15 PM

Case Studies - Strategy
   



AI Principles for the Credit Union Industry
Benjamin Lundell
Scientist, Microsoft Benjamin Lundell is a Research Scientist at Microsoft HoloLens, specializing in AI for virtual and augmented reality. He has deployed AI systems to hundreds of millions of customers, and has a particular interest in privacy preserving algorithms. Dr. Lundell is also the Vice Chair of the Board of Directors of Verity Credit Union in Seattle, Washington, where he has served since 2013. He lives in Seattle with his family.
 



The business impact of a well developed data intelligence strategy.
Tom Kuang
Chief Information Officer, Schools Financial Credit Union Tom Kuang is the SVP of information services and CIO at Schools Financial Credit Union. Tom’s career included a short stint as a diesel mechanic in the Marines, a team lead for a cyber-operation team in the Air Force, and an IT consultant for financial institutions. Over the past seventeen years, Tom has played the role of Network Analyst, System Security Administrator, Network Engineering Manager, Director of Information Services, and VP of Technology/CTO.
 


 
Nick Ambrosini
EVP & CFO, Kern Schools Federal Credit UnionNick Ambrosini is Executive Vice President and Chief Financial Officer at Kern Schools FCU. With 10+ years of financial services management experience ranging from internal audit, risk management, treasury and executive management. Nick is a visionary leader who drives organizational growth and change. Currently overseeing Accounting, Finance, Risk Management, Facilities, IT, and Project Management, Nick is focused on creating value through a consistent decision making framework utilizing a data-driven approach.
 



Recognizing the Stories that Data Reveals: A Case Study in Predictive Analytics
Matthew Maguire
CDO, CO-OP Financial Services Matthew Maguire is Chief Data Officer for CO-OP Financial Services, a payments and financial technology provider to credit unions. Maguire joined CO-OP from Bank of America where he spent more than 10 years honing his global technology experience. Most recently serving as a senior vice president, he was responsible for leading the bank’s data application development, operations and support, an effort that required leadership of hundreds of full-time employees, consultants and global partners.
 

2:15 PM
2:30 PM

Break and Exhibitor Hall
   

2:30 PM
3:30 PM

Keynote - The Platformification of Analytics
Ron Shevlin
Director of Research, Cornerstone AdvisorsRon Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts and publishes the firm's Insight Vault for Credit Union Executives. Ron is the author of the book, Smarter Bank, and is the purveyor of fine snark on his Snarketing blog and the Fintech Snark Tank podcast. Ron’s prior experience includes research and consulting for Aite Group, Forrester Research, and KPMG. He has an MBA from the University of Texas and a bachelors degree in Economics from SUNY Binghamton.
 

3:30 PM
3:45 PM

Break and Exhibitor Hall
   

3:45 PM
5:00 PM

Case Studies - Data Journey
   



St. Mary's Bank: Becoming A Data-Driven Credit Union
Melissa Pomeroy
Director, BA & Project Management, St. Mary’s Bank Melissa is a senior leader with over 20 years of experience in operational leadership, IT program management and data analytics. Hired in 2014 to lead a multi-million dollar core conversion program, Melissa is now the Director of Project Management and Business Analytics, leading the company-wide effort to make St. Mary’s Bank a data-driven organization.
 



Business Intelligence Strategic Planning & Execution (from A through Z)
Andre Iervolino
VP, Business Intelligence, Financial Partners Credit Union As the VP of BI with FPCU, Andre is orchestrating development of a predictive, resilient enterprise through actionable business intelligence, measurement of organizational performance, targeted solutions, and sustainable business growth strategy. He has created practical and effective Business Intelligence Strategic and Operational Plans for organizations that generate revenue, create business efficiencies, address data governance and compliance challenges, and identify the right tools to acquire.
 



The Agile way or the Highway
Andre Gaddis
VP, Data Analytics & Data Science, Suncoast Credit Union Andre is an MBA graduate of Florida A&M university. he has worked in the Data Analytics field for 12 years. Worked at Fortune 500 companies like Dell, Humana and Wellcare doing Data Analytics. Currently he is the Director of Data Analytics & Data Science at Suncoast Credit Union.
 



Balancing Data Across the Credit Union
Bill Dodds
Director, BI and Data Westerra Credit Union Bill Dodds is the Director of Business Intelligence and Data for Westerra Credit Union. Bill also serves as the Vice President of the Board of the Mountain West Credit Union Association Denver Chapter. In addition, Bill serves on the Advisory Board for the University of Denver Daniel’s College of Business focused on the Graduate Program for Analytics where he leads the Growth Committee who collaborates with numerous universities across the country on the latest Graduate Program improvements for Analytics and Decision Science.
 

5:00 PM
5:15 PM

Closing and Adjournment
Naveen Jain
Founder & President, CULytics Visionary and Change Agent with deep technology and execution expertise in building big data and advanced analytical strategies from ground-up and driving customer centric, insight-based cultural change.
 
April 4, 2019 / THURSDAY

8:00 AM
9:00 AM

CULytics Vendors Round Table
   

9:00 AM
10:00 PM

Keynote -Preparing your Organization for Disruption
Rich Jones
President, Leading2Leadership A published author, Rich Jones is President of Leaders2Leadership LLC. Before starting his strategic planning agency, he was AVP of BI, Marketing and Business Development with $1B Elements Financial FCU. With more than three decades of experience, he brings innovative thought to credit unions across the country.
 

9:00 AM
12:00 AM

Vendor Products Sessions and Demos (Parallel Sessions)

AdvantEdge Analytics (60 mins)
AdvantEdge Analytics provides comprehensive technology and data analytics services for credit unions. It brings together data management, visualizations and predictive modeling into an end-to-end offering. Built on more than 80 years of commitment and experience working with credit unions and their members, AdvantEdge Analytics collaborates with credit unions to effectively harness the power of data in new and insightful ways.

OnApproach (30 mins)
OnApproach is the only CUSO dedicated to credit union success through a collaborative analytics ecosystem. By providing a secure and frictionless data experience, OnApproach empowers credit unions to take full control of their own data and their own futures. They serve the credit union movement with technology and expertise required for the digital transformation of the industry business model. OnApproach’s collaborative ecosystem enables communities of users, data scientists, and application developers focused on analytics innovation.

CO - OP Financial Services (30 mins)
CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.
 

12:00 PM
1:00 PM

Focused Networking Lunch

Challenges in Advanced Analytics

Digital Channels

Lending

Retail and Contact Center

Dale Davaz
R&D Strategist, STCU Dale, a 27-year veteran of STCU’s marketing, eBusiness, and IT departments, is now leading his credit union’s R&D interests. His current focus is towards exploring options to not only deliver high-value analytics insights to management, but also direct-to-members through emerging channels like chatbots.

Michael Lindberg
Strategic Analytics & Member Insights Manager, Wings Financial Credit Union Mike is responsible for the data practices at Wings Financial Credit Union, where he leads a team of internal consultants in service to the members of Wings Financial and the business leadership. He focuses the efforts to building solutions that help the organization drive value back to their members in meaningful ways to each of the members as individuals.

Greg Nolder
VP Applied Analytics, Denali Alaskan Federal Credit Union Greg Nolder has more than a dozen years of experience in quantitative risk analysis, consulting and training since graduation from Southern Methodist University with a Master’s degree in Operations Research. Prior to joining Denali, Nolder worked at Hewlett-Packard as a Business Planning Analyst and at Vose Consulting US, a leading firm specialized in probabilistic modeling (now known as EpiX Analytics, LLC) as a Risk Analysis Consultant. He is also a co-author of the textbook Practical Spreadsheet Risk Modeling for Management.
 

1:00 PM
4:00 PM

Hands-on Workshops - How to Transform Your Marketing to Maximize Your Digital Growth Potential
James Robert Lay
Founder and CEO, Digital Growth James Robert is one of the world’s leading digital marketing advisors for financial brands. As the founder and CEO of the Digital Growth Institute, he has guided more than 475 banks and credit unions on a mission to simplify digital marketing strategies to help purpose-driven financial brands maximize their digital growth potential.
 

1:00 PM
4:00 PM

Hands-on Workshops - Creating a Culture of Change and Execution
Rich Jones
President, Leading2Leadership A published author, Rich Jones is President of Leaders2Leadership LLC. Before starting his strategic planning agency, he was AVP of BI, Marketing and Business Development with $1B Elements Financial FCU. With more than three decades of experience, he brings innovative thought to credit unions across the country.
 

1:00 PM
4:00 PM

Hands-on Workshops - Build a comprehensive Data Analytics Strategy and Roadmap
Anoop Trivedi
CEO & CTO, IrisLogic Anoop is an experienced Chief Executive Officer with a demonstrated history of working in the information technology and services industry. He is a strong information technology professional skilled in Finance, Data Networking, Enterprise Software, Retail, and IT Strategy.

Shubhankar Jain
Machine Learning Engineer, SurveyMonkey Shubhankar Jain is a machine learning engineer at SurveyMonkey where he develops and implements machine learning systems for SurveyMonkey's products and teams. He's really excited to bring his expertise and passion of Data and AI systems to the credit union space.
 

Attendees

 

Current and Previous Attendees of Credit Union Analytics Summit

  • Attendees List
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
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