2019 Draft

AGENDA
Time	Agenda	Speaker(s)
April 1, 2019 / MONDAY
1:30 PM 4:30 PM	Innovation and Digital Transformation Roundtable (By Invitation Only)	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 9:50 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.
9:50 AM 10:45 PM	Case Studies
10:45 AM 11:00 AM	Break and Exhibitor Hall
11:00 AM 11:05 AM	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.
11:05 AM 12:00 PM	Case Studies
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
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
2:20 PM 3:15 PM	Case Studies
3:15 PM 3:30 PM	Break and Exhibitor Hall
3:30 PM 3:35 PM	QuickFire Intro
3:35 PM 4:30 PM	Case Studies
4:30 PM 6:00 PM	Credit Union Big Data Analytics Challenge Vendor of the Year Award, Presentation, Reward and Recognition.
April 3, 2019 / WEDNESDAY
8:00 AM 8:30 AM	Registration and Exhibitor Hall
8:30 AM 9:30 AM	Keynote	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 PM	QuickFire Intro
9:50 AM 10:45 PM	Case Studies
10:45 AM 11:00 AM	Break and Exhibitor Hall
11:00 AM 12:00 PM	Fintech Pitch Session
12:00 PM 1:00 PM	Lunch and Exhibitor Hall
12:00 PM 12:30 PM	CULytics Roadmap and Update
1:00 PM 1:15 PM	Break and Exhibitor Hall
1:15 PM 2:15 PM	Case Studies
2:15 PM 2:30 PM	Break and Exhibitor Hall
2:30 PM 3:30 PM	Keynote
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
April 4, 2019 / THURSDAY
8:00 AM 9:00 AM	CULytics Vendors Round Table
9:00 AM 12:00 AM	Vendor Products Sessions and Demos
12:00 PM 1:00 PM	Lunch
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.

2019 Draft

Digital Transformation Hub

Digital Transformation Hub

Agenda

Sponsors

Silver

Featured Speakers

Andrew Downin

Melissa Pomeroy

Brian Knollenberg

Mike Upton

Jon Voorhees

Nate Derby

Sandi Papenfuhs

Naveen Jain

Sundeep Kapur

Manoj Rai

Andre Iervolino

Christopher Brown

Andre Gaddis

Benjamin Lundell

Shubhankar Jain

Rich Jones

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CULytics Transformation Center