FOURTH CREDIT UNION
ANALYTICS SUMMIT April 1st - 4th, 2019
MICROSOFT, THE COMMONS, REDMOND, WA
Hero
FOURTH CREDIT UNION
CULytics Analytics Challenge
CULytics Vendor of the Year 2019
CULytics Fintech Solution of the Year
Agenda
Agenda
April 1, 2019 / MONDAY
1:30 PM4:30 PM
Innovation and Digital Transformation Roundtable
Scarlett Sieber
International Speaker, Fintech Influencer and Innovation Thought LeaderScarlett 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, CULyticsVisionary 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 PM7:30 PM
Cocktail Reception and Exhibitor Hall
SPONSORED BY:AdvantEdge Analytics
AdvantEdge Analytics™ is a fintech startup built and supported by CUNA Mutual Group, one of the most experienced and influential partners in the credit union movement. AdvantEdge Analytics helps credit unions mobilize data insights to help their members achieve financial wellness. By offering credit unions a configurable data analytics platform and consulting solutions, AdvantEdge Analytics enables credit unions to exceed member expectations through the delivery of hyper-personalized, predictive and real-time experiences.
April 2, 2019 / TUESDAY
6:30 AM9:30 AM
Breakfast at Hotel - Aloft and Element
8:30 AM8:40 AM
Welcome Address
Naveen Jain
Founder & President, CULyticsVisionary 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 AM9:30 AM
Keynote - Successes with Digital Transformation and Innovation in the Credit union Industry
Mike Upton
Chief Technology Officer, First Tech Fed Credit UnionMike drives the on-going development and effectiveness of First Tech's integrated multi-channel digital initiatives.
9:30 AM9:45 AM
Break and Exhibitor Hall
9:45 AM10:45 AM
Case Studies - Data Analytics Driving Lending Strategies
MODERATED BY:Naveen Jain
Founder & President, CULyticsVisionary 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.
Using Data Analytics to Manage Lending Complexity while Driving Higher ROA
Sandi Papenfuhs
SVP, Consumer Lending, First Tech Federal Credit UnionSandi 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 & Strategy, Dupaco Community Credit UnionSherry Leeser is VP of Marketing Intelligence & Strategy at Dupaco Community Credit Union in Dubuque, IA. Sherry has been with Dupaco for over 10 years. Her responsibilities 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. Sherry holds an MBA degree from the University of Dubuque, where she also serves as an adjunct professor teaching marketing courses for 6+ years.
Learnings from new data based auto loan pricing at OCCU
Casey Foltz
BI Manager Oregon Community Credit UnionCasey leads the Business Intelligence department at OCCU. He holds a Master's in Applied Information Management from the University of Oregon and has dedicated over 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 and Small Business Lending, WSECUJulie leads activities for consumer and small business underwriting, funding, servicing, collections and credit risk management. Julie began her credit union career with WSECU in 1991. She recently graduated from Pacific Coast Banking School in August 2018, and obtained her Bachelor of Applied Science in Management degree from Centralia College in 2016.
10:45 AM11:00 AM
Break and Exhibitor Hall
11:00 AM12:00 PM
Case Studies Panel - Why the time to invest in Cloud and Data is now?
MODERATED BY:Naveen Jain
Founder & President, CULyticsVisionary 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.
Explore + Exploit: The Formula for Transformation
Shazia Manus
Chief Strategy and Business Dev. Officer, AdvantEdge AnalyticsShazia Manus applies a futurist view to the field of analytics, helping AdvantEdge Analytics and its credit union clients discover new possibilities for exceptional member experiences. Prior to joining the CUNA Mutual Group organization in 2018, she served as executive vice president, chief product & strategy officer for CO-OP Financial Services. Shazia is a two-time CEO, having led both Greater Iowa Credit Union and payments processor TMG, where she doubled revenue growth and expanded the business into an international marketplace for the first time in the firm’s 30-year history.
Connecting the Dots
John Sahahgian
VP & Chief Data Officer, Baxter Credit UnionAs 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.
Secret Sauce for Long-term Sustainable Business Intelligence Success
Harry Zhu
CFO, Alliant Credit UnionHarry is the CFO at Alliant Credit Union, and he currently leads finance and enterprise risk management functions. Harry has over 25 years of business and management experience, spanning over multiple industries. Prior to Alliant, Harry worked at W. W. Grainger, Sears, Deloitte Consulting, and Ford Motor Co. Harry holds MBA, MSEE, and BSEE degrees from University of Michigan, where he graduated manga cum laude. He is also a CPA, a CFA, a PMP, and a certified Six Sigma Black Belt.
Trends with Modern Data Analytics and BI
Christopher Lanier
Director, Americas IoT Sales, Microsoft CorporationChris Lanier has been engaging customers with IT solutions for over sixteen years. Over fourteen of these have been with Microsoft. An electrical engineer by training (LeTourneau University), Chris fueled his love for technology and business by completing his MBA at Cleveland State University. Over the years, he has worked with customers in a variety of areas: security, business intelligence and analytics, mobility, embedded devices, and more. Most recently, Chris has led the IoT Solution Team for the Americas since its inception in 2013, and he and his team continue to help partners and customers across industries realize the significant potential of this important trend.
12:00 PM1:00 PM
Lunch and Exhibitor Hall
1:00 PM1:05 PM
Quickfire Intro
AdvantEdge Analytics
AdvantEdge Analytics™ is a fintech startup built and supported by CUNA Mutual Group, one of the most experienced and influential partners in the credit union movement. AdvantEdge Analytics helps credit unions mobilize data insights to help their members achieve financial wellness. By offering credit unions a configurable data analytics platform and consulting solutions, AdvantEdge Analytics enables credit unions to exceed member expectations through the delivery of hyper-personalized, predictive and real-time experiences.
1:05 PM2:00 PM
Keynote - Future of Financial Services
Scarlett Sieber
International Speaker, Fintech Influencer and Innovation Thought LeaderScarlett 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 PM2:15 PM
Break and Exhibitor Hall
2:15 PM2:20 PM
Quickfire Intro
OnApproach
OnApproach is a 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. We exist to 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. Having recently joined forces with Trellance, credit unions can now benefit from a one stop shop for end-to-end data analytics and related services.
2:20 PM3:15 PM
Case Studies - Channel Strategy and Analytics
MODERATED BY:Dale Davaz
R&D Strategist, STCUA 28-year veteran of STCU’s marketing, eBusiness, and IT departments, Dale is now in his third year leading his credit union’s R&D interests. His current focus is on delivering high-value insights to management and finding ways to automate the operationalization of member analytics, especially in digital channels.
Online Banking Room
Steven page
VP of IT, Marketing & Digital Banking, SafeAmerica Credit UnionAs part of the Executive Team, Steven reports to the CEO and is responsible for all activities related to conceptualizing and implementing market strategy and achieving marketing targets. Responsible for all the user experience through digital channels for communication with members and prospective members, including websites, Online Banking, Mobile Banking, Bill Pay, and Social Media. Works closely with peers in all departments, and is responsible to lead SafeAmerica's vision for the optimum digital user experience. This position is also responsible for all activities related to the IT department for the credit union. Working forward to a fintech approach to banking.
Driving Efficiencies to Help Desk and Contact Center
Andrew Bertrand
CIO, Our Community Credit UnionAndrew Bertrand is the Data and Technology Manager at Our Community Credit Union. As the resident data nerd, Andrew moved into the Analytics role from Marketing as OCCU began their Business Analytics journey over 4 years ago. During that time, OCCU has implemented multiple data initiatives resulting in increased efficiency, increased revenue, decreased costs, and improved member service. Andrew’s current role involves managing day-to-day IT operations, business analytics, data strategy, risk analysis, report generation, marketing and segmentation analysis, product costing, and supports ongoing projects at OCCU with business analytics and information technology.
Keys To Building An Effective Branch/ATM Network Strategy
Jon Voorhees
Advisor, PPC GroupJon 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 PM3:30 PM
Break and Exhibitor Hall
3:30 PM3:35 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 PM4:30 PM
Keynote - The Robot Will See You Now: The Role of Intelligent Automation in Transforming The Business of Finance
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 PM6:00 PM
Credit Union Big Data Analytics Challenge
JUDGES:John Sahagian
VP & Chief Data Officer, Baxter Credit UnionAs 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.
Harry Zhu
CFO, Alliant Credit UnionHarry is the CFO at Alliant Credit Union, and he currently leads finance and enterprise risk management functions. Harry has over 25 years of business and management experience, spanning over multiple industries. Prior to Alliant, Harry worked at W. W. Grainger, Sears, Deloitte Consulting, and Ford Motor Co. Harry holds MBA, MSEE, and BSEE degrees from University of Michigan, where he graduated manga cum laude. He is also a CPA, a CFA, a PMP, and a certified Six Sigma Black Belt.
Andrew Downin
VP, Marketing & Communications, Vantage West Credit UnionAndrew is passionate about uncovering insights into the minds of consumers and helping credit unions meet consumer needs through effective product design and promotion. His perspectives on consumer finance have been featured in publications including The New York Times, Credit Union Magazine, and Credit Union Times. Andrew received his undergraduate degree in accounting from the University of Arizona and his MBA from Pepperdine University where he graduated first in his class. He is also a certified public accountant.
Debit Card Top of Wallet Strategy
Ben Smith
BI Analyst, Communication Federal Credit Union.Ben Smith has 18 years of experience in the CU industry in the areas of lending, training and development, marketing, and business intelligence. He currently serves as a BI Analyst with Communication Federal Credit Union and specializes in data analytics, report design and dashboard development, targeted marketing campaigns, and data-driven strategic direction. Ben’s passion in the industry is to drive sustainable credit union growth and high quality member experiences using data analytics as the foundation.
Stephen Lark
VP, Marketing & Corporate Development, Communication Federal Credit Union.Stephen Lark has over 20 years of experience guiding the vision of credit union marketing and brand development. He currently serves as Vice President Corporate Development with Communication Federal Credit Union, which encompasses business intelligence, marketing, internal employee education, external education and business development. Stephen serves as vice chair of the cornerstone marketing and business development executive committee, a member of the Oklahoma credit union governmental affairs committee, as president for the Greater Oklahoma Chapter of Credit Unions, as a member of the Southwest CUNA Management School alumni board and is a 2016 graduate of Southwest CUNA Management School.
Timely Month-End Participations Reporting
Greg Leslie
Data Scientist, Southpoint Financial Credit UnionGreg Leslie is the Data Scientist for SouthPoint Financial Credit Union in Sleepy Eye, Minnesota. At two years, Greg is a relative newcomer to credit unions and brings 19 years of advanced analytics experience to the organization, spanning multiple industries from insurance to retail to higher education. He has led multiple data management system implementations, including the data warehouse for SouthPoint Financial, and is excited for the next phase of transforming this new sandbox into a dazzling castle. Greg holds a BS in Statistics from Saint Cloud State University and a Six Sigma Black Belt.
Incremental, Low-Cost, Data Driven Wins
Joe Agostinelli
VP - Analytics and Insights, Vibrant CUJoe 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 - Analytics and Insights at Vibrant Credit Union.
Data Analytics Journey - It can be a bumpy road
Kurt T. Schmidt
VP, Information Technology, Capital Credit UnionKurt 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.
Enhancing Near Small-Dollar Loan Performance
Mark Baumgartner
Data Scientist, WSECUMark Baumgartner is a data scientist at WSECU, working on analytics and modeling projects throughout the credit union.
Analytics Data Mart
Martin Walker
Digital Platform Ecosystem and Innovation Manager, Sound Credit UnionMartin is the Digital Platform Ecosystem and Innovation Manager for Sound Credit Union. He has spent the past 20 years leading digital transformation efforts for organizations in the sports and entertainment, food service, retail, and financial industries. Martin has a BS in Marketing Management and an MBA from WGU Washington.
If we Build it, They will come. Right?
Melissa Pomeroy
VP, Director Business AnalyticsMelissa is a senior leader with over 20 years of experience in operational leadership, program management and business analytics. Beginning with a CORE conversion in 2014, Melissa and her team have been driving a company-wide effort to make St. Mary’s Bank a data-driven organization. Prior to joining St. Mary’s Bank, Melissa spent many years consulting in both the public and private sectors. She has a BA in Mathematics from Lafayette College, and an MS in Operations Research from The George Washington University.
Member Recommendations
Richard Hayden
Data Scientist, Virginia Credit UnionRichard 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.
How TopLine Drives Success Using Analytics
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
6:30 AM9:30 AM
Breakfast at Hotel - Aloft and Element
8:30 AM8:35 AM
Welcome Address
Naveen Jain
Founder & President, CULyticsVisionary 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.
8:35 AM9:30 AM
Keynote: The Future of PFI and Member Engagement
Andrew Downin
VP, Marketing & Communications, Vantage West Credit UnionAndrew is passionate about uncovering insights into the minds of consumers and helping credit unions meet consumer needs through effective product design and promotion. His perspectives on consumer finance have been featured in publications including The New York Times, Credit Union Magazine, and Credit Union Times. Andrew received his undergraduate degree in accounting from the University of Arizona and his MBA from Pepperdine University where he graduated first in his class. He is also a certified public accountant.
9:30 AM9:45 AM
Break and Exhibitor Hall
9:45 AM9:50 AM
Quickfire Intro
Information Builders
Information Builders, Inc. provides business intelligence and integration solutions. It offers WebFOCUS, an integrated enterprise business intelligence platform that enables intuitive interaction with information; iWay software, which offers a suite of pre-built components to integrate disparate systems; and FOCUS for host-based reporting and information systems. It offers its solutions for banking and financial services, energy and utilities, government, healthcare, higher education, insurance, manufacturing, pharmaceutical, and telecommunications, as well as for various functional areas, such as call center management, finance, human capital management, and sales and marketing.
9:50 AM10:45 AM
Case Studies - Marketing
MODERATED BY:Bob Little
Advisor, CULyticsBob has more than 20 years of experience in executive marketing and product strategy roles for companies that provide software for compliance, legal services, risk management and data analysis. He now focuses on developing and implementing new marketing programs for organizations in transition due to growth, investment or M & A.
Marketing’s Holy Grail, How close can you get?
Brian Knollenberg
VP, Member Insights & Strategy, BECUFor the last 20+ years Brian has helped lead, ideate and optimize digital marketing and analytics campaigns for clients such as Verizon, REI, Microsoft, and Nordstrom while working for some of the best known agencies in the world (FCB, Wunderman and Razorfish). His passion is in solving complex business problems, understanding and using data and designing/optimizing full lifecycle marketing programs. BECU has spent the two years plus of Brian’s tenure moving away from batch and blast campaigns to more behavioural, trigger based marketing philosophy revolving around customer lifecycle, while continuing to develop and leverage more always-on machine learning based technology.
Media Mix Modeling in Context of Brand Building
JoEllen Zmolek Nyquist
Product Marketing Strategist, Veridian Credit UnionJoEllen 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.
The Crawl, Walk, Run Approach to Website Personalization
Lisa Nicholas
President, Digital Banking ServicesLisa 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 AM11:00 AM
Break and Exhibitor Hall
11:00 AM12:00 PM
Fintech Pitch Session
JUDGES:Tom Morgan
CIO & EVP, Information Technology, BECUOver 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.
Tony Del Fierro
SVP/ CTO, Sound Credit UnionTony is a Senior Vice President as well as Chief Technology Officer at Sound Credit Union
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.
Unlock the Value of your Data
AKUVO
AKUVO founded by the Jay Mossman, the founder of Akcelerant, provides two distinct analytical solutions to help credit unions add more members, add loans and manage risk. AKUVO has partnered with Powerlytics to bring unique attributes using 7 years of tax return (less PI) data on every filer to assist credit unions in making better lending solutions.
Bundle of Joy
BankJoy
Bankjoy is a Y Combinator-backed startup delivering a modern end-to-end digital banking solution that includes mobile banking, online banking, e-statements, online account opening, loan applications, and AI powered voice banking to banks and credit unions — big and small.
Consumer Lending Automation: "Think 1-Click"
CuneXus
CuneXus is first-to-market with a proven “perpetual loan approval” technology that beautifully and completely addresses the consumer expectation of a highly-personalized, mobile-first, "1-click" experience at every banking touchpoint. Benefiting from leading-edge features and innovative partnerships, CuneXus clients experience strong growth and performance, reporting significant gains in both back-office efficiency and loan volume.
Finovera Bill Managemnet
Finovera
Finovera is a digital bill management solution that delivers eBills and PDF statements from 10,000+ billers, enables members to pay using credit cards or bank accounts, monitors unusual charges and recommends products based on member’s bill data and spending patterns. Credit Unions benefit from higher engagement, lower cost, and increased revenue.
Grow By Sharing
LoanStreet
LoanStreet is the first fully-integrated, online platform that streamlines the process for sharing, managing and originating loans for credit unions of all sizes and volumes. Our technology automates routine processes and connects you to a nationwide network of hundreds of credit unions that fuel your growth.
Amazon-like Experience in Banking
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.
Saylent Technologies - Demo
Saylent Technologies
Saylent provides financial institutions with data analytics software and services that improve profitability and member engagement by delivering smarter, deeper, actionable insights on the financial behaviors of consumers and businesses.
12:00 PM1:00 PM
Lunch and Exhibitor Hall
1:00 PM1:15 PM
Break and Exhibitor Hall
1:15 PM1:20 PM
Quickfire Intro
Altair
Altair’s data intelligence solutions (formerly Datawatch) include market leading data preparation, data science and visualization solutions that fuel engineering, scientific, and business decisions. Our data preparation tools allow users to import, clean and organize structured and unstructured data for use in reporting and business analytics. Our data science solutions allow users to develop machine learning work flows with best-in-class decision tree technology and scoring algorithms, and our visualization tools allow users to gain deep insights quickly with both live-streamed and historical data. The Altair Knowledge Hub platform provides team-driven data preparation and integrated data predictive analytics, combined with a centralized data marketplace to speed collaboration and drive governance across the enterprise.
1:20 AM2:15 AM
Case Studies - Data Strategy
MODERATED BY:Michael Lindberg
Strategic Analytics & Member Insights Manager, Wings Financial Credit UnionMike 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.
AI Principles for the Credit Union Industry
Benjamin Lundell
Scientist, MicrosoftBenjamin 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.
Navigating past and future crises with CECL:Best modeling and business practices
Dave Ulrich
VP, Credit Admin & Analytics, First Tech Federal Credit UnionWith 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.
Discipline of "Less is More" to Transform your Organization
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
Deb Wieczorek
VP, Strategic Advisory and Portfolio Growth, CO-OP Financial ServicesDeb Wieczorek is Vice President, Strategic Advisory and Portfolio Growth at CO-OP Financial Services, and is responsible for CO-OP’s team of SmartGrowth portfolio analytics experts. Her prior experience includes work with First Data Corporation, Mastercard and Elan Financial Services. Her career in payments has focused sales and relationship management, program and product development, group training, portfolio analysis, and information mapping.
2:15 PM2:30 PM
Break and Exhibitor Hall
2:30 PM3:30 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 PM3:45 PM
Break and Exhibitor Hall
3:45 PM4:45 PM
Case Studies - Data Journey
MODERATED BY:Greg Nolder
Applied Analytics, Nuvision Federal Credit UnionGreg 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.
St. Mary's Bank: Becoming A Data-Driven Credit Union
Melissa Pomeroy
VP, Director Business Analytics, St. Mary’s BankMelissa is a senior leader with over 20 years of experience in operational leadership, program management and business analytics. Beginning with a CORE conversion in 2014, Melissa and her team have been driving a company-wide effort to make St. Mary’s Bank a data-driven organization. Prior to joining St. Mary’s Bank, Melissa spent many years consulting in both the public and private sectors. She has a BA in Mathematics from Lafayette College, and an MS in Operations Research from The George Washington University.
Business Intelligence Strategic Planning & Execution (from A through Z)
Andre Iervolino
VP, Business Intelligence, Financial Partners Credit UnionAs 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 UnionAndre is an MBA graduate of Florida A&M university. He has worked in the Data Analytics field for 12 years, working at Fortune 500 companies like Dell, Humana and Wellcare. Currently he is the Vice President of Data Analytics & Data Science at Suncoast Credit Union.
Balancing Data Across the Credit Union
Bill Dodds
Director, BI and Data Westerra Credit UnionBill Dodds is the Director of Business Intelligence and Data for Westerra Credit Union. Bill also serves as the President of the Board of the Mountain West Credit Union Association Denver Chapter. 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 on the latest Graduate Program improvements for Analytics and Decision Science. Bill is also a Doctoral candidate where he is focusing his research on Strategic Leadership.
April 4, 2019 / THURSDAY
6:30 AM9:30 AM
Breakfast at Hotel - Aloft and Element
8:00 AM9:00 AM
Vendors Round Table
9:00 AM10:00 AM
Vendor Case Study : Using Data to Transform Credit Union
AdvantEdge Analytics
AdvantEdge Analytics™ is a fintech startup built and supported by CUNA Mutual Group, one of the most experienced and influential partners in the credit union movement. AdvantEdge Analytics helps credit unions mobilize data insights to help their members achieve financial wellness. By offering credit unions a configurable data analytics platform and consulting solutions, AdvantEdge Analytics enables credit unions to exceed member expectations through the delivery of hyper-personalized, predictive and real-time experiences.
10:00 AM10:15 AM
Break
10:15 AM11:15 AM
Keynote -Preparing your Organization for Disruption
Rich Jones
President, Leading2LeadershipA 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.
10:15 AM10:45 AM
Vendor Case Study : OnApproach M360, By Trellance
OnApproach
OnApproach is a 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. We exist to 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. Having recently joined forces with Trellance, credit unions can now benefit from a one stop shop for end-to-end data analytics and related services.
10:15 AM10:45 AM
Vendor Case Study : COOPER Fraud Analyzer
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.
10:45 AM11:15 AM
Vendor Case Study : Data and Analytics at Scale
Information Bulders
Information Builders, Inc. provides business intelligence and integration solutions. It offers WebFOCUS, an integrated enterprise business intelligence platform that enables intuitive interaction with information; iWay software, which offers a suite of pre-built components to integrate disparate systems; and FOCUS for host-based reporting and information systems. It offers its solutions for banking and financial services, energy and utilities, government, healthcare, higher education, insurance, manufacturing, pharmaceutical, and telecommunications, as well as for various functional areas, such as call center management, finance, human capital management, and sales and marketing.
10:45 AM11:15 AM
Vendor Case Study : Using Data to Transform Credit Union
Altair
Altair’s data intelligence solutions (formerly Datawatch) include market leading data preparation, data science and visualization solutions that fuel engineering, scientific, and business decisions. Our data preparation tools allow users to import, clean and organize structured and unstructured data for use in reporting and business analytics. Our data science solutions allow users to develop machine learning work flows with best-in-class decision tree technology and scoring algorithms, and our visualization tools allow users to gain deep insights quickly with both live-streamed and historical data. The Altair Knowledge Hub platform provides team-driven data preparation and integrated data predictive analytics, combined with a centralized data marketplace to speed collaboration and drive governance across the enterprise.
11:15 AM11:30 AM
Break
11:30 AM12:00 PM
CULytics Community Update
12:00 PM1:00 PM
Lunch
1:00 PM4:00 PM
Hands-on Workshops - How to Transform Your Marketing to Maximize Your Digital Growth Potential
James Robert Lay
Founder and CEO, Digital GrowthJames 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 PM4:00 PM
Hands-on Workshops - Creating a Culture of Change and Execution
Rich Jones
President, Leading2LeadershipA 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 PM4:00 PM
Hands-on Workshops - Build a comprehensive Data Analytics Strategy and Roadmap
Shubhankar Jain
Machine Learning Engineer, SurveyMonkeyShubhankar 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.
1:00 PM4:00 PM
Hands-on Workshops - Proven Journey Mapping to Enhance Member Experiences Across Channel
Sundeep Kapur
Founder, Digital CredenceSundeep Kapur is an educator focused on helping financial institutions achieve omni-channel success. The perfect transaction is derived through relevance and personalization. “Keep it relevant, keep them engaged, and you will nurture your way to become the primary financial institution.” As your emcee for the CULytics Summit, he is looking forward to phenomenal education and the opportunity to guide you through the learning.
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