2020 Summit

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CULytics Transformation Challenge


CULytics Fintech Solution of the Year


CULytics Partner of the Year


Agenda

Agenda

August 24, 2020 / MONDAY

9:00 AM10:30 AM

Digital Transformation Roundtable

Naveen Jain

President, CULytics

CULytics helps credit unions get the most out of their investment in data and technology while accelerating their digital transformation journey. There are two main blocks that prevent credit unions from making investment in data and digital. First is the fear of failure and the second is creating a vision of the mature state. CULytics Education helps you overcome both of these blocks. There are workshops that provide you a step-by-step approach that you can take to succeed and we have many success stories from most progressive credit unions that can guide you in defining your vision.

Bob Little

Advisor, CULytics

Bob is a proven marketing and product strategy executive for a fast-growing organization. He has led corporate marketing, product marketing, and product management teams to identify emerging trends, to create and launch new products, to build market demand and to achieve revenue targets.

Dr. Raj Ramesh

Chief AI Officer, DataFoundary AI

Dr. Raj Ramesh is the Chief AI Officer at DataFoundry, YouTuber, author, speaker, and consultant in the AI/Architecture space. He has over 25 years of experience in technology and business and helps large/mid-size companies with their digital transformation.

August 25, 2020 / TUESDAY

8:15 AM8:30 AM

Welcome Address

Naveen Jain

President, CULytics

CULytics helps credit unions get the most out of their investment in data and technology while accelerating their digital transformation journey. There are two main blocks that prevent credit unions from making investment in data and digital. First is the fear of failure and the second is creating a vision of the mature state. CULytics Education helps you overcome both of these blocks. There are workshops that provide you a step-by-step approach that you can take to succeed and we have many success stories from most progressive credit unions that can guide you in defining your vision.

8:30 AM9:30 AM

Transformation: Transaction to Relationship

Andrew Downin

Chief Marketing and Strategy Officer, Vantage West Credit Union

Andrew 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 AM 9:45 AM

Break

9:45 AM10:45 AM

Case Studies in Marketing Transformation


MODERATED BY:

Vishall Kaistha

Product Manager, First Tech Federal Credit Union

Vishall is an assertive, confident, energetic and self-startng professional, having over 11 years of managerial experience, three years of publication experience and two years of scientific research experience. He has a M.S. Degree from Towson University and B.S. Degree from Penn State University. He maintains a solid record of managing multiple tasks, quickly.

SPEAKERS:

John Sahagian

VP and Chief Data Officer,BCU

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.

Toby Travis

Director, Marketing Strategy, BECU

Toby currently manages marketing strategy for BECU , the largest community charter credit union in the country, helping double member growth over the past 9 years.

David Eldred

Chief Experience Officer, Solarity Credit Union

David Eldred is Chief Experience Officer at Solarity Credit Union. A lifelong financial services professional, David’s experience is concentrated within marketing, product development, digital experience, marketing automation, and business intelligence roles.

10:45 AM 11:00 AM

Break

11:00 AM12:00 AM

Finance And Risk Management


MODERATED BY:

Sundeep Kapur

Founder, Digital Credence

Sundeep 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.”


SPEAKERS:

Devon Lyon

VP, Strategic Research & Risk Management, Direct Federal Credit Union

Devon Lyon is a VP of Srtategic Reserch and Risk Management at Direct Federal Credit Union. He is a Credit Union Executive strategically shaping the future of the Industry with an experience in delivering exceptional experiences to members that reduces friction, increases their engagement and profitability.

Brett Engel

Director of Finance & Credit Risk, BCU

As Director of Finance & Credit Risk Management at BCU, Brett is focused on building analytical frameworks that help simplify even the most complex problems. Before his current role, Brett managed the credit union’s deposit and investment portfolios.

Nicklas Ankarstad

Sr. Manager, Advanced Analytics & Business Intelligence, Alliant Credit Union

Nicklas currently leads Alliant Credit Union’s data science and business intelligence team. He is responsible for growing the credit union’s analytics capabilities and maturity. Nicklas has also served as the product owner for Alliant’s agile data warehouse team, helped kick-start Alliant’s profitability implementation and worked in financial planning and analysis. Prior to joining Alliant, Nicklas worked in financial analysis at 1st Financial Federal Credit Union and C4 Connections LLC. Nicklas holds a BA in international business and a MBA with emphasis in finance from Lindenwood University.

12:00 PM 12:45 PM

Lunch

12:45 AM1:45 AM

Using Data To Drive Your Digital Experience

Christopher Danvers

VP, Digital Strategy and Payments, American Airlines Credit Union

Christopher Danvers has worked with Credit Unions with a focus on payments, digital transformation, and financial technology for over 15 years. He’s a regular speaker at industry events, a contributor of editorial content to industry publications, and is considered an innovator and thought leader. He is currently responsible for digital transformation and payments at American Airlines Federal Credit Union.

1:45 PM 2:00 PM

Break

2:00 PM3:30 PM

Fintech Pitch Session


JUDGES:

Melissa Pomeroy

VP, Director Business Analytics

Melissa 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.

Nick Ambrosini

EVP and CFO, Valley Strong Credit Union

Nick 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.

Harry Zhu

CFO, Alliant Credit Union

Harry 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.


PARTICIPANTS:

August 26, 2020 / WEDNESDAY

8:15 AM 8:30 AM

Welcome Address

Naveen Jain

President, CULytics

CULytics helps credit unions get the most out of their investment in data and technology while accelerating their digital transformation journey. There are two main blocks that prevent credit unions from making investment in data and digital. First is the fear of failure and the second is creating a vision of the mature state. CULytics Education helps you overcome both of these blocks. There are workshops that provide you a step-by-step approach that you can take to succeed and we have many success stories from most progressive credit unions that can guide you in defining your vision.

8:30 AM9:30 AM

Strategic Agility

Sumeet Bhalla

SVP and Chief Credit Risk Officer, Pentagon Federal Credit Union

Sumeet has over 18-years of experience in Financial Services with a focus on transforming corporate strategies, Decision Science, and Digital Transformation. Sumeet is managing risk in PenFed’s loan and deposit portfolios through policy management, underwriting, account administration, collections, and loss mitigation. Sumeet is driving growth at PenFed through risk and reward optimization by leading the digital transformation of lending and collection business through data-driven advanced modeling techniques, and transformation of systems and policies.

9:30 PM 9:45 PM

Break

9:45 AM10:45 AM

Channel Transformation


MODERATED BY:

Sundeep Kapur

Founder, Digital Credence

Sundeep 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.”


SPEAKERS:

Joe Agostinelli

VP, Analytics and Insights, Vibrant Credit Union

Joe began his professional career in an analyst role with Raddon Financial Group, followed by 4 years in the market research industry, 4+ years on the Research team at BAI as a Senior Analyst, and is currently heading up all things data as the VP of Analytics and Insights at Vibrant Credit Union.

Lucy Donaldson

Vice President, Digital, Canvas

Lucy is an accomplished, dynamic, and results-oriented, executive with a proven track record of delivering innovative solutions that optimize performance, reduce complexity, deliver customer value and accelerate business growth. High performance team leader, adept at leading diverse global and cross-functional teams to accomplish critical business initiatives.

Jay Tkachuk

SVP, Digital Services, Security Service FCU

Jay Tkachuk leads the digital channel of the San Antonio-based Security Service Federal Credit Union (8th largest in the country), where his focus is the evolution of the company’s digital ecosystem to achieve business and member experience objectives. Brought in to establish the channel, Jay is responsible for digital banking strategy, operations and user experience management and closely collaborates with other lines of business in internal adoption of digital technologies.

10:45 PM 11:00 PM

Break

11:00 AM12:00 AM

Building A Strong Analytics Practice


MODERATED BY:

Dave Schiffer

VP of Finance and Analytics, Oregon Community CU

SPEAKERS:

Martin Walker

Digital Platform Ecosystem & Innovation Manager, Sound Credit Union

Ken Senus

Executive Vice President, Chief Operating Officer, St. Mary's Bank Credit Union

Michael Lindberg

Vice President, Analytics & Business Consulting Services
12:00 PM 12:45 PM

Lunch

12:45 AM1:45 AM

2020 Retail Financial Services Outlook

Jon Voorhees

Consultant/Advisor, Peak Performance Consulting 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.

1:45 PM 2:00 PM

Break

2:00 AM3:30 AM

Transformation Challenge

Hillary Nelson

Data Solutions Consultant, Wings Financial Credit Union

Hillary Nelson serves Wings Financial Credit Union as a Data Solutions Consultant. Her unique experience on both the business and the technical side of data-driven organizations allows her to bridge the gap between the consumers of data solutions and the developers who build them. She is passionate about taking complex data problems and turning them into easily understandable and business-impacting solutions.

Jaynel Christensen

Vice President of Consumer Lending, Commonwealth CU

Jaynel Christensen is the VP of Lending for Commonwealth Credit Union of Kentucky, a $1.36B asset financial institution with just over 107,000 members. She attended KY State University for her undergraduate studies and received a bachelor’s degree in Business Administration Jaynel started her career with Commonwealth CU in October 2001 as a loan officer. She loves technology and lending, which makes the partnership with CuneXus a natural fit.

Jordan Lehrman

Vice President of Information Technology, Solarity Credit Union

Jordan is an Experienced IT Leader at Solarity Credit Union with a proven track record in digital transformations.

Kelly Gage

Senior BI Analyst, Red Canoe Credit Union

Kelly is the Sr. Business Intelligence Analyst at Red Canoe Credit Union, working with leadership to develop a data-driven culture and creating efficiencies for staff. Prior to joining Red Canoe, Kelly spent 16 years at WSECU in several roles from Licensed Investment Assistant to Consumer Lending Research Analyst, where she discovered her love of data and skills in communicating between technical staff and business users.

Kevin Landel

SVP, Innovation and Payments Strategy, Patelco Credit Union

Kevin Landel is Senior Vice President of Innovation and Payments Strategy for Patelco Credit Union. Currently at Patelco, Kevin is focused on providing data-driven financial health solutions for the members, and creating a streamlined omni-channel experience for all of their needs.

Martin Walker

Digital Platform Ecosystem and Innovation Manager, Sound Credit Union

Martin 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.

Ken Senus

Executive Vice President, Chief Operating Officer, St. Mary's Bank Credit Union

August 27, 2020 / THURSDAY

8:30 AM 9:30 AM

Future of Business with AI - the reality and the possibilities

Dr. Raj Ramesh

Chief AI Officer, DataFoundary AI

Dr Raj Ramesh is the Chief AI Officer at DataFoundry, YouTuber, author, speaker, and consultant in the AI/Architecture space. He has over 25 years of experience in technology and business, and helps large/mid size companies with their digital transformation.

9:30 AM 9:45 AM

Break

9:45 AM10:45 AM

Organizational Transformation


MODERATED BY:

Richard Hayden

Data Scientist Supervisor, Virginia Credit Union

Rich is an experienced Data Scientist with a track record of delivering high value solutions in several domains (Marketing, Finance, Business Process, and Information Technology) in the financial services industry.


SPEAKERS:

Helen Gibson

VP of Strategic Outreach, Denver Community Credit Union

As a VP of Strategic Outreach at DCCU, Helen works collaboratively across functional areas of the credit union to create value for membership while directing areas of marketing, training, community outreach, volunteer programming, and business development.

Shira Spector

SVP, Chief Data & Analytics Officer, Partners Federal Credit Union

Shira Spector is the SVP and Chief Data and Analytics Officer at Partners Federal Credit Union and leads the development and execution of the data and analytics strategy. This includes all the activities related to business intelligence, reporting and insights, data governance, and advanced analytics.

Andrew Bertrand

CIO, OCCU

Andrew Bertrand is the CIO of 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.

10:45 AM 11:00 AM

Break

11:00 AM11:45 AM

Partnering with Fintechs


MODERATED BY:

Paul Schaus

President and CEO, CCG Catalyst Consulting

Paul Schaus is the President, CEO and Founder of CCG Catalyst. He leads a team of banking subject matter experts spread across North America. Paul has been a banker, management consultant and strategist for over 30 years, with the majority of his experience coming from various positions within the banking industry. He has advised hundreds of banks and vendors on business and technology strategies. He is a passionate advocate that hope is not a strategy and creating business value through technology.


SPEAKERS:

Nick Ambrosini

EVP and CFO, Valley Strong Credit Union

Nick 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.

Kevin Landel

SVP, Innovation and Payments Strategy, Patelco Credit Union

Kevin Landel is Senior Vice President of Innovation and Payments Strategy for Patelco Credit Union. Currently at Patelco, Kevin is focused on providing data-driven financial health solutions for the members, and creating a streamlined omni-channel experience for all of their needs.

Tim Leung

Director, Computational Finance & Risk Management Program, University of Washington

Tim Leung is an associate professor in the department of applied mathematics and the director of the UW Computational Finance & Risk Management (CFRM) program. His research areas are financial mathematics and optimal stochastic control. He has worked on a variety of problems, such as derivatives pricing, algorithmic trading, credit risk, executive compensation, and exchange-traded funds (ETFs).

12:30 AM 1:00 PM

Lunch

1:00 PM2:30 PM

Partner's Demo Session


2:30 PM2:45 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.

Video Interviews

Videos

Sponsors

Thanks to our Sponsors


Platinum

  • "Altair

  • AdvantEdge
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Gold

  • Trellance

  • CO-OP Financial Services

  • Scienaptic Systems Inc

  • EXL Service

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Silver

  • Arkatechture

  • Strum

  • Alkami

  • CFS Consulting Group, Inc.

  • AKUVO

  • Prisma Campaigns

  • Doxim, INc.

  • MARQUIS

  • TransUnion

  • Ignite Sales

  • FlowTracker Analytics, Inc

  • Amperity

  • AgentIQ

  • Deep Future Analytics

  • WhereScape

  • DruvStar

Bronze

  • Rezolve

  • CuneXus

  • CreditSnap

  • Alchemy

  • PSCU

  • Rate Reset

  • Savvymoney

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