2020 Virtual Summit

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Agenda

Agenda

March 31, 2020 / TUESDAY

8:30 AM9:00 AM

Welcome

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.

9:00 AM10:00 AM

Keynote - Using Data to Drive Your Digital Experience, And Tell Your Story of Success

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.

10:00 AM10:15 AM

Break

10:15 AM11:15 AM

Keynote - 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.

11:15 AM11:30 AM

Break

11:30 AM 12:30 PM

Case Studies - Channel Transformation

Sundeep Kapur

Founder, Digital Credence

Sundeep 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.

Joe Agostinelli

VP - Analytics and Insights, 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 - 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.

12:30 PM1:00 PM

Lunch Break

1:00 PM1:45 PM

CULytics Updates

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.

1:45 PM2:00 PM

Break

2:00 PM 3:00 PM

Impact of Corona on CUs as well as customer and staff behaviors and how best CUs can/should respond.

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.

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.

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.

Melissa Pomeroy

VP / Director of Business Analytics and Project Management, St Mary's Bank Credit Union

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 e?ort 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.

Harry Zhu

CFO, Alliant Credit Union

Harry is the CFO at Alliant Credit Union, and he currently leads financeand enterprise risk management functions. Harry has over 25 years ofbusiness and management experience, spanning over multiple industries.Prior to Alliant, Harry worked at W. W. Grainger, Sears, DeloitteConsulting, and Ford Motor Co. Harry holds MBA, MSEE, and BSEEdegrees from University of Michigan, where he graduated manga cumlaude.He is also a CPA, a CFA, a PMP, and a certified Six Sigma Black Belt.

3:00 PM3:15 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.