Mark Sievewright

With more than 30 years of financial services experience, Mark is a renowned industry thought-leader who has held senior leadership positions at HSBC, MasterCard International, Payment Systems Inc., TowerGroup (where he served as CEO) and Fiserv where he served as president of the company's Credit Union Solutions division. Mark has worked directly with numerous credit unions in the successful formulation and execution of their strategic plans. He has spoken at more than 250 credit union events and is the recipient of a number of industry awards. In 2010, Mark was merited the Ambassador Award by the World Council of Credit Unions (WOCCU) for helping credit unions better understand and capitalize on their market strengths; and, in 2015, he finished runner-up in Credit Union Times' 25th anniversary contest to find the most influential leader in the credit union movement since 1990.

Dr. David Tuyo

Dr. David Tuyo serves as the President and CEO of University Credit Union. He is a veteran of the financial services industry where he has served financial institutions in a multitude of roles including COO, CFO, and Chief Investment Officer. His career in the financial services industry spans over 20 years, with the majority dedicated to serving credit unions.

Dr. Tuyo has been recognized by industry leaders including the National Association of Federally-Insured Credit Unions' Professional of the Year, Credit Union Times Trailblazer and Northwest Florida's Top 40 Executives Under 40. He was also the recipient of the first ever award for Innovation from PSCU, the largest credit union service organization in the US.

Dr. Tuyo is extensively involved in industry initiatives and furthering credit union causes in the community. He is a constant advocate for the credit union movement to ensure those in the community have access to financial services, as well as financial education, that in tandem lead to members building financial mobility.

He co-founded the Advanced Lending Institute and the Certified Lending Expert designation and has served on numerous financial services industry boards in his career. Dr. Tuyo's education includes a DBA from California Southern University, an MBA from Mississippi State University and a Bachelors in Finance from the University of Mobile.

Nicholas Ambrosini

Driven leader seeking to contribute expertise in financial analysis, asset-liability management, investment portfolio oversight, strategic planning, internal audit, risk management, and regulatory communication skills in support of a Credit Union to ensure safety and soundness while optimizing bottom-line profitability.

Devon Lyon

Devon Lyon is a SVP , Chief Operating Officer at Direct Federal Credit Union. He is focused on strategically shaping the future of the Industry. Experience in delivering exceptional experiences to members that reduces friction, increases their engagement and profitability. Dynamic public presenter that trained over 5,000 credit union professionals across a variety of topics. BSA and Compliance Superman, and dog enthusiast. Proven ability to strategically direct business operations to produce increases in revenue and reduce operational waste.

Amanda Pelata

Amanda's deep history within the organization, beginning in Member Services, provided her the opportunity to transition into IT as a Business Analyst to assist during their conversion from a homegrown banking platform to a new core platform and ancillary software additions. This blend of both front end user experience and also technical systems knowledge has led her to the world of data management.

Emily Engstrom

As the leader of the Client Relations team, Emily provides the critical last piece of the data puzzle for AdvantEdge Analytics clients. Whether credit unions want to use data to better engage with their members, grow wallet share, uncover trends in fraud, better manage lending risk or optimize their marketing channels, they count on Emily and her team to develop an exceptional analytics strategy that deploys their resources efficiently and effectively.

Before joining AdvantEdge Analytics, Emily held a variety of roles with CUNA Mutual Group. She started her career with one of the Midwest’s premier credit unions: $2 billion Summit Credit Union. There she honed her skills in lending, operations, retail branches, and underwriting.

Joe Mirachi

As CEO of Launch Credit Union, Joe leads the transform of his organization from what they are today - to what they aspire to become. In order to facilitate this journey, he ensures that they have a viable strategy, the right people are in the right roles and a culture of continuous learning.

Benjamin Maxim

Ben Maxim joined MSU Federal Credit Union in 2007 and currently serves as Assistant Vice President of Digital Strategy and Innovation. He is responsible for assessing emerging business trends and technologies, facilitating innovation throughout the Credit Union, and providing strategic direction for existing and future digital channels.

Jennifer Bolivar

With more than 12 years in the financial industry, Jennifer is currently serving as the Vice President of Enterprise Agility, EPMO for the largest credit union in the state of Florida where she has been a trailblazer for transforming the way work is done. she leads business transformation and oversees the execution of the most impactful strategic initiatives that are heavy in software development. In her role, she utilizes a scaled agile framework and traditional project management in order to work with the enterprise to accomplish organizational goals, ensure quality delivery of working software, delivers value to members and team members all while transforming the way work is done at the credit union. She has influenced and gained experience in consumer lending, auto reclamation, member experience, application user experience, and process engineering. During her spare time, she is partnered in her local business economy to help small businesses pivot out of exposed gaps presented in light of the impacts of COVID.

Jennifer holds a Master of Arts in Management & Leadership, Graduate Certificate in Project Management, and BA in Organizational Development. She is excited to have bold conversations with others to rethink how we approach work!

Robert Burger

Rob has been the Chief Data Officer at PSECU (PA State Employees Credit Union) for the past 7 years. He has held many roles at PSECU over the past 29 years where he started out as a Computer Operations Analyst and worked his way to a programmer, then programming manager, Chief Technology Officer, and now in his current role as CDO. He leads the business intelligence movement and works with the data analysts within the credit union where he focuses on opportunities for predictive models, research analytics, trending analysis, business solutions, and best practices for analytical reporting for departments and decision-makers across the CU. He has a bachelor’s degree in Computer Science and has over 28 years of experience with credit union data and analytics.

Brian Hahn

Since joining American Heritage Credit Union in 1990 Brian has served in various leadership roles in Lending and Operations. During his tenure he has launched video teller transactions through ITM technology and video advisory services leveraging a member's own device. Enhancing member interactions to create a premier member experience is at the core of his role in Operations.

Breana Wolfert

Breana began her career in the credit union industry during college working as a seasonal teller on summer/holiday breaks. Sixteen years up the ladder later, Breana now works among the Branch/Contact Center Operations management team at American Heritage Credit Union to help bring solutions to aid in positive member and staff experiences.

Andrew Downin

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.

Ryan Zilker

Ryan Zilker joined Sound Credit Union in 2019 and currently serves as the Senior Vice President / Chief Marketing Officer where he oversees all areas of marketing, public relations, community development, and third-party remarketing relationships. Ryan began his credit union career working as a teller while in college and has worked in marketing and operations for more than 25 years.

Ryan is a data-driven marketing leader, focused on strategic execution that drives value for his members and measurable, impactful business results.

A native to southern California, Ryan graduated from the University of California, Irvine with a B.S. in applied ecology. He also holds a master’s degree in business administration from the California State University, Fullerton. Ryan and his family moved to the Pacific Northwest in early 2019. In his spare time, he enjoys traveling, cooking, learning new languages, and hot yoga.

Jason McDougal

Jason McDougal joined Sound Credit Union in 1997 and currently serves as the Vice President of Business Intelligence where he oversees all prioritization and management of strategic and operational work to bring data and analytics to all areas of the credit union, reporting, visualizations, data warehouse enhancement, and leveraging predictive modeling to increase and optimize member experiences, revenue generation and other business outcomes. Jason graduated from Whitworth University with a B.S. in Mathematics. In his spare time, he enjoys softball, coaching baseball, and hiking.

Jon Deutsch

Jon leads the effort to develop industry-leading enterprise data and analytics solutions for global financial services, with a strong focus on Credit Unions. Working with many of the world’s marquee financial institutions to map strategic business objectives to innovative financial technology, Jon has started-up and led several innovative technology organizations, products and services in Financial Services, and led multiple technology consortia uniting vendors and technology professionals to deliver commercial interoperability standards.

Shira Spector

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.

Royce Ngiam

The young Spaniard (Marc Marquez) also said that when he began in MotoGP (Highest Level of Professional Motorcycle Racing) he was riding as hard as he could. Every lap like a qualifying lap, with no margin of safety. “I had only the two possibilities—to win or to crash.” - from Cycle World

When Royce isn’t winning or crashing, his current responsibilities include driving creative development and strategies that embrace multiple platforms to engage and activate the credit union’s TWDC Cast Member, Employee, and Imagineer audience through innovative solutions that are quantifiable, repeatable, and sustainable across all channels, over a dynamic and evolving consumer landscape. His time with TWDC has reinforced his passion for marketing and his desire to be a thought leader while advancing his craft within his industry of 20 years – banking/credit unions.

Treat everything you do with passion and you blur the lines between work and fun, between life and living. As an award winning graphic designer who has generated billions of dollars in deposits, billions of dollars in loans, and 100,000's of new members and customers, Royce has successfully demonstrated the ability to balance creative aesthetics with functional business objectives to reinforce and build a brand promise. Royce considers himself privileged to work with the best and the brightest at the largest entertainment company in the world.

With 20 years of experience in banking/credit unions and an MBA with an emphasis in Marketing (although a closer look at his transcript would suggest an emphasis in Finance) from the University of California, Riverside in 2001, Royce has a desire to combine his proven business track record along with his passion for learning by working with likeminded credit union professionals. His responsibilities include driving creative development and strategies that embrace multiple platforms to engage and activate the credit union’s TWDC Cast Member, Employee, and Imagineer audience through innovative solutions that are quantifiable, repeatable, and sustainable across all channels, over a dynamic and evolving consumer landscape.

Troy Del Valle

Troy is the VP of BI at Hudson Valley Federal Credit Union. He works with his team in enterprise data warehouse projects, workflow process efficiency, strategic decision analysis and predictive analytics.

Becky Curry

Becky began her career in the credit union industry as an accounting specialist. Today, she is the SVP of Data Intelligence at ORNL Federal Credit Union leading the transformation and adoption of modern data and business intelligence applications throughout the organization. Her depth of knowledge comes from years of hands-on experience in a variety of roles throughout the credit union.

Aju Asar

Aju Asar is an innovative data analytics leader, with expertise in developing word-class analytics programs to enable a data-driven culture. As VP of Enterprise Data at Patelco, Aju is responsible for aligning Patelco's enterprise strategy with the delivery of Data and Analytics capabilities across the credit union and is focused on enabling business insights to improve the financial health & well-being of the membership.

Prior to joining Patelco, Aju was an executive in the management consulting industry where he led numerous high impact data transformation initiatives in banking, insurance and investment management organizations.

Michael Lindberg

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.

Sumeet Bhalla

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.

Chuck Smith

Financial services executive and operationally-focused business partner with 30+ years of industry experience impacting and driving positive business results. Recognized as a leader in technology and innovations. Expertise in consumer, indirect, mortgage and commercial lending, banking, credit analysis, credit cards, and sales management, and an ability to build/develop strong teams, attain standardization and simplification, and work collaboratively.

Naveen Jain

Naveen is a credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven-decisions, and bring to light the abundance of low-hanging-fruit within your data by guiding organizations through the many stages of analytics maturity.

Naveen Jain

Naveen is a credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven-decisions, and bring to light the abundance of low-hanging-fruit within your data by guiding organizations through the many stages of analytics maturity.

John Sahagian

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.

Karen DeSalvo

Executive officer and visionary leader with a passion for developing consumer-centric strategies that add value and drive profitable growth. A collaborative leader that inspires and empowers teams to create strong brands that deliver.

Dr. David Tuyo

Dr. David Tuyo serves as the President and CEO of University Credit Union. He is a veteran of the financial services industry where he has served financial institutions in a multitude of roles including COO, CFO, and Chief Investment Officer. His career in the financial services industry spans over 20 years, with the majority dedicated to serving credit unions.

Dr. Tuyo has been recognized by industry leaders including the National Association of Federally-Insured Credit Unions' Professional of the Year, Credit Union Times Trailblazer and Northwest Florida's Top 40 Executives Under 40. He was also the recipient of the first ever award for Innovation from PSCU, the largest credit union service organization in the US.

Dr. Tuyo is extensively involved in industry initiatives and furthering credit union causes in the community. He is a constant advocate for the credit union movement to ensure those in the community have access to financial services, as well as financial education, that in tandem lead to members building financial mobility.

He co-founded the Advanced Lending Institute and the Certified Lending Expert designation and has served on numerous financial services industry boards in his career. Dr. Tuyo's education includes a DBA from California Southern University, an MBA from Mississippi State University and a Bachelors in Finance from the University of Mobile.

Cinchy

Cinchy is the world’s first Autonomous Data Fabric. Inspired by the human brain, Cinchy’s data-centric architecture makes data silos and data integration 𝗢𝗕𝗦𝗢𝗟𝗘𝗧𝗘 by managing data as a network. Some of the most complex organizations in the world (including highly-regulated financial institutions) are already using Cinchy to accelerate and de-risk their transformation from app-centric to data-centric organizations, unlocking 𝗥𝗘𝗔𝗟 agility.

Datava

Datava works hand-in-hand with community banks and credit unions to provide cost-effective Modular and Complete CRM (Customer Relationship Management), MRM (Member Relationship Management), and BI (Business Intelligence) solutions uniquely suited to meet the complex needs of financial institutions.

LoanStar

LoanStar is a turnkey CUSO platform that surrounds an existing credit union operation to facilitate loans at the point-of-sale.

Prisma Campaigns

Prisma Campaigns is a marketing automation platform that delivers hyper-personalized campaigns across your CU’s channels. We’re specifically designed for FIs and offer a true omnichannel solution that goes beyond email & SMS to your own digital channels, like OLB and mobile app.

Rezolve.ai

Rezolve™ features artificial intelligence-powered virtual assistant to provide personalized first-level support for key enterprise functions such as IT Help Desk, HR support, and Knowledge Management. The virtual assistant leverages advanced technologies like Natural Language Processing (NLP), Process orchestration, Data-driven BPM engine, In-built live chat, and case management, to focus on “Auto-resolution” of issues and tasks at a fraction of the cost to the enterprise.

Zest AI

Zest AI makes the power of machine learning safe to use in credit underwriting. Lenders using Zest make better decisions and better loans -- increasing revenue, reducing risk, and automating compliance. Zest AI was founded in 2009 with the mission of making fair and transparent credit available to everyone and is now one of the fastest-growing fintech software companies. The company is headquartered in Los Angeles, California.

Pam Piligian

Pam Piligian is Senior Vice President of Marketing & Communications at Navy Federal Credit Union, the world's largest credit union and four time recipient of Forrester's CX Index Best in Class Ranking. Pam directs all marketing and advertising strategy, research, public and industry relations, brand and product campaigns as well as overseeing metrics for Navy Federal brand, products and services. She excels at analyzing market data, extrapolating the implications and turning insights into opportunities and has a passion for member-centricity.

Pam holds a B.A. degree in marketing from Georgia State University, UC Berkley Executive Education, and MVP Guest on America's Favorite Carrier, USS Carl Vinson. An avid runner, Pam has completed more than 41 marathons in 32 states, with a goal of running marathons in all 50 states.

Benjamin Smith

Ben Smith has 20 years of experience in the credit union industry in the areas of lending, training and development, marketing, and business intelligence. He currently serves as a Business Intelligence 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. Ben is also a proud father, a novice angler, and an avid outdoorsman.

Rich Carlton

Rich Carlton leads Aunalytics as President and Chief Revenue Officer after twenty-five plus years of leadership experience in data and technology-based businesses. Carlton works toward driving the overall organization to meet its purpose of using data and technology to improve the lives of others. He earned a Bachelor of Science degree from the Indiana University Kelly School of Business with a focus in Computer and Information Systems. He has served on numerous boards including a regional bank, health system and many not for profits.

Sunder Srinivasan

Sunder Srinivasan is a technology leader with more than 30 years of experience in Banking and Financial services. His primary expertise is in Data Management, Data Governance and Enterprise Analytics.

Rozalind Kitt

Rozalind Kitt has worked at STCU for nearly 16 years, most of that time with the Data Warehouse in a variety of roles. Rozalind completed her Masters in Data Analytics in 2020 through WGU. She is currently the BI manager, leading ETL Developers and BI Analysts. She has a passion for data and using it to move the Credit Union forward.

Jon Voorhees

Jonathan (Jon) Voorhees brings to the table extensive executive experience leading distribution strategy, planning and execution teams.

Following a 40year career in the financial services and information industries, Mr. Voorhees joined TerraStrat Group LLC, an AI-enabled distribution strategy firm. Mr. Voorhees serves as Director of Business Development and Distribution Strategy.

Jon also sits on the Board of Directors of ARCA Technologies, LLC, a leading global manufacturer of teller cash recyclers.

Most recently, Mr. Voorhees was President of BankDistributionStrategies.Com, working almost exclusively with credit unions and community banks to help them lay out a 5-10-year plan for branch optimization and expansion.

Previously he led the Retail Distribution Execution function at Bank of America, where his responsibilities included leading a team of experts in executing the bank's physical distribution strategy through design and management of a series of programs from new branch deployment to site upgrades, consolidations, and divestitures.

Prior to that role, Mr. Voorhees led the Retail Distribution Strategy function for Bank of America and two predecessor banks (FleetBoston and BankBoston). In those roles, his responsibilities included developing an overall physical distribution strategy and annual tactical plans.

Previous roles included senior management positions at Equifax/National Decision Systems, where he held a variety of roles, and First Interstate Bank of California where he managed the Strategic Marketing Research function.

Jon received his BA degree in Economic Geography from California State University at Northridge, holds certificates from the ABA Strategic Planning School and BMA School of Marketing Research, and is a certified Six Sigma greenbelt.

Naveen Jain

Naveen is a credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven-decisions, and bring to light the abundance of low-hanging-fruit within your data by guiding organizations through the many stages of analytics maturity.