2022 CULytics Day




August 22, 2022 | MONDAY

8:10 AM8:30 AM

Welcome Address

Naveen Jain

Founder and President, CULytics

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.

Himani Agarwal

8:30 AM9:30 AM

To Build or Not to Build (Buy)

Thomas Novak

Chief Digital Officer, Visions Federal Credit Union

Tom Novak is the VP/Chief Digital Officer at Visions Federal Credit Union ($5.6 billion in assets, 230,000+ members) with responsibility for digital transformation in relation to member-facing technology platforms that strive to support seamless, end-to-end experiences. He is directly responsible for the digital strategy and payments strategy of Visions Federal Credit Union and has worked in the financial services industry for over 16 years.

9:30 AM 9:45 AM


9:45 AM10:45 AM

Drive Lending Decisions Using Analytics

Tavish Taylor

Director of Data Analytics and Financial Reporting, Credit Union 1

Tavish Taylor is a CPA with a background in Consulting for Credit Union analytics. Coupled with his direct experience in financial institutions it gives him unique insight into the impact that effective lending analytics and insight can have on decision making and the significance those decisions can have.

10:45 AM 11:00 AM


11:00 AM11:30 AM

Leveraging Member Data to Prevent Closures

Jen Larson

Director Marketing Analytics and Research, PSECU

Jen Larson is the Director of Marketing Analytics and Research at PSECU - a "digital-first" credit union. Jen leads a team of analysts to conduct insightful, comprehensive, and actionable analyses to target potential and existing members more effectively. She is a pioneer in her company and has successfully built frameworks providing better and faster data comprehension. Jen's understanding of data and marketing automation was critical to PSECU's rapid adoption of data-driven marketing techniques.

11:30 AM12:00 PM

Digital Transformation at Retail Branches

Kalyana Sundaram

EVP & Chief Information Officer Partners Federal Credit Union

In his role as Chief Information Officer, Kalyana is responsible for developing and delivering the Credit Union’s overall technology roadmap to create a seamless, secure, technology-enabled Member experience in alignment with the strategic and operational goals of the credit union. Kalyana leads the application architecture, Cybersecurity, development and support teams along with the data center, network operations and help desk functions, who work to deliver technology solutions that will help drive Member value while maximizing operational efficiency, all within a scalable and sustainable infrastructure and ensuring the safety, soundness and success of the organization today and tomorrow.

12:00 PM 12:30 PM


12:30 PM1:30 PM

Changing Lending Landscapes

Sumeet Bhalla

Senior Vice President, Consumer Banking, PenFed 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.

Bill Snider

Vice President, Digital Strategy and Marketing, Clearview Federal Credit Union

Bill is a respected leader with extensive experience leading digital experience, marketing, and analytics teams in a variety of industries. He is currently the Vice President of Digital Strategy and Marketing at Clearview Federal Credit Union located in Pittsburgh, Pennsylvania where he oversees the digital banking, CRM, marketing, and community engagement teams.

Naveen Jain

Founder and President, CULytics

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.

1:30 PM 1:45 PM


1:45 PM2:15 PM

Cloud Data Platform - Things To Watch Out For

Nishant Upadhyay

Vice President, Data and Analytics, UW Credit Union

Nishant is a Data and Analytics Executive with Fortune 500 experience, specializing in developing and executing strategies in alignment with corporate objectives. A deep understanding of business operations, finance, and technology with a record of delivering tangible and transformative business results. Extensive experience in managing diverse teams across global locations and collaborating with C-suite executives to build out transformational initiatives. An energetic leader with a focus on people development, diversity, and inclusion with demonstrated ability to effectively lead and work in highly complex environments.

2:15 PM 2:30 PM

Wrap Up


Thanks to our Sponsors

  • Aunalytics

  • CoinBeam

  • EXL | Corridor Platforms | Oliver

  • Interface AI