2022 Virtual Summit

HERO

Transformation Challenge Winner

Agenda

Agenda

March 22, 2022 | TUESDAY

8:15 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

Modernizing Digital Marketing - Lessons Learnt

Andrew Downin

Chief Marketing and Digital 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 AM10:15 AM

Analytics for Everyone

Jason McDougal

VP of Business Intelligence, Sound Credit Union

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

Managing Director, Financial Services, TIBCO

Jon leads the effort to develop and market leading enterprise data and analytics solutions for the credit union, banking, capital markets, payments and insurance industries. He is an accomplished executive with a long and successful track record starting up and leading technology, marketing, and sales programs that drive software and services value, growth and profitability. Built on a strong foundation of product management, product development, and service delivery, Jon has directed multiple industry consortia uniting vendors and technology professionals to deliver commercial interoperability standards. He is an alumnus of the University of Southern California (USC) and Rutgers Business School

Dan Twomey

Sr Product Manager, TIBCO
10:15 AM10:45 AM

Transformative Lessons from a Chief Digital Officer

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.

10:45 AM 11:00 AM

Break

11:00 AM11:30 AM

ETHOS™ Data Ecosystem

Robert Admire

Strategic Planning Manager Data Solutions, FIS

Robert Admire is the Strategic Planning Manager of the Data Solutions Group at FIS where he leads the go-to-market strategy and campaign development for Ethos, FIS’ comprehensive fintech data ecosystem.

No stranger to a challenge, Robert has previously worked for some of the nation’s largest brands – General Mills, Burger King, AAA, and more recently, PSCU.

When he’s not working, you can find him out on the trails running his next ultra-endurance race, or trying to keep pace with his two kids, 6 & 8.

11:30 AM12:00 PM

Trends in Data and Digital

Randy Ziegler

Advisor, CULytics

Randy Ziegler is a CULytics advisor specializing in digital transformation. He brings perspective to areas like information architecture, workflow & process improvement, data analytics, community development, organizational agility and leading change. His background is with cutting edge Hi-Tech companies where he played key roles in successful digital transformations.

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.

12:00 PM 12:30 PM

Lunch

12:30 PM1:30 PM

CEO Forum

Frank Wasson

CEO, CommonWealth One Federal Credit Union

Frank Wasson is a passionate and progressive chief executive with proven experience building leaders who accomplish amazing things for those they serve. His expertise includes retail banking and credit unions, fintech leadership, strategic planning, project management, enterprise risk management, e-commerce, business reinvention, and technology strategy.

George Rudolph

CEO,PSECU

George has nearly thirty years of combined leadership experience in the credit union and airline industries. He is the President & CEO of PSECU, an $8 billion credit union serving more than 500,000 members.

Prior to joining PSECU, George served as Senior Vice President of Operations & Technology at Chicago’s Alliant Credit Union. Under his direction, Alliant’s technology teams executed a long-term vision of becoming a fully digital financial institution.

Over the years, George has also served as a trusted advisor and participant in some of the industry’s top committees, including vendor advisory boards, the Credit Union National Association (CUNA) Technology Council’s Executive Committee, and the Federal Reserve’s Faster Payments Task Force.

David Mooney

CEO (Retired),Alliant Credit Union

Dave Mooney served as President and CEO of Alliant Credit Union for 17 years, retiring in 2020. Dave’s career in financial services includes experience across a range of business lines, markets, and functions at leading financial companies.

Prior to being appointed to Alliant’s top leadership position in 2003, he held a number of executive-level and management roles at J.P. Morgan Chase & Co. and its predecessors Chase Manhattan Bank and Chemical Bank. Dave currently serves on the Advisory Board of Datanomers, an AI/ML/BI startup and as an advisor to Hyperscience, a provider of intelligent document processing solutions

Bob Little

Advisor, CULytics

Bob is one the CULytics Advisors with is a proven marketing and product strategy track record. 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.

1:30 PM 1:45 PM

Break

1:45 PM2:45 PM

Data Analytics Practice at BCU

Alex Melnik

Director of Information Management, BCU

Alex Melnik is the Director of Information Management for BCU (~$5B in assets, 300K+ members). Alex is responsible Data Management strategy including Self-Service, Data Science, Data Governance and Platform delivery. Alex has 25+ years in technology including Software Development, Infrastructure and Architecture. Alex has been with BCU for the past 10 years.

Mac Olson

Senior Azure Data Specialist at Microsoft Financial Services

Mac is a Senior Azure Data Specialist at Microsoft, based in Chicago, IL, aligned to support Microsoft’s customers in the Financial Services Vertical. As an Azure Data Specialist, Mac primarily responsible for leading teams across Customer Success, Engineering, Business partners, and others to ensure successful adoption of database, data management, analytic, and AI/ML services. Prior to the last 4 years at Microsoft, Mac spent 4 years at IBM in their Watson business unit supporting Commercial and Enterprise customer.

Randall Nixon

Data & AI Specialist, Financial Services, Microsoft

Randall works with customers across the Banking, Insurance and Capital Markets industries to optimize their data strategies. He has previous experience helping customers in the Sales and eCommerce fields, as well. Randall earned his undergraduate degree from Colgate University and MBA from the Haas School of Business at the University of California.

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.

2:45 PM 3:00 PM

Wrap Up

March 29, 2022 | TUESDAY

8:15 AM8:30 AM

Welcome Address

Devon Lyon

Senior Vice President- Chief Operating Officer, Direct Federal Credit Union

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.

Himani Agarwal

8:30 AM9:30 AM

Proven Marketing Strategies for Driving Growth

Gaurav Bhatia

Chief Marketing Officer, PenFed Credit Union

Gaurav is an accomplished business leader with a successful track record across to drive growth and business transformation in different stages of a company. He leads marketing, growth, customer experience, product, and operations to drive the business

He currently serves as the Chief Marketing Officer at PenFed Credit Union, the 2nd largest credit union in the US. He also serves as the Board of Advisors at Spark Growth Ventures (SGV), community-driven, early-stage, vertical-agnostic, technology Venture Capital firm.

Over the past 20 years, he has held senior leadership positions at several Fortune 500 companies, including AARP, Capital One, Sabre Holdings (parent of Travelocity.com), and NIIT Technologies. Gaurav is passionate about startups and advises companies across marketing, digital, growth, leadership, and customer experience domains to help unlock their true potential.

Gaurav holds a B.S. in Mechanical Engineering from Manipal Institute of Technology as well as an M.S. in Information Systems and an M.B.A. from the University of Texas, Arlington. He is also a graduate of the Executive Leadership Program of The Tuck School of Business at Dartmouth. An avid runner, Gaurav also likes to teach and write in his spare time.

9:30 AM 9:45 AM

Break

9:45 AM10:15 AM

Story behind Bank Dora - first cooperative neo-bank

Brian Volkmann

EVP and CFO, Affinity Plus Federal Credit Union

Brian Volkmann is the Executive Vice President/Chief Financial Officer at Affinity Plus, a role he has held since May of 2016. In this capacity, he oversees accounting, finance, business performance, investor relations, lending and quality assurance. Brian joined Affinity Plus in 2000 as a branch manager, and during his career he has held various leadership positions within the credit union, most recently as Chief Financial Officer. As a diverse leader in the credit union industry, Brian serves on several boards, both within the credit union industry and the community. Brian’s success led to Minneapolis/St. Paul Business Journal recognition in 2019 where he received the “CFO of the Year” award.

10:15 AM10:45 AM

Reseda Group - Motivations, Challenges, and Opportunities

April Clobes

CEO, Michigan State University Federal Credit Union

April Clobes has been the President and Chief Executive Officer of Michigan State University Federal Credit Union since March of 2015.She joined MSUFCU in 1996 and moved through the organization from a marketing specialist to management and executive positions prior to being named President/CEO. She also serves as the CEO of the Reseda Group, MSUFCU’s wholly-owned Credit Union Service Organization.

10:45 AM 11:00 AM

Break

11:00 AM11:30 AM

A Data-Centric approach to solving Credit Union Challenges

Tessa Kelln

Securitization Director, Wyth Financial

Tessa joined the Wyth (previously Concentra) team in 2010. After working with credit unions on balance sheet management consulting in Wyth’s Strategic Financial Management team, she took on her current role of Securitization Director, which she has enjoyed for over 8 years. As Securitization Director, she leads a team of customer-obsessed Securitization Analysts assisting credit unions in accessing the CMHC sponsored Securitization Programs, overseeing assets under administration of over $4.5B. The team focuses on providing credit union partners with real-time market analytics, program-specific information and strategic guidance, aligned to each credit union’s unique business needs.

Tessa is a proud supporter of the cooperative movement and is passionate about her work with credit unions. She would also like to add that credit union management is by far the most fun client to connect with on a daily basis, and looks forward to continuing to build relationships in this sector.

Dan DeMers

CEO and Co-Founder, Cinchy

Dan DeMers is the CEO and co-founder of Cinchy, the world’s first comprehensive Dataware platform. Dan spent over a decade as an IT executive with leading global financial institutions where he was responsible for delivering mission-critical transformation projects, greenfield technologies, and multi-million dollar technology investments. Knowing that half of all IT resources were wasted on data integration, Dan created Cinchy with the vision to simplify the enterprise data collaboration experience.

Dan is also an active member of the Canadian Council of Innovators, a select group of CEOs from Canada’s most successful technology companies who work with public policy leaders to optimize the growth of Canada’s innovation-based sector. He regularly presents at major technology and financial services events including TechCrunch Disrupt, Strata Data, and Finovate NYC.

11:30 AM12:00 PM

Using Advanced Analytics to Achieve Valuable Insights and Move Your Business Forward

Amy Sink

CEO, Interra Credit Union

Amy Sink is CEO of Interra Credit Union and has a demonstrated history of working in the financial services industry. A strong business development professional, she is particularly experienced in portfolio management, budgeting, financial institutions, risk management, and commercial lending.

Rich Carlton

President and CRO, Aunalytics

Rich Carlton leads Aunalytics as President and Chief Revenue Officer, and has more than 25 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.

12:00 PM 12:30 PM

Lunch

12:30 PM1:30 PM

Leading the change through disruption

Guillermo Kopp

Microsoft Consulting Services, Microsoft

Guillermo Kopp drives complex digital transformation programs at Microsoft, and his career spans over thirty years in the financial services industry. Guillermo previously served as the executive director of TowerGroup, sixteen years as international staff at Citigroup, and as the corporate CIO of Aerolineas Argentinas, as well as in the International Air Transport Association in Switzerland. He earned an MS in project management from George Washington University and a computer science degree from the University of Buenos Aires. He is a native of Argentina and became a US citizen in 2003.

1:00 PM 1:45 PM

Break

1:45 PM2:15 PM

Beating the odds with Digital Transformation

Baron Conway

SVP, Head of Digital and Product Management, NuVision Federal Credit Union

Baron is an accomplished, visionary, intellectually curious growth-driven business and marketing leader with deep expertise in digital disruption and transformation. He has a passion for devising effective and game-changing strategies, creating and leading high-performing teams, and helping brands create game-changing omnichannel programs and digital initiatives that build authentic relationships with customers to create engagement, improve business performance and drive revenue.

1:45 PM2:15 PM

Agile Digital Transformation

Breana Wolfert

AVP Branch Operations Project Management, American Heritage Credit Union

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.

2:45 PM3:00 PM

Awards and Recognition

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.

Sponsors

Thanks to our Sponsors


Platinum

  • TIBCO

  • FIS

  • Cinchy

Gold

  • CO-OP Solutions

  • Aunalytics

Silver

  • Prisma Campaigns

  • Arkatechture

  • FlowTracker Analytics

  • Datava

  • The Knowlton Group

  • WhereScape