2023 CULytics Day




Aug 22, 2023 | TUESDAY

8:30 AM8:45 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.

8:45 AM9:45 AM

Keynote - Leapfrogging Innovation in Credit Unions: Embracing the Future of Financial Services

Srikumar Ramanathan

Chief Solutions Officer, Mphasis

Sri is a distinguished industry veteran with an impressive career spanning over three decades. He has garnered extensive experience in senior technology roles within the financial services sector, demonstrating his innate ability to apply technology and innovation to address business opportunities and challenges. Currently, Sri holds the prestigious position of Chief Solutions Officer heading the Portfolio Group, where he leads a team of Industry Specialists, Solution & Enterprise Architects, and Cloud Experts across various go-to-market tribes.

Sri's illustrious career trajectory, vast experience in the financial services sector, and profound expertise in technology and innovation make him a true trailblazer in his field. His leadership and contributions have had a transformative impact on the organizations he has served, driving growth, fostering innovation, and positioning them at the forefront of industry advancements.

As Sri continues to shape the future of financial services through his strategic insights and technological acumen, his remarkable journey serves as an inspiration for aspiring professionals and industry leaders alike.

9:45 AM 10:00 PM


10:00 AM10:30 AM

How to Win Wallet Share while Cutting Costs in Operations

Ryan Wilson

Vice President of Client Relationships, Aunalytics

Ryan Wilson is the Vice President of Client Relationships at Aunalytics. He has more than 20 years of experience in the data and technology field, helping businesses discover products and solutions that increase revenue and improve efficiencies.

10:30 AM 10:35 AM


10:35 AM11:05 AM

Unleashing Digital Excellence: TTCU’s Approach to Member Engagement

Brian Jackson

CIO,Texas Tech Credit Union

As Chief Information Officer at Texas Tech Credit Union, Brian spearhead vital domains, including Business Intelligence, Software Development, 3rd Party Applications, and IT Infrastructure. With a specialized emphasis on data, he has harnessed the power of Domo over the past five years to leverage our internal Microsoft SQL Infrastructure effectively. His role involves steering strategic decisions by optimizing operational efficiencies and driving the implementation of transformative financial, strategic, and operational goals and protocols.

Jeff Burns

Account Executive,Domo

Throughout his career, Jeff has witnessed the remarkable transformation that can occur when data is harnessed effectively. He takes pride in helping credit unions experience increased operational efficiency, enhanced member engagement, and elevated strategic planning – all driven by data-backed insights.

11:05 AM 11:15 AM


11:15 AM11:30 PM

Leveraging Data to Improve Your Member Experience and Business Performance

Stacey Wilkerson

Executive Vice President / Chief Financial Officer, Tucson Federal Credit Union

In her current role as Executive Vice President and CFO, her focus centers around creating and implementing macro creative strategies to serve the membership. Her priority is giving back to the membership through loan promos, deposit specials and diligent investment in operations and technology. She identify strength or development areas by evaluating interest rate risk, capital allocation, credit risk, asset quality, liquidity position, and operational efficiencies. She recommend and implement financial, strategic and operational goals, policies and procedures.

Jessica Tomapat

Business Advisory & Product Innovation Lead, Arkatechture

Jessica loves transforming data from obscure bits and bytes into useful and usable insights that are accessible to employees at every level of an organization, from senior management to front-line staff. Drawing on her background in business operations, she bridges gaps between user needs, analytics, and technology.

11:30 AM 11:35 PM


11:35 PM12:35 PM

Setting the Right KPIs: Guiding Your Organization Towards Success

Bob Little

Advisor, CULytics

Bob is a proven marketing and product strategy executive for 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.

12:35 PM 1:00 PM


1:00 PM2:00 PM

Revolutionizing Transformation of Credit Unions: Exploring the Power of Generative AI

Daragh Morrissey

Director of AI,Microsoft Worldwide Financial Services

Daragh Morrissey is a Director of AI at Microsoft Worldwide Financial Services. His passion is enabling Microsoft customers to innovate through adoption of technology and culture transformation. He’s presented at Industry events such as SIBOS, Americas FinTech Conference, Money 20/20, and global Microsoft events (Inspire, Ready, and Envision). He is a Certified IT Architect Professional the International Association of Software Architects (IASA).

2:00 PM 2:05 PM

Wrap Up

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.


Thanks to our Sponsors


  • Aunalytics

  • Domo


  • Arkatechture