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.

Alok Aggarwal

Dr. Alok Aggarwal received his Ph. D. from Johns Hopkins University in 1984. During 1984-2000, he worked in IBM Research Division. He has published 115 research articles and been granted 8 patents. He "founded" IBM’s India Research Laboratory in Delhi in 1998, Evalueserve (www.evalueserve.com) in 2001, and Scry Analytics (www.scryai.com) in 2014. His book titled, “100 Years of AI and The Fourth Industrial Revolution” will be published in August 2023.

Brian Waldron

Brian is the President/CEO of Dort Financial Credit Union, a $1.5 billion credit union in Grand Blanc, Michigan. Mr. Waldron joined Dort Financial in March of 2022 from Hudson Valley Credit Union, a $6.4B in New York, where he was Senior Vice President and CLO. He has more than 20 years of professional lending and operational experience in the credit union industry and has dedicated his career to the credit union mission of “people helping people."

Devon Lyon

Devon Lyon is the CEO at Central One 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.

George Rudolph

George has nearly thirty years of combined leadership experience in the credit union and airline industries. George has served as President & CEO of PSECU, an $8 billion credit union based in Harrisburg, PA, since April 2019. Along with his team of more than 900 professionals, he is responsible for delivering high-quality financial products and service offerings to more than 550,000 valued 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.

George holds a Bachelor’s in Marketing and Organizational Behavior and a Master’s in Business Administration from LaSalle University.

Apiture delivers award-winning digital banking solutions to banks and credit unions throughout the United States. Our flexible, highly configurable solutions meet a wide range of financial institutions’ needs, from leveling the playing field with larger banks to enabling unique, digital-only brands. Through our API-first strategy, our clients can maximize the capabilities of their platform while preserving a seamless user experience. Our exclusive focus on digital banking means we’re dedicated to delivering innovative solutions that meet the unique needs of our clients while providing a level of support that’s unmatched in the industry. Apiture is headquartered in Wilmington, North Carolina, with offices in Austin, Texas. To learn more, visit www.apiture.com.

Dustin Holland

Dustin is from Florence, AL, and began working in the financial industry in 2013. He has since held positions in risk management, marketing, mortgage lending, and operations. He now serves as Listerhill’s Digital Strategist and works to sculpt their digital banking ecosystem. He relies on a high level of reporting, dashboards, and other tools to drive the decisions being made within the credit union.

Lindsay Rajsky

Lindsay Rajsky serves as SVP, Customer Success for Apiture, overseeing account management, cross-sales, and contract renewals. Her experience spans sales, marketing and software implementation. Lindsay holds a bachelor's degree in Information Science from the University of North Carolina, and a master’s degree in Management from the University of Glasgow, Scotland.

Harry Zhu

Harry is the CLO at Alliant Credit Union, and he currently leads finance and enterprise risk management functions. Harry has over 25 years of business and management experience, spanning over multiple industries.

Prior to Alliant, Harry worked at W. W. Grainger, Sears, Deloitte Consulting, and Ford Motor Co. Harry holds MBA, MSEE, and BSEE degrees from the University of Michigan, where he graduated manga cum laude.

He is also a CPA, a CFA, a PMP, and a certified Six Sigma Black Belt.

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.

Jon Voorhees

Jon Voorhees leads Wells Fargo’s Physical Distribution Strategies team, which is responsible for crafting and implementing a long-term physical distribution strategy for branches and ATMs in an ever-increasing digital world.

Strategically, that includes aligning the physical distribution expense structure to the revenue opportunity nationwide through a variety of tactics operating on a network of 8,000 sites.

Wells Fargo operates branches in more US markets than any other bank.

Jon brings 40+ years in the retail financial services physical distribution strategy space, including crafting retail distribution strategies for Bank of America, China Construction Bank, FleetBoston, BankBoston, First Interstate, and dozens of other banks and credit unions.

Jon is a widower, who has two grown children and one grand daughter, and lives on the west coast about 100 miles north of Seattle.

Tavish Taylor

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 analytics can have on decision making and the significance those decisions can have on institutional performance.

Troy Garry

Troy Garry, Executive EVP/Chief Financial Officer, is responsible for Accounting and Finance, Investment Portfolio, Business Intelligence, Compliance, and Risk Management. Troy leads quarterly Asset Liability Management reporting and oversees the annual operating budget process. He has expertise in the credit union and banking industry focused on Auditing, Compliance, Asset/Liability Management, Accounting, Finance, Risk Management, Business Intelligence, Operations, Lending, and Process Improvement. Troy is the President of Sound’s CUSO – Sound Financial Group (SFG). Troy received his Bachelor of Science degree in Business Administration-Accounting from Washington State University. He maintains an active CPA license in the State of Washington and is Six Sigma Certified.

Brian Volkmann

Brian Volkmann is the Executive Vice President/Chief Financial Officer at Affinity Plus, a role he has held since May of 2016. He oversees Accounting, Finance, Lending, Marketing, Information Technology, Digital Services, Enterprise Data Intelligence, and Branches and Contact Centers. 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. Brian serves on several boards within the credit union industry and the community, including Dora and CU Student Choice. He volunteers with Financial Executives International – Twin Cities chapter as President of the Board. Brian’s success led to Minneapolis/St. Paul Business Journal recognition in 2019 where he received the “CFO of the Year” award.

Jeanne Jones

Jeanne Jones joined BECU in 2022 and has almost 20 years of experience in lifecycle marketing. As BECU’s Vice President of Digital Marketing and Analytics, she is responsible for driving member and marketing insights, marketing technology, and digital marketing for the country’s fourth largest credit union.

Devon Lyon

Devon Lyon is the CEO at Central One 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.

Jeremy Coughlin

Jeremy is VP of Enterprise Analytics at Coast Capital Savings, based out of Vancouver, Canada. Coast Capital is Canada’s largest credit union by membership and Jeremy is on a journey to modernize Coast’s approach to data. He holds an MBA and B.Sc. in Psychology from the University of Alberta. Jeremy is a board member for Technical Safety BC, the Vancouver Analytics Board and the North Delta Sunfish swim club.

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.

Ben Maxim

Ben Maxim joined MSU Federal Credit Union in 2007 and currently serves in a dual role as Chief Digital Strategy and Innovation Officer for MSUFCU and as Chief Technology Officer for MSUFCU’s wholly-owned CUSO Reseda Group. He is responsible for assessing emerging business trends and technologies, providing strategic direction for existing and future digital channels, and facilitating innovation throughout the Credit Union including leading their innovation center, The Lab at MSUFCU. He is also responsible for the technology and product pillars of Reseda Group and its subsidiaries, including Spave, Ever Green 3C, Foresight Group and M3 Group. Maxim began work initially as a Web Developer and in 2014, he became E-Commerce Manager before moving into roles including Assistant Vice President of Software Development. He earned a bachelor’s degree from Michigan State University and a professional certificate in Innovation & Entrepreneurship from Stanford University. Maxim was honored as Finopotamus’ 2022 Tekkie Awards Technologist of the Year.

Sundeep Kapur

Sundeep 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."

Aunalytics is a data platform company delivering answers for your business. Aunalytics provides Insights-as-a-Service to answer credit unions' most important IT and business questions. The Aunalytics® cloud-native data platform is built for universal data access, advanced analytics, and AI while unifying disparate data silos into a single, golden record of accurate, actionable business information. Its Daybreak industry intelligent data mart combined with the power of the Aunalytics data platform provides data models built specifically for the financial services industry, which include built-in queries and AI to ensure access to timely, accurate data and answers to critical business questions. Through its side-by-side digital transformation model, Aunalytics provides on-demand, scalable access to technology, data science, and AI experts to seamlessly transform your credit union.

Brent Hepner

Brent Hepner is Director, Business Intelligence at 3Rivers FCU in Fort Wayne, Indiana. During his tenure, 3Rivers has established a data warehouse, created over 50 separate dashboards for resource center reporting, and conducted numerous marketing campaigns to members.

Prior to taking this role in 2019, Brent had an active 20-year military career retiring as a Lieutenant Colonel in the US Air Force, and led business intelligence initiatives at the University of Pittsburgh Medical Center and PNC Bank in Pittsburgh, Pennsylvania. Brent holds a Bachelor’s degree in Management Information Systems from Iowa State University and a Master’s degree in International Relations from the University of Oklahoma.

Taylor Oake

Taylor Oake has spent the past 10 years in the technology and analytics industry working alongside credit union leaders to devise and execute the most impactful data strategy for their organization. Over the past decade, Taylor has worked with many financial organizations to help successfully navigate, implement, and accelerate their path to business value through value-driven Business Intelligence and Analytics solutions, with those organizations ranging in size from 500 million to 45 billion in assets.

Being from a small Michigan community, his passion and mission is to help community businesses and people successfully transform to a culture of critical personalization and improve individual experiences and outcomes by leveraging data and treating it like a commodity.

Aamir Khan

Aamir has been in technology sales, support, and management for over 20 years, after graduating from U. T. Austin with a Masters degree in Electrical and Computer Engineering. His experience includes various positions of responsibility in the electronics and software industries, with his last position at GE and the present tenure at Microsoft for over 5 years. Aamir works exclusively with Banks of various sizes and helps them with modern Data and Analytics strategies.

Ian Olson

Ian Olson is the SVP of Advanced Analytics at VyStar Credit Union, leading a team of 16 in AI/ML solution development and data visualization in PowerBI. With 140 deployed dashboards and 13 models, including one utilizing reinforcement learning, the team is focused on high-impact value creation with a "DO GOOD" approach for members. To date, they've created $3 million in value and are moving towards graph analytics.

Finalytics.ai is a trailblazing data platform specifically designed for credit unions. Its member-centric approach empowers credit unions to deliver exceptional digital experiences that translate high-touch service into the digital channel. With Finalytics.ai, you can understand your market and competition, gain insights into your strengths and areas for improvement, and optimize your digital presence to create a customized digital growth engine. Benefit from custom behavioral insights and a comprehensive view of your member's journey to uncover their unmet needs.

Mark Ryan

Mark Ryan is the Chief Data Strategist at FInalytics.ai. He has been integral in shaping the Finalytics.ai platform that uses big data and machine learning to create segment of one experiences for credit unions. During his career he has worked with clients including Visions FCU, Global CU, SchoolsFirst FCU, and VyStar.

CuneXus is first-to-market with a proven technology that addresses the need for a personalized, on-demand borrowing experience at every banking touchpoint, providing transparency and a simple 10-second loan activation. Leading-edge features and innovative partnerships help grow wallet share, create sales enabled branches, execute new account holder acquisition, and grow non-interest income.

Baron Conway

Baron is an accomplished and visionary business leader with a track record of creating business change to deliver accelerated growth and happy and engaged users.

He began his career in the 1990s in London in Investment Banking where he worked on large-scale technology transformation initiatives. In 1999 Baron moved to San Francisco and took a role with a consulting agency that focused on bringing start-ups to market. Since then, Baron has worked with leading brands such as Intel, Dell, Cisco, Disney, Target, Chrysler Group, Genentech, and Mazda.

Currently, he is the SVP of Client Relations at CuneXus. Across this career, Baron has been focused on helping brands embrace the promise of digital, deal with business transformation, move to an omnichannel world, and help them embrace the importance of creating experiences that matter.

Bob Little

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.

Jeff Thomas

Jeff Thomas has 20 years of experience in Business Intelligence and Data Analytics in various industries. The last 4 years of that has been working in the Credit Union industry, working in executive roles, establishing BI strategies and pushing data innovation.

Grant Karsas

Grant's background as a banking and technology leader spans over 20 years across a variety of financial industries, from banking and credit unions to fintech. Currently, Grant is the VP of Digital at Travis Credit Union, where he leads the end-to-end digital experience for TCU members. Prior to joining TCU, Grant managed digital marketing teams at PenFed Credit Union, where he rolled out a new platform that grew membership and assets under management (AUM) and was awarded #2 Best UX for Credit Union Website by Finalytics.AI.

Fabio Biasella

Fabio is currently the SVP/ CMO of Five Star Credit union in Alabama.

Over Fabio’s 30+ year career as both a community banker and consultant with Raddon he has leveraged strong retail banking background, expertise in strategic and financial analysis, and leadership skills to drive the development of data-driven strategies and innovative tactical solutions that maximize value to credit unions. Having facilitated over 200 credit union board and management planning sessions has afforded him the insights to shape the marketing function and its growth across a wide variety of credit union sizes, locations, and footprints.

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.

Andrew Baldwin

Andrew Baldwin is a Business Intelligence Analyst at Royal Credit Union, focusing primarily on building actionable dashboards, driving strategy, and assisting team members in using data to make an impact. Andrew earned his Master’s in Applied Psychology in 2013 at the University of Wisconsin–Stout, where he developed a deep passion for helping others use data to drive decision-making.

Bryan Reynolds

Ryan Wilson

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.

Ozzy Benitez

Ozzy is an accomplished data analyst with 8 years of experience in the field. With a passion for extracting insights from complex data sets, he has already made a significant impact at iQ Credit Union.

Chan Lee

Chan is a dedicated sales professional that works with credit unions on improving their data outcomes. With a diverse background in software sales, Chan has a keen eye to identify challenges and provide prescriptive solutions.

Jessica Tomapat

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.

Manish Sharma

Manish is the co-founder & COO of Rezolve.ai - an AI powered employee support platform that is used by many Credit Unions & Financial services companies. He has over two decades of experience in senior management roles at global organizations working on topics like Employee experience, Service delivery models, Learning and development and AI adoption.