Robert Ihde

Robert Ihde is the Chief Information Officer of Our Community Credit Union where he works to drive innovation through technology. Prior to working at OURCU he has held various IT roles in the Defense Industry such as Network administrator, Division Hub Manager, and Wan Network Training Specialist. Due to this he has specialized in working in rapidly changing environments that have high stakes goals to be met.

Hari Abburi

Hari Abburi is the Future Skills Curator & Faculty at the Fast Future Executive and the Managing Partner of The Preparation Company LLC. His work focuses on helping CEOs and Leadership teams shape strategy to be faster than the industry curve. He is a leading thinker on agility with his model ‘At The Speed Of The Customer’. As a Future Skills Curator, he works with industry leaders in understanding and building leadership capabilities of the future. You can read more about his work here: https://www.hariabburi.com/

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.

Jay Tkachuk

As Golden 1's new Chief Digital Officer, Jay focused on learning, planning and forming the team for the first few months.

Prior to this role, he was one of the leaders of the Security Service's digital transformation; formulated and executed digital banking, origination and digital payments roadmap; oversaw operations of the public and secure digital platforms, consisting of user experience, SEO, digital analytics, VOC (voice of the customer) and content management efforts, vendor evaluations, etc. In addition, he was actively involved in evaluating established and emerging technologies, such as machine learning, chat and chatbots, voice banking (Alexa, Google), etc., in their application to various enterprise use cases. Built the digital channel from scratch.

Prior to joining Security Service, he held web analytics and web strategy positions at AMD, U.S. Global Investors and Apple, and had consulting engagements with Ciber and CityVoice.

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.

Mirella Reznic

A creative, results-driven product leader with proven success in leading teams to drive revenue growth, regulatory compliance and business transformation. Experienced in analysing opportunities to optimize financial performance across the product life cycle, defining go-to-market strategies, managing P&L performance, and delivering digital solutions to drive positive client experience and operational efficiency.

We get it. No two financial institutions are the same. Your members are unique, with distinct pains, wants, and needs. Your teams have different goals and benchmarks for success because so does your institution.

One-size-fits-all solutions promise a lot but your gut feeling is they can't do or capture all you need them to. At least, not without a sizable commitment of time, effort, and resources.

Discover the Datava difference.

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.

Our intuitive CRM, MRM, and BI solutions are integrated, cloud-based, fully-managed, and configurable - built to be used by and useful to everyone, from your C-suite and branch managers to your lenders, tellers, and call center folks. And with clear, flexible pricing, you only pay for what you need.

Our solutions integrate with your existing systems to deliver the exceptional functionality your teams need to succeed. No need for internal management. Little to no load on your IT team. And speedy lead-time that’s hard to beat.

Datava’s solutions are designed to deliver, saving you time, energy, and money so you can get back to what matters most – your customers and members.

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.

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."

Gretchen Roriguez

Gretchen is an entrepreneurial-minded product leader with experience designing and launching global financial and non-financial products in multiple areas such as Fintech, e-Commerce, Cybersecurity, Identity & Trust.

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."

Kurt Cagle

Kurt Cagle is the Editor In Chief of The Cagle Report, and is a thought leader in AI, data science, ontologies, and digital transformation. His insights have shaped understanding of technology's impact on corporate and societal structures. He lives in Bellevue, WA, and can be reached at kurt.cagle@gmail.com.

Steve O'Donnell

Gaurav Bhatia

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.

Royce Ngiam

Royce Ngiam has joined the executive leadership team as Chief Marketing Officer entrusted with driving the brand while engaging and accelerating member growth.

With over 25 years of experience in banking/credit unions and an MBA with an emphasis in Marketing from the University of California, Riverside in 2001, Ngiam has extensive experience in creating and translating marketing strategies into actionable plans that increase brand awareness, attract and retain members and customers, while engaging the greater community with a positive and measurable return on investment. Additionally, he is a seasoned marketing professional who embraces creative development and strategies that utilize multiple platforms across the credit union’s audience through innovative solutions that are quantifiable, repeatable, and sustainable across all channels, all over a dynamic and evolving consumer landscape.

Prior to joining First City, he held various executive marketing and development roles at industry leading credit unions such as Financial Partners Credit Union and Partners Federal Credit Union.

Ryan Drake

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.

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."

Daragh Morrissey

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).

Peter Benjamin

Peter J. Benjamin, CMB is the President of the American Credit Union Mortgage Association (ACUMA).

A mortgage professional with 20 years of experience, Benjamin has held various positions throughout the mortgage industry including Senior Vice President of Mortgage Lending for Lafayette Federal Credit Union in Rockville, MD. During his time at Lafayette Federal, Benjamin led a high performing mortgage team that exceeded production and budget goals each year, reduced the Credit Union’s cycle times to the industry required timeframes; and improved the credit union’s application pull-through rate.

As an association, Benjamin wants to see ACUMA members continue to foster the collaborative spirit that has made the association so great and work together to support the American Dream of homeownership. He sees ACUMA as a vital education arm that helps Member Credit Unions gain market share in the mortgage industry.

Benjamin plans to grow membership in ACUMA to bring its unique and strong value proposition to more and more credit unions, so they become stronger mortgage lenders and credit unions capture more market share across the country. He plans to engage with the organization’s affiliate members and sponsors to strengthen the partnerships. And finally, he will seek to continue delivering the highest quality education and networking events.

Benjamin holds a Certified Mortgage Banker designation, sits on the Advisory Counsel for a George Washington University School of Business leadership certificate program and is a Six Sigma Black Belt. He spends his personal time with his wife, Danielle, and their three kids. A DC-area native; he enjoys hiking through our National Parks system, brewing in his basement home brewery, and spending quality time with his family.

Daisy Perez

Daisy is an experienced C-level Executive with 20 years of demonstrated history of lending banking operations and non profit sector management.

Skilled in Operations Management, Organizational Development, Sales Strategy Execution, Credit Risk Analysis, Mortgage, Consumer and Commercial Lending, she is a strong finance professional with a Ph.D in Organizational Development and Leadership. Master of Business Administration (M.B.A.) focused in Project Management.

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.

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 VP of Business Intelligence with Communication Federal Credit Union and specializes in data analytics, targeted marketing, and solutions through strategic, data-driven 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.

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.

Quinte Financial Technologies is a premier outsourcing provider specializing in automation solutions and data analytics capabilities for financial institutions of all asset sizes. We apply augmented intelligence by leveraging our deep domain expertise, technologies, machine learning, and artificial intelligence (AI) to deliver data-driven, tangible operational and strategic advantages to banks and credit unions.

Sriram Natarajan

Mr. Natarajan has over 30 years of experience in financial services for credit unions and payment processors. Most recently, he served as President and Chief Operating Officer of Quatrro Processing Services before integrating with Quinte in 2019. Mr. Natarajan's extensive experience in the credit and risk industry includes positions with several highly respected organizations, including American Express, HSBC, the National Bank of Kuwait, and GE Money. He holds several professional designations, including Certified Public Accountant, Chartered Global Management Accountant, and Certified Fraud Examiner.

Whether you’re focused on trying to better understand who your consumers are when they aren’t logged in, building better experiences in your digital channels for all consumers, or protecting your consumers from fraud in real-time, the underlying need is better digital data to make that happen. If you’re struggling with any of that, or simply tired of your existing digital data issues, then now is the time to meet with Celebrus. The Celebrus platform solves for the most common gaps in the industry today and offers a patented approach to digital identity and consumer context that will have you wishing it was deployed yesterday. Deployed in 32 countries today, Celebrus has empowered brands all across the world to improve their relationships with consumers via better data.

Maigari Jinkiri

Maigari spent his career focused on helping organizations to drive better and more informed decisions. In the Financial Services space, those include organizations like Capital One, Citibank, and First Tech Credit Union. He played a role in building a consultancy that was the digital analytics agency of record for companies in the Fortune 1000. Recently, he joined Celebrus as VP of Business Development to help drive growth for the only data collection platform that caused his jaw to drop after receiving his first demo 10 years ago.

Sean Flynn, Ph.D.

Sean is the Vice President of Analytics and Insights and the IT Innovation Team Lead at Coastal Credit Union. He has over 15 years of experience in data science and data product development. Prior to Coastal, Sean led the analytics product development team at a software startup and worked as a professor of economics and business strategy. He earned his Ph.D. in economics from NYU and his bachelor’s degree in political science from Duke University.

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.

Kelly Gage

Kelly is the Sr. Business Intelligence Analyst at Red Canoe Credit Union, working with leadership to develop a data-driven culture and creating efficiencies for staff. Prior to joining Red Canoe, Kelly spent 16 years at WSECU in several roles from Licensed Investment Assistant to Consumer Lending Research Analyst, where she discovered her love of data and skills in communicating between technical staff and business users.

David Eldred

David Eldred is Chief Experience Officer at Solarity Credit Union, headquartered in Yakima, Washington. A lifelong financial services professional, David’s experience is concentrated within CX/DX/UX, marketing, product development, marketing automation, and business intelligence roles.

Kelly Gage

Kelly is the Sr. Business Intelligence Analyst at Red Canoe Credit Union, working with leadership to develop a data-driven culture and creating efficiencies for staff. Prior to joining Red Canoe, Kelly spent 16 years at WSECU in several roles from Licensed Investment Assistant to Consumer Lending Research Analyst, where she discovered her love of data and skills in communicating between technical staff and business users.

Richard Hayden

Richard is an experienced Director, Data Science, with a track record of delivering high value solutions in several domains (Marketing, Finance, Business Process, and Information Technology) in the financial services industry.

Sophia Duan

The Director of Decision Science & Insights, Sophia, boasts over 12 years of experience in finance services. Her expertise lies in advanced analytics, credit risk, and model risk management, with a specialty in translating business challenges into analytics projects. She excels at transforming data into actionable recommendations to foster business growth and profitability. Sophia has successfully built and led a highly-skilled and productive analytics team, operating as an enterprise function. Her focus is on delivering business intelligence and cutting-edge analytics solutions to enhance decision-making and achieve enterprise goals. These goals encompass the development and deployment of explainable and regulation-compliant machine learning models for underwriting decisions and account management, surpassing industry scores. Additionally, she proactively collaborates with cross-functional leaders to enable data enrichment and construct scalable business intelligence solutions. These solutions facilitate impactful data-driven decisions on product strategy, profitability, member experience, and risk management. In her prior role at HSBC, Sophia led project teams in conducting full-scope independent reviews and effective challenges for CCAR, ALLL, IFRS9, and loss forecasting models, ensuring their robustness and alignment with intended use.

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."

Chrissy Siders

Chrissy Siders serves as the President/CEO of TRUE Community Credit Union, a credit union inspiring the pursuit of a life well lived throughout the State of Michigan. She joined the Credit Union in 1998 as a part-time teller and worked her way to her current position after holding various roles within the organization related to compliance, security, fraud, internal audit, and risk management. Her 19 year journey to President/CEO was challenging, fulfilling, and humbling, stepping into the position in 2017. Chrissy obtained a BA in Criminal Justice in 1999 from Michigan State University (Go Green!) and her MBA from Spring Arbor University in 2010. Chrissy has held certifications of Credit Union Compliance Expert, Certified Fraud Examiner, Bank Secrecy Act Compliance Specialist and Credit Union Enterprise Risk Management Expert.

Chrissy also serves as an adjunct professor at Spring Arbor University in both their undergraduate and graduate programs. Chrissy chairs the Jackson College & Career Access Center Board and Henry Ford Jackson Hospice Board. She is the treasurer for the Jackson County Chamber of Commerce, serves as Treasurer for the Enterprise Group and as a trustee on the Henry Ford Jackson Board. She loves animals (especially dogs), and as such, serves on the Cascades Humane Society Board. She is actively involved in the credit union space, shouting the credit union difference from the rooftops!

Chrissy has been married to her high school sweetheart, Eric, for over 26 years and they have two daughters, Sierra (23) and Sydney (21), plus a fabulous son-in-law, Jacob (23). Chrissy is a passionate leader inspiring and cultivating joy one member and one employee at a time. She loves the credit union industry and the communities the credit union serves. She deeply desires to show up with love, kindness, and respect in all that she does, hoping it will be contagious! It is not lost on her how blessed she is to lead such a great organization, and she works each day to do the work she knows she was called to.

Rozalind Kitt

Rozalind Kitt, AVP of Business Intelligence based in Spokane, WA, boasts a distinguished tenure at Spokane Teachers Credit Union, where she has held various roles, culminating in her current leadership position. With a career spanning 19 years, Rozalind has consistently driven initiatives that reduce costs, enhance efficiency, and elevate customer service standards. Her expertise in business intelligence, data analysis, and process improvement has been instrumental in revolutionizing operations and spearheading innovative solutions. Armed with a Master's degree in Data Analytics from Western Governors University and a Bachelor's degree in Public Relations from Gonzaga University, Rozalind continues to be a trailblazer in the field of data-driven decision-making.

Anne Legg

Anne Legg is the founder of THRIVE Strategic Services. She is an award-winning, internationally recognized credit union industry leader who is leading change via the development of data transformation strategies for Credit Unions. She is an author, educator and marketplace presenter who holds an MBA thesis on the credit union business model as well as two internationally published whitepapers on credit union business strategy. She has worked with nearly 600 credit union senior leaders to help them leverage their data for exponential growth.

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."

Jon Deutsch

Jon Deutsch, Managing Principal at CULytics, is a distinguished authority in financial services technology, data and analytics, fintech development, and data management solutions. Renowned for innovative leadership and transformative strategies, he has led successful turnarounds and pioneered impactful products, sales, and marketing initiatives. Jon is an alumnus of USC and Rutgers University.

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."

Hilary Kissell

As the Director of Marketing and Community Development at Embold Credit Union, Hilary lead with her head and heart to plan, direct, and organize the activities of two departments that support the credit union's mission and vision. She has over five years of experience in marketing and communication roles within the credit union industry, and holds an MA in Communication and Leadership, a Social Marketing Certification, and a Credit Union Certified Marketing Executive credential.

Daniel Koberstein

Daniel chooses to assist in bettering the lives of others, and enjoys being apart of helping people meet or exceed their financial goals or needs.

Jon Deutsch

Jon Deutsch, Managing Principal at CULytics, is a distinguished authority in financial services technology, data and analytics, fintech development, and data management solutions. Renowned for innovative leadership and transformative strategies, he has led successful turnarounds and pioneered impactful products, sales, and marketing initiatives. Jon is an alumnus of USC and Rutgers University.

Sivaram Parameswaran

Responsible for the firms’ strategy, product vision and partnerships. On an exciting journey to build technology platforms, leveraging Language Interfaces and Generative AI, to make things better.

28+ years of technology experience at The Bank of New York Mellon, Pershing and FedEx in the areas of Data Science, Data Strategy and Product Management.

Passionate about solving complex business problems, product and data driven innovation.

While not at work, has books for company, teaches students and loves to travel to the remote corners of the globe - World is Beautiful.

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."

Erik Hawkins

Erik is an innovative, resourceful, and driven data scientist with a rich, multidisciplinary background and over seven years of entrepreneurial experience. His background as a litigator and small business owner assists him in using machine learning and AI in unique ways to add significant value and drive business decisions.