Jennifer Flexer

Take a Shakespeare and marketing geek, and add a side of data shenanigans, and you have Jennifer Flexer. Jen is the Vice President of Data Governance, Strategy, and Analytics at CEFCU, a new role bearing responsibility for documenting and helping modernize CEFCU’s data culture and practice.

With 27 years of experience leading teams across the marketing and data verticals, Jen specializes in connecting audiences across cultural gaps, whether those represent tech workers, businesspeople, creatives, or consumers. At all levels and scales from marketing and branding, to working one-on-one with teammates, Jen empowers others to build financial and professional success.

When she’s not at CEFCU, Jen enjoys volunteering at her church and serving on the advisory board for a Central Illinois anti-child abuse nonprofit. She can also be found reading, baking, rooting for the Ohio State Buckeyes, and planning future adventures, such as tackling the Great Loop with her husband of nearly 30 years, Jim.

Amazon Web Services (AWS) empowers credit unions to innovate and grow. With tailored cloud solutions, AWS helps modernize infrastructure, enhance security, and improve member experiences. Credit unions can leverage advanced data analytics, artificial intelligence (AI), and scalable services to meet evolving member needs. Learn how AWS can help future-proof your credit union's technology and stay competitive.

Murali Ramanathan,

Ramanathan Muralidhar is a Senior Solutions Architect in Amazon Web Services, where he helps Credit Unions move to cloud & modernize thereby improving member experience. Ramanathan Muralidhar over 25 years of experience in handling complex applications and in the last decade has been pioneering cloud methodologies which helps customers move to the cloud in a efficient fashion.

Nancy Sternitzky

As the Chief Information and Digital Officer at Sound Credit Union in Tacoma, WA, Nancy shares her passion for technology with her love for digital engagement. Nancy’s career spans the financial, transportation, and legal industries. She previously served as Deputy Director of IT at the City of Seattle, and has over 25 years in credit unions, working alongside some of the very best at GTE Financial FCU and BECU. She received the CU Times 2024 Luminary for Innovation in Tech-CIO of the Year, is a repeat Finalist for the Seattle CIO/Orbie award, and received her Executive MBA from Seattle University Albers School of Business.

Adrian Rodriguez

Adrian Rodriguez is a seasoned Digital and Data Leader known for delivering innovative technology solutions and effective IT strategies. He builds trust and credibility with stakeholders through unwavering integrity and strong ethics. Adrian excels at mentoring teams, offering hands-on guidance, and fostering a growth-focused mindset. He is adept at managing cross-functional projects, integrating both existing and emerging technologies, and providing strategic advice to executive leaders and peers. Passionate about technology and data innovation, Adrian continuously enhances his knowledge and skills to drive organizational change and digital transformation. His ultimate goal is to leverage technology to create meaningful improvements in communities.

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.

Creatio is a global vendor of an AI-native platform to automate CRM and workflows with no-code. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA.

Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. We help our customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams.

Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals.

Our customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Our platform empowers knowledge workers to build applications with no-code while increasing organizational capacity.

We believe in genuine care. We build sincere relationships with our clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value.

Creatio is an American company headquartered in Boston, MA. We have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators.

Our culture is about genuine care for our clients and partners, passion, going the extra mile and staying positive.

Isabel Rios

Amazon Web Services (AWS) empowers credit unions to innovate and grow. With tailored cloud solutions, AWS helps modernize infrastructure, enhance security, and improve member experiences. Credit unions can leverage advanced data analytics, artificial intelligence (AI), and scalable services to meet evolving member needs. Learn how AWS can help future-proof your credit union's technology and stay competitive.

Matt Meis

Matt Meis is a Cyber Fraud Manager at Summit Credit Union with over 15 years of experience in the cybersecurity and IT space. He has built banking fraud detection systems, written college level cybersecurity curriculum, and started DomainAlarm to proactively detect phishing sites. In addition, Matt recently published a new book: Survive Online, which aims to help individuals improve their cybersecurity posture.

Adam Foldenauer

Sunder Srinivasan

Sunder Srinivasan serves as the Executive Vice President and Chief Information Officer (CIO) at Tech CU since 2022. He brings over 30 years of extensive experience in the banking and financial services sector, particularly in leading Information Technology/Data and Analytics initiatives. His career is marked by a proven ability to foster collaborative relationships with business leaders, ensuring that his team identifies and implements the most suitable technology solutions for organizational needs.

Jill Sammons

Jill Sammons brings over 30 years of dynamic experience in credit union marketing and business development, having launched her career at BCU in 1991. Today, she leads initiatives that build brand loyalty, deepen member lifetime value, and drive strategic growth and engagement across the Credit Union and its two wholly owned CUSOs—BCU Wealth Advisors and Life. Money. You.®. Known for her inspiring leadership, positivity, and agility, Jill’s passion for delivering exceptional results and fostering high-performing teams is evident in every endeavor. She earned her bachelor’s degree from the University of Illinois at Urbana-Champaign and holds an MBA from the Lake Forest Graduate School of Management.

Jill and her husband Derek enjoy globetrotting with their three adult children and outdoor activities of all kinds - hiking, golfing, and cycling to name a few.

Tursio empowers knowledge workers with quick analyses using generative AI. It combines accurate data search with creative reasoning for holistic perspectives and fast decisions. Our patent pending technology drives productivity and growth across Banking, Insurance, Healthcare, and Technology sectors.

Ben Joseph

Rony Chattejee

Rony Chatterjee, PhD, is the Co-Founder and Chief Product Officer at Tursio, where he builds AI tools that let enterprises ask questions in natural language and get instant answers from their data. A former Microsoft and Amazon leader, he focuses on delivering fast, practical insights that improve decision-making and efficiency.

Rise Analytics is a credit union cooperative and technology partner for credit unions. With analytics, cloud and talent solutions, credit unions can increase efficiency and improve member experience. As a tech partner, Rise Analytics ensures that credit unions have access to the latest generation of fintech solutions.

Phil Swift

Phil has 25+ years of experience in the financial industry with over 20 years in Data Warehouse and Data Integration. With a Bachelor’s of Science in Accounting and Masters in Information Systems, I have been very successful in deploying effective Data Strategies for a variety of Financial Institutions.

Avery Swiontek

Avery Swiontek brings nearly a decade of hands-on experience in the credit union industry, having served in frontline roles, leadership, and fraud prevention at a local Tampa, FL-based credit union. Her deep understanding of credit union operations and member needs now fuels her work at Rise Analytics, where she has spent the past two years as a Product Manager. Avery partners with credit unions across the country to harness the power of predictive analytics—empowering them to deliver personalized, targeted marketing, monitor risk more effectively, and drive meaningful growth and member retention.

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.

Taylor Tarras

Taylor Tarras is the Fraud Manager at Royal Credit Union, where she oversees fraud mitigation and recovery. Taylor brings more than 12 years of experience in the industry and has earned the Accredited Payments Risk Professional (APRP) accreditation through NACHA.

Marcus Rose

Marcus Rose is the Fraud Prevention Manager at Chevron Federal Credit Union, where he has served for more than two years. In this role, he oversees daily fraud operations while leading the implementation and enhancement of fraud controls across the organization. With over a decade of experience in fraud prevention, Marcus began his career at Chase Bank with a focus on credit card fraud prevention. His expertise also extends to managing credit reporting disputes and developing comprehensive strategies to mitigate fraud risks. Known for his hands-on approach, Marcus is dedicated to protecting financial assets and staying ahead of emerging fraud threats.

Amber Nguyen

Amber Nguyen is the Vice President of Process Innovation at Mission Federal Credit Union, where she leads Agile and process transformation with focus on organizational agility, operational excellence, and relentless improvement. With a deep belief in the power of people-centered change, Amber helps organizations navigate complexity with clarity, courage, and purpose.

A dynamic leader and strategic thinker, Amber brings over a decade of experience driving cross-functional collaboration and scaling innovation across financial services. She is known for her proven framework for intentional technology selection—ensuring that whether the solution is built, bought, or partnered, it aligns with customer needs and delivers measurable value.

Outside of work, Amber is a proud mom of three energetic boys and shares life with her wonderful husband, who is her biggest supporter. She’s also a Pilates and Peloton enthusiast—finding strength, balance, and inspiration on the mat and the bike. Whether leading transformation at Mission Fed or managing the joyful chaos of family life, Amber brings the same energy, curiosity, and heart to everything she does.

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.

By integrating dynamic risk profiling and AI-powered interventions, Charm Security empowers financial institutions to reduce fraud losses, enhance customer trust, and drive sustainable growth.

Freddy Massimi

Freddy Massimi is a seasoned fraud fighter who has spent his career helping financial institutions protect people from scams, human trafficking, and financial exploitation. He’s worked in senior fraud roles at major banks, partnered closely with law enforcement, and helped build industry-wide collaborations to stay ahead of emerging threats. Known for his “people-first” approach, Freddy blends hands-on case experience with a deep understanding of today’s fraud landscape from romance scams and account takeovers to synthetic IDs and large-scale investment fraud. He’s passionate about using technology, including AI, to strengthen prevention efforts while never losing sight of the human side of fraud.

Yoav Koren

FinGoal's Insight Platform sits on top of digital banking and finance data. FinGoal’s mission is to be the most trusted enabler of hyper-personalized financial services.

FinGoal builds analytics and infrastructure for trusted financial institutions all predicated on understanding their account holders on a more human level; what they care about, what they value, and what is motivating them right now. By turning transaction data into highly detailed personas of each user, FinGoal surfaces the most relevant calls to action to each user.

Shane Knighton

Shane Knighton is an experienced lending and business banking executive with a passion for driving growth and innovation in the financial services industry. He currently serves as the Vice President of Lending and Business Banking at Travis Credit Union.

Throughout his career, Shane has established himself as a leader in creating and executing strategic initiatives that enhance member experience and expand business services. Prior to his role at Travis Credit Union, he was the SVP, Head of Business Services at Golden 1 Credit Union, where he built the business services division from the ground up. His extensive experience also includes roles as President/CEO of Member Business Lending , and leadership positions at Kinecta Federal Credit Union and UNIFY Financial Credit Union.

Shane holds a Bachelor of Science in Business Administration with Honors from the University of Phoenix. He is also dedicated to his community, having served as a board member for Child Advocates of Placer County.

Shane resides in the foothills of the Sierras outside of Sacramento with his wife. In his spare time, Shane enjoys backpacking and exploring the beautiful wilderness out his back door.

David Nohe

David spent several years at Apple leading GTM teams and launching the original iPhone in the US and in the UK. From there, David co-founded WellFit (Acq’d) at the intersection of financial technology & healthcare innovation working on new ways to reduce waste and help people afford the healthcare they need.

David co-founded FinGoal with a singular goal: to serve the innovators who are helping regular folks take back control of their financial life. Under David’s leadership, FinGoal has grown into a full Insights Platform encapsulating a 360 view of an credit union's members, user personas, and hyper-personalized actionable insights.

David received his J.D. from the University of Maryland and his B.A. in Economics & Political Science from UMBC. David lives with his wife, Carolyn, and their two kids in Lafayette, CO.

By integrating dynamic risk profiling and AI-powered interventions, Charm Security empowers financial institutions to reduce fraud losses, enhance customer trust, and drive sustainable growth.

Roy Zur

Roy is a serial entrepreneur and cyber intelligence expert with over 20 years of experience, currently the CEO & Co-Founder of Charm Security, a company fighting scams, social engineering, and human-centric fraud. Roy previously founded and led Cybint (acquired, now ThriveDX), a global provider of cybersecurity training and phishing platforms (human risk). Roy began his career with a decade in Israel's elite 8200 intelligence unit and is also a certified attorney who has served at the Israeli Supreme Court (with an emphasis on financ ial c rime). With deep expertise at the intersection of technology, psychology, and cybersecurity, Roy is dedicated to leveraging advanced AI solutions to address critical global challenges, such as scams, fraud, and human-centric cyber attacks. He frequently speaks at global conferences, workshops, and events on these topics. Roy holds degrees in law and business and is an alumnus of Wharton and Tel Aviv University.

Aunalytics revolutionizes the way financial institutions harness the power of data to mold their strategic and operational decisions. Aunalytics empowers credit unions with valuable, AI-driven insights to increase deposits, improve member relationships, and deliver new products and services. As a primary advisor powering analytics innovation, our side-by-side service model provides both the analytics talent needed for success in addition to technologies and tools that allow organizations to get the answers they need to thrive in a rapidly changing banking environment.

Kyle Davis

Kyle Davis is the Vice President of Managed Analytics at Aunalytics, focused on working with organizations towards the achievement of economic value through data-driven solutions. Kyle has been the product lead in Financial Services for 5 years and has experience working with organizations to complete analytics solutions in financial services, manufacturing, and healthcare.

Kyle specializes in guiding clients through the complexities of data management and analytics. Kyle has a deep understanding of a client's business goals, assessing their current data landscape, and recommending strategies to leverage data for better decision-making and competitive advantage.

Prior to Aunalytics, Kyle worked in the Purdue Research Park as part of a venture capital team commercializing technology out of Purdue University into new businesses. Kyle earned his Bachelor’s degree in finance from the University of Dayton.

Arkatechture’s featured solution for Credit Unions, Arkalytics, is a data platform that combines a managed cloud-native data warehouse with a suite of financial reports and analytical models. Arkalytics integrates your disparate data sources into a single source of truth through an automated lean data pipeline.

Pat Lapomarda

Pat Lapomarda is the Director of Data Science at Arkatechture. He has a passion for harnessing data to drive informed action. Over the past 25 years, he has advised, developed, and implemented data science solutions at scale, including risk and marketing scoring systems. These solutions have primarily been at financial services companies ranging in size from top ten banks, like TD Bank and KeyBank, to community finance institutions and boutique finance companies. In addition, he consults with clients in all industries on applying analytics at-scale. His direct efforts have resulted in tens of millions of dollars of both increased revenues and loss avoidance. These results are achieved by focusing on his depth of experience into a blend of risk management principles, quantitative methods, and driving informed change management in data science. He is a partner at his firm Arkatechture, where he has collaborated with his other partners to package this into Arkalytics, a data and analytics ecosystem for financial institutions. Pat is a graduate of the College of the Holy Cross and completed graduate studies in Mathematics at Wesleyan University.

David Avina

David Avina is a data-driven technologist who fuses experimental rigor with full-stack engineering to convert raw data into actionable product insights. Centered on delivering machine learning that works in production, he has spent the past decade architecting scalable pipelines, steering cross-functional teams, and designing experiments that drive meaningful cost reductions while surfacing thousands of critical business metrics.

Erik Hawkins

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

Zachary Wikstrom

Zach Wikstrom is the Manager of Data Analytics at Firstmark Credit Union, where he leads a growing team responsible for strategic analytics initiatives, data governance, and AI integration. Since joining Firstmark in 2020, Zach has driven efforts to automate reporting, enable self-service analytics, modernize the data stack, and build predictive models that support key business decisions. He also leads the credit union’s data governance task force and AI team, helping shape policy and innovation strategy across the organization.

Zach holds an M.S. in Data Analytics and a B.A. in Mathematics, both from the University of Houston – Downtown. He is also a certified PMP and adjunct mathematics professor at both UHD and Lone Star College. A former district Teacher of the Year, Zach brings a unique blend of technical depth, leadership, and a passion for education. Outside of work, he enjoys weightlifting, martial arts, woodworking, and spending time with his wife and two children.