2025 Summit

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2025 Data Transformation Challenge

Agenda

Agenda

March 18, 2025 | TUESDAY

 

8:00 AM8:15 AM

Welcome Address

Naveen Jain

Founder & 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.

8:15 AM8:30 AM

What's New At Summit

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.

Jon Deutsch

Managing Principal, CULytics

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.

8:30 AM9:30 AM

The State and Future of Data Analytics in Financial Services

Adwait Joshi

Founder, CEO & Chairman of the Board, DataSeers

Adwait Joshi is a seasoned technologist and entrepreneur with 15 years of experience across various industries. He launched his first business right out of high school, achieving profitability within the first year. Driven by his passion for Indian music, he founded a 501(c)(3) organization that has grown into the largest online resource for Indian music, reaching audiences in 170 countries and expanding at a double-digit growth rate year over year under his leadership.

Adwait has collaborated with numerous businesses to develop and refine their product portfolios, guiding them from ideation and innovation to strategy and implementation. His expertise lies in leveraging IT to create simple yet effective solutions for complex challenges.

Through his business, he partners with large corporations to analyze data and enhance profitability by providing C-level executives with actionable insights.

9:30 AM9:45 AM

Break and Exhibitor Hall

9:45 AM10:30 AM

The Future of AI in Credit Unions - Driving Operational Efficiency and Growth


Steve Simpson

Principal Consultant, FinTech Data Science Consulting

Steve Simpson is a seasoned consultant specializing in advanced analytics, system conversions, mergers and acquisitions, software development, and delivering actionable strategies to achieve immediate ROI for financial institutions.

From basic segmentations to cutting-edge analytics and machine learning, Steve empowers business lines to make informed, data-driven decisions. He emphasizes uncovering the wealth of untapped potential within an organization's data.

Steve has held executive leadership roles at prominent organizations, including Bank of America, Sheshunoff Management Consulting, The Independent Bankers' Bank, Caja Madrid, and various banks and credit unions. His extensive industry experience and deep expertise in software and analytics uniquely position him as a trusted advisor to financial institutions worldwide.

Throughout his career, Steve has developed products used by leading consulting firms and software providers, led numerous mergers and acquisitions, successfully converted over 55 core banking systems, and guided an internet banking startup to a NASDAQ IPO.

For more details on his services, publications, and patents, visit his website at www.StevenDSimpson.com.

10:30 AM11:15 AM

Executive Panel Session


Chrissy Siders

President/CEO, TRUE Community Credit Union

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.

George Rudolph

President & CEO, PSECU

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.

Pam Piligian

Chief Marketing Officer, SVP, Navy Federal Credit Union

Pam Piligian is the Senior Vice-President and Chief Marketing Officer (CMO) at Navy Federal Credit Union. She spearheads both executive roles in what is known as the largest credit union in the world.

At Navy Federal, Pam maximizes her data and analytical skills to steer the union’s growth. She consistently achieves this feat by leading teams through sound business strategies and exceeding KPIs.

Her career portfolio showcases an extensive list of well-known companies that have scaled under Pam’s leadership.

Pam Piligian remains a trusted leader who specializes in leadership, strong business partnerships, and strategic execution.

11:15 AM12:00 PM

Mentor Led Discussion

12:00 PM1:00 PM

Lunch and Exhibitor Hall

1:00 PM1:30 PM

Empowering credit unions with generative AI to drive member experience


SPONSORED BY:
 

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.

Thomaz Demoura

Data Science Manager, Digital Federal Credit Union

Thomaz DeMoura serves as the Data Science Manager at Digital Federal Credit Union (DCU), where his expertise in analytics and machine learning drives transformative strategies across the financial services spectrum. With over 18 years of experience at DCU, Thomaz has played a pivotal role in developing advanced AI technologies, including predictive modeling and generative AI, to enhance member engagement and operational efficiency.

Ramanathan Muralidhar

Senior Solutions Architect, Amazon Web Services

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.

1:30 PM1:45 PM

Community Member Awards

 

Unlock Your Credit Union’s Future with Rise Analytics


PRESENTED BY:
 

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. Learn more at Trellance.com.

Nate Wentzlaff

AVP of Product Management, Analytics Platform, Rise Analytics

Nate Wentzlaff serves as AVP of Product Management for the Analytics Platform at Rise Analytics. He brings the power of analytics and the beauty of data visualization to credit unions through an analytics platform. The analytics platform includes a wide variety of products for credit unions to unlock insights from their data. In his role, he works to bring excellent member experiences and strengthen credit unions with greater insight into their organization. He holds a B.A. in Business with a major in Finance from The Curtis L. Carlson School of Management in Minneapolis, MN.

 

Becoming a Data Powerhouse


PRESENTED BY:
 

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.

Jackie - Rousseau Anderson

Chief Revenue Officer, Arkatechture

Jackie Rousseau-Anderson is the Chief Revenue Officer at Arkatechture, where she leads cross-functional teams to help credit unions harness the power of data analytics, business intelligence, and artificial intelligence. With a passion for driving continuous business improvement, Jackie brings extensive experience in data-driven strategies, customer insights, and growth leadership. Prior to Arkatechture, she held leadership roles at various data and technology companies, guiding organizations to make smarter, more informed decisions. A recognized industry expert, Jackie is dedicated to helping financial institutions leverage data to better serve their members and achieve long-term success.

Erik Howden

Manager Business Advisory Services Arkatechture

 

1:45 PM2:15 PM

Fintech Insights Showcase


PRESENTED BY:
 

FinTech Insights is the AI-powered competitive analysis platform for banks, credit unions and fintechs. By analyzing the digital banking offerings from banks, CUs, and fintechs, FinTech Insights allows its users to innovate faster, speed up their product releases, and de-risk their product strategy.

Nickolas Belesis

Vice President of Growth & Partnerships, FinTech Insights

Nickolas P. Belesis is the Vice President of Growth & Partnerships at FinTech Insights, where he empowers banks, credit unions and fintechs worldwide to create customer-centric digital banking experiences. With over four years at the forefront of fintech growth and 10 years in technology-driven organizations, Nickolas specializes in assisting digital banking teams to accelerate go-to-market strategies and minimizing risks for digital banking product releases.

Nickolas has helped digital banking teams around the world optimize their UX and NPS scores, ensuring they deliver seamless and impactful experiences to customers. His expertise lies in bridging the gap between cutting-edge technology and customer needs, enabling organizations to innovate with confidence.

A recognized fintech growth expert and enthusiast, Nickolas is passionate about AI, future-tech and bridging the gap between businesses and consumers. With a strong background in growth, partnerships, and market development, he has worked across diverse markets, from London, NYC to Miami, and assisted C-suite executives in maximizing technology utilization.

2:15 PM2:45 PM

Break and Exhibitor Hall

2:45 PM3:30 PM

Overcoming the Maze - Navigating AI Challenges in Credit Unions

Humayun Zafar

Interim Department Chair Information Systems & Security, Kennesaw State University

Dr. Humayun Zafar is a professor at Kennesaw State University specializing in cybersecurity, fintech, and emerging technologies. An award-winning educator and researcher, he provides strategic insights into digital transformation. With a focus on practical innovation, Dr. Zafar engages audiences on the intersection of technology, risk, and growth in the financial sector.

3:30 PM4:15 PM

Panel Discussion

John Sahagian

VP & Chief Data Officer, BCU

As a VP and CDO at BCU, John is responsible to establish and evolve enterprise data and intelligence vision, strategy and execution to maximize value provided to BCU and its members; He also provides thought leadership for business utilization of data-driven engagement strategies and systems.

Richard Hayden

Data Science Director, Virginia Credit Union

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

4:15 PM5:00 PM

Mentor Led Discussion

5:00 PM5:10 PM

Wrap Up

5:10 PM7:00 PM

Networking and Cocktail Reception

March 19, 2025 | WEDNESDAY

 

8:00 AM8:15 AM

Welcome Address

Naveen Jain

Founder & 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.

 

Opportunity Mining and Management


PRESENTED BY:
 

The Lodestar platform empowers you to combine data from your core processor and other siloed systems into a holistic data warehouse. In addition to a plug and play warehouse foundation, Lodestar also provides robust business intelligence tools, allowing you to customize the content to meet your organization’s strategic initiatives.

Adam Tassone

Analytics Technical Lead, Lodestar Technologies

Adam Tassone is Lodestar's Analytics Technical Lead. With 10 years of experience in the financial sector, Adam has spent the last two years with Lodestar, focusing on data analytics and delivering long-term value for our clients. Based in Virginia Beach, Virginia, he brings passion and dedication to fostering true connections and partnerships, aligned with our company values.

 

The AI Advantage - How Data-Driven Credit Unions Are Stealing Your Members


PRESENTED BY:
 

BlastPoint, Inc., is a B2B provider of customer intelligence and analytics solutions that companies across sectors rely on to optimize revenue growth. Serving the energy, financial, and automotive sectors, as well as numerous nonprofit community organizations, BlastPoint helps companies discover, target and engage the humans in their data.

Our customer intelligence platform makes AI-powered insights accessible to business users, no data management expertise necessary. This makes BlastPoint the go-to resource for business teams who seek to better understand the people and places they serve.

BlastPoint has helped partners across sectors accomplish business objectives and surpass benchmarks. Results we've helped our partners achieve include increasing digital engagement by 670%, surpassing social media benchmarks by 30%, saving $1.3 million by enrolling more customers in paperless billing, getting a 47% payment in full response from delinquent accounts, and more.

Tomer Borenstein

CTO and Co- Founder, BlastPoint

Tomer Borenstein has significantly expanded BlastPoint by developing AI technology for Credit Unions. His leadership fostered partnerships,extending the technology's reach that currently serves over 23% of the United States. He has been named a Business Times’ “30 under 30,” has authored numerous articles, and speaks regularly at conferences on the benefits of AI and machine learning for member engagement and business growth. His previous work in the startup space includes an exit to Apple. Tomer holds a Bachelor’s degree in Electrical and Computer Engineering and a Master’s in Machine Learning and Computer Vision from Carnegie Mellon University.

 

A Familiar Story


PRESENTED BY:
 

We’re Gemineye (formerly The Knowlton Group), and we’re rewriting the script on the relationship credit unions have with data analytics. For many credit unions, it’s still burdensome to become data-driven, and we are tackling common challenges like customizations and implementation speed. Our persistence in problem-solving and refreshingly flexible data solution has made us a leader in a crowded marketplace. We’re Gemineye – allowing you to drive the data and the journey.

Maggie Chopp

Director of Business Development, Gemineye

Maggie is the Director of Business Development at Gemineye, where she leverages her extensive experience in analytics and business development to serve credit unions. With over five years of experience as a retail sales leader in the credit union industry, Maggie transitioned to analytics, becoming the data program admin at her credit union and later a Senior Consultant for a Microsoft third-party firm. Maggie's firsthand experience gives her a unique appreciation for the challenges credit unions face when making the most of their data.

 

Driving Tangible Return on AI


PRESENTED BY:
 

Sway Al's mission is to make AI so accessible that it empowers both business and technical experts and enables them to create powerful Al applications, all without writing a single line of code.

Austin True

Vice President of Sales, Sway AI

Austin True is the Vice President of Sales at Sway AI (No-Code AI & Predictive Analytics). He brings over a decade of experience supporting successful data analytics projects and platform adoption. In his current role, he leads the revenue growth and Customer-Facing Data Science teams that designs and implements AI use-cases for Credit Unions. He spends a significant number of his waking hours reading through Credit Union call reports, matching solutions to business needs, and chasing around his 4 toddlers.

 

Aunsight Intelligence Service


PRESENTED BY:
 

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.

Ryan Wilson

Regional Vice President of Client Engagement, Aunalytics

Ryan Wilson is the Regional Vice President of Client Engagement 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. Analytics is an analytics and IT services company driven to use data and AI to solve problems and increase productivity.

 

Payment Dispute Automation


PRESENTED BY:
 

FINBOA is a leading innovator in digital process automation and regulatory compliance for banking institutions. By replacing outdated, manual systems with simple rule-based robotic process automations, FINBOA helps banks and credit unions transform the back-office to optimize operational efficiency, compliance accuracy and customer experience, while reducing costs and reputational risk. With an end-to-end cloud-based automation platform and a portfolio of quick to implement, easy-to-use, cost-effective and proven workflow solutions, FINBOA puts process automation within reach.

David Daniel

Director of Sales, FINBOA

David Daniel is a highly skilled business leader with over three decades of experience in the banking industry. Dave has partnered with financial institutions of all sizes to deliver result-oriented solutions. His expertise spans core banking, document management, employee efficiency, and transaction processing. Prior to joining FINBOA as the Director of Sales, Dave built a successful career at FIS, FISERV, and NContract.

 

End-to-End Data Activation


PRESENTED BY:
 

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.

Gordon Flammer

CEO, Datava

Gordon Flammer is the Founder, President, and CEO of Datava, bringing twenty years of thought leadership, strategic vision, and tactical expertise in architecting database management software. His work has driven productivity gains, operational enhancements, market share growth, and increased revenue within the financial services industry.

He has led data-centered initiatives for TD Bank, US Bank, Wells Fargo, and over 100 other financial institutions ranging from $100 million to $795 billion in assets. His extensive experience across organizations of all sizes gives him a unique ability to listen, learn, and deeply understand each institution’s operational nuances, challenges, and goals—ensuring tailored, best-fit solutions that drive success.

Gordon possesses first-hand knowledge of the opportunity costs financial institutions face when evaluating business intelligence, data aggregation, analysis, and reporting solutions. His passion lies in being a trusted resource for current and prospective clients, helping them navigate and avoid wasted time, effort, and investment at every stage.

When he’s not focused on elevating client success, innovating Datava’s solutions, or leading agile development, sales, and marketing teams, Gordon enjoys spending time with his two boys, playing tennis, and experimenting with new recipes alongside his wife.

8:15 AM9:00 AM

Using Privacy-First LLM Models to Predict Next Best Actions


PRESENTED BY:
 

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.

David Nohe

CEO, FinGoal

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.

9:00 AM9:30 AM

Break and Exhibitor Hall

 

Big Bank Analytics - Stories of Struggle and Triumphs

Elias Kruger

Data Science Leader in Finance

Elias Kruger brings over 15 years of leadership experience in analytics and data science, establishing himself as a multifaceted and innovative professional with a proven ability to transform complex data into actionable strategies. He possesses deep expertise in machine learning, data mining, clustering, targeting models, and statistical and financial modeling.

In his role as Data Science Manager at Wells Fargo, Elias spearheaded the development and execution of a groundbreaking advanced analytics rotation program for MS analytics graduates. This best-in-class initiative, spanning the US and India, successfully deployed new talent to enhance advanced analytics capabilities across the organization. Additionally, he led a diverse team of analysts and consultants to design and implement cutting-edge modeling solutions for business applications, including personalization, marketing, and consumer model innovation.

Elias is passionate about fostering a culture of innovation and learning, with a mission to enable responsible, data-driven decision-making that drives meaningful business outcomes.

 

Data Transformation

Erik Hawkins

Assistant Manager Data Analytics, Redwood Credit Union

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.

 

Risk Hub

Jennifer Brantner

VP - Payments, Royal Credit Union

Jennifer Brantner oversees money movement operations at Royal Credit Union, encompassing ACH, item processing, image processing, wire transfers, card services, returned deposit items, ATMs, fraud prevention, and compliance with various regulations and changes. She leads strategic planning efforts, focusing on industry evolution and emerging technologies, while driving the development and execution of critical path roadmaps to achieve organizational goals.

 

Call Me Maybe. Collections Call Prioritization

Lizzy Rudloff

Sr. Data Scientist, Virginia Credit Union

Lizzy is a Data Scientist at Virginia Credit Union where for the past three years she has focused on product recommendations, designed experiments application, deposit forecasting and collection and recoveries projects. Lizzy earned a Masters in Statistics from University of Massachusetts, Amherst. She enjoys focusing on ways in which data can be used to optimize and improve employees current working patterns.

9:30 AM10:45 AM

Marketing Analytics

Nolan Walker

VP of Data Analytics, Suncoast Credit Union

Nolan Walker is a highly skilled professional in business intelligence, with extensive expertise in supporting complex, deadline-driven operations. He excels at analyzing and simplifying large volumes of data from diverse sources and departments, transforming them into actionable insights for senior management, particularly within RFP processes.

Known for his exceptional communication, analytical, and presentation skills, Nolan is detail-oriented, adaptable, and capable of multitasking effectively while maintaining a clear sense of priorities. A fast and driven learner, he works seamlessly with employees and management at all levels, thrives in team projects, and consistently meets tight deadlines. With a strong commitment to motivational team leadership, Nolan is dedicated to driving organizational success and achieving objectives efficiently.

10:45 AM11:30 AM

Mentor Led Discussion

11:30 AM11:45 AM

Vote and Awards

11:45 AM1:00 PM

Lunch and Exhibitor Hall

 

Unlocking the Future of Data- Strategy, Dashboards and Success


CASE STUDY BY:
 

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. Learn more at Trellance.com.

Shyamnadh Kalyanapu

Director of Cloud and Data, California Coast Credit Union

Shyam Kalyanapu is the Director of Cloud and Data at California Coast Credit Union. He is dedicated to driving innovation through technical and strategic insights while fostering a culture of excellence throughout the organization. Shyam's expertise includes process optimization, efficiency improvements, and cost-saving strategies, all while maintaining robust security measures and adhering to strict budgetary guidelines. Throughout his career, Shyam has showcased exceptional execution and adaptability, successfully leading key data strategy initiatives and promoting data literacy within the Credit Union. His proactive management of vendor partnerships, including data analytics solutions like Trellance, has consistently resulted in measurable business impact. Above all, Shyam strongly believes in the principle that "Credit Unions are all about helping each other."

 

Creating a Symphony of Insights at Valley Strong


CASE STUDY BY:
 

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.

Shira Spector

Vice President Business Strategy and Insights, Valley Strong Credit Union

Shira brings over 30 years of experience at the crossroads of analytics and strategy where data meets technology to create value for organizations. She has a passion for inspiring dialogue and curiosity around data and insights and for leveraging its use in value-driving initiatives. She brought all her passion and experience to the Credit Union community over seven years ago and has never looked back. Challenging the status quo and conventional thinking is what motivates her and she brings that energy to any team. When she is not knee deep in data, you will find her spending quality time with her family, curling up with a good book, or on a cruise ship breathing in the ocean air.

1:00 PM1:45 PM

Building a 4.8 star-rated app, 60% faster than planned


CASE STUDY BY:
 

FinTech Insights is the AI-powered competitive analysis platform for banks, credit unions and fintechs. By analyzing the digital banking offerings from banks, CUs, and fintechs, FinTech Insights allows its users to innovate faster, speed up their product releases, and de-risk their product strategy.

Nickolas Belesis

Vice President of Growth & Partnerships, FinTech Insights

Nickolas P. Belesis is the Vice President of Growth & Partnerships at FinTech Insights, where he empowers banks, credit unions and fintechs worldwide to create customer-centric digital banking experiences. With over four years at the forefront of fintech growth and 10 years in technology-driven organizations, Nickolas specializes in assisting digital banking teams to accelerate go-to-market strategies and minimizing risks for digital banking product releases.

Nickolas has helped digital banking teams around the world optimize their UX and NPS scores, ensuring they deliver seamless and impactful experiences to customers. His expertise lies in bridging the gap between cutting-edge technology and customer needs, enabling organizations to innovate with confidence.

A recognized fintech growth expert and enthusiast, Nickolas is passionate about AI, future-tech and bridging the gap between businesses and consumers. With a strong background in growth, partnerships, and market development, he has worked across diverse markets, from London, NYC to Miami, and assisted C-suite executives in maximizing technology utilization.

1:45 PM2:00 PM

Partner Of the Year Award

2:00 PM2:30 PM

Break and Exhibitor Hall

2:30 PM3:15 PM

Empowering Change –Building An AI-Ready Culture

Bill Franks

VP of Business Intelligence, Communication Federal Credit Union

Bill Franks is an internationally recognized thought leader, speaker, consultant, and author focused on analytics and data science.

He also serves on several corporate advisory boards and provides advisory, speaking, and writing services through his company Analytics Advisory Partners.

His work, including several years as Chief Analytics Officer for both Teradata (NYSE: TDC) and The International Institute For Analytics (IIA), has spanned clients in a variety of industries for companies ranging in size from Fortune 100 companies to small non-profit organizations.

He is the author of the books Winning The Room, Taming The Big Data Tidal Wave, The Analytics Revolution, and 97 Things About Ethics Everyone In Data Science Should Know.

He is a sought after speaker and frequent blogger who has over the years been ranked a top global big data influencer, a top global artificial intelligence and big data influencer, a top AI influencer, and was an inaugural inductee into the Analytics Hall of Fame.

3:15 PM3:35 PM

Fireside Chat

Mike Terzian

CEO, Foothill Credit Union

Mike Terzian is the President & CEO of Foothill Credit Union in Arcadia, CA, where he leads a dedicated team of 100 professionals serving 34,000 members and managing approximately $725 million in assets.

Previously, Mike served as Executive Vice President and Chief Member Service Officer at Partners Federal Credit Union, where he was also Interim Co-CEO until June 2021. In this role, he championed the member experience, ensuring the delivery of a relevant and engaging brand that fulfilled the promise of personalized financial services. His leadership extended across branch operations, business development, marketing, member education, home mortgage origination, the contact center, and Partners Retirement and Wealth Management (PRWM).

Mike played a key role in driving member loyalty and satisfaction by fostering a seamless multi-channel service system. Under his leadership, his teams focused on loan, membership, deposit, and AUM growth, while leveraging technology and strengthening branch network initiatives. He also cultivated a strategic and impactful relationship with The Walt Disney Company, enhancing the credit union’s ability to support members in achieving their financial goals.

3:35 PM3:55 PM

Our Digital Transformation Journey

Adrian Rodriguez

Senior Vice President, Data and Innovation, American Heritage Credit Union

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.

3:55 PM4:30 PM

Mentor Led Discussion

4:30 PM4:35 PM

Closing

2025 Most Valuable Contributor

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2025 Partner of the Year

Sponsors

Thanks to our Sponsors


Platinum

  • AWS

Gold

  • Rise Analytics

  • Arkatechture

  • Fintech Insights

Silver

  • Lodestar Technologies

  • BlastPoint

  • Gemineye

  • Sway AI

  • Aunalytics

  • FINBOA

  • Datava

  • FinGoal

  • Creatio

Bronze

  • Solutions By Text

  • Lumin Digital

  • AKUVO Platform

  • Claritas

  • Gestalt

  • Kaizen Analytix

  • sea.dev