A well-entrenched and highly anticipated this year’s summit was CULytics’s seventh. The 2022 CULytics Virtual Summit has officially wrapped, and it was an event for the books. With more than 580 attendees from various business functions representing 260+ credit unions, CULytics Virtual Summit 2022 was an unqualified success. Our aim of curating and delivering only the best data and digital knowledge to our community all culminated and reflected in our content at CULytics Virtual Summit 2022.

Special Thanks to our Phenomenal Speakers

We couldn’t have done this event without the support and help of our forward-thinking leaders, whom we cannot thank enough.

Thanks to our Amazing Sponsors

Sponsors are the lifeblood of every event; without them, the event would not be possible. 

CULytics Virtual Summit was sponsored by some of the most highly known fintech conglomerates. A heartfelt thanks to our platinum partners TIBCO, FIS Global, and Cinchy, our gold partners CO-OP Solutions and Aunalytics, and our silver partners Prisma Campaigns, Arkatechture, Datava, FlowTracker Analytics, The Knowlton Group, and WhereScape for their support.

CULytics Virtual Summit Day 1 - Mar 22, 2022 

With all hands on the deck, Day 1 of the summit began with industry leaders with notable experts in Data & Digital. We saw over 500+ attendees taking a deep dive and gaining insights into cutting-edge best practices and meeting with incredible positive engagement. Click here to know more.

CULytics Virtual Summit Day 2 - Mar 29, 2022 

The Deep Dives

Devon Lyon, SVP, Chief Operating Officer, Direct Federal Credit Union along with Himani Agarwal, CULytics, kicked things off on Day 2 as they set the tone for the entire conference with an eloquent opening speech. Further, Devon spoke about what lay in store for all the attendees. 

Gaurav Bhatia, Chief Marketing Officer, PenFed Credit Union, and a well-respected thought leader, was the keynote speaker on day 2 of the CULytics Virtual Summit. He spoke about the Proven Marketing Strategies for Driving Growth and kept the audience enraptured throughout his 60-minute talk.

Wondering what is the Story behind Bank Dora - first cooperative neo-bank? Then this session of Brian Volkmann, EVP, and CFO, Affinity Plus Federal Credit Union, was the place to be!

Amazing Session by April Clobes, CEO, MSU Federal Credit Union - Reseda Group - Motivations, Challenges, and Opportunities. 

In a subsequent session, Dan DeMers, CEO of Cinchy discusses with Tessa Kelln, Securitization Director from Wyth Financial regarding the benefits of applying the Data-centric approach to solving practical Credit Union challenges. 

Later, in the Fireside Chat session, Amy Sink – CEO, Interra Credit Union joined Rich Carlton - President and Chief Revenue Officer, Aunalytics, for a discussion about the need for data transformation, and how Interra Credit Union is using Aunalytics to better serve its members.

Great session by Guillermo Kopp – Microsoft Consulting Services, Microsoft – Leading the change through disruption. In this session, he shared his perspective on how leaders can adopt new identities and create meaningful change in their organizations. 

Baron Conway, SVP, Head of Digital and Product Management, Nuvision Federal Credit Union shared his story on putting together the transformation strategy, successes, learning, and outcomes that Nuvision is seeing. 

Breana Wolfert, AVP Branch Operations Project Management, American Heritage Credit Union kicked up the event's final session by presenting the Agile Digital Transformation. She shared some of the ways American Heritage Credit Union achieved success with the help of agile deployment methodology.

A big thanks to the moderators Amie Hale, VP Enterprise Project Management Office and M & A for Valley Strong Credit Union, Randy Ziegler, Advisor, CULytics, Bob Little, Advisor, CULytics, Bill Snider, Vice President, Digital Strategy and Marketing, Clearview Federal Credit Union, Veronica Michel, Manager, Data Analytics, Park Community Credit Union. They interacted with the presenters, addressing questions and doubts from the attendees about the presentation. This helped the attendees not only connect better with the speakers but also gain deeper knowledge and understanding of the sessions.

 Also, thanks to the event EMCEEs, Devon Lyon, SVP, Chief Operating Officer, Direct Federal Credit Union, and Himani Agarwal for managing the sessions and providing their thoughtful insights after each session.

CULytics Recognition

One of the main highlights of the CULytics Virtual Summit was the awards and recognition ceremony, where Thomas P. Novak, Chief Digital Officer, Visions Federal Credit Union, was announced as the CULytics Transformation Challenge 2022 Winner. The awardee is based on the session ratings from the audience at the Summit. This award is given for sharing the powerful story of innovation, and impact in contributing to the organization's bigger challenges.

Attendee Feedback

The Summit was enjoyed by all the attendees. Here is what some of them have to say:

•  I really enjoyed the conference and had so many great takeaways! Thank you for the great event. - Teresa Jones, VP of Intelligence, Greenville Federal Credit Union
• Thank you CULytics team! Another stellar event! - Kelly Gage, Senior Business Intelligence Analyst at Red Canoe Credit Union
• Thank you again for sharing the BI and DA wisdom with all of us! - David Kato, EVP and CFO, Pacific Service Credit Union

Summing Up

Speaking on the event's success, Naveen Jain, Founder & President, CULytics, said - "We owe huge thanks to all of our attendees, speakers, sponsors, and CULytics team. We strive to put on the best event we possibly can for the industry, and joining us for two days is incredibly worth it. We have such a wonderful community that is so eager to learn new things, and that’s what keeps us working so hard to make CULytics Virtual Summit a fulfilling experience for everyone. Even though this was a virtual event, we did our best to ensure a smooth experience".

Visit here to check out all the presentations and video content from the 2022 CULytics Virtual Summit.

Note: The CULytics Fall In-Person Summit is being hosted in person at Microsoft, The Commons, Redmond, WA, on August 22–25. 

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If you have any other feedback, please feel free to email us directly at info@culytics.com