Naveen Jain

Naveen is a credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven decisions, and bring to light the abundance of low-hanging fruit within your data by guiding organizations through the many stages of analytics maturity.

Hari Abburi

Hari Abburi is the Managing Partner of The Preparation Company LLC. He consults with CEOs and Companies on agility for Strategy, Leaders and Organization. He is a leading thinker on agility with his model ‘At the Speed of the Customer ®’. He teaches this model as a new approach to strategy at Caltech Executive Education. You can read his profile here: https://preparationcompany.com/intro/

Randy Ziegler

Randy Ziegler is a veteran of over three decades in the hi-tech industry with companies including FileNet, Documentum, EMC, and most recently Dell. Known for his innovation in solving enterprise scale problems with new technologies and programs, Randy has held leadership positions in digital marketing, IT, product development & strategy and played key roles in multiple enterprise digital transformations. Randy now serves as an advisor with CULytics, where he helps credit unions accelerate their own digital transformations.

Benjamin Maxim

Ben Maxim joined MSU Federal Credit Union in 2007 and currently serves as Assistant Vice President of Digital Strategy and Innovation. He is responsible for assessing emerging business trends and technologies, facilitating innovation throughout the Credit Union, and providing strategic direction for existing and future digital channels.

Jennifer Bolivar

With more than 12 years in the financial industry, Jennifer is currently serving as the Vice President of Enterprise Agility, EPMO for the largest credit union in the state of Florida where she has been a trailblazer for transforming the way work is done. she leads business transformation and oversees the execution of the most impactful strategic initiatives that are heavy in software development. In her role, she utilizes a scaled agile framework and traditional project management in order to work with the enterprise to accomplish organizational goals, ensure quality delivery of working software, delivers value to members and team members all while transforming the way work is done at the credit union. She has influenced and gained experience in consumer lending, auto reclamation, member experience, application user experience, and process engineering. During her spare time, she is partnered in her local business economy to help small businesses pivot out of exposed gaps presented in light of the impacts of COVID.

Jennifer holds a Master of Arts in Management & Leadership, Graduate Certificate in Project Management, and BA in Organizational Development. She is excited to have bold conversations with others to rethink how we approach work!

Devon Lyon

Devon Lyon is a SVP , Chief Operating Officer at Direct 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.

Bernard Putz

Real-Time, Results-Driven, Organization Effectiveness Expert. Versatile senior leader, passionate about making organizations more effective. I sit at the intersection of leadership, strategy, people, processes, and technology to deliver critical results and transformation in a digital world. My deep experience in organization effectiveness, learning, and line/functional leadership gives me a unique perspective on what it takes to take an organization to the next level of performance.

Mike Jacobs

Dr. Mike Jacobs is Principal Consultant at Analytic Marketing, providing independent, unbiased consulting, advice, guidance, and implementation of marketing strategies. He is an experienced consultant in marketing analytics and all aspects of database marketing. He most recently led the Segmentation Solutions practice at IXI (acquired by Equifax). He previously worked in professional services at Merkle. He is a recognized expert in segmentation and innovative analytic solutions. He has a Master of Science in mathematical statistics, MBA, and Ph.D. in Business Administration, all from the University of Cape Town in South Africa.

Naveen Jain

Naveen is a credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven decisions, and bring to light the abundance of low-hanging fruit within your data by guiding organizations through the many stages of analytics maturity.

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.

Bill Platt

Bill Platt is the AVP of Enterprise Data & Analytics at Mission Federal Credit Union. Bill is an expert in developing business intelligence solutions utilizing Microsoft's SQL Server Stack and Power BI. With 17 years of technical expertise and 20+ years of experience in financial institutions, he is helping to propel Mission Fed's data analytics to the next level, focusing on developing a data-driven culture and promoting data democratization.

Amy McGraw

Award-winning marketing executive with 20+ years of experience in building unsurpassed business profiles, doubling annual business growth, and developing industry-leading marketing and public relations teams. Devise and launch pioneering marketing, outreach, and branding protocols to meet and exceed ambitious client objectives. Deploy innovative technologies, including content marketing, inbound marketing and social networking media, to drive public awareness across the globe. Customize campaign protocols to short-term and long-range business plans, including securing rigorous scheduling and financial parameters. Combine creative vision with unsurpassed strategic planning to deliver exceptional results on cutting-edge projects. Successfully spearhead multiple simultaneous projects.

Paula Tompkins

Paula Tompkins is a leader in digital marketing, sales, and service in omnichannel environments that include brick and mortar, online, mobile and call centers. She is a recognized authority on leveraging data driven personalization to cross-sell and retain customers. Tompkins continues to innovate and is early to spot and solve for growing trends in digitization and personalization. This led to the invention of OneClick Financial – a comprehensive SaaS platform to help credit unions digitally interact with their members. Ms. Tompkins holds 2 US Patents.

Todd Peeples

Todd Peeples is the SVP of Sales and Lending at All In Credit Union. He took an unconventional path (through the IT department) on his rise to his current role. At All-In, he is responsible for the supervision of the consumer, mortgage, commercial, and business services functions and looks for ways to grow their loan portfolio and serve its members.

Bruce Upbin

Bruce oversees Zest’s policy communications, content, and media relations. Since he joined Zest in 2018, the company has led the conversation about using AI and machine learning to make fair credit available to more Americans. Bruce previously led strategic communications at high-speed transport startup Virgin Hyperloop One. Prior to making the switch to corporate life, Bruce worked as a journalist for 20 years at Forbes Media, leading its technology and wealth teams. Under Bruce, its tech coverage generated 10x audience growth and won multiple global journalism awards.