Finance And Risk Management Case Studies From 2020

Workshop Title

Finance And Risk Management Case Studies From 2020

About this Course

About this Course

In this on-demand course around best Finance and Risk Management Case Studies from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

What you will Learn

What you will learn

  • Understand Risk Management in the face of challenges like COVID.
  • Learn to make forecasting decisions in times of unprecedented situations like COVID-19.
  • Learn about explainable AI and the relevancy it holds for Credit Unions

Workshop Content

PART1

Risk Management

Devon Lyon from Direct Federal Credit Union,talks about risk management in the face of challenges like COVID, and the approach to be adopted to cope with the risks amidst the "New Normal".

Devon Lyon

VP, Strategic Research & Risk Management, Direct Federal Credit Union

Devon Lyon is a VP of Srtategic Reserch and Risk Management at Direct Federal Credit Union. He is a Credit Union Executive strategically shaping the future of the Industry with an experience in delivering exceptional experiences to members that reduces friction, increases their engagement and profitability.

PART2

Forecasting in a Crisis

Brett Engel from BCU, talks about making forecasting decisions in times of unprecedented situations like COVID-19. He discusses the keys to develop an actionable and defendable forecast.

Brett Engel

Director of Finance & Credit Risk, BCU

As Director of Finance & Credit Risk Management at BCU, Brett is focused on building analytical frameworks that help simplify even the most complex problems. Before his current role, Brett managed the credit union’s deposit and investment portfolios.

PART3

Explaining Explainable AI (XAI)

Nicklas Ankarstad from Alliant Credit Union explains explainable AI and the relevancy it holds for Credit Unions, modeling and explainability techniques, and how to determine when to use what.

Nicklas Ankarstad

Sr. Manager, Advanced Analytics & Business Intelligence, Alliant Credit Union

Nicklas currently leads Alliant Credit Union’s data science and business intelligence team. He is responsible for growing the credit union’s analytics capabilities and maturity. Nicklas has also served as the product owner for Alliant’s agile data warehouse team, helped kick-start Alliant’s profitability implementation and worked in financial planning and analysis. Prior to joining Alliant, Nicklas worked in financial analysis at 1st Financial Federal Credit Union and C4 Connections LLC. Nicklas holds a BA in international business and a MBA with emphasis in finance from Lindenwood University.

PART4

Finance And Risk Management Q/A Session

The panelists of the Finance and Risk Management Case study panel participate in an enthralling question and answer round with the audience and exchange more valuable insights.

Sundeep Kapur

Founder, Digital Credence

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.”

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