Finance Sessions from 2021 Summit

Workshop Title

Finance Sessions from 2021 Summit

About This Course

About this Course

In this on-demand course go through the sessions around finance from the 6th Annual CULytics Summit where some of the best industry speakers share their wisdom and knowledge around topics like money movement and organizational transformation.

What you will Learn

What you will learn

  • Understand the value of Untapped Opportunities from Analyzing how Money Moves In and Out of a Financial Institution.
  • Understand the journey towards organizational transformation.

Workshop Content


Money Movement 360

In this session, realize the value of Untapped Opportunities from Analyzing how Money Moves In and Out of a Financial Institution

Aju Asar

Vice President, Enterprise Data & Analytics, Patelco Credit Union

Aju Asar is an innovative data analytics leader, with expertise in developing word-class analytics programs to enable a data-driven culture. As VP of Enterprise Data at Patelco, Aju is responsible for aligning Patelco's enterprise strategy with the delivery of Data and Analytics capabilities across the credit union and is focused on enabling business insights to improve the financial health & well-being of the membership.

Prior to joining Patelco, Aju was an executive in the management consulting industry where he led numerous high impact data transformation initiatives in banking, insurance and investment management organizations.


Organizational Transformation to Drive Growth

The pandemic has caused a lot of Credit Unions to re-evaluate their strategic conditions. Driving changes within the organization is time consuming and requires willing and open minds who are ready to accept ideas. Choosing merger strategy or organic growth, willingness to scale or to find a partner are some areas which are being explored today. In this session, we have shared some insights from conversation with Nicholas Ambrosini, Chief Financial Officer and incoming CEO of Valley Strong Credit Union.

Nicholas Ambrosini

EVP CFO, Valley Strong Federal Credit Union

Driven leader seeking to contribute expertise in financial analysis, asset-liability management, investment portfolio oversight, strategic planning, internal audit, risk management, and regulatory communication skills in support of a Credit Union to ensure safety and soundness while optimizing bottom-line profitability.

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