Keynotes from 2019 Credit Union Analytics Summit

Workshop Title

Keynotes from 2019 Credit Union Analytics Summit

About this Course

About this Course

In this on-demand course view the keynotes from 2019 Credit Union Analytics Summit, where some of the best industry speakers share their wisdom and knowledge around topics like,digital transformation, future of financial services,artificial intelligence, and much more.

What you will Learn

What you will learn

  • Learn the aspects of digital transformation and innovation for the credit union industry
  • Learn insights on future of financial services.
  • Understand the concept of Primary Financial Institutions (PFI) and the future of PFI in member engagement.
  • Learn why Intelligent Automation is the new wave of business transformation.
  • Understand platformification of analytics as one of the trends of analytics.
  • Learn to create a culture of change and execution.

Workshop Content


Successes with Digital Transformation and Innovation in the Credit union Industry

Mike Upton from First Tech Credit Union talks about the ideas to help credit unions better. He covers all aspects from Digital Transformation to the strategies and their meaning, the need for investment and how things have gone with First Tech.

Michael Upton

Chief Technology Officer, First Tech Federal Credit Union

Mike drives the on-going development and effectiveness of First Tech's integrated multi-channel digital initiatives


Future of Financial Services

Scarlett Sieber brings some new ideas for Credit Unions in building the future of financial services accompanied by Fintech and others. She compares the current and the future state of affairs.

Scarlett Sieber

International Speaker, Fintech Influencer and Innovation Thought Leader

Scarlett is a respected leader, driving organizational change at startups and global enterprises alike. Adept at leading newly created business development and ecosystem initiatives, digital strategy and transformations for small and large financial service companies. Co-founder of data visualization tech startup, Infomous. She is also a contributor to the Huffington Post, Forbes, and WeWork along with being a NYC Fellow of Startup Leadership Program.


The Robot Will See You Now: The Role of Intelligent Automation in Transforming The Business of Finance

Chris Surdak from Surdak & Co. talks about how Intelligent Automation is the new wave of business transformation. Highlighting the continuum of technology, use cases and how it affects analytics we get to know how to get results. The core area being Intelligent Automation and Robotic Process Automation (RPA).

Christopher Surdak

President, Surdak & Co.

Christopher is an industry-recognized expert in Big Data, Information Security, Regulatory Compliance, Governance and Cloud Computing with over 20 years of professional experience. He has held similar roles with other leading companies such as Accenture, Siemens, Dell and Citibank. Mr. Surdak was appointed the IRPA Program Director, Intelligent Auto- mation in 2017. He is author of "Data Crush: How the information Tidal Wave is driving New Business Opportunities", recipient of Get Abstract's International Book of the Year Award, 2014 and "Jerk-12 Steps to Rule the World",2016.


The Future of PFI and Member Engagement

Andrew Downin from Vantage West Credit Union highlights the relevance of the concept of Primary Financial Institutions (PFI) and the future of PFI in member engagement. He talks about how to have the members engaged by measuring PFI and engagement and to implement strategies for improving member engagement.

Andrew Downin

VP, Marketing & Communications, Vantage West Credit Union

Andrew is passionate about uncovering insights into the minds of consumers and helping credit unions meet consumer needs through effective product design and promotion. His perspectives on consumer finance have been featured in publications including The New York Times, Credit Union Magazine, and Credit Union Times. Andrew received his undergraduate degree in accounting from the University of Arizona and his MBA from Pepperdine University where he graduated first in his class. He is also a certified public accountant.


The Platformification of Analytics

Ron Shevlin talks about platformification of analytics and highlights that AI is pretty much useless without sufficient quantity and quality of data. He believes that not investing in tools and technologies is not the problem but not investing in data to drive and power them is a problem. He talks about the three trends of analytics- Assimilation of AI, Platformification of Analytics and Competing on Financial Health.

Ron Shevlin

Director of Research, Cornerstone Advisors

Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts and publishes the firm's Insight Vault for Credit Union Executives. Ron is the author of the book, Smarter Bank, and is the purveyor of fine snark on his Snarketing blog and the Fintech Snark Tank podcast. Ron’s prior experience includes research and consulting for Aite Group, Forrester Research, and KPMG. He has an MBA from the University of Texas and a bachelors degree in Economics from SUNY Binghamton.


Preparing your Organization for Disruption

Rich Jones from Leading2Leadership LLC talks about creating a culture of change and execution. What disruption is and what does it mean to your Credit Union. He talks about starting Innovation to Disruption.

Rich Jones

President, Leading2Leadership

A published author, Rich Jones is President of Leaders2Leadership LLC. Before starting his strategic planning agency, he was AVP of BI, Marketing and Business Development with $1B Elements Financial FCU. With more than three decades of experience, he brings innovative thought to credit unions across the country.

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