Keynotes from 2020 Summit

Workshop Title

Keynotes from 5th Annual CULytics Summit

About this Course

About this Course

In this on-demand course view the keynotes from the 5th Annual CULytics Summit, where some of the best industry speakers share their wisdom and knowledge around topics like,digital transformation, artificial Intelligence, strategic agility and retail financial outlook during covid-19.

What you will Learn

What you will learn

  • Understand the importance of building long term relations with your members and customers.
  • Understand the right use of data to drive digital experiences.
  • Learn how to aim and work towards building strategic agility.
  • Understand the impact of COVID-19 on the Retail Banking Industry.
  • Learn about Artificial Intelligence and key challenges.

Workshop Content

PART1

Transformation: Transaction to Relationship

In times of pandemic, everyone is affected to a certain level. Your Credit Union members might be worried about the situation. So, you need to understand the importance of building long term relations with your members and customers. To help you transform from transactions to relationships Andrew Downin presented his thoughts at the 5th Annual CULytics Summit.

Andrew Downin

Chief Marketing and Strategy Officer, 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.

PART2

Using Data To Drive Your Digital Experience

2020 has brought lots of ups and downs for all of us. But, we have to move on by adapting the current situation and taking measures that would be beneficial for businesses in establishing a huge client-base and maintaining long term relationships.This part will help you understand the right use of data to drive digital experiences.

Christopher Danvers

VP, Digital Strategy and Payments, American Airlines Credit Union

Christopher Danvers has worked with Credit Unions with a focus on payments, digital transformation, and financial technology for over 15 years. He’s a regular speaker at industry events, a contributor of editorial content to industry publications, and is considered an innovator and thought leader. He is currently responsible for digital transformation and payments at American Airlines Federal Credit Union.

PART3

Strategic Agility

COVID-19 has brought unprecedented changes to the industry- Online Shift, new merchant, and consumer behavior, cross border impact, reduction in cash, etc. The impact is broad, uniform, and rapid. How to drive consumer banking and understand what the challenges are? Strategic agility is a foundation. In this part, learn how to aim and work towards building strategic agility.

Sumeet Bhalla

SVP and Chief Credit Risk Officer, Pentagon Federal Credit Union

Sumeet has over 18-years of experience in Financial Services with a focus on transforming corporate strategies, Decision Science, and Digital Transformation. Sumeet is managing risk in PenFed’s loan and deposit portfolios through policy management, underwriting, account administration, collections, and loss mitigation. Sumeet is driving growth at PenFed through risk and reward optimization by leading the digital transformation of lending and collection business through data-driven advanced modeling techniques, and transformation of systems and policies.

PART4

2020 Retail Financial Services Outlook

With COVID-19, the economic outlook has changed. It has a deep financial impact on the industry, with depressed margins, staffing problems, branch closures, spikes in a merger, and shifting to e-channels. This part is about the impact of COVID-19 on the Retail Banking Industry, likely reaction of the industry, and the changes to consider in the new reality

Jon Voorhees

Consultant/Advisor, Peak Performance Consulting Group

Jon Voorhees is a long-time financial industry executive, having led Retail Distribution Strategy functions at BankBoston, FleetBoston and Bank of America. Today, Jon works with a small groups of industry veterans who also served in very senior roles helping regional and community banks and credit unions drive strategic improvements.

PART5

Future of Business with AI - the reality and the possibilities

If you do not learn how to use and tame artificial intelligence, it has the capability of creating havoc in your organization.In this part learn about AI and key challenges, how it provides business value, how to scale artificial intelligence, one big picture AI strategy and what you should do.

Dr. Raj Ramesh

Chief AI Officer, DataFoundary AI

Dr Raj Ramesh is the Chief AI Officer at DataFoundry, YouTuber, author, speaker, and consultant in the AI/Architecture space. He has over 25 years of experience in technology and business, and helps large/mid size companies with their digital transformation.

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