Summit 2026

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Most Valuable Community Member

Agenda

Agenda

March 17, 2026 | TUESDAY

 

8:00 AM8:15 AM

Welcome Address

Naveen Jain

Founder & President, CULytics

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.

8:15 AM9:15 AM

Beyond the Hype: A Realistic AI Approach for Credit Unions

Mark McDonald

Former Gartner VP and Analyst
9:15 AM10:00 AM

From Strategy to Improved ROA

Shira Spector

VP of Business Strategy & Insights, Valley Strong Credit Union

Shira brings over 30 years of experience at the crossroads of analytics and strategy where data meets technology to create value for organizations. She has a passion for inspiring dialogue and curiosity around data and insights and for leveraging its use in value-driving initiatives. She brought all her passion and experience to the Credit Union community and has never looked back. Challenging the status quo and conventional thinking is what motivates her and she brings that energy to any team. When she is not knee deep in data, you will find her spending quality time with her family, curling up with a good book, or on a cruise ship breathing in the ocean air.

10:00 AM10:30 AM

Networking Break and Expo Hall

10:30 AM10:45 AM

Innovation Showcase - Kinective


PRESENTED BY:
 

Kinective is the new force of connectivity innovation to the financial services industry. Our Banking Ops Platform is a suite of connectivity and automation solutions designed to bridge legacy financial systems and modern digital banking services. We accelerate transformation, enabling FIs to compete in their markets by delivering superior customer experiences and banking services.

Gordon Flammer

SVP of Data Activation Sales Kinective
10:45 AM11:45 AM

C-Suite Panel - Executive Playbook: Turning AI into ROI.


Joe Mirachi

CEO, Launch Credit Union

As CEO of Launch Credit Union, Joe leads the transform of his organization from what they are today - to what they aspire to become. In order to facilitate this journey, he ensures that they have a viable strategy, the right people are in the right roles and a culture of continuous learning.

Chrissy Siders

President/CEO, TRUE Community Credit Union

Chrissy Siders serves as the President/CEO of TRUE Community Credit Union, a credit union inspiring the pursuit of a life well lived throughout the State of Michigan. She joined the Credit Union in 1998 as a part-time teller and worked her way to her current position after holding various roles within the organization related to compliance, security, fraud, internal audit, and risk management. Her 19 year journey to President/CEO was challenging, fulfilling, and humbling, stepping into the position in 2017. Chrissy obtained a BA in Criminal Justice in 1999 from Michigan State University (Go Green!) and her MBA from Spring Arbor University in 2010. Chrissy has held certifications of Credit Union Compliance Expert, Certified Fraud Examiner, Bank Secrecy Act Compliance Specialist and Credit Union Enterprise Risk Management Expert.

Chrissy also serves as an adjunct professor at Spring Arbor University in both their undergraduate and graduate programs. Chrissy chairs the Jackson College & Career Access Center Board and Henry Ford Jackson Hospice Board. She is the treasurer for the Jackson County Chamber of Commerce, serves as Treasurer for the Enterprise Group and as a trustee on the Henry Ford Jackson Board. She loves animals (especially dogs), and as such, serves on the Cascades Humane Society Board. She is actively involved in the credit union space, shouting the credit union difference from the rooftops!

Chrissy has been married to her high school sweetheart, Eric, for over 26 years and they have two daughters, Sierra (23) and Sydney (21), plus a fabulous son-in-law, Jacob (23). Chrissy is a passionate leader inspiring and cultivating joy one member and one employee at a time. She loves the credit union industry and the communities the credit union serves. She deeply desires to show up with love, kindness, and respect in all that she does, hoping it will be contagious! It is not lost on her how blessed she is to lead such a great organization, and she works each day to do the work she knows she was called to.

George Rudolph

President & CEO, PSECU

George has nearly thirty years of combined leadership experience in the credit union and airline industries. George has served as President & CEO of PSECU, an $8 billion credit union based in Harrisburg, PA, since April 2019. Along with his team of more than 900 professionals, he is responsible for delivering high-quality financial products and service offerings to more than 550,000 valued members.

Prior to joining PSECU, George served as Senior Vice President of Operations & Technology at Chicago’s Alliant Credit Union. Under his direction, Alliant’s technology teams executed a long-term vision of becoming a fully digital financial institution.

Jim Adamczyk

Senior Executive Vice President / Chief Strategy Officer, FAIRWINDS Credit Union

Jim Adamczyk is senior executive vice president and chief strategy officer for FAIRWINDS. Headquartered in Orlando, FL and serving members around the world, FAIRWINDS has more than $5 billion in assets and 600 employees. With a mission of changing members’ lives on the journey to Financial Freedom, Jim is committed to providing solutions that help members to save more, eliminate debt, build wealth, and live generously.

Jim began his career with FAIRWINDS Credit Union in 2003. While studying for his degree at the University of Central Florida, he worked as an intern in the FAIRWINDS’ lending department and quickly moved up within the organization.

Jim currently serves on the University of Central Florida Foundation Board of Directors, the University of Central Florida College of Business Dean’s Advisory Board, Heart of Florida United Way Board, Orland Economic Partnership (OEP) board, and is a director for the FAIRWINDS Foundation. He is the past chair of the Seminole County Chamber and past chair of the audit board for the City of Orlando.

Jim was inducted in the University of Central Florida’s prestigious College of Business Hall of Fame in 2023. He was named one of Orlando Business Journal’s 2025 “Most Influential Leaders” and was previously recognized in the “Top 40 Under 40.”

Raised in Central Florida, Jim received his undergraduate and graduate degrees from the University of Central Florida. He resides in the Orlando area with his family.

11:45 AM12:30 PM

Mentor Led Discussion

12:30 PM1:30 PM

Lunch and Exhibitor Hall

 

The Vision: From Member Experience to Operating Model

John Sahagian

VP & Chief Data Officer BCU

As a SVP and CDO at Baxter Credit Union, John is responsible to establish and evolve enterprise data and intelligence vision, strategy and execution to maximize value provided to BCU and its members; He also provides thought leadership for business utilization of data-driven engagement strategies and systems.

1:30 PM2:15 PM

The Vision:View from Inside the CU


Anand Solanki

CFO, Head of Product Management, Head of Analytics, Head of Strategy, Citadel Federal Credit Union

Anand Solanki serves as CFO and leads strategy, analytics, and product management at Citadel Federal Credit Union. He is responsible for building scalable organizational capabilities that accelerate growth and create value for members and stakeholders. With over 20 years of experience in financial services across credit card, banking, and payments, Anand brings deep expertise in corporate strategy, M&A, capital markets, financial analysis, consumer insights, and product management. He is passionate about organizational design, infrastructure transformation, and partnering with FinTechs to scale, while advancing Citadel’s mission to strengthen members and communities through exceptional service and competitive financial products.

2:15 PM2:30 PM

Turning Data into Efficiencies,Insights & Growth


SPONSORED BY:
 

Kinective is the new force of connectivity innovation to the financial services industry. Our Banking Ops Platform is a suite of connectivity and automation solutions designed to bridge legacy financial systems and modern digital banking services. We accelerate transformation, enabling FIs to compete in their markets by delivering superior customer experiences and banking services.

Angie Crosby

VP, Project Management Office, Launch Credit Union

Thomaz DeMoura serves as the Data Science Manager at Digital Federal Credit Union (DCU), where his expertise in analytics and machine learning drives transformative strategies across the financial services spectrum. With over 18 years of experience at DCU, Thomaz has played a pivotal role in developing advanced AI technologies, including predictive modeling and generative AI, to enhance member engagement and operational efficiency.

 

Innovation Showcase by Rise Analytics


PRESENTED BY:
 

Rise Analytics is a credit union cooperative and technology partner for credit unions. With analytics, cloud and talent solutions, credit unions can increase efficiency and improve member experience. As a tech partner, Rise Analytics ensures that credit unions have access to the latest generation of fintech solutions. Learn more at Trellance.com.

Nate Wentzlaff

AVP of Product Strategy, Rise Analytics

Nate Wentzlaff serves as AVP of Product Management for the Analytics Platform at Rise Analytics. He brings the power of analytics and the beauty of data visualization to credit unions through an analytics platform. The analytics platform includes a wide variety of products for credit unions to unlock insights from their data. In his role, he works to bring excellent member experiences and strengthen credit unions with greater insight into their organization. He holds a B.A. in Business with a major in Finance from The Curtis L. Carlson School of Management in Minneapolis, MN.

2:30 PM3:00 PM

Innovation Showcase by Arkatechture


PRESENTED BY:
 

Arkatechture’s featured solution for Credit Unions, Arkalytics, is a data platform that combines a managed cloud-native data warehouse with a suite of financial reports and analytical models. Arkalytics integrates your disparate data sources into a single source of truth through an automated lean data pipeline.

Luke Ratliff

Solutions Engineer, Arkatechture

Join Luke Ratliff, Solutions Engineer at Arkatechture, for an insightful demonstration of how leading credit unions are adopting data analytics & AI to become data-driven leaders. As a former technical trainer, he offers a unique perspective, having worked with credit union data teams and business users on their reporting needs before AI's widespread availability.

3:00 PM3:15 PM

Networking Break and Expo Hall

 

American Heritage's AI & Data Transformation Journey

Adrian Rodriguez

SVP of Data & Innovation, American Heritage Credit Union

Adrian Rodriguez is a seasoned Digital and Data Leader known for delivering innovative technology solutions and effective IT strategies. He builds trust and credibility with stakeholders through unwavering integrity and strong ethics. Adrian excels at mentoring teams, offering hands-on guidance, and fostering a growth-focused mindset. He is adept at managing cross-functional projects, integrating both existing and emerging technologies, and providing strategic advice to executive leaders and peers. Passionate about technology and data innovation, Adrian continuously enhances his knowledge and skills to drive organizational change and digital transformation. His ultimate goal is to leverage technology to create meaningful improvements in communities.

 

AI in Production at orsa credit union

Blake Woods

SVP, Strategic Transformation, Community Financial Credit Union

Blake Woods is SVP of Strategic Transformation at Orsa Credit Union, where he leads enterprise efforts across insights, innovation, belonging, and impact. He also serves as executive chair of the orsa foundation, a role he has held since the foundation’s inception in 2024, guiding its strategy and alignment with orsa’s purpose and community commitments.

Blake is the co-founder of Room (39)a, a research-driven innovation CUSO and collaboration platform for credit unions and fintech partners, and serves as president and ceo of Huzzah LLC, a CUSO holding company focused on alternative revenue, experimentation, and strategic investments.

His career in financial services began while studying at Michigan State University, where an internship at Lake Trust Credit Union sparked a long-term commitment to cooperative finance. Over 15 years in the industry, Blake has held roles spanning innovation, public relations, e-commerce, and advisory work. In 2015, he became one of the youngest participants in Filene Research Institute’s i3 program and was awarded MVP of the inaugural MDC Innovation Council. He has also served as a mentor for Filene’s Cooperative Trust and the NCUF’s CUDE programs.

Prior to joining Orsa Credit Union, Blake worked at TransUnion as a Sr. Advisor on the Community Financial Institution team, providing strategic guidance and thought leadership to banks and credit unions across the country. In 2026, he received the CU Growth and Innovation Award for his work advancing product innovation and new growth models within the credit union system.

3:15 PM4:10 PM

AI and Member Experience

Casey Foltz

Chief Analytics Officer, Oregon Community Credit Union

Casey has spent more than two decades helping credit unions and private enterprises harness the full potential of data and analytics. He is a strong advocate for the cooperative model and its unique ability to strengthen communities, elevate member well‑being, and tackle challenges that no single organization can solve alone—especially when guided by thoughtful, responsible use of advanced analytics. Casey holds a Master of Science from the University of Oregon, where he focused on applied mathematics, information systems, and business management. In his role as Chief Analytics Officer at Oregon Community Credit Union, he leads the teams responsible for Business Intelligence, Financial Analysis, Data Science, Quality Assurance, and Software Development.

 

Member Segmentation & Engagement

Kevin Yebuah

Director of Data Analytics and Business Insights, Northrop Grumman Federal Credit Union

Kevin Yebuah currently works at Northrop Grumman as a Director of Data Analytics and Business Intelligence. Kevin is a data enthusiast with a background in healthcare, oil and gas, and finance. He loves applying Data Science and Machine Learning to a broad variety of problems, ranging from fraud detection to customer recommender systems.

Kevin has previously worked in Healthcare as Supervisor of Data Analytics at Kern Health Systems, and as a data developer and analyst in oil and gas working for Oxy and Aera Energy respectively. In those roles he specialized in using data to provide insights while applying data science techniques and methodologies. Kevin holds a Masters in software Engineering from Penn State University.

 

Building an AI Governance Committee: A Pragmatic, Iterative Journey

Kelly Luce

Director, Credit Risk & Analytics, PSECU
4:10 PM4:15 PM

Most Valuable Community Contributopr

4:15 PM4:55 PM

Mentor Led Discussion

4:55 PM5:00 PM

Wrap Up

5:00 PM7:00 PM

Networking and Cocktail Reception

March 18, 2026 | WEDNESDAY

 

8:00 AM8:05 AM

Welcome Address

Joe Mirachi

CEO, Launch Credit Union

As CEO of Launch Credit Union, Joe leads the transform of his organization from what they are today - to what they aspire to become. In order to facilitate this journey, he ensures that they have a viable strategy, the right people are in the right roles and a culture of continuous learning.

 

Innovation Showcase by Lodestar


PRESENTED BY:
 

The Lodestar platform empowers you to combine data from your core processor and other siloed systems into a holistic data warehouse. In addition to a plug and play warehouse foundation, Lodestar also provides robust business intelligence tools, allowing you to customize the content to meet your organization’s strategic initiatives.

Adam Tassone

Analytics Technical Lead, Lodestar Technologies

Adam Tassone is Lodestar's Analytics Technical Lead. With 10 years of experience in the financial sector, Adam has spent the last two years with Lodestar, focusing on data analytics and delivering long-term value for our clients. Based in Virginia Beach, Virginia, he brings passion and dedication to fostering true connections and partnerships, aligned with our company values.

 

Innovation Showcase by Blastpoint


PRESENTED BY:
 

BlastPoint, Inc., is a B2B provider of customer intelligence and analytics solutions that companies across sectors rely on to optimize revenue growth. Serving the energy, financial, and automotive sectors, as well as numerous nonprofit community organizations, BlastPoint helps companies discover, target and engage the humans in their data.

Our customer intelligence platform makes AI-powered insights accessible to business users, no data management expertise necessary. This makes BlastPoint the go-to resource for business teams who seek to better understand the people and places they serve.

BlastPoint has helped partners across sectors accomplish business objectives and surpass benchmarks. Results we've helped our partners achieve include increasing digital engagement by 670%, surpassing social media benchmarks by 30%, saving $1.3 million by enrolling more customers in paperless billing, getting a 47% payment in full response from delinquent accounts, and more.

Seth Koller

Account Executive, BlastPoint
 

Innovation Showcase by FINBOA


PRESENTED BY:
 

FINBOA is a leading innovator in digital process automation and regulatory compliance for banking institutions. By replacing outdated, manual systems with simple rule-based robotic process automations, FINBOA helps banks and credit unions transform the back-office to optimize operational efficiency, compliance accuracy and customer experience, while reducing costs and reputational risk. With an end-to-end cloud-based automation platform and a portfolio of quick to implement, easy-to-use, cost-effective and proven workflow solutions, FINBOA puts process automation within reach.

Christina Evans

Director, Solution Consulting, FINBOA
 

Innovation Showcase by Aunalytics


PRESENTED BY:
 

Aunalytics revolutionizes the way financial institutions harness the power of data to mold their strategic and operational decisions. Aunalytics empowers credit unions with valuable, AI-driven insights to increase deposits, improve member relationships, and deliver new products and services. As a primary advisor powering analytics innovation, our side-by-side service model provides both the analytics talent needed for success in addition to technologies and tools that allow organizations to get the answers they need to thrive in a rapidly changing banking environment.

Will Mayfield

Regional Vice President of Client Engagement, Aunalytics
8:05 AM9:10 AM

Innovation Showcase by Lemonade LXP


PRESENTED BY:
 

LemonadeLXP is an all-in-one learning and knowledge platform for community banks and credit unions. It powers staff training, frontline enablement, and customer education through engaging, interactive learning experiences to drive growth across every channel.

John Findlay

CEO & Co Founder, LemonadeLXP
 

Using Privacy-First LLM Models to Predict Next Best Actions


PRESENTED BY:
 

FinGoal's Insight Platform sits on top of digital banking and finance data. FinGoal’s mission is to be the most trusted enabler of hyper-personalized financial services.

FinGoal builds analytics and infrastructure for trusted financial institutions all predicated on understanding their account holders on a more human level; what they care about, what they value, and what is motivating them right now. By turning transaction data into highly detailed personas of each user, FinGoal surfaces the most relevant calls to action to each user.

Mark Lucier

Vice President of Growth & Partnerships, Fingoal
 

Innovation Showcase by Creatio


PRESENTED BY:
 

Creatio is a global vendor of an AI-native platform to automate CRM and workflows with no-code. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA.

Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. We help our customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams.

Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals.

Our customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Our platform empowers knowledge workers to build applications with no-code while increasing organizational capacity.

We believe in genuine care. We build sincere relationships with our clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value.

Creatio is an American company headquartered in Boston, MA. We have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators.

Our culture is about genuine care for our clients and partners, passion, going the extra mile and staying positive.

Chris Jackson

Financial Services Marketing & Strategy Lead, Creatio
 

Innovation Showcase by Rippleshot


PRESENTED BY:
 

Rippleshot is a fraud intelligence company that helps financial institutions proactively detect and stop payment card fraud. Using consortium powered insights and advanced analytics, Rippleshot identifies high-risk merchants, emerging fraud patterns, and compromised card activity so banks and credit unions can act before losses occur. Rippleshot supports both real time investigation and automated prevention through tools like merchant intelligence and fraud rules, helping teams reduce fraud losses, improve operational efficiency, and better protect customers.

Canh Tran

CEO & Co Founder, Rippleshot
 

Innovation showcase by ORSNN


PRESENTED BY:
 

ORSNN is an electronic trading platform built for credit unions to transact loan participations and bulk residential mortgage whole loan sales. Designed as market infrastructure, it connects credit unions with peers and qualified institutional buyers—including banks, private capital funds, and trading desks—while supporting participation programs with standardized remittance reporting and analytics as the post-settlement data agent.

RJ Serrano

Institutional Sales,ORSNN
 

Innovation Showcase by CFS Insight


PRESENTED BY:
 

CFS Insight provides cutting-edge, easy-to-implement data integration and analytic software and consulting that enable credit unions/banks to improve their data-driven decision-making. The transparent solutions allow credit unions/banks to easily overcome their toughest data challenges while extracting insight from key systems to operate more efficiently and foster deeper member relations.

These solutions empower teams to create quick wins that provide the basis for addressing strategic goals across their credit union. They include Business Intelligence Discovery, customized data integration, pre-developed analytic models, enterprise report/dashboard development, coaching workshops, and guided analytic consulting. CFS will work closely with your team to make the changes necessary in your data/analytics program that enables you to meet your strategic and operational goals. The integrity and transparency of CFS’s products, training, and support allow your team to improve its credit union for years to come.

CFS solutions are deeply rooted in the operation of a credit union and its service to its members. CFS combines high-quality data integration/analytic software with prudent advice and responsive customer service for credit unions to better serve their communities.

To learn more, review our experience or schedule a discovery call with our experts by calling 630-280-2190 and see how CFS has helped people like you avoid stress-inducing development roadblocks. Empower your credit union to grow revenue and relationships with data-driven decisions.

Jason Bedsworth

Managing Partner, CFS Insight
9:10 AM10:00 AM

AI Without Fear: A Compliance Playbook for Credit Unions

Ray Ragam

CIO, Securityplus Federal Credit Union
10:00 AM10:30 AM

Networking Break and Expo Hall

10:30 AM11:15 AM

Operationalizing Trust: A Panel Discussion of AI Governance and Risk Management


Jenifer Sierra

Vice President of Enterprise Risk Management, Keesler Federal Credit Union

Jenifer Sierra is an experienced enterprise risk management professional specializing in organizational risk and control assessments, credit risk and portfolio concentration, regulatory compliance, and project risk analysis. With over seven years in the financial services industry, she brings hands-on expertise in internal and external audits, including NCUA examinations. Jenifer holds certifications as a NAFCU Certified Risk Manager and a Credit Union Enterprise Risk Management Expert, reflecting her strong commitment to advancing effective, forward-looking risk practices.

Kevan Williamson

CTO, Georgia's Own Credit Union

Arpan Patel

Vice President of Risk Management, Delta Community Credit Union

Arpan Patel is an accomplished risk management leader with over 20 years of experience across financial institutions and as large bank federal regulator. As Vice President of Enterprise Risk Management at Delta Community Credit Union, he leads enterprise, financial, and model risk governance initiatives, establishing risk governance frameworks and supporting sound decision-making as the organization approaches the $10 billion asset milestone. His expertise spans integrated risk management, fraud and operational risk, regulatory compliance, and the development of scalable governance frameworks that balance growth, profitability, and resilience.

Arpan has completed executive and graduate banking programs through the ABA Stonier Graduate of Banking-Wharton Business School. He maintains multiple professional certifications, including GARP Certified Financial Risk Manager (FRM), ABA Certified Enterprise Risk Professional (CERP), and Certified Fraud Examiner (CFE), and actively contributes to industry leadership through committee and council participation.

11:15 AM12:00 PM

Mentor Led Discussion

12:00 PM1:00 PM

Lunch and Exhibitor Hall

 

Platform Partner


PRESENTED BY:
 

Rise Analytics is a credit union cooperative and technology partner for credit unions. With analytics, cloud and talent solutions, credit unions can increase efficiency and improve member experience. As a tech partner, Rise Analytics ensures that credit unions have access to the latest generation of fintech solutions. Learn more at Trellance.com.

Ryan Austin

VP of Data Architecture, MSUFCU

Ryan Austin brings over three decades of diverse experience, beginning with his service in the U.S. Navy working on FA-18 aircraft weapons systems, and evolving into his current role as Vice President of Data Architecture at Michigan State University Federal Credit Union. His career reflects a deep curiosity and a passion for understanding how organizations operate and thrive.

Throughout his journey, Ryan has worn many hats—spanning Internal Audit, IT Infrastructure, Enterprise Cloud Architecture, Data Engineering, AI and Analytics. This breadth of experience has shaped his unique approach to team building, innovation, and continuous improvement.

Ryan combines technical expertise with strategic vision, helping safeguard critical data while driving forward-thinking solutions. He’s known for optimizing processes, nurturing talent, and fostering a culture of innovation—always focused on how to move the organization forward.

1:00 PM1:30 PM

Building a Data Foundation That Drives Growth


PRESENTED BY:
 

Arkatechture’s featured solution for Credit Unions, Arkalytics, is a data platform that combines a managed cloud-native data warehouse with a suite of financial reports and analytical models. Arkalytics integrates your disparate data sources into a single source of truth through an automated lean data pipeline.

Eugene Corcione

Director of Data Analytics, MHVFCU

Eugene Corcione is the Director of Data Analytics at Mid-Hudson Valley Federal Credit Union, where he leads the strategy for managing and optimizing the credit union’s data assets. He has built his career in financial services, previously serving in data governance programs and project leadership roles over the last 7 years. Eugene focuses on driving organizational efficiency and informed decision-making through strong data governance, integrity, and accessibility. He is known for his collaborative, servant-leadership approach and for mentoring his team to elevate analytics across the institution. Under his leadership, the data analytics function has become a strategic partner within the credit union, influencing both daily operations and long-term planning.

1:30 PM1:40 PM

Partner Of the Year Award

1:40 PM2:40 PM

AI: it’s REAL and it’s a Game Changer

Steven Simpson

Advisor, CULytics

Steven Simpson is the CULytics Advisor and a seasoned consultant specializing in advanced analytics, system conversions, mergers and acquisitions, software development, and delivering actionable strategies to achieve immediate ROI for financial institutions.

From basic segmentations to cutting-edge analytics and machine learning, Steve empowers business lines to make informed, data-driven decisions. He emphasizes uncovering the wealth of untapped potential within an organization's data.

Steve has held executive leadership roles at prominent organizations, including Bank of America, Sheshunoff Management Consulting, The Independent Bankers' Bank, Caja Madrid, and various banks and credit unions. His extensive industry experience and deep expertise in software and analytics uniquely position him as a trusted advisor to financial institutions worldwide.

Throughout his career, Steve has developed products used by leading consulting firms and software providers, led numerous mergers and acquisitions, successfully converted over 55 core banking systems, and guided an internet banking startup to a NASDAQ IPO.

2:40 PM3:00 PM

Break and Exhibitor Hall

 

It’s REAL: Automated Research Analyst

William Lagford

VP of Business Intelligence, Communication Federal Credit Union
3:00 PM4:00 PM

From Pilot to Proof: Scaling M365 Copilot Across a Credit Union

Chase Clelland

SVP of People and AI, Grow Financial Federal Credit Union
 

Testing is Success

Richard Hayden

Data Science Director, Virginia Credit Union

Rich is an experienced Director of Data Science, with a track record of delivering high value solutions in several domains (Marketing, Finance, Business Process, and Information Technology) within the financial services industry.

4:00 PM4:55 PM

Mentor Led Discussion

4:55 PM5:00 PM

Closing

March 25, 2026 | WEDNESDAY

 

11:00 AM12:00 PM

Trusted Data – Scale AI – Growth: A Practical Data Governance Workshop

Steven Simpson

Advisor, CULytics

Steven Simpson is the CULytics Advisor and a seasoned consultant specializing in advanced analytics, system conversions, mergers and acquisitions, software development, and delivering actionable strategies to achieve immediate ROI for financial institutions.

From basic segmentations to cutting-edge analytics and machine learning, Steve empowers business lines to make informed, data-driven decisions. He emphasizes uncovering the wealth of untapped potential within an organization's data.

Steve has held executive leadership roles at prominent organizations, including Bank of America, Sheshunoff Management Consulting, The Independent Bankers' Bank, Caja Madrid, and various banks and credit unions. His extensive industry experience and deep expertise in software and analytics uniquely position him as a trusted advisor to financial institutions worldwide.

Throughout his career, Steve has developed products used by leading consulting firms and software providers, led numerous mergers and acquisitions, successfully converted over 55 core banking systems, and guided an internet banking startup to a NASDAQ IPO.

Attending CUs

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Mentors

Videos

Videos

Ambassadors

Partner of the Year

Sponsors

Thanks to our Sponsors


Platinum

  • Kinective

Gold

  • Rise Analytics

  • Arkatechture

Silver

  • Lodestar Technologies

  • CFS Insight

  • BlastPoint

  • FINBOA

  • Aunalytics

  • LemonadeLXP

  • FinGoal

  • Creatio

  • Rippleshot

  • ORSNN

Bronze

  • Tursio AI