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Agenda

Agenda

March 22, 2022 | TUESDAY

8:15 AM8:30 AM

Welcome Address

Naveen Jain

Founder and 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.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven-decisions, and bring to light the abundance of low-hanging-fruit within your data by guiding organizations through the many stages of analytics maturity.

8:30 AM9:30 AM

Importance of Digital Technologies for FIs

Mark Sievewright

Founder and CEO, Sievewright & Associates

With more than 30 years of financial services experience, Mark is a renowned industry thought-leader who has held senior leadership positions at HSBC, MasterCard International, Payment Systems Inc., TowerGroup (where he served as CEO) and Fiserv where he served as president of the company's Credit Union Solutions division. Mark has worked directly with numerous credit unions in the successful formulation and execution of their strategic plans. He has spoken at more than 250 credit union events and is the recipient of a number of industry awards. In 2010, Mark was merited the Ambassador Award by the World Council of Credit Unions (WOCCU) for helping credit unions better understand and capitalize on their market strengths; and, in 2015, he finished runner-up in Credit Union Times' 25th anniversary contest to find the most influential leader in the credit union movement since 1990.

9:30 AM 9:45 AM

Break

2:45 PM3:05 PM

Solving the CRM/MRM Puzzle – Selection through Successful Implementation

Brian Hahn

SVP of Branch Operations, American Heritage Federal Credit Union

Since joining American Heritage Credit Union in 1990 Brian has served in various leadership roles in Lending and Operations. During his tenure he has launched video teller transactions through ITM technology and video advisory services leveraging a member's own device. Enhancing member interactions to create a premier member experience is at the core of his role in Operations.

Breana Wolfert

SVP of Branch Operations, American Heritage Federal Credit Union

Breana began her career in the credit union industry during college working as a seasonal teller on summer/holiday breaks. Sixteen years up the ladder later, Breana now works among the Branch/Contact Center Operations management team at American Heritage Credit Union to help bring solutions to aid in positive member and staff experiences.

3:05 PM 4:00 PM

Virtual Happy Hour and Meet the Sponsors

12:00 PM12:30 PM

Awards and Recognitions

Naveen Jain

Founder and 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.

He delivers the perfect composition of innovation and pragmatism - blending both technical and strategic expertise. Empower the lines of business to make measured, data-driven-decisions, and bring to light the abundance of low-hanging-fruit within your data by guiding organizations through the many stages of analytics maturity.

Sponsors

Thanks to our Sponsors


Platinum
  •  

  • AdvantEdge
  •  

Gold

  • InfoBuilders

  • Arkatechture

  • AdvantEdge

Silver

  • Prisma Campaigns

  • Strum

  • CFS Consulting