Meet The Advisors
Andrew Downin
Vice President, Marketing & Communications
Vantage West Credit Union
Andrew is passionate about uncovering insights into the minds of consumers and the world of credit unions. And, as vice president of marketing and communications for Vantage West Credit Union, he works with leading researchers, credit unions, and other organizations to spark understanding and positive change through these revelations.
Mike 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. Mike establishes the technology vision along with business strategy by leadership of digital member experience, marketing efficiency and digital sales and servicing.
Shazia Manus
Chief Strategy & Business Development Officer
AdvantEdge Analytics, CUNA Mutual Group
Shazia is Chief Strategy & Business Development Officer at AdvantEdge Analytics, CUNA Mutual Group, responsible for the strategy and business development team, go-to-market and product strategy, customer experience, strategic partnerships and acquisitions. She is also an active participant of various credit union key legislative advocacy campaigns.
Jackie Buchanan
President & CEO
Genisys Credit Union
As the former CIO for Genisys Credit Union, Jackie remains passionate about technology and how it can be used as an enabler to grow her credit union and our industry. Jackie is the Vice Chair of CU Solutions Group, serves on the CUNA CEO Council Executive Committee, and also serves on various other credit union advisory boards and industry committees.
Meet The Community Chairs
Dale Davaz
Community Chair
R&D Strategist at STCU
Hemanth Gangaram
Community Chair
Sr. Manager, Product Owner, BI Digital Analytics & Data Governance at First Tech Federal Credit Union
Greg Nolder
Community Chair
VP Applied Analytics at Denali Alaskan Federal Credit Union
Xiaomei Liu
Community Chair
Data and Digital Marketing Analyst at Statewide Federal Credit Union
Vishall Kaistha
Community Chair
Systems Analyst, First Tech Federal Credit Union
Meet The Experts Panel
Naveen Jain
Founder and President, CULytics
Expert in developing vision, strategy and comprehensive (value, people, process, and technology) roadmap to help organizations start on their data analytics journey so that they can realize the value of data across their member lifecycle.
Clay Yearsley
SVP, Data Analytics,
Texas Trust Credit Union
Nearly 30 years of experience in financial services. Expert in Data Management and Analytics especially using Symitar's report generator (aka PowerOn).
Rich Jones
President,
Leading2Leadership
Orchestrating Transformational change at leadership level and implementing strategies that significantly impact marketing, business development, branding, cultural alignment, and data management positively.
Rajesh Patil
Chief Customer Success Officer,
Terafina Inc.
A FinTech and Digital Transformation leader with 20 years’ experience in assuring customer success by implementing technology solutions, building business strategies & partnerships, software development, managed services, program management, business transformation, strategic planning, and cultural transformation.
Meet The Team
Naveen Jain
Founder and President, CULytics
Medhavi Singhla
Community Manager,
CULytics.com
