Team

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