Credit Union Analytics Summit 2018 | CULytics | 13 March 2018 | Microsoft - The Commons, 15255 NE 40th St, Redmond, WA 98052, USA

Fintech startups are rapidly changing the financial industry landscape by embracing state-of-the-art technologies, attracting new customers and expanding their businesses into newer territories. Today, Credit Unions face increased pressure to reduce costs and drive stickier, more profitable relationships with their members.

We are sitting on gold mines of data and the challenge is to unify it across the enterprise that provides a high quality common point of reference. Our goal is to augment traditional business intelligence with a modern data platform that enables agile decision making.

We strive to bring leading credit unions across the nation together and share valuable learnings that set the industry up for success. Speakers from the industry will inspire you with their personal experiences and actionable advice that you can use to be successful on your data journey.

The summit consists of multiple sessions over two days that covers strategic, operational, and technical topics that will help credit unions define and execute their data vision.

Who Should Attend? - Credit Union Executive Management will:
• Have a better understanding of how to budget and hire for data analytics success

• Gain “Big Picture” perspective that will help them make the right decisions as they guide their departments and organizations forward

• Hear first-hand accounts of how some of today’s leading credit unions are using data to create market advantage

Businesses Function Leaders (SVP, VP and Directors of Marketing, Finance, Operations, Contact Center, Branch, Digital. Deposits, Lending, Investments, etc) will:
• Be better equipped to design and execute successful data strategies to drive efficiency and optimize
processes

• Have the chance to interact directly with many of the industry’s most creative and influential people

Data Analytics Leaders (SVP, VP, Directors of IT and Digital Analytics) will:
• Hear exclusive, real-life stories that translate generalizations like “tell stories” into clear, actionable takeaways

• Learn exactly what makes the difference between “good” and “great” data management, governance and insights

• Get proven advice on everything from data management to governance to insights to actions.

Since data touches each and every business function, we structure the event so that you benefit from it irrespective of what your role is within your organization.

2018 Speakers

Naveen Jain
Founder & President, Culytics, Vice President, Digital Analytics First Tech Federal Credit Union

Mike Upton
Chief Technology Officer, First Tech Federal Credit Union

Steve Simpson
Vice President, Payments & Innovation Suncoast Credit Union

Mike Terzian
Chief Marketing Officer, Partners Federal Credit Union,

John Janclaes
Ceo, Partners Federal Credit Union

Brian Knollenberg
Vice President, Member Insights & Strategy, Becu

Sandi Papenfuhs
Senior Vice President, Consumer Lending, First Tech Federal Credit Union.

Dave Ulrich
Vice President, Credit Analytics, First Tech Federal Credit Union.

Sundeep Kapur
C-level, Digital Credence

Jon Voorhees
Director, Peak Performance Consulting Group

Andrew Downin
Managing Director - Research, Filene Research Institute

Shazia Manus
Chief Product and Strategy Officer, Co-op Financial Services

Brian Ley
Ceo & Founder, Alpharank

Paul Ablack
President & Ceo, Onapproach

Vishwa Kolla
Avp, Head of Advanced Analytics, John Hancock Insurance

Holly Grellier
Vice President of Operations, Rjfs, Investment Services Division, First Tech Federal Credit Union

Gary Angel
Ceo & Founder, Digital Mortar

Richard Swart
Phd, Filene Research Fellow, Director, Center for Emerging Technologies, University of California, Irvine

Greg Mitchell
Ceo, First Tech Federal Credit Union

Sam Maule
Managing Partner, North America, 11fs

Ron Shevlin
Director of Research, Cornerstone Advisors

Blesson Abraham
Director, Cuna Mutual Advantedge Analytics

Matthew Maguire
Chief Data Officer, Co-op Financial Services

Khosrow Hassibi
Chief Data Scientist, R Systems

Christopher Brown
Adjunct Professor in Uc Berkeley's Department of Computer Science and Co-founder, Decision Patterns

Andre Iervolino
Vp, Business Intelligence and Strategic Performance, Cabrillo Credit Union

Michael Cochrum
Vp, Analytics and Advisory Services, Cu Direct

2018 Sponsors

PLATINUM:
• R systems

GOLD:
• Co-op
• Decision Minds
• Advantage Edge Analytics
• Bits in Glass
• Innovizant
• Information Builders

SILVER:
• Alkami
• WhereScape
• Pega
• CU Direct
• OA Onapproach
• Visible Equity
• Cloud Cherry
• Tableau
• Unifi
• Experian
• Saylent