CREDIT UNION ANALYTICS SUMMIT - 2017

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 the data 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.

Why this summit?

We strive to bring leading credit unions across the nation together and share valuable resources that set the industry up for success.

Speakers from the industry will inspire our audience with their personal experiences. We hope to give attendees actionable advice that they can take home in order to be successful on their 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.   


GET INVOLVED                                             

Sponsorship Opportunity: 

Please contact: naveen.jain@firsttechfed.com  

Speaker Opportunity

Please contact: summit@firsttechfed.com with an abstract of your proposed presentation and speaker profile.


SUMMIT AGENDA 

Day 1: March 14, 2017

 

7:30 am - 8:30 am

Breakfast

 

8:30 am - 8:45 am  

Introduction to the Summit

Naveen Jain

VP, Digital Analytics

About Speaker: Naveen is a visionary and change agent with deep business, technology and execution expertise. He is expert at addressing complex business challenges and driving ROI. He is adept at leading and motivating successful global teams in highly demanding fast paced environments. He is currently responsible for setting and delivering on a digital analytics strategy for better decision making across a financial institution.


8:45 am - 10:00 am

Keynote

 

Mike Upton

Chief Technology Officer, First Tech Credit Union

About Speaker: Mike is responsible for managing the Digital, Contact Center & IT teams. Drive on-going development and effectiveness of the credit union’s integrated multi-channel digital initiatives. Provide strategic leadership of digital member experience, marketing efficiency and digital sales and servicing. Establish the technology vision aligned with organizational business strategy Foster innovation, prioritize IT initiatives, and direct the evaluation, deployment, and management of current and future IT systems across the organization.

10:00 am - 10:45 am

Breakout Sessions:

Marketing Analytics, Data Governance

 

10:45 am - 11:00 am

BREAK

 

11:00 am - 11:45 am

Breakout Sessions:

Fraud Analytics, Data Modeling

 

11:45 am - 12:30 pm

Breakout Sessions:

Finance Analytics, Data Security

 

12:30 pm - 1:30 pm

Lunch

 

1:30 pm - 2:15 pm

Keynote: The Future of Digital Banking  

 

2:15 pm - 3:00 pm

CU Panel Discussion: Business Impact 

 

Speaker

 

Cynthia Klustner

About Speaker: Senior finance and operations executive who consistently drives results through adeptly balancing operational excellence with strategic goals. Experience leading initiatives contributing to corporate growth and profitability, human and financial capital, and operational efficiency.

Sandi

 

Dave

 

3:00 pm - 3:15 pm

Break

 

3:15 pm - 4:00 pm

Breakout Sessions:

Story Telling, Data in the Cloud 

 

4:00 pm - 4:30 pm

2 Platinum Sponsors Led Presentation

 

4:30 pm - 4:45 pm

Break

 

4:45 PM - 5:30 PM

Analytics Competition

 

5:30 pm - 7:30 pm

Cocktail Reception

 

Day 2: March 15, 2017

 

7:30 am - 8:30 am

Breakfast

 

  8:30 am - 10:00 am

Keynote - Gartner/Forrester/Celent

 

10:00 am - 10:45 am

Breakout Sessions:  

Analytics & Digital Products, Data Quality

 

10:45 am - 11:00 am

Break

 

11:00 am - 11:45 am

Breakout Sessions:  

Analytics & Lending, Hackathon

 

11:45 am - 12:30 pm

Breakout Sessions:  

Analytics & Retail Banking, Hackathon

 

12:30 pm - 1:30 pm

Lunch - CU Comminity Overview

 

1:30 pm - 2:15 pm

Breakout Sessions:  

Analytical Models (LTV, Churn, NBA, etc.) , Agile BI 

 

2:15 pm - 3:00 pm

5 Sponsors-Led Panel:

 

2:15 pm - 3:00 pm

Break

 

3:15 pm - 4:00 pm

5 Sponsors-Led Panel:

 

4:00 pm - 4:30 pm

Adjustments and Next Steps

 

 

 

 


LOCATION                                                     

To be announced.


PICTURES FROM SUMMIT-2016 (Feb 23rd and 24th, 2016)

Dates

From 14th March 2017 - 08:00 AM
to 15th March 2017 - 05:00 PM