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Credit Union Analytics Summit - 2017

Naveen Jain

Tuesday, March 7, 2017 at 8:00 AM - Wednesday, March 8, 2017 at 5:00 PM (PST)

Credit Union Analytics Summit - 2017

Registration Information

Registration Type Sales End Price Fee Quantity
Admission for Credit Union Employees through Dec 31st, 2016
Must register using valid Credit Union email address to get this discounted price.
Dec 31, 2016 $495.00 $28.22
Admission for Credit Union Employees after Dec 31st, 2016
Must register using valid Credit Union email address to get this discounted price.
Not Started $695.00 $39.22
Admission for CUSO Attendees
Must register using valid CUSO email address to get this discounted price.
Mar 7, 2017 $795.00 $43.80
Admission for non-Credit Union Attendees
For general attendees.
Mar 7, 2017 $1,195.00 $55.80
Admission at the Door
At the door
Mar 7, 2017 $1,495.00 $64.80

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Event Details

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.


Tweet - #CUAS2017

Analytics Challenge 2017

Have you implemented or been part of any analytical program or project in your organization and want to share your discoveries and results to the industry? Information on submitting an entry and competing can be found here.

Sponsorship Opportunity:

Please contact to receive sponsorship details.  

Speaker Opportunity

Please contact with an abstract of your proposed presentation and speaker profile. Last date to submit your proposal is Nov 30th, 2016. Final decisions will be made by Dec 31st, 2016.



Day 1: Tuesday, March 7th, 2017


7:30 am - 8:30 am:

Continental Breakfast at Microsoft Commons


8:30 am - 8:35 am:

Introduction to the Summit

      Naveen Jain, Vice President, Digital Analytics, First Tech Credit Union

Naveen is a visionary and change agent with deep business, technology and execution expertise. He is an expert at addressing complex business challenges and driving ROI. He is capable of leading and motivating successful global teams in highly demanding fast paced environments. Naveen has been in charge of the establishment of data governance through the enterprise data management policies, standards, and processes. Naveen is currently responsible for setting digital analytics strategies for better decision making across First Tech.

8:35 am - 9:30 am:

Keynote - First Tech's Journey

      Mike Upton, Chief Technology Officer, First Tech Credit Union


Mike is responsible for managing the Digital, Contact Center & IT teams at First Tech. He 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. By prioritizing IT initiatives, Mike is committed towards fostering innovation throughout the company.


9:30 am - 10:30am

Keynote - Future of Banking   

Presentation Topic - Demystifying Innovation

Most Institutional barriers to innovation are self-imposed. Learn how your credit union can better understand what innovation means, and what you can do to become more consumer responsive. Explore processes involved in developing an innovation competency, and walk away with a straightforward way to get started on your organization's innovation competency.


      Andrew Downin, Managing Director - Innovation, Filene Research Institute

Andrew leads Filene's prestigious i3 (Ideas, Innovation Implementation) program, along with subsequent testing of its financial product, service, and business model ideas. Andrew was previously at SchoolsFirst Credit Union, where he was responsible for success in driving product development, optimizing current products, and meeting member service and financial goals. He has 15 years of executive marketing, product development, and finance experience at several credit unions throughout Southern California.

10:30 am - 11:00 am:

Break & Exhibitor Hall


11:00 am - 12:00pm: 

C-Level Panel - Investments in Data Analytics

 What are the expectations, challenges, and commitments involved when investing in Data & Analytics. How can we learn from the results and take the next step forward for improving business?

      Greg Mitchell,  CEO, First Tech Credit Union

Greg carries more than 30 years of community banking and financial institution experience and is deeply committed towards serving our members and the community. Prior to joining First Tech, Greg served as President and CEO of PacTrust Bancorp and PacTrust bank from 2009 to 2012 and California National bank from 2001 to 2009. He founded the West Coast office of Hovde Financial, an investment banking, asset management, and private equity firm. He is deeply passionate about making a material difference in the lives of others through community engagement. 

      John Janclaes,  CEO, Partners Federal Credit Union

John has over 25 years of financial services experience spanning retail banking, brokerage, and insurance. He is an advocate for the credit union movement who is called on regularly to speak at industry events and act as an advisory capacity to NAFCU, CUNA, and Filene research institute. John is the author of the book, "Doing What Matters: How leadership helps individuals and organizations thrive" and the founder of, an online forum for leadership development.


12:00 pm - 1:00 pm:

Lunch & Sponsors Introduction


1:00 pm - 2:00pm:

The 5 Essential Components of Data Strategy

Companies often establish their data strategies focused on data volumes, platforms and analytical tools. While such an approach addresses budgetary planning, it does little in the way of establishing a roadmap for improving data acquisition, sharing, and usage. In this session, we will discuss the 5 essential components of a data strategy along with the various stakeholders that participate in the creation of your data roadmap.


      Evan Levy,  Vice President, Business Consulting SAS

Evan is an acknowledged speaker, writer, and consultant in the areas of Enterprise Data Strategy, Data Management & Systems Integration. He led high-profile systems integration projects for Fortune 500 customers. Few of his past clients include Charles Schwab, Hallmark, Lowes, Union Bank, and Universal Music. Evan currently advises clients on strategies to address business challenges using their existing data, technology assets coupled with new and creative methods & practices.



2:00 pm - 3:00 pm:

CU Panel Discussion - Value of Data Analytics from a business perspective


      Cynthia Klustner, Senior Vice President, Controller

Cynthia is a senior finance and operations executive who consistently drives results through adeptly balancing operational excellence with strategic goals. She carries experience leading initiatives contributing to corporate growth and profitability, human and financial capital, and operational efficiency. She partners with diverse constituencies, coordinating efforts and delivering lasting solutions to complex problems across multiple functions and geographies.

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

Sandi has served in the lending, default management and fraud prevention industries for over 25 years – focusing on providing outstanding member experiences while strengthening the safety and soundness of the financial services sector. She has developed and presented numerous educational programs on Consumer Lending, Loan Modifications, Collection Strategies and Portfolio Management, Bankruptcy, Internal Fraud, Identity Theft and Loan Fraud.

Dave Ulrich, Sr Director, Credit Union Analytics, First Tech Credit Union.


3:00 pm - 3:30 pm:

Break & Exhibitor Hall


3:30 pm - 4:30 pm: 

CU Panel Discussion - Starting the Data Analytics Journey

What are the key considerations when starting on the data/analytics journey, and what are the challenges?


      Juan Gorricho , Chief Data & Analytics Officer, Partners Credit Union

Juan leads the Data & Analytics strategy development and execution for Partners, one of the top credit unions in the country, exclusively serving more than 100,000 cast members of The Walt Disney Company. He carries over 15 years of experience in the data analytics space including multiple speaking engagements. In his prior roles with Disney, Juan has led multiple million dollar projects to implement business intelligence and analytical solutions for key lines of business such as Labor Operations, and Merchandise.

Naveen Jain, Vice President, Digital Analytics, First Tech Credit Union



      Brewster Knowlton, Owner, Principal Consultant - The Knowlton Group

Brewster Knowlton is the Owner and Principal Consultant of the Knowlton Group, a data and analytics consultancy focusing on the credit union industry. The Knowlton group advises their clients on how to design, implement, and evolve their data strategy and analytics platform. Brewster was fortunate enough to be introduced by spending over a year at State Employees' Federal Credit Union (SEFCU) - a top fifty credit union - in their Data & Information Group.

4:30 pm - 5:30 pm

Analytics Challenge

  •  Presentations from the Analytics Challenge finalists and the announcement of winner by the panel of distinguished judges.


5:30 pm - 7:30 pm:

Cocktail Reception & Exhibitor Hall


Day 2: March 8th, 2017


7:30 am - 8:30 am:



8:30 am - 9:30 am:

Keynote - Thriving in an Era of Digital Disruption

We can no longer define the competition as just other financial institutions. Digital disruption is coming from a whole new crop of competitors that are swiftly gaining customer acceptance and market share. Learn new strategies for addressing today's unique threats and opportunities.


      JP Nicols , Chairman - Next Money

JP Nicols has been internationally recognized as a leading voice for innovation, strategy, and leadership, and he is an influential thought leader whose work has been featured in top publications and conferences worldwide. He is a trusted advisor to companies from startups to the Fortune 500, a popular writer, a top rated speaker, and a highly rated instructor at Pacific Coast Banking School. A former senior bank executive, JP serves as the Managing Director of Fintech Forge, founder of the Bank Innovators Council which is now a part of Next Money.


9:30 am - 10:30 am:

Keynote - Mobile Banking Quantified

Celent and FI Navigator have collaborated to leverage a proprietary data capture methodology that examines the state of US retail mobile banking by cataloging the offerings of more than 6,000 financial institutions. The benchmarking provides detailed analyses covering FI adoption of personal mobile banking and customer utilization features. The data synthesized covers the entire banking industry as well as 48 different retail banking apps.  


      Daniel Latimore , Senior Vice President, Celent LLC

With a wide range of experience in the industry and as a consultant, Dan brings examples from outside financial services to help banks improve their customer relationships, with a particular emphasis on the importance of technology and culture. His coverage areas include the banking ecosystem, digital and omnichannel banking, and innovation. Dan has been widely quoted in the press, including the Wall Street Journal, American Banker, Boston Globe, CNBC, and CNBC Europe.

10:30 am - 11:00 am: 

Break & Exhibitor Hall


11:00 am - 12:00 pm:  

CU Panel Discussion - Analytics Model


      Manoj Rai,  Sr Manager, Data Analytics, First Tech Credit Union

As the Sr. Product Manager for Digital Analytics & Enterprise Data Warehouse at First Tech, Manoj supports product development and other high impact cross organizational research initiatives. He has managed large cross functional teams spread across the globe comprising of statisticians, engineers, and operatons experts responsible for collection and analysis process of user generated data (Online and telecom industry) coming from panel sizes that range from 150k - 10 million.


      Vineeta Mishra,  Analyst, Digital Analytics, First Tech Credit Union

Vineeta manages the data warehouse initiative at First Tech with the objective of bringing data-driven culture to enterprise business decisions. She is instrumental in designing analytical products, consumer advocacy, and building value based partnerships with businesses. Her strategic efforts lead to personalized experiences, product offerings, profitability, and financial strength to our members.


12:00 pm - 1:00 pm:

Lunch & Sponsors Introduction


1:00 pm - 2:00 pm:

Case Study - From Product to Platform

Credit Unions are looking for ways to re-invent themselves. While this may sound like a daunting task, fortunately it is not because it really evolves around the insights that can be harnessed from big data. These insights can create impactful, predictive, and prescriptive member experiences. On a bigger level, connected data allows credit unions to shift from being a provider of commoditized products to that of a member engagement ecosystem host.


      Anne Legg, Founder, Thrive Solutions


As the founder of THRIVE, Anne works with credit unions to develop transformational business strategies from their business insights to grow in a competitive, highly regulated and disrupted business climate. She is an industry expert and veteran with major experience in big data coupled with growth strategies. Awards received include CMBDC Marketing Professional of the year, Rising 100 by Credit Union Executive Society, and Thinkprize semifinalist.

2:00 pm - 3:00 pm: 

CU Panel Discussion - Big Data Analytics in the Cloud

This session will focus on key considerations when starting your analytics journey and making decisions around Hadoop vs Relational and Cloud vs On-Prem. Hear from the experts who have gone through the journey and their successes, learnings.


     Balaji Rajagopalan,  CEO, Decision Minds


Balaji is a sought after Silicon Valley Industry Expert in the Data & Analytics Space. With 20+ years of experience helping Fortune 100 companies transform their BI landscape, he is known for his leadership in defining Data & Analytics Strategy/Roadmaps and handling business engagements that require complex Product, MDM, and Governance Strategies. He is a speaker at various industry summits and analytics forums.  


Kalyana Sundaram, Vice President, Information Technology, First Tech Credit Union


Samuel Poozhikala, Sr. Director, IT Enterprise Architecture, First Tech Credit Union



      Pradeep Rajasekaran,  Sr Manager, Enterprise Data Warehouse, First Tech Credit Union

Pradeep is a seasoned Analytics & Data Warehouse professional with many years of experience implementing cutting edge Business Intelligence solutions. Previously, he was part of the Information Management group at Hewlett Packard, providing solutions for customers and driving internal go-to market and execution strategy. Pradeep has also had stints at Stanford University School of Medicine and Bank of the West where he led compliance projects.


3:00 pm - 3:30 pm: 



3:30 pm - 4:30 pm: 

CU Panel Discussion - Using available data & third party data, and the benefits.


      Hemanth Gangaram,  Sr Manager, Business Intelligence, First Tech Credit Union

Hemanth carries over 20+ years of experience in Data Analytics, Supply Chain Analytics, FP&A, Application Development & Project Management in Manufacturing, Airlines, & Banking Industries. His current focus is leading BI Analytics & Data Governance within First Tech. Hemanth has a Bachelor's in Engineering from Bangalore University & an MBA from San Francisco State University.


4:30 pm - 5:00 pm:

CU Community Overview & Adjournment



We invite you to participate in this year’s Analytics Competition. The competition is designed to showcase how the use of Data Analytics & Business Intelligence is used effectively in organizations. Individuals or teams can submit entries that describe the business value that analytics helped them achieve. As a participant, you have the opportunity to provide greater insights towards the financial industry by bringing in process innovation.


Objective of the Challenge

  • Collaborate with individuals and organizations about the value of Data Analytics & Business Intelligence.
  • Recognize data driven people within the industry.  
  • Discover new data breakthroughs and possibilities that may benefit the Credit Union industry.


Why participate?

  • Winning entries will receive complimentary attendance to the Credit Union Analytics Summit 2017, the largest analytics event that brings together hundreds of credit unions from across the nation.
  • By becoming a finalist, you can develop your brand/identity by presenting at the Summit.
  • Meet technology professionals and data leaders who have implemented successful analytical programs within their organizations.


Who can participate?

  • We encourage employees from all Credit Unions across the nation to participate; however non-credit union employees are welcome to submit an entry and will be recognized at the event.  


Submission Content

Please ensure your entry contains the following elements:

  1. Problem Statement: Define the business problem that existed. What processes needed to be fixed or improved and what resources/tools needed to be used?
  2. Planning and Implementation: What steps did you take to develop a procedure that involved Business Intelligence & Data Insights that would solve the problem? How did you allocate Budget, Time, Resources, and People towards implementing the program?
  3. Challenges faced: What obstacles did you face during planning and execution before the new solution was in place? How did Business Intelligence navigate to a better solution?
  4. Solution & Interpretation: After executing, what was the overall outcome of the process? Were the results what you expected? How were you able to interpret those results into meaningful business value?  


Note: Format and page length are flexible for entries, as we give you the liberty to explore and come up with material that accurately describes your analytical procedure in detail.

Submissions are made to:


Judging Panel and Criteria

The panel consists of executives from various credit unions who will review the final entries and announce the winner at the Credit Union Analytics Summit 2017.


Your entries will be evaluated based on:

  1. Tangible business Impact: How valuable it is for an organization and what are the benefits?
  2. Ease of use: Can this be implemented in your organization with your available budget and resources?
  3. Visualization techniques: Does this have the ability to be interpreted through visualization tools?
  4. Innovation: How unique was your plan? Was it out of the box?


Due Date

Participants may submit their entries until February 24th, 2017 at 5 P.M Pacific. Please submit your entries to and contact us if you have any questions.


Finalists and Winners

3-5 finalists and winners will receive tickets to the Credit Union Analytics Summit 2017 and have the opportunity to present their winning entry at the Summit.


Frequently Asked Questions


Q: Can I submit more than one entry?

 A: Yes you may submit as many entries as you wish.


Q: Can we submit an entry individually or as a team?

 A: You may work on this individually or as a team.


 Q: If more than one person is submitting an entry, do all of us receive tickets to the Summit?

  A: No, only 1 member of the finalist/winning team will receive a complimentary ticket to the Summit. We recommend other team members to purchase Summit tickets to have the opportunity to present as a team.


 Q: Are mixed teams with people from multiple credit unions allowed?

  A: Yes, you may create a team with members from different organizations. 






  • Alliance Credit Union
  • America's Credit Union
  • Anheuser Busch Employees Credit Union
  • Baxter Credit Union
  • Boeing Employees Credit Union
  • Callahan & Associates
  • Community Choice Credit Union
  • Community First Credit Union
  • Credit Union 24
  • Del-One Federal Credit Union
  • Denali Federal Credit Union
  • Empower Federal Credit Union
  • First Entertainment Credit Union
  • First Financial Credit Union
  • Georgia's Own Credit Union
  • Gesa Credit Union
  • Honor Credit Union
  • Lake Trust Credit Union
  • Members Cooperative Credit Union
  • Orange County's Credit Union
  • Our Community Credit Union
  • Partners Federal Credit Union
  • Pacific Northwest Federal Credit Union
  • Patelco Credit Union
  • Platinum Federal Credit Union
  • PSCU
  • Partners Federal Credit Union
  • Red Canoe Credit Union
  • SAFE Credit Union
  • San Mateo Credit Union
  • SELCO Community Credit Union
  • SkyOne Federal Credit Union
  • Spokane Teacher's Credit Union
  • University Federal Credit Union
  • United Advantage NW Federal Credit Union
  • Virginia Credit Union
  • Washington State Employees Credit Union
  • Wescom Credit Union
  • Wings Financial Credit Union

Hotel Room Block

A block of rooms has been reserved from March 6 - 8th, 2017 at the Hilton Bellevue. The room block expires on February 3rd or until full capacity, so please make reservations ahead of time to receive a discounted rate and save your room.

Registration link:

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

Have questions about Credit Union Analytics Summit - 2017? Contact Naveen Jain

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When & Where

Microsoft - The Commons
15255 NE 40th Street,
Redmond, WA 98052

Tuesday, March 7, 2017 at 8:00 AM - Wednesday, March 8, 2017 at 5:00 PM (PST)

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Naveen Jain

Naveen is a visionary and change agent with deep business, technology and execution expertise. He is an expert at addressing complex business challenges and driving ROI. Adept at leading and motivating successful global teams in demanding and fast paced environments, he is currently responsible for setting and delivering on a digital analytics strategy for better decision making across First Tech Federal Credit Union.

  Contact the Organizer
Credit Union Analytics Summit - 2017
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