1. Credit Union Analytics Summit
Day 1
Feb 23, 2016

2. Summit Objectives
Think Big Start Small Move Fast
• Recognize the strategic importance of data
• Case Studies/ discussions sharing journey and successes
• Best practices to execute on your data journey

3. Attendees from 54 Credit Unions
Credit
Unions
54
Attendees
110
Members
10 Million
Assets
$140
Billion

4. Representing 10 Million Members
10% of Total Industry
Membership

5. Representing $140 Billion in Assets
11% of Total
Industry Asset

6. Thank You Sponsors

7. Morning Agenda Overview
Time Event Topics Speakers
8:00 am to 8:30 am Continental Breakfast
8:30 am to 9:45 am Introductions
Keynote Address - First Tech Vision and
Data Journey
Mike Upton – Chief Digital & Tech
Officer, FTFCU
9:45 am to 10:45 am Grow Your Small Business Lending
Portfolio
Steven Simpson – SVP Financial
Industry Solutions, Saggezza
Blair Gatchel – Director, Financial
Industry Solutions, Saggezza
10:45 am to 11:00 am Networking Break
11:00 am to 12:00 Get started on your data journey Naveen Jain – Director Digital
Data Analytics, FTFCU
12:00 to 1:00 pm Lunch

8. Afternoon Agenda Overview
Time Event Topics Speakers
1:00 pm to 2:30 pm Panel Discussion - Changing The Game
Through Data Analytics
Panelists: Robin Helt, Sandi
Papenfuhs, Dave Ulrich, Dale
Davaz
Moderator: Hemanth Gangaram
2:30 pm to 3:00 pm Using Digital Analytics for business success Cynthia Klustner – SVP Controller,
FTFCU
3:00 pm to 3:15 pm Networking Break
3:15 pm to 4:15 pm Analytics Trends for Digital Business Mario Faria, Research Director
Information and Analytics Group,
Gartner
4:15 pm to 5:00 pm Data Story Telling – It’s not the data, but
the stories you tell that drives your success
as a big data executive
Dan Kimble, Executive Coach and
CEO Resonance Executive
Coaching
5:00 pm to 8:00 pm Partner sponsored - Networking and
Cocktails

9. Summit on Social Media
• Ask question during the Summit using
Twitter Hashtag #CUAS2016
• Join LinkedIn Group – “Data Analytics For
Credit Unions”
• Presentations will be posted on the
Linkedin Group
• Continue discussions on Linkedin

10. Housekeeping
• Wi-Fi Network
• Promotional Registration refunds
• Index cards on tables for Q & A
• Speaker Prep
• Lunch
• Breaks
• Feedback Survey
• Questions - Meet Shuchita

11. Your Hosts
Naveen Jain Shuchita Gopal
Alex Mou Vineeta Mishra
Hemanth Gangaram Bharathi Kakarla
Arvind Sabherwal Himanshu Gupta