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  1. 1. Credit Union Analytics Summit Day 1 Feb 23, 2016
  2. 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. 3. Attendees from 54 Credit Unions Credit Unions 54 Attendees 110 Members 10 Million Assets $140 Billion
  4. 4. Representing 10 Million Members 10% of Total Industry Membership
  5. 5. Representing $140 Billion in Assets 11% of Total Industry Asset
  6. 6. Thank You Sponsors
  7. 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. 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. 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. 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. 11. Your Hosts Naveen Jain Shuchita Gopal Alex Mou Vineeta Mishra Hemanth Gangaram Bharathi Kakarla Arvind Sabherwal Himanshu Gupta