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
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
Editor's Notes
Recognize the strategic importance of data
Case Studies/ discussions sharing successes
Best practices to execute on your data journey
Introductions,Phones,Recording,Food – ---- Food directions, location. Details of snacks, lunch dinner and timing.TimekeepingToilets,Emergency - -----'If there's a fire, don't follow me as I'll be panicking!
Meeting Agenda & Handouts --- on table
Feedback SurveyGroup Connection – Do we want to share Google + details etc. or make a place for group to interact with.Security – Wifi Details etc.