A Leaders Guide to Accelerate Your Big Data Initiatives What is driven by leadership permeates the entire organization, will sustain, and is destined to succeed. What best practices should guide leadership? A thorough analysis of over 50 big data/analytics initiatives will guide this hour-long discussion. We will focus on:
Successful financial institutions are leading because of their investment in strategic big data initiatives. Big data is what is guiding their continued success. Their achievements include tripling the number of products per consumer, growing by 50%, and driving incredible internal efficiencies. This presentation has provided importance guidance for many successful big data initiatives. Effective use of data is critical as we move beyond 2020 – enhancing initiatives in people, process, and technology.
Sundeep Kapur // Educator & Founder, Digital Credence
Top 20 Use Cases for Big Data & Analytics
Do you have a big data plan which includes intelligent access to data, well defined business needs, and an urgent need to serve the member with Amazon like experiences? FinTech and large financial institutions continue to encroach, taking away significant opportunities – they leverage data to focus on delivering great experiences.
What can we do to leverage our resources effectively and achieve the success we desire? An organization’s success with big data will be driven by the following factors:
This fast-paced discussion will cover the top 20 initiatives at different credit unions. These institutions range in asset size from $30 million to over $11 billion. Proven, pragmatic, and innovative use cases – practical tangible lessons for all of us.
Sundeep Kapur // Educator & Founder, Digital Credence
Every day, we are inundated with messages about the importance of finding ''balance'' in our lives. How does this make us feel? Overwhelmed, out of touch, and unfulfilled. The problem isn't us--it's the message. Perfect balance is unachievable and, upon closer inspection, undesirable. The perpetual quest for balance ends up limiting growth, progress, and the quality of life.
In Off Balance On Purpose, Dan Thurmon frees you from the ''balance'' dilemma and empowers you to adopt a new approach to creating a happy, fulfilling life: embrace reality, get aligned with your purpose, lean forward, and initiate positive changes. These steps will give you the knowledge, strength, and motivation to
Dan Thurmon // Author / Entrepreneur / Workplace Performance Expert / Fitness Advocate / Acrobat / Unicyclist / Drummer
Tony Boutelle // President & CEO, CU Direct
Jim Nussle // CUNA CEO & President
Sponsored by
This session will address an array of recent developments and challenges in the finance arena, including: CFPB regulatory, supervisory, and enforcement activity; FTC proposals to revise the Privacy and Safeguards Rules; the status of industry petitions to DOD to withdraw interpretive guidance on the Military Lending Act; recent state legislation; and the roll out of the optional NADA/NAMAD/AIADA Model Dealership Voluntary Protection Products Policy.
Paul D. Metrey // VP, Regulatory Affairs and Chief Regulatory Counsel, Financial Services, Privacy, and Tax, NADA
Eric L. Johnson // Partner, Hudson Cook
Mason Trullinger // VP Residual Risk Management, CULA
In this session, the CEO of SavvyMoney will walk you through the evolution of consumer credit scores and credit monitoring over the last 20 years. As one of the pioneers in the space at FreeCreditScore.com /
JB Orecchia // President and CEO, SavvyMoney
Zaydoon H. Munir // Founder and Chief Executive Officer, RevolutionCredit
Mortgage origination volumes have been challenged in the face of rising rates and intense competition. During this session, Toohig will delve into the ways credit unions can compete with banks for mortgage market share. He will also cover various niche products that are being sold in today’s market, and discuss non-QM lending and how it should be approached.
John Toohig // Managing Director, Raymond James Mortgage Company
Economic Forecast
Elliot Eisenberg, PhD. // Chief Economist, GraphsandLaughs
A review of key macro economic indicators and their implications for the automotive market.
Charlie Chesbrough // Senior Economist and Senior Director, Economic Industry Insights, Cox Automotive
Auto sales declined in 2018 for the first time since the Great Recession. Yet, many CUs are seeing spectacular growth in their auto loan portfolio. What is their secret? Proper risk-based pricing, says John Flynn of Open Lending. The problem is that too many CUs do not segment their risk-based pricing models effectively and as a result they are turning away some of their most profitable members and not pricing their loans competitively. Find out how some of the top CUs are generating yields 4-6 times on their net ROA using the strategies John Flynn outlines in this powerful session.
Find out how to:
Matt Roe // Senior Vice President, Open Lending,LLC
.jpg?width=150&name=DRIVE19_Breakout_Speaker_Matt_Roe(1).jpg)
Data and Artificial Intelligence (AI) are becoming increasingly important to credit unions, their members, and the organizations whose purchases are often financed by credit union loans. In this session by Microsoft, you will hear about modern approaches to collecting, securing, and harnessing the data that is vital to AI in particular and digital transformation more broadly.
Michael Acosta // Western Hemisphere Data Sales Lead, Microsoft
Smart,
Wendy Nyx // Partner, Creative, Primitive Spark
Discussing Compliance, Regulatory Trends, and weaving in operational excellence given the high cost to originate loans in current environment with a focus on member satisfaction and member experience
Sean McNaboe // Senior Director, Treliant, LLC
Auto lending misrepresentation and fraud is not always discovered and is often hidden in first and early payment defaulted loans. Up to $6 billion in originations may contain misrepresentations that cause the loan to not perform as expected.
In this session, Frank McKenna will share with you insights from the auto lending fraud consortium on the hidden patterns of fraud and describe advancements in using AI and machine learning to address this growing problem of fraud and misrepresentation.
Frank Mckenna // Chief Fraud Strategist, PointPredictive
This session will provide attendees with an overview of key trends, challenges and opportunities in the US automotive marketplace.
Michael Buckingham // Senior Director - PIN Auto Finance, JD Power
Despite significant investments in technology and workflow, the cost to underwrite a loan is greater than ever. Lenders are looking for new and innovative ways to drive greater efficiencies while also competing to deliver a better customer experience. Digitization and automation hold significant promise, but the transformative benefits of these investments will only be realized when our difficult and complex underwriting processes are fully re-imagined and enabled by connected partners, trusted data and transparent workflows. Don’t miss this must-see presentation to understand how this transformation might take shape.
Jay Kingsley // Executive, Credit and Borrower Solutions, Corelogic
Providing your business users with the insights they need to make their own informed decisions promotes a culture of accountability from the bottom-up. The use of data and analytics no longer needs to remain only with the data scientists; rather share it with those who have the power
Hailey Middleton // Director of Product of Data Services & Analytics, CU Direct
Today’s digital consumer expects you to know them, look out for them and reward them. Consumers want a personalized experience based on data and insights already available. No longer accepting ‘push’ marketing programs, they want proactive solutions based on their individual lifestyle. Meeting these needs will require that financial executives and organizations be willing to embrace change, take risks and disrupt themselves. In this session, you will learn what is expected from today’s consumer, and how you can win in a period of digital transformation.
Jim Marous // Owner, Digital Banking Report
In today’s global economy, customer expectations in almost every industry are rising. What was once considered a perk, bonus or plus is now a promise clients expect–and even demand–time and again.
And while everyone may agree that providing superior service is essential to continued success in a competitive world, too many executives still regard service as “the fuzzy stuff” they don’t know how to measure, manage or make happen on a companywide scale.
Uplifting Service is an entertaining and interactive presentation that shows everyone from the C-suite to the front lines specific actions and concrete steps to fly over customers’ rising expectations and immediately improve the quality of service delivered at all levels of the company.
Packed with real-life examples, powerful principles and tried-and-true techniques, this session will educate, motivate and inspire everyone on your team to take new action to step up and create more value right now.
Ron Kaufman // Bestselling Author
|
