PRESENTATION ARCHIVE

These archives are available for CasFAF community members only. To gain access, please email us at info@casfaf.org or subscribe to our events.

06/21/22 FI SHOWCASE: STOP LEAVING REVENUE ON THE TABLE

Stop Leaving Revenue on the Table: Slides, Video

  • Andrew Clauson, Risk Management Professional with PRO Financial


05/26/22 FI SHOWCASE: CREDIT RISK STRATEGIES

Credit Risk Strategies: Slides, Video

  • Alan Peng, VP of Risk Review, Analytics, and Reporting at Wyth Financial


04/26/22 FI SHOWCASE: SEGMENTATION STRATEGIES

Segmentation Approaches and Considerations: Slides, Video

    • Fraser Uitdenbosch, Former Director of Enterprise Intelligence at First West Credit Union

    • Merlyn Roberts, Co-founder of CasFAF & Owner of Roberts Data Insight Advisory


Pricing Segmentation: Slides, Video

    • Bryant Yip, Director of Products at First West Credit Union


Retention Marketing Segmentation: Slides, Video


11/30/21 FI SHOWCASE: COMPETING ON ANALYTICS

The High Cost Of Doing Nothing: Slides, Video


The Analytics Journey at Orange County's Credit Union: Slides, Video

    • Tony Morris, Vice President, Marketing & Product Development at Orange County Credit Union


11/18/21 FI SHOWCASE: PARTNERING WITH FINTECHS

Basics Of Partnering With A FinTech Startup: Slides, Video


FinTech Trends: What Opportunities Are Out There: Slides, Video


Partnering With An Early Stage FinTech: Slides, Video


Partnering With A Later Stage FinTech: Slides, Video


10/28/21 FOCUS EVENT: SUCCEEDING WITH DATA THROUGH A COLLABORATIVE CULTURE

How To Approach Data Analytics Through A Collaborative Culture Fireside Chat: Slides, Video

  • Merlyn Roberts, Co-founder of CasFAF & Owner of Roberts Data Insight Advisory

  • Fraser Uitdenbosch, Former Director of Enterprise Intelligence at First West Credit Union

  • Matt Waynert, VP of Data and Analytics at Conexus Credit Union

  • Jeff Sawers, Former Manager of Business Insights of Prospera Credit Union

  • Linda Young, Founder of Ponderpickle

  • Nate Derby, Co-founder of CasFAF & CEO of Stakana


9/29/21 FI SHOWCASE: THE EVOLUTION OF ANALYTICS

Starting an Analytics Department from Scratch: Slides, Video


Data Driven Forecasting for Smaller Financial Institutions: Slides, Video

    • Jeff Sawers, former Manager of Business Insights of Prospera Credit Union of Abbotsford, BC

    • Brad Burnett, Credit Union Industry Consultant


Riding the Wave of Technological Change in the Financial Industry: A Practitioner's Perspective: Slides, Video

    • Bill Hills, former CIO at Navy Federal of Washington, DC