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.
12/01/22 FI SHOWCASE: WHAT'S YOUR DATA KNOW HOW?
Explore how your organization can better understand how to utilize Data: Slides, Video
Merlyn Roberts, Co-founder of CasFAF & Owner of Roberts Data Insight Advisory
Linda Young, Founder of Ponderpickle
10/18/22 FI SHOWCASE: ENHANCE REVENUE, REDUCE RISK
06/21/22 FI SHOWCASE: STOP LEAVING REVENUE ON THE TABLE
05/26/22 FI SHOWCASE: CREDIT RISK STRATEGIES
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
Nate Derby, CEO of Stakana Analytics
Jennifer Flexer, AVP of Data Strategy and Analytics at CEFCU
11/30/21 FI SHOWCASE: COMPETING ON ANALYTICS
The High Cost Of Doing Nothing: Slides, Video
Jason McDougal, VP of Business Intelligence at Sound Credit Union
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
Nick Ellingson, Director of Products and Startup Ambassador at WTIA
FinTech Trends: What Opportunities Are Out There: Slides, Video
Martin Walker, Vice President at Next Level Ventures
Partnering With An Early Stage FinTech: Slides, Video
Jennifer Flexer, AVP of Data Strategy & Analytics of CEFCU
Nate Derby, CEO of Stakana Analytics
Keren Moynihan, CEO of Boss Insights
Partnering With A Later Stage FinTech: Slides, Video
Jake Tyler, CEO of Finn.ai
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
David Franklin, Head of Data Science at Coastal Community Bank of Everett, WA
Nate Derby, CasFAF Co-Organizer
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