Karan, CEO of CU Rise Analytics, brings with him almost two decades of financial services and data analytics experience. After having worked & consulted at multiple leading corporations such as Capital One, AmEx, BT and Fannie Mae; for the last 6 years Karan has shifted his focus towards helping mid & small financial institutions that urgently need to leverage data science to compete with their much larger competitors. He has deep subject matter expertise and has spoken at many occasions including Culytics, Co-op’s Summit, Predictive Analytics World, Western Independent Bankers, NWCUA, CCUL’s Reach, to name a few. Prior to CU Rise, Karan was the Managing Director at IQR (now EXL) where he was instrumental in leading their teams, expand their expertise and building businesses in numerous market segments. He is a MIS and Accounting graduate and has an MBA in Finance from the University of Maryland. When not working Karan can often be found outdoors spending time with his sons.
Suchit, COO of CU Rise Analytics, has worked for credit unions and banks supporting their strategy and analytics initiatives for more than a decade. In his current role, he is responsible for developing teams, serving our clients and expanding CU Rise’s data science and technology capabilities. He has led large teams of analysts and technology professionals supporting over 40 credit unions simultaneously. He employs statistics, big data analytics, machine Learning and strong business acumen to devise plans and strategies to help his clients. Suchit has consistently built and executed successful projects in lending, deposit and membership growth for both credit unions and banks. Over his career he has helped design and launch new credit card and checking products, rolled out successful market expansion strategies and developed Business Intelligence suites. Suchit takes a lot of pride in working with credit unions and strongly believes in the Credit Union movement. Suchit holds MBA in Marketing and Masters in Statistics from India. Suchit is an avid reader.
Bert is the President & CEO of Our Community Credit Union (OCCU) based in Shelton, Washington. OCCU is a state-chartered community credit union with $370 million in assets, 8 branches in 4 counties in Washington. Bert joined OCCU in December of 2005 as COO and settled into his current role in January of 2011.
Prior to coming to OCCU, Bert held positions in the private sector where he was either heavily involved in or responsible for operational P/L management. He spent over 20 years in the Wood Products Industry in a variety of capacities (Champion International, MacMillan Bloedel, Weyerhaeuser) where he worked across the various businesses functions. Bert holds a B.S. in Forestry & Timber Management from the University of Montana along with a Minor in Business.
Personal statement: I am a firm believer that “the magic is in the people”, if you take the time to understand the people you will find the magic and be successful.
Nick is the President of The Veridian Group (TVG), a wholly owned CUSO holding company of Veridian Credit Union, a $3.75B Iowa based institution based. Nick serves or has served on the boards of all of the CUSOs where TVG has an ownership stake. He has experience in insurance, payroll services, commercial lending, digital payments, credit cards, marketing, a data analytics platform, a mobile wallet and venture capital. Nick also represents Veridian Credit Union on the Investment Committee of Next Level Ventures, Iowa’s first approved Innovation Tax Credit venture capital fund where he supported investment in 12 Iowa based start-up companies by putting over $26MM dollars of capital to work over the past five years.
Nick’s professional experience includes 19 years at a Medical/Dental marketing company starting in sales and rising through the ranks to VP of Marketing and Owner/President of Porta Vet, a manufacturer of products for the large animal veterinary market. He has been at The Veridian Group, Inc. for almost 9 years.
Nick holds a BA in Finance from the University of Northern Iowa
in Cedar Falls where he resides with his wife today.
Patrick Miller, CEO of CBC Federal Credit Union, joined CBC in July 2012, and immediately installed CBC's current Core Values - "Make it Right, Make it Easy, and Make it Personal", which have evolved into CBC's brand promise. Results have been overwhelmingly positive, with consumer loans up 450%, membership almost doubled, all with the same staffing levels. Prior to CBC Patrick was a VP at Navy Federal Credit Union; where he served eight years establishing their broker-dealer and RIA, and oversaw 73 branches. The depth of his experience in financial services and credit unions extend even prior to that to his time spent at the Colorado Credit Union League, SELCO Community Credit Union in Eugene, Oregon and CUNA Mutual Group.
Tom Davis is the visionary and driving force behind
Trellance. With more than 25 years of progressively responsible leadership
roles with companies in payments, IT, and software design, Tom has amassed
impressive knowledge, insights, and experience into the specialized needs of
Prior to being named President & CEO of Trellance, Tom was Sr. VP of Finance and Technology for Trellance where he earned an admirable reputation as a passionate proponent of innovation and technology for credit unions. A respected subject-matter expert in finance, technology, payments, and strategic planning, Tom is skilled at simplifying the complexity involved with the many new technologies that impact credit unions today in the future.
Tom earned his M.B.A. from the University of South Florida where he graduated with honors and became a member of the Phi Kappa Phi honors fraternity. He received his undergraduate degree in accounting and finance from Missouri State University.