Stay 'in the loop' with fellow Arkalytics strategists, innovators, and builders. We'll explore AI, data, and banking trends while keeping humans at the helm and best practices at our core.
Explore the venue and ticket details below, see you there!
Jamie Jackson, CEO & Founder - Arkatechture
Jamie's welcome speech is not just a formality but a crucial part of the Arkalytics Summit. He will set the tone, give you an idea of what to expect, and guide you on how to make the most of this opportunity. This will be a powerful start to our phenomenal 3-day event!
Tim Dunham, Product Owner
Prepare to be inspired by Tim Dunham, our Arkalytics Product Owner, as he shares his extensive industry experience and guides us through our product's past achievements and future roadmap. Tim will be joined by Susmi Sengupta, CTO at Arkatechture, and Judith Bernholc, Head of Customer Success, adding their insights to the discussion. We are confident that this collaboration of expertise will pave the way for an innovative, future-focused product that will maximize the value of Arkalytics for our financial institutions.
Measuring the ROI of Data-Driven Initiatives
Jessica Tomapat, Head of Business Advisory Services leads our business advisory team and has over seven years of experience leading data teams at financial institutions, will walk you through how you can uncover the greatest return on your investment in Arkalytics. Translate your data into impressive wins and determine the key leading metrics that will justify the imperative to become a data-driven organization! Join Jess and learn more about how to measure the success of all your data initiatives!
Snowflake Data Management
Ceara Sowell, Technical Operations Manager has played major roles in developing the Arkalytics product from the start, supporting our customers in adoption, and leading the product team, will lead a hands-on workshop on how to best organize and govern your snowflake environment. This session is designed to make you feel empowered and equipped, ensuring a governed and compliant environment. Bring your laptop today and prepare for some tangible takeaways and action items!
Pat Lapomarda, Managing Director, Data Science
Pat Lapomarda is the Director of Data Science at Arkatechture. He is passionate about harnessing data to drive informed action. Over the past 25 years, he has advised, developed, and implemented data science solutions at scale. With the emergence of AI, Pat will discuss how it has evolved and how you can leverage it to find value within your financial institution!
When/Why/How to Leverage BCON
Ryan Smith, Senior Data Analytics Consultant, Mike Martineau, Service Desk Lead and Greg Parker, Director of BI, RFCU
Ryan and Mike are both senior analysts known for their technical prowess and expertise in SQL. They work extensively in our conformance layer. Ryan has over 15 years of experience in data analytics, and Mike has over ten years of experience in analytics and three years of directly supporting our Arkalytics customers. They will also be joined by Greg Parker, Director of Business Intelligence at Rockland Federal Credit Union. If you are looking to understand WHY you would leverage BCON and best practices for getting the most out of this session, join us for an interactive session that will allow you to fully realize what you can do today with BCON, why you would do it, and how you can take advantage of it in the future!
Designing Beautiful and Spicy Dashboards
Amy Elliott, Lead Vizzer
Join Amy Elliott, our Lead Vizzer on the Arkalytics Product and the brains behind many of the Arkalytics Dashboards you see today! Amy has over 10 years in designing and building dashboards across our Arkalytics and professional services customers. Ever wonder how to design dashboards that fit your brand and allow your end users to get exactly what they need? The best dashboards are easy on the eyes, trustworthy and easy to use, and drive a specific business behavior!
Learn more about how to design the best and most effective dashboards in Tableau and learn quick tips and tricks to make all your dashboards more intuitive and fun to use!
Jamie Jackson, CEO; Tyler Schneider, Head of Sales; Lindsey Foster, Data Hub Lead; Susmi Sengupta, CTO; Ben Stangland, President at STRUM; Austin True, VP of Sales at Sway.ai
Come join our collaborative session about the Arkalytics Data Hub. Learn more about it, what it enables you to do, and how it will allow you to unlock your data across multiple platforms, decreasing time to value and better serving your members and community!
Becky Curry - Chief Data Officer at ORNL FCU
Jordan Lehrman, CTO at IQ CU
To cap off an amazing first day at the Summit, join our investors for a fireside chat. We will hear directly from them about the opportunities they see at their financial institutions regarding data and technology, their concerns, and how they are mitigating them. This will be a great opportunity to get a peek into CU leadership's minds and understand their journey and where they are looking to go.
CCUA
Melissa Pomeroy EVP, Chief Operating Officer at Cooperative Credit Union Association and first customer of Arkalytics will discuss the data journey, how its changed, and how CU's can get back to the roots of whats important
Building Data Literacy - Led by Valley Strong Credit Union
Building a Cross-functional data team - Led by ORNL Federal Credit Union
Ben Stangland, President at STRUM agency and STRUM Platform
Ben Stangland serves as the President of Strum Agency and Strum Platform, bringing over 20 years of experience in strategic planning and marketing for financial institutions. As a visionary leader, he has helped numerous banks and credit unions transform their brands, optimize marketing strategies, utilize data, and successfully enter new markets. Join this session to hear from Ben and learn more about marketing opportunities within the financial industry!
AI in your Credit Union - Led by IQ Credit Union
Data-Driven Marketing and Personalization - Led by Guardian Credit Union
Susmi Sengupta, CTO at Arkatechture
Susmi Sengupta, CTO at Arkatechture, built the Arkalytics stack from the ground up! This required rigorous evaluation of all the best technical tools available and best practices to leverage when building a technology product! Get a peek into her thought process and how you can emulate her decision-making when evaluating all the different technical tools at your disposal today in such an ever-changing, fast-moving environment.
CSM’s + Customers
Have you enjoyed seeing other people's amazing Sandbox creations during our User Groups but always wanted more time to discuss and ask questions? Here’s your chance: As an end-of-day wind-down session, join us to see great dashboards and creations created by our customers, ask questions on how they made them, and be inspired by their work. Get ready to collaborate with your peers, ask questions, and be inspired by their work!
It's been a great few days, and it's time to celebrate! Come hang out with all your peers and the Arka team for a fun happy hour at the Courtyard. Food and Drinks will be provided!
Jamie Jackson, CEO, Founder, Arkatechture
Jamie Jackson will help close out the exciting week with a thoughtful note on what we’ve learned and how credit unions can continue to enact change in the community. He will provide industry insights and give us all something to think about and take back to our teams.
Jacob Schmidt, CSM & Luke Ratliff, Training and Enablement
As the week comes to a close, Jacob and Luke will walk you through all of the resources you have at your fingertips to get moving right away on everything you have learned at the summit. Join us to learn what tools you can access today and how to take full advantage of them!
The third annual Arkalytics Summit will bring together data professionals across the credit union and community bank industries. It will be at the The Westin Portland Harborview Hotel.
The Summit's agenda will be packed with a variety of activities and sessions including engaging customer roundtable discussions, insightful peer-to-peer breakout sessions, and dynamic networking opportunities
The third annual Arkalytics Summit will bring together data professionals across the credit union and community bank industries.
The Summit's agenda will be packed with a variety of activities and sessions, including engaging customer roundtable discussions, insightful peer-to-peer breakout sessions, and dynamic networking opportunities.
Please refresh the page to submit multiple registrations.
Please review our privacy policy for further information.
Swing by the registration table in the main lobby when you check-in to grab your welcome bag and badge.
Join us in the Mezzanine above the main lobby entrance for light appetizers and complimentary beverages.
Join us for breakfast before you start your day
The Arkalytics Summit is officially underway!
Melissa Denbow, SVP, Community Impact Manager, Machias Savings Bank
Melissa from Machias Savings Bank shares how her team lives the community mission — $900,000+ donated, 570+ organizations supported, and 11,600+ volunteer hours across Maine and New Hampshire in 2025 — and how tools like Kadince help them spot emerging needs without losing sight of the relationships behind the work.
Brandon Hotham, President & CEO, Dempsey Center
A powerful, community-driven story about how mission, teamwork, and shared purpose can create lasting impact. This keynote explores what it takes to build trust, foster belonging, and create momentum that extends beyond any one organization, mirroring the role community banks and credit unions play every day.
Melissa Pomeroy, CCUA, COO
Learn how leading organizations connect data strategy directly to business priorities. This session will explore how to align analytics investments with measurable outcomes, ensuring your data efforts support growth, efficiency, and member impact.
Breakout A: Measuring What Matters: Track Impact, ROI, and Next Priorities
Mary Flanigen, Arkatechture
Greg Parker, Arise Federal Credit Union
A practical look at how organizations measure the value of their analytics programs. This session will walk through real approaches to tracking ROI, prioritizing next steps, and ensuring analytics efforts stay aligned with business goals.
Breakout B: Fast-Tracking Your Implementation: Lessons from Customers Who've Been There
Katie Eagan, Arkatechture
David Hudson, Arkatechture
Josh Mack, Credit Union West
Eugene Corcione, Mid-Hudson Valley FCU
Ames Ewing, Farmers Insurance Group FCU
Implementations can often hit predictable delays. Join Arkatechture and customers as they share practical lessons learned, common pitfalls, and the decisions that made the biggest difference, from prepping your team to data governance. Avoid surprises and keep moving.
Join us for lunch at the hotel.
Breakout A: 30 Sandbox Tips and Tricks in 30 Minutes |
Luke Ratliff, Arkatechture
Amy Elliott, Arkatechture
Fast-paced and practical, this session delivers quick wins to improve analysts' day-to-day workflow in Arkalytics. Learn tips, shortcuts, and best practices for developing in Tableau and Snowflake to work more efficiently and get more value from your data.
Breakout B: Enabling Champions — Embedding Analytics Beyond the Data Team
Mary Flanigen, Arkatechture
Gabriel Reyes, Valley Strong Credit Union
Ames Ewing, Farmers Insurance Group Federal Credit Union
Scaling analytics requires more than a central team. This session explores how organizations build and support champions across departments to drive adoption, expand use cases, and sustain momentum.
Susmi Sengupta, Arkatechture
Lindsey Foster, Arkatechture
Go behind the scenes with the Arkalytics product team. This session provides a deeper look into the platform roadmap, upcoming innovations, and how future enhancements will support your analytics journey.
Main Stage Sponsor - Alkami
Rachel O'Neill, Data & Marketing Account Executive
You need strategies that actually moves the needle, not another dashboard. In this session, you’ll hear how leading financial institutions activate behavior-based insights and launch personalized engagement marketing that delivers measurable lift.
Breakout A: Sandbox Adoption: Greatest Client Hits
Luke Ratliff, Arkatechture
Learn from real client experiences implementing analytics and AI. This session highlights common challenges, successful approaches, and lessons learned from the field. Enjoy hands-on demos of several custom Sandbox builds.
Breakout B: What We’ve Learned From 100+ Analytics Projects
Ben Richey, Arkatechture
Gain insights from years of implementation experience. This session shares patterns, pitfalls, and proven approaches to help organizations accelerate success and avoid common mistakes.
Breakout Session Sponsor - imagino
Kara Kelley, Sr. Solutions Consultant
Organizations have invested heavily in building trusted member data foundations. Yet many still struggle to turn insights into action fast enough to impact the customer experience.
End the day's sessions on a high note.
Join us at the The Porthole Restaurant & Pub for a deckside celebration with appetizers and complimentary beverages.
Join us for breakfast
Join us in the ballroom after breakfast to kick off Day 2!
Dan Koloski, Roux Institute
Explore how organizations can prepare for AI while maintaining control, trust, and governance. This keynote provides a practical perspective on what AI readiness really means and how to approach it responsibly.
Tony Ferris, Rochdale
Credit unions are producing more data and reports than ever, yet leaders still struggle to get decision-ready intelligence. The problem isn't always missing data, and producing more won't solve it. Alongside the essential work of building stronger data capability sits a less visible gap: the translation gap between what our data, risk, and strategy functions produce and what leaders can act on. Untreated, it drives an endless cycle of requests, reports, and dashboards that never quite answer the question, a cycle AI will accelerate rather than fix. Better decisions require both a stronger data foundation and translation that reduces the assumptions behind every decision and speaks the language of the business. Attendees will leave with a practical view of how data, risk, and strategy work as one decision-support chain, where AI helps and where it misleads, and concrete steps to make their function one the business cannot decide without.
Mary Flanigen, Arkatechture
Jason Shanks, Guardian Credit Union
Clear ownership is critical to scaling analytics. This session explores how organizations define roles and responsibilities across data, analytics, and business teams to improve accountability, trust, and efficiency.
Breakout Session Sponsor - Pulsate
Adam O'Connell, Pulsate
Discover how Pulsate's member engagement platform integrates with Arkatechture to orchestrate and automate personalization at scale right inside your digital banking app.
Breakout A: BCON, Built Right: Why The Semantic Layer Matters
Tiffany Rudman-Quinn, People's Credit Union
Ian Hughes, St. Mary's Bank
Ben Richey, Arkatechture
Two credit unions built their own BCON layers. Both came back. Hear from St. Mary's Bank and People's Credit Union on what drove the decision. Then, get grounded in what BCON is, why a standardized semantic layer matters, and how it sets your team up for what's next with Arka IQ.
Breakout B: Practical AI for Analytics Teams — ArkaIQ, Snowflake Cortex & More in Action
Luke Ratliff, Arkatechture
See how AI can be applied within your existing analytics workflows. This session demonstrates real use cases and tools that help teams move from experimentation to practical application.
Join us for lunch at the hotel.
Breakout A: Better in the Cloud: What's Next for Your Tableau Experience
Amy Elliott, Arkatechture
Arkalytics is migrating from Tableau Server to Tableau Cloud — this session covers what's changing, your UAT and migration timeline, and what it means for your day-to-day experience. We'll also dig into why we made this move, the new capabilities we're most excited about, and a look at some of Tableau Cloud's newest features.
Breakout B: Closing The Loop: Using NBP, Attrition & Segmentation Models to Drive Continuous Growth
Jon Douglas, Credit Union of America
Lindsey Foster, Arkatechture
Explore how predictive models can be used to drive ongoing growth and retention. This session demonstrates how to apply key models to identify opportunities and take action.
Barry Kurland, Arkatechture
Jason Shanks, Guardian Credit Union
Becky Curry, ORNL Federal Credit Union
Jon Douglas, Credit Union of America
Explore real use cases where analytics has driven meaningful outcomes. This panel session with key credit union leaders focuses on how organizations translate insights into action across lending, marketing, operations, and beyond.
Katie Eagan, Arkatechture
Ryan Smith, Arkatechture
David Hudson, Arkatechture
Join peers using the same core platform to discuss common challenges, share best practices, and exchange practical ideas. These focused conversations are designed to help you learn from others facing similar challenges and opportunities.
Monte Kozmits, Arkatechture
Ben Richey, Arkatechture
Luke Ratliff, Arkatechture
Devin Forsman, Arkatechture
Mary Flanigen, Arkatechture
A collaborative discussion on how to maintain momentum after implementation and beyond the summit. Learn how organizations continue to expand usage, drive engagement, and build on early success.
Katie Eagan, Arkatechture
We'll wrap the Summit with key takeaways, a look at what's ahead for Arkalytics, and your chance to shape next year — complete the final survey before you go!
Join us for a final happy hour before we wish you farewell and a safe journey home.
Join us for breakfast, especially if you're going on the duck boat tour after!
Registered for the duck boat tour? Join us in the Ballroom 15-minutes before the 10:00am departure time.
Join us for lunch before you head home.
Check out our one-page guide for attractions to check out near the Westin, recommendations for the best local coffee, lobster rolls, ice cream, ocean views, a walking map, and more!
