The Arkalytics Summit is returning in 2027. It's the place where credit union and community bank data leaders come together to trade ideas, share what's actually working, and prepare for what's next.
The sessions where you're not taking notes off a slide, you're taking them off the credit union sitting across the table.
very person in the room is fighting the same data battles you are. That's rarer than it sounds... and it's the whole point.
Sessions shaped by the exact problems other institutions like yours are solving right now, run by people who've actually done it.
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 fourth annual Arkalytics Summit will bring together data professionals across the credit union and community bank industries.
Get ready for the Arkalytics Summit, where community meets data analytics.
This year will be built for connection and momentum. Dig into real challenges alongside peer credit unions and community banks in candid customer roundtables, swap strategies in hands-on breakout sessions, and get a front-row look at what's next for Arkalytics straight from our product and leadership team.
Add in the networking, the energy, and (yes) a little Portland summertime charm that makes this an event that data people actually look forward to.
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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, Rockland 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 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 - 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 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
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 produce more data and reports than ever, yet leaders still struggle to get decision-ready intelligence. This session explores how to close the translation gap, use AI wisely and turn data, risk and strategy into decisions leaders trust."
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 A: BCON, Built Right: Why The Semantic Layer Matters
Tiffany Rudman-Quinn, Peoples Credit Union
Ian Hughes, St. Mary's Bank
Ben Richey, Arkatechture
Two credit unions built their own BCON layers. Both came back. Hear from SMB and PCU 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
Gain insights from years of implementation experience. This session shares patterns, pitfalls, and proven approaches to help organizations accelerate success and avoid common mistakes.
Join us for lunch at the hotel.
Breakout A: Tableau Cloud: Leveraging Innovation | Amy Elliott, Arkatechture
Learn how to scale analytics across your organization with Tableau Cloud. This session is designed for data stewards looking to take advantage of new features, including AI-driven capabilities and enhanced governance tools. Walk away with actionable approaches to accelerate adoption and maximize the value of your data.
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.
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, Ben Richey, Luke Ratliff, Devin Forsman & 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
Thank you for attending the Arkalytics Summit! We'll share some final remarks and then head to our happy hour.
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.
We are partnering with The Westin Portland Harborview for an exquisite and luxurious event space for a summertime event in Maine. Enjoy an array of award-winning restaurants located in the heart of downtown Portland!
The hotel block rate is $259 a night. Hotel booking information will be provided in your registration confirmation email.
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Check out our guide for attractions to check out near the Westin, including recommendations for the best local coffee, lobster rolls, ice cream, ocean views, a walking map, and more!
