From building a trusted, secure data foundation, to unleashing self-service analytics across the CU, this session will walk you through the practical steps to modernize your data capabilities. Hear firsthand from George Estrada of Rize Credit Union and Jerry Saalsaa of CUES as they share how their organizations have already leveraged "AI for BI," and learn solutions to help your CU achieve AI-powered reporting.
About the Facilitator
Dan Boyd
Senior Data & AI Specialist
AWS
Dan Boyd is a Senior Data & AI Specialist at AWS with deep expertise in helping member-owned financial institutions leverage data and artificial intelligence to better serve their communities. With an MBA in Business Finance and IT from Marist University and an AI certificate from Cornell University, Dan brings a rare blend of financial acumen and technical depth to his work with credit unions — covering everything from personalized member experiences to fraud detection and operational efficiency. He takes a mission-aligned approach to every engagement, understanding that for credit unions, technology is ultimately a means to better serving members and strengthening financial well-being.