Summit

Name: Summit
Address: 777 6th Street NW, Suite 520, Washington D.C., DC, 20001, US
Telephone: +12024078300

Summit is an analytics advisory firm guiding federal agencies, financial institutions, and litigators Summit: complexity simplified.

Summit is a specialized analytics advisory firm that guides federal agencies, financial institutions, and litigators as they decode their most complex analytical challenges. Summit’s staff of economists, econometricians, and research scientists use quantitative techniques to assist our clients as they score and model risk, evaluate program performance, forecast cash flows, and estimate economic da

mage. At Summit, we solve complex analytical challenges with unparalleled customer service and extensive client collaboration. The solutions are complete only when they are understood by our clients and solve their problems. Summit’s principals, academics and research scientists are recognized experts in their field, and they are capable of leading large and small solution teams.

11/12/2025

As the federal government faces its longest shutdown in history, many agencies and partners are asking: what happens to federal loan programs when operations pause?

Given the possibility of the government reopening soon, we’re releasing our next episode of Federal Credit Fridays early. This session includes a timely discussion between Sarah Cunningham and Anthony Curcio on how the shutdown is affecting loan processing, infrastructure projects, and cash flow for federal programs nationwide.

"It can be everything from an inconvenience with timelines to a massive cash or credit crunch,” Sarah explains.

🎧 Listen now: https://hubs.li/Q03SRYMl0

10/17/2025

Welcome to the final episode of our Federal Credit Fridays: Loan Monitoring—AI Predictive Insights series where J. Anthony Curcio sits down with experts Katie Janik and Mike Rodriguez to explore how AI and predictive analytics are transforming loan monitoring.

From real-time dashboards to smarter risk detection, these tools are helping agencies enhance oversight, boost efficiency, and protect taxpayer dollars—all without adding headcount.

“AI doesn’t replace decision-makers. It amplifies their ability to make informed, timely calls.”—Katie Janik

🎧 Listen now to the finale: https://hubs.li/Q03P7s8G0

10/10/2025

Federal Credit Fridays: Loan Monitoring—AI Predictive Insights Part 3!!!

Artificial intelligence is no longer a future concept—it’s reshaping how federal agencies monitor and manage their loan portfolios today.

In the latest episode of Federal Credit Fridays, host J. Anthony Curcio speaks with Katie Janik and Mike Rodriguez about how AI and machine learning are transforming federal credit oversight.

They explore:
🔹 Automated data extraction from reports and spreadsheets
🔹 AI-generated risk narratives that summarize borrower performance
🔹 Real-time dashboards and alerts that flag risks before they escalate
🔹 Best practices for integrating AI without losing the human touch

The result? Faster insights, smarter compliance, and a more proactive approach to risk management.

As agencies prepare for the next decade of modernization, one principle stands out: AI should empower people, not replace them.

🎧 Listen to the full episode: https://hubs.li/Q03N4ZrQ0

10/03/2025

Welcome back! When new federal loan programs are launched, the spotlight is often on eligibility, underwriting, and speed to obligation. But what comes after the loans go out the door is just as critical: how we monitor and manage those credits over time.

In Part 2 of our series, experts Katie Janik and Mike Rodriguez join Anthony Curcio to discuss how modern loan monitoring systems are evolving. Highlights include:

- Secure borrower self-service portals
- Automation that reduces manual tracking and errors
- AI tools that forecast risk before a payment is missed
- Implementation strategies that put the user first

The conversation makes one thing clear—the future of loan monitoring isn’t just about digitization; it’s about predictive insights, accountability, and smarter risk management.

Listen here: https://hubs.li/Q03M3NsJ0

09/19/2025

On today’s Federal Credit Fridays: Anthony Curcio sits down with experts Katie Janik and Michael Rodriguez to dive into predictive insights, AI, and analytics in federal loan monitoring. Why does it matter? It’s all about shifting from reactive to proactive—improving visibility, saving time, and protecting taxpayer dollars.

Are your loan programs built to see trouble before it arrives? Listen now to explore how agencies are modernizing oversight.

Listen here: https://hubs.li/Q03K4Np-0

09/12/2025

We’re back with another !

Nuclear has been “the next big thing” before—but this time might be different.

📈 What’s driving the revival:
• Surging 24/7 demand from data centers
• Small modular reactors = faster, standardized builds
• Federal & state incentives + big tech buying nuclear power

But financing is still the roadblock.

The DOE Loan Programs Office can step in with long-term, low-cost capital to get the first projects built—proving nuclear can work and opening the door for private investment.

This could finally be nuclear’s moment. Join J. Anthony Curcio and Brian Oakley as they share their thoughts!

🎧 Listen here: https://hubs.li/Q03J5R-N0

08/29/2025

We're back with another where we dive into the evolving role of credit risk management in federal lending this week.

Anthony Curcio sits down with Andrew McCabe to discuss the impact of OMB Circular A-129, the role of Chief Risk Officers, and why embedding risk management early in the loan origination process is essential.

Key takeaways:
- Risk management should bridge origination and portfolio oversight.
- CROs succeed by balancing independence with collaboration.
- Strong communication is the foundation of effective risk governance.

🎧 Listen Here: https://hubs.li/Q03GbJr50

08/22/2025

Part three is out!

This Complexity Simplified series wraps up with our third and final discussion, where Josh Goldberg, MBA, CPA, CFA, CIA, FRM and Joe Mattey shift the lens to executive leadership.

After laying the groundwork in Episodes 1 and 2—covering fundamentals of AI/ML, best practices, and parallels to traditional model development—this conversation looks over the horizon.

We explore:
🔹 How financial institution leaders can assess AI readiness
🔹 The role of openness, collaboration, and standardization in model development
🔹 Why benchmarking and user feedback loops matter for sustained success
🔹 Strategic steps executives can take today to avoid “shallow adoption” and prepare for transformational change

Whether you’re leading a modeling group, managing risk, or building out AI/ML capabilities, this episode offers practical insights on balancing today’s uncertainty with tomorrow’s opportunity.

🎧 Listen to the full episode here: https://hubs.li/Q03DYKp40

08/15/2025

Part two is out!

Josh Goldberg, MBA, CPA, CFA, CIA, FRM and Joe Mattey shift the focus to what model developers can learn from the practices driving AI/ML success. They explore how rapid iteration, data-centric workflows, and strong feedback loops can transform performance and agility—while keeping risk management front and center.

Whether you’re building AI models or traditional ones, these best practices offer practical ways to enhance your development process and stay ahead in a rapidly evolving landscape.

Tune in now to see how the lessons from AI/ML can elevate your approach.

👇 Listen below and let us know your thoughts!
Listen Here: https://hubs.li/Q03CTyyK0

08/08/2025

In our very first episode, Josh Goldberg, MBA, CPA, CFA, CIA, FRM and Joe Mattey set the stage for our new podcast series with a practical intro to AI/ML—covering key definitions, must-know terminology, and how model management is evolving at financial institutions.

Whether you're just starting to explore the world of AI or already deep in it, this episode lays a strong foundation for what’s ahead—especially how high-performing AI is reshaping job functions across the industry.

Tune in now to get grounded before Episode 2 takes us even deeper.

👇 Listen below and let us know your thoughts!
Listen Here: https://hubs.li/Q03B_Sc_0

08/04/2025

As the 2025 Joint Statistical Meetings continue this week, Albert Lee, Senior Founding Partner at Summit, will present tomorrow in the invited session Government Research on Predictive Analytics and Uncertainty Quantification.

His talk, based on a paper co-authored with Alan Salzberg of Salt Hill Statistical Consulting, Machine Learning Techniques Applied to Residential Home Price Estimations, will showcase how robust regression and bootstrapping improve the accuracy and reliability of Automated Valuation Models (AVMs). By addressing noisy data and outliers, their work highlights how predictive analytics can enhance transparency and support more data-driven decision-making in housing.

Additionally, Albert will participate in a roundtable on modernizing government statistical surveys. This discussion will explore how AI, cloud computing, and open-source tools improve the efficiency, reliability, and consistency of survey outputs. The roundtable will share federal agencies’ experiences implementing automated edits and imputations, emphasizing lessons learned in reducing manual effort, saving time, and improving data quality.

08/01/2025

What does it take to modernize decades-old federal lending programs without losing trust—and while putting the customer first?

In this episode of Federal Credit Fridays, Anthony Curcio sits down with Jacki Ponti, former Chief Innovation Officer at USDA Rural Development, to unpack the bold thinking behind the OneRD Guarantee.

✅ Streamlining programs
✅ Centering lender feedback
✅ Rethinking regulatory norms
✅ Designing for the future

Tune in to learn how USDA transformed fragmentation into focus—and why the OneRD model may be a blueprint for smarter federal lending across the board.

🎧 Listen Here: https://hubs.li/Q03zTCBy0

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+12024078300

Website

https://www.summitllc.us/

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