2016 Data Investment Symposium

On Wednesday, April 27, 2016, CU*Answers held its second annual Data Investment Symposium, a focus group event to brainstorm on new investments the CUSO should be making in data. Present were 20 credit union and CUSO leaders and data analysts from across the country, who joined in a conversation with key CU*Answers leaders to contribute their ideas to developing new strategies at the CUSO.

CU*Answers facilitators Randy Karnes, CEO, Jody Karnes, CIO, and Dawn Moore, VP Writing Team/Product Design, gave a progress report on projects initiated at last year’s inaugural focus group event, and discussion centered about investments the CUSO is planning to make on new tools for data analysts as part of its CU*BASE® core processing system, as well as the strategic plans for future investments in data being considered by the CUSO and its client-owners.

Conference Materials

Guest Speaker

Deb Slavens, Director of Information Technology for Honor Credit Union in St. Joseph, Michigan, shared some techniques her credit union has adopted over the past year to change her organization’s culture when it comes to using and acting on data, and the results they have seen thus far. “In 2014 usage of CU*BASE analytical dashboards averaged around 50 visits per month from 5 team members. In 2015 we saw over 400 visits per month by 30 different team members!” said Slavens.

Part 1: Driving Development with Data Focus

  • Building solutions for credit unions pushing data to external warehouses (their own, and their vendors’)
  • Building solutions for credit unions pulling data towards CU*BASE and other CU*Answers data warehouses
  • Building stronger data trending in our network (understanding the heavy lifting required for an ongoing trend line)

Part 2: Building a Network of Credit Union and CUSO Leaders with a Data Focus

  • A quick look at the 2016 Data Bootcamp project: will you participate in the future?
  • A quick look at the Executive Study Series and what is next for data
  • Brainstorming on building a data analyst bench, in your credit union and as a shared effort in our CUSO

 

 

Updated
February 2, 2017

CANCELLED: August Asterisk Intelligence Week

CANCELLED: August Asterisk Intelligence Week

After careful discussion between our team members, we have decided to cancel the Asterisk Intelligence Week courses for our August session.  These courses, which were originally scheduled for August 10 – 13, will not be rescheduled for a different date this quarter. However, if you are interested in attending a future Asterisk Intelligence Week event,… Read more »

Jul 17, 2020

In Case You Missed It: the 2020 Leadership Conference Video Series is Now Available!

In Case You Missed It: the 2020 Leadership Conference Video Series is Now Available!

The CU*Answers 2020 Leadership Conference is available for you to view today!  We have three talk show themed episodes available on the CU*Answers website – click the button below to learn all about what the cooperative is working on! View the 2020 Leadership Videos Additionally, a Digital Packet and series of Home School Assignments are… Read more »

Jul 10, 2020

It’s Leadership Conference Day! Our 3-Part Video Series is Now Available!

It’s Leadership Conference Day! Our 3-Part Video Series is Now Available!

The 2020 Leadership Conference is here!  Our three talk show themed episodes are now available on the CU*Answers website.  Click the button below to view each episode and learn all about what the cooperative is working on! View the 2020 Leadership Videos Additionally, a Digital Packet and series of Home School Assignments are available on… Read more »

Jul 1, 2020

News About the CU*Answers 2020 Leadership Conference

News About the CU*Answers 2020 Leadership Conference

As you know, the 2020 CU*Answers Leadership Conference has gone digital.  Since the conference was originally scheduled for today, here’s a quick recap of what’s happening. The 2020 Annual Stockholders Meeting and board election is being held via a live Zoom web conference at 4:30 PM ET on Wednesday, June 17th, 2020 (yep, that’s today!).  Registration… Read more »

Jun 17, 2020

Last Chance to Register for the Xtend 2020 Annual Stockholders Meeting

Last Chance to Register for the Xtend 2020 Annual Stockholders Meeting

ATTENTION XTEND STOCKHOLDERS Xtend will be changing up our Leadership Conference this year, and will be moving to a video format.  As a remote business we are really looking forward to engaging with more credit union professionals, introducing you to more team members, and interacting with you in a new way! Don’t forget: Xtend will… Read more »

Jun 15, 2020

Join Us for Our 2020 Annual Stockholders Meeting

Join Us for Our 2020 Annual Stockholders Meeting

ATTENTION XTEND STOCKHOLDERS As a reminder, Xtend will be changing up our Leadership Conference this year, and will be moving to a video format.  As a remote business we are really looking forward to engaging with more credit union professionals, introducing you to more team members, and interacting with you in a new way! Xtend… Read more »

Jun 3, 2020

Join Us for Our 2020 Annual Stockholders Meeting

Join Us for Our 2020 Annual Stockholders Meeting

ATTENTION XTEND STOCKHOLDERS As a reminder, Xtend will be changing up our Leadership Conference this year, and will be moving to a video format.  As a remote business we are really looking forward to engaging with more credit union professionals, introducing you to more team members, and interacting with you in a new way! Xtend… Read more »

May 28, 2020

CANCELLED: May Asterisk Intelligence Week

CANCELLED: May Asterisk Intelligence Week

After careful discussion between our team members, we have decided to cancel the Asterisk Intelligence Week courses for our May session.  These courses, which were originally scheduled for May 11 – 13, will not be rescheduled for a different date this quarter. However, if you are interested in attending a future Asterisk Intelligence Week series,… Read more »

Apr 17, 2020

Join Xtend for our Virtual Roundtable, April 20-22

Join Xtend for our Virtual Roundtable, April 20-22

Join Xtend for our Virtual Roundtable, April 20th – 22nd!  This three day event will focus on peer-suggested discussions, include guest speaker presentations and offer training opportunities with the CU*BASE toolset.  Share insights with your peers, discuss ongoing trends in the industry and set plans for your credit union’s future!  Take a look at our… Read more »

Apr 14, 2020

Join Xtend for our Virtual Roundtable, April 20-22

Join Xtend for our Virtual Roundtable, April 20-22

Join Xtend for our Virtual Roundtable, April 20th – 22nd!  This three day event will focus on peer-suggested discussions, include guest speaker presentations and offer training opportunities with the CU*BASE toolset.  Share insights with your peers, discuss ongoing trends in the industry and set plans for your credit union’s future!  Take a look at our… Read more »

Apr 10, 2020