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

Don’t Miss the Leadership Golf Outing!

Don’t Miss the Leadership Golf Outing!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNION LEADERSHIP Join us for the Annual CU*Answers Golf Outing! There’s still time to register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2017 Leadership Conference Week!  Unwind after an exciting week of events with a round of golf, a cold drink, and… Read more »

May 19, 2017

There’s Still Time to Register for the 2017 Leadership Conference!

There’s Still Time to Register for the 2017 Leadership Conference!

It’s a Cooperative Thing Cooperative Business Charters Rock for Being More than Just a Brand Being a cooperative is as much a way of being as a state of mind. It’s an environment that fosters teamwork and collaboration as well as a commitment to self. You are an “owner” of your credit union. You have a… Read more »

May 18, 2017

Don’t Forget to Register for the 2017 Leadership Conference!

Don’t Forget to Register for the 2017 Leadership Conference!

It’s a Cooperative Thing Cooperative Business Charters Rock for Being More than Just a Brand Being a cooperative is as much a way of being as a state of mind. It’s an environment that fosters teamwork and collaboration as well as a commitment to self. You are an “owner” of your credit union. You have a… Read more »

May 12, 2017

Round Out Leadership Week with a Golf Outing!

Round Out Leadership Week with a Golf Outing!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNION LEADERSHIP Join us for the Annual CU*Answers Golf Outing! Don’t forget to register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2017 Leadership Conference Week!  Unwind after an exciting week of events with a round of golf, a cold drink, and… Read more »

May 3, 2017

Only a few spots left for Underground Collision in NYC – Register today!

Only a few spots left for Underground Collision in NYC – Register today!

Join CU*Answers and Mitchell, Stankovic, and Associates at UNDERGROUND Collision on May 8th in New York City You’re invited to attend this exclusive event in NYC during which Randy Karnes and other industry experts will discuss challenging issues and push for real action to create radical change. Join the conversation at Penthouse 45 in New… Read more »

Apr 24, 2017

Why Wait? Register Today for the 2017 Leadership Conference!

Why Wait?  Register Today for the 2017 Leadership Conference!

It’s a Cooperative Thing Cooperative Business Charters Rock for Being More than Just a Brand Being a cooperative is as much a way of being as a state of mind. It’s an environment that fosters teamwork and collaboration as well as a commitment to self. You are an “owner” of your credit union. You have a… Read more »

Apr 21, 2017

Join us for a Relaxing Round of Golf!

Join us for a Relaxing Round of Golf!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNION LEADERSHIP Join us for the Annual CU*Answers Golf Outing! Don’t forget to register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2017 Leadership Conference Week!  Unwind after an exciting week of events with a round of golf, a cold drink, and… Read more »

Apr 14, 2017

Follow Up Webinar: Accounting Top 10 Focus Group

Follow Up Webinar: Accounting Top 10 Focus Group

Missed the Accounting Top 10 Focus Group?  Join us for the follow up webinar! Recently, accounting leaders from 23 credit unions joined us to help CU*Answers leaders decide on the future shape of our accounting tools and strategies.  Join us for a brief overview of the topics we covered and key information we shared with… Read more »

Mar 30, 2017