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

1 Day, 2 Great Events – Join Us for the 2019 CFO Roundtable and Pricing Focus Group!

1 Day, 2 Great Events – Join Us for the 2019 CFO Roundtable and Pricing Focus Group!

CFOs and accounting leaders: join your peers for a discussion of network solutions available as you finance professionals and learn more about what drives development at CU*Answers.  Join us for the following events on Thursday, April 11th, and help us shape the solutions being developed by our CUSO for your teams!   CFO Roundtable and… Read more »

Mar 12, 2019

Join the Task Force and Help Design the Future of Online and Mobile Tools

Join the Task Force and Help Design the Future of Online and Mobile Tools

During the 2018 CEO Strategic Developers Boot Camp, CEOs brainstormed on the future of online and mobile tools from a big-picture, strategic point of view.  In addition to exploring our collective vision for the future of online and mobile products, CU*Answers reviewed two 2019 initiatives that serve as templates for tactical approaches: the Online ’19… Read more »

Mar 5, 2019

Join the Task Force and Help Design the Future of Online and Mobile Tools

Join the Task Force and Help Design the Future of Online and Mobile Tools

During the 2018 CEO Strategic Developers Boot Camp, CEOs brainstormed on the future of online and mobile tools from a big-picture, strategic point of view.  In addition to exploring our collective vision for the future of online and mobile products, CU*Answers reviewed two 2019 initiatives that serve as templates for tactical approaches: the Online ’19… Read more »

Feb 21, 2019

There’s Still Time to Join Us for Asterisk Intelligence Week!

There’s Still Time to Join Us for Asterisk Intelligence Week!

There’s still time to join our Asterisk Intelligence Week webinars!  If you were not able to participate in our on-site events earlier this week, take a look at the courses coming up on Thursday.  We will discuss Analytics Booth, Data Warehouse and Data Management solutions, and will explore the value these can bring to you… Read more »

Feb 20, 2019

1 Day, 2 Great Events – Join Us for the 2019 CFO Roundtable and Pricing Focus Group!

1 Day, 2 Great Events – Join Us for the 2019 CFO Roundtable and Pricing Focus Group!

CFOs and accounting leaders: join your peers for a discussion of network solutions available as you finance professionals and learn more about what drives development at CU*Answers.  Join us for the following events on Thursday, April 11th, and help us shape the solutions being developed by our CUSO for your teams!   CFO Roundtable and… Read more »

Feb 15, 2019

Engage with your Peers at the 2019 Xtend Shared Branching Roundtable!

Engage with your Peers at the 2019 Xtend Shared Branching Roundtable!

Share your ideas and join the discussion at our upcoming Shared Branching Roundtable!  This is a chance for you to engage with your peers and discuss any questions or concerns you might have about Xtend Shared Branching.  The Xtend Shared Branching Network is unique in that is fully governed by your peers. This latest Shared… Read more »

Feb 12, 2019

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team for a week of in-person educational events, February 18-20 in Grand Rapids, MI!  Not able to join us in Grand Rapids?  Sign up for online webinar courses held on February 21!  These events are designed for credit union management, marketing staff, and database administrators. A few days of query training… Read more »

Feb 11, 2019