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

Download the Mobile App for the 2019 Leadership Conference!

Download the Mobile App for the 2019 Leadership Conference!

Announcing a mobile app for the 2019 CU*Answers Leadership Conference!  Attendees of the 2019 Leadership Conference can download this app today, and make use of features including: View an interactive schedule of events Access information about new CU*Answers developments View a list of conference attendees and vendors Try out new technology demos Find places to… Read more »

Jun 13, 2019

There’s Still Time to Register for the 2019 CU*Answers Leadership Conference

There’s Still Time to Register for the 2019 CU*Answers Leadership Conference

Register for the 2019 CU*Answers Leadership Conference!  Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next.  We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »

May 16, 2019

Don’t Miss Out – Register for the 2019 Leadership Golf Outing!

Don’t Miss Out – Register for the 2019 Leadership Golf Outing!

Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2019 Leadership Conference Week!  Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 20 8:30 AM ET… Read more »

May 15, 2019

Join Sage Direct for an Open House During the 2019 Leadership Conference!

Join Sage Direct for an Open House During the 2019 Leadership Conference!

Sage Direct will be hosting an open house during this year’s CU*Answers Leadership Conference week.  Join us on Tuesday, June 18 for lunch and a tour of Sage Direct’s Grand Rapids headquarters.  A shuttle will depart from the JW Marriott hotel at 10:00 AM, and will return by 1:00 PM.  Get an up-close look at… Read more »

May 9, 2019