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

POSTPONED: 1 Day, 2 Great Events – Join Us for the 2020 CFO Strategies Roundtable and Accounting Top Priorities Focus Group!

POSTPONED: 1 Day, 2 Great Events – Join Us for the 2020 CFO Strategies Roundtable and Accounting Top Priorities Focus Group!

After hearing from our clients and having internal discussions among our teams, we have decided to postpone the 2020 CFO Strategies Roundtable and Accounting Top Priorities Focus Group.  In the coming weeks, our staff will be meeting to select a new date for this event.  We will notify you of the updated schedule sometime within… Read more »

Mar 19, 2020

CANCELLED – Engage with your Peers at the 2020 Xtend Shared Branching Roundtable!

CANCELLED – Engage with your Peers at the 2020 Xtend Shared Branching Roundtable!

This event has been cancelled.  We will be rescheduling this event for a later date, which will be announced in a future email. 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… Read more »

Mar 13, 2020

Save the Date for the 6th Annual Conversations on Compliance Event!

Ready to sign up today?  Click below to get registered – we look forward to seeing you in May! Register Today! *Hotel reservations will be available at the Grand Rapids JW Marriott (at the special rate of $229/night).  Reservations can be booked via phone toll free at 877-901-6632, or via the local number at 1-506-474-2009. … Read more »

Feb 12, 2020

Register for Data Analysis and Query Sessions at CU*Answers

Register for Data Analysis and Query Sessions at CU*Answers

Join the Asterisk Intelligence team later this month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some… Read more »

Feb 10, 2020

Join Us in February for the Asterisk Intelligence Week Event

Join Us in February for the Asterisk Intelligence Week Event

Join the Asterisk Intelligence team next month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 30, 2020

Join Us in February for the Asterisk Intelligence Week Event

Join Us in February for the Asterisk Intelligence Week Event

Join the Asterisk Intelligence team next month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 22, 2020

Join Us in February for the Asterisk Intelligence Week Event

Join Us in February for the Asterisk Intelligence Week Event

Join the Asterisk Intelligence team next month for several educational events.  Between Monday, February 24th and Wednesday, February 26th, we will be hosting on-site training.  Then, on Thursday, February 27th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Jan 17, 2020

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team next month for several educational events.  On Monday, December 2nd, we will be hosting on-site training for Dashboards Up Close and Personal at our Grand Rapids headquarters.  Then, on Thursday, December 5th, we will be hosting a series of webinars on Analytics Booth strategies. Our Report Builder courses are already… Read more »

Nov 13, 2019

Attention Attendees of CEO Strategies Week 2019 – A Few Notes Prior to the Event

Attention Attendees of CEO Strategies Week 2019 – A Few Notes Prior to the Event

This announcement is for all registered attendees of CEO Strategies Week 2019.  We have a few notes regarding the event that we would like to share with you: For those staying at the JW Marriott hotel, you can access the DeVos Place through the indoor skywalk (refer to this map and follow the path marked… Read more »

Nov 8, 2019