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

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

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 8, 2020

The CU*Answers 2020 Leadership Conference is Changing to an All-Digital Event!

The CU*Answers 2020 Leadership Conference is Changing to an All-Digital Event!

2020 is quickly turning into the year of innovation!  CU*Answers has decided to cancel all in-person events for the 2020 Leadership Conference, scheduled for June 16 & 17, 2020.  Instead, we’re going to use this year’s conference to try something brand new! We’ll be working on a series of recorded segments, covering the star projects… Read more »

Apr 1, 2020

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