16.01W Educating Your Board with Data

Asterisk Intelligence

Summary

This course will cover the following topics as they relate to Analytics Booth:

  • Features and alerts
  • Filters
    • General ledger accounts
    • Budget groups
    • Expanding periods
  • Table layouts and display settings
  • Graphs
  • Exporting data

Audience

This course is designed for credit union management and board members.

Objectives

By the completion of this course, participants will be able to:

  • Describe opportunities available to board members through effective review and use of data
  • Develop an action plan for coaching board members on how to effectively review data
  • Educate credit union employees on how to organize data in a way than can easily be digested by board members

Topics

  • Board packets and how they can be shaped by CU*BASE data
  • CU*Answers data warehouse and how they can be accessed from any device

Course Offerings Schedule

Educating Your Board with Data