Join us in 2020 for Query, Dashboard, and Data Analytics Training!
Winter 1 February 24 – 28 Spring May 11 – 14 Summer August 10 – 13 Winter 2 Nov 30 – Dec 3
Hosted by the CU*Answers Asterisk Intelligence team, the events held during this week cover data analytics, data management, and data warehousing solutions. The 4-day series of training and strategy sessions include a mix of in person and online web-based options.
Sign up for individual sessions, or the entire week, the choice is up to you!
Sessions in this event are offered as a mix of Classrooms at CU*Answers and Online Webinar Courses.
Please check carefully to identify the location of the session you are interested in before you register. Many of these sessions are in Grand Rapids, MI at CU*Answers headquarters and will require travel.
Classroom session will be at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, MI. No accompanying webinar session is available for classroom sessions. The event is free but travel and transportation costs are the responsibility of the participant credit union.
Online webinar sessions will be held via Zoom and will not have an accompanying classroom session. You can attend these remotely from your credit union!
Event Sessions – Register Here!
Each Asterisk Intelligence Week agenda includes a variety of sessions on the topics of data analytics, database management, data warehousing. Some will focus on tactical skills instruction while others involve strategy discussion and training.
Sessions at CU*Answers
Building an Audience for Data with Analysis
Explore the range of analytical resources CU*BASE users have at-the-ready with Dashboards, Visual Analytics Tools (VAT), Analytics Booth, and more. – It’s simple to get in the game of data analysis with built-in data summaries and visualizations. This day’s agenda covers the most popular tools and resources, a few of the AI Team’s personal favorites, and a sneak peek at what’s in the development queue scheduled to arrive in the next couple of software releases.
The concepts covered include the ASAP strategy (Ask. See. Act. Profit.) and using graphs and charts to share useful and eye-catching information with all audiences at your credit union. Any role and any person can use data to inform themselves or others. This class covers simple solutions and strategies that are relevant to both a non-technical person and an analyst.
Report Builder Skills Session
Morning – Working with Computer-Stored Data
CU*BASE Report Builder uses the IBM program called Query, a powerful, flexible tool for mining data from your CU*BASE member data. This class will establish a foundation of knowledge to understand and identify data structure and storage concepts, as well as outline the steps to create a very simple custom report.
The concepts covered are used in many CU*BASE products, from teller auditing to cash management to general member inquiries.
Afternoon – Essentials of Building a Report
In the afternoon we build on the foundation learned in the morning session and will cover all features that are commonly used with Report Builder feature (Tool 100). Example reports and optional practice time help to build skills with this technical tool that, when properly used, can be used to customize many reports and take control of one of your most valuable assets — data.
The concepts covered in this class include all aspects of Report Builder that are necessary to build most simple reports and some intermediate-level reports. Advanced query skills are not covered in this course. Please reach out to firstname.lastname@example.org if interested in advanced query resources and training.
Prove It with Data: Strategies and Solutions
Join a discussion and hear from your peers – Strategies for data-thinkers who are looking for useful and actionable data to guide decisions, build knowledge, and make (or save) money. What is your data strategy and what do you study most often? Do you ask for data to support proposals and decisions? Have you been surprised by specific data about your credit union lately?
The day’s agenda looks beyond the tools and focuses on the planning and strategy involved with designing useful and valuable analysis. There are thousands of facts available about your credit union, with helpful tools and simple strategies to find them. In 2020, use data to PROVE that analysis is worth your time and investment.
Sessions via Web Conference
Hot Topics in Database Management
This web conference class goes deep into a specific topic or resource for database administrators and analysts. Topics vary with each AI Week – see below for the 2020 picks and register for as many as you like!
- Self-Directed Data Floods
- Unique Data Management (UDM) Custom Fields
- Query Management Strategies – Automation and Database Changes
Quick Projects for Data Analysts
This web conference class picks a specific topic of analysis and demonstrates how to execute the project, including examples of a finished result. A great option for data analysts, management, or any role interested in seeing a start-to-finish example of using data for insight. Topics vary with each AI Week – see below for the 2020 picks and register for as many as you like!
- Opportunities in where your members spend and borrow
- Patterns of branch teller traffic
- Identifying lending opportunities
Introduction to Analytics Booth
This web conference class introduces participants to the Analytics Booth data analytics software which receives and trends your data on a daily basis for analytics or monitoring. Stay up to date on the latest data about your credit union with Analytics Booth and use this session to learn about its capabilities and usefulness across many roles at your credit union. Participants will learn how data is captured, how tables and graphs can be customized, how to incorporate peer data, how to set up email alerts on specific data points, and how to bring the value of Analytics Booth to other credit union roles interested in easy access to data for analysis.
Register for this Session