Asterisk Intelligence Week

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!

Check out our Informational Brochure

Locations

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.

Register for this Session

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 ai@cuanswers.com if interested in advanced query resources and training.

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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.

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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!

February
Self-Directed Data Floods
August
Unique Data Management (UDM) Custom Fields
December
Query Management Strategies – Automation and Database Changes

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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!

February
Opportunities in where your members spend and borrow
August
Patterns of branch teller traffic
December
Identifying lending opportunities

Register for this Session

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

TruChoice Credit Union

Having recently switched roles, in my CU, from member-facing to a data driven position as a systems analyst, AI Week has assisted in my transition a great deal. While I did spend some time prior to AI week learning the basics of Query and some of the dashboards, AI Week gave context to what I had found on my own, as well as vastly expanded my skill set in report writing. This conference had something for all skill and experience levels with Gold’s analytical features, and will add value to anybody who stays engaged throughout the week.

Conor Lane

Partnership Financial Credit Union

Annalyn and Thomas made Queries fun! I feel confident to be able to go back to our credit union and when asked be able to say “I can run a query for that!”

Theresa Guerriero

Forest Area Federal Credit Union

The AI team does a wonderful job of instructing attendees during lectures. Each question asked is considered with patience and understanding to provide the most insightful answer. Truly a valuable resource for anyone who seeks to increase their knowledge of CU Base.

Kyle Zemsta

Metro North Federal Credit Union

The AI week was amazing. The small classroom size assisted in allowing for a very open forum. All questions were answered in depth and the instructors were happy to ensure a complete grasp of the tools. They took time to answer our specific needs and I came out of the situation with many queries that I needed already built. It was very educational.

Deanna Koen

Affinity Credit Union

If I could describe Asterisk Intelligence Week with one word, it would be data. As we continue to push into the digital age and beyond as an industry, understanding our members by using the data at our fingertips is vital for not only our survival but our flourishment! With this data, we begin to understand our members and can target them with products and services that would be beneficial to them. Furthermore, the data will help us streamline our costs, identify weak points, and provide us insights that would otherwise be lost.

 

The Asterisk Intelligence team provides a solid foundation to build on by working through various dashboards and explaining not only how to use them, but why. As the week progresses, you’ll be introduced to Query/Report Building, where you can harness just about any data point within CU*Base and put it into a report for review. With a restricted class size combined with all-day training, your questions will be answered and real-life examples created. Discussion and workshop times are built into the sessions, so your time is well-utilized. Data is here to stay – embrace the Asterisk Intelligence Week and dive in!

Joey Czellar

Delta County Credit Union

AI Week was phenomenal. Being a beginner in query, they were still able to teach me more than enough to let me be able to understand how it works and how I can better utilize this tool to dig for data. Also, going over all the dashboards opened my eyes to different ways we can use those to better suite our needs and our member’s needs. If you want to get a better understanding about query or dashboards, I highly recommend attending!

Nathan Nastoff

VacationLand Federal Credit Union

We were very pleased with the material covered in the query build and dashboard sessions. The expertise of the Asterisk Intelligence team helped us to create reports, and understand how to leverage many of the dashboards for data mining. All of this is helping us to streamline, and automate manual processes; therefore helping us to better serve or members.

Derek Callin

Service 1 Federal Credit Union

This was one of the best on-site trainings CU*Answers has ever offered. The instructors were knowledgeable, organized, and helpful.
I highly recommend every credit union employee involved with data mining take this course.

Sara Redeker
Updated
November 19, 2020

Don’t Miss This Week’s Proving Data Strategies: Delinquency, Write-Offs, and Charge-Offs

Don’t Miss This Week’s Proving Data Strategies: Delinquency, Write-Offs, and Charge-Offs

How has loan delinquency trended over the last 30, 60, or 90 days?  Which loan category has observed the most write-offs in the last 3 years?  What is the difference between a written off loan and a charged off loan? Properly managing these loans and building early identification systems and procedures can help avoid losses… Read more »

Jun 29, 2020

Don’t Forget, the AB_20.06 Analytics Booth Release Arrives June 28!

Don’t Forget, the AB_20.06 Analytics Booth Release Arrives June 28!

The Asterisk Intelligence Team is excited to present the AB_20.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 28!  This release features: The ability to refine the reporting frequencies for Everything Alerts Additional ways to run tests over your Alert data points Time saving Trends Changes Phase II of the 2020 Analytics… Read more »

Jun 25, 2020

Proving Data Strategies: Delinquency, Write-Offs, and Charge-Offs

Proving Data Strategies: Delinquency, Write-Offs, and Charge-Offs

How has loan delinquency trended over the last 30, 60, or 90 days?  Which loan category has observed the most write-offs in the last 3 years?  What is the difference between a written off loan and a charged off loan? Properly managing these loans and building early identification systems and procedures can help avoid losses… Read more »

Jun 25, 2020

The AB_20.06 Analytics Booth Release Arrives June 28!

The AB_20.06 Analytics Booth Release Arrives June 28!

The Asterisk Intelligence Team is excited to present the AB_20.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 28!  This release features: The ability to refine the reporting frequencies for Everything Alerts Additional ways to run tests over your Alert data points Time saving Trends Changes Phase II of the 2020 Analytics… Read more »

Jun 19, 2020

Dealing with and Documenting Recent Unemployment Frauds – Video Recording

Dealing with and Documenting Recent Unemployment Frauds – Video Recording

In light of the recent spike in members who have received fraudulent unemployment claims generated by a Nigerian crime ring, it is becoming increasingly important to begin recording these events, for several reasons.  One reason is that it allows for management to evaluate the potential reputation risk this activity might have on your financial institution. … Read more »

Jun 18, 2020

Don’t Miss This Week’s Proving Data Strategies: Researching Branch Traffic

Don’t Miss This Week’s Proving Data Strategies: Researching Branch Traffic

What is the busiest time of day, per branch?  What were my staffing levels at those times? How many people are coming to me for shared branching support?  How has the timing and volume of member visits changed during the COVID-19 response?  What portion of my membership is coming to a branch each month, historically… Read more »

Jun 8, 2020

Proving Data Strategies: Researching Branch Traffic

Proving Data Strategies: Researching Branch Traffic

What is the busiest time of day, per branch?  What were my staffing levels at those times? How many people are coming to me for shared branching support?  How has the timing and volume of member visits changed during the COVID-19 response?  What portion of my membership is coming to a branch each month, historically… Read more »

Jun 1, 2020

Proving Data Strategies: Researching Branch Traffic

Proving Data Strategies: Researching Branch Traffic

What is the busiest time of day, per branch?  What were my staffing levels at those times? How many people are coming to me for shared branching support?  How has the timing and volume of member visits changed during the COVID-19 response?  What portion of my membership is coming to a branch each month, historically… Read more »

May 22, 2020