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.

Register for this Session

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

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

Introducing ‘Proving Data Strategies’

Introducing ‘Proving Data Strategies’

If you have enjoyed our Dashboard Dives Webinars in the past, you are not going to want to miss “Proving Data Strategies”, brought to you by Asterisk Intelligence! Proving Data Strategies is a new webinar series designed to relate CU*BASE tools and resources to tasks and challenges faced by credit unions on a daily basis. … Read more »

Apr 15, 2020

NEW Analytics Booth for Board Members Video Series!

NEW Analytics Booth for Board Members Video Series!

Credit Union Board Members: Uncover the treasure trove of information on the credit union you serve as a board member! Find out how with the new video series: Analytics Booth for Board Members Watch Now Search for this thumbnail: Not sure if your credit union subscribes to Analytics Booth?  Contact your credit union management team… Read more »

Apr 8, 2020

Operational Trending Wherever You Are!

Operational Trending Wherever You Are!

Remote access to your data and your operations is more important now than ever before. Every day, Analytics Booth is tracking and trending hundreds of data points on your operations, your members, your products and services.  Whether your focus is on portfolio performance, delinquency, electronic services, liquidity or just about anything in between, Analytics Booth… Read more »

Apr 7, 2020

First Asterisk Intelligence Week event of 2020 focuses on data audiences and using data to “Prove It”

Asterisk Intelligence, a data analytics team at CU*Answers, successfully concluded hosting their first 2020 event named Asterisk Intelligence Week, held  in February. The 4-day event is open to users of CU*Answers’ CU*BASE core processing software and was attended by 29 individuals from credit unions across the United States. All sessions were free and included a […]

Mar 16, 2020

Asterisk Intelligence enters its fourth year of providing data consulting and educational services to credit unions

Asterisk Intelligence, a data analytics team at CU*Answers, which provides business intelligence consulting, fulfillment, and educational services to credit unions will complete their third year of operations later this month. The Asterisk Intelligence team specializes in data storage, structure, and retrieval of credit union operational data within CU*BASE as well as business strategies in leveraging […]

Mar 6, 2020

Don’t Forget, the AB_20.02 Analytics Booth Release Arrives February 23!

Don’t Forget, the AB_20.02 Analytics Booth Release Arrives February 23!

New Executive Summary Trends and Alerts, and Updated Graphing Options UI!  The Asterisk Intelligence Team is excited to present the AB_20.02 Analytics Booth Release, arriving to online client Analytics Booth subscribers on Sunday, February 23!  This release features updates to Executive Summary Trends and Alerts, as well as an updated user interface for Graphing Options… Read more »

Feb 17, 2020

Learn All About CU*BASE Report Builder – Join Us on March 4th!

Learn All About CU*BASE Report Builder – Join Us on March 4th!

You can hardly go anywhere today without hearing about database management, warehousing, and mining.  What do these terms mean, and how do credit union employees participate in these new concepts?  CU*BASE Report Builder uses the IBM program called Query, a powerful, flexible tool for mining data from your CU*BASE member data. Join us on Wednesday March… Read more »

Feb 13, 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

The AB_20.02 Analytics Booth Release is Coming!

The AB_20.02 Analytics Booth Release is Coming!

New Executive Summary Trends and Alerts, and Updated Graphing Options UI!  The Asterisk Intelligence Team is excited to present the AB_20.02 Analytics Booth Release, arriving to online client Analytics Booth subscribers on Sunday, February 23!  This release features updates to Executive Summary Trends and Alerts, as well as an updated user interface for Graphing Options… Read more »

Feb 17, 2020