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Building Proficiencies & Launching Journeys

Data has been called one of the most important investments an organization can make by Forbes, McKinsey & Gartner.

Yet, 92% of credit unions fail to effectively leverage their available data.  According to McKinsey, the top five reasons why data efforts fail are;

1. Lack of clear data strategy,

2. Inability to translate data strategy into tangible use cases,

3. Do not have clear roadmaps,

4. Do not have foundational data governance

5. Have not leveraged their talent to translate data into valuable action. 


The Data Activation Series will change this.


The Data Activation Series is an integrated, educational program that offers educational artifacts, a 7-class data education course that helps credit unions develop data confidence and capability. 

7-Class Data Activation Series 

It is difficult to move forward when it feels like no one is speaking the same language. Understanding the core competency in data knowledge will only strengthen a credit union's success in launching a data effort.

The Data Activation Series meets the need of the busy credit union leader by integrating dynamic online classes, assignments that can be immediately used in the workplace, an online knowledge platform that hosts class details, assignments, and the ability for students to chat with each other and the instructor. Students receive 7 CPE credits upon completion.


The class curriculum develops data confidence, capability, and proficiency in the following educational domains.

  • Enterprise data vision 

  • Member-centered data use case

  • Understanding/defining data maturity 

  • Essentials of data governance

  • Creative data consumption by enterprise talent

  • Workplace adoption

  • Building data road maps 

Only 1 class left for 2024!

Sign up for September session today!

White Paper 

Data Activation - Educate-Accelerate-Elevate

Data Activation WP 22.jpg

  For a credit union to be successful with data,  it has to overcome two pain points:

            1. Filling organizational data knowledge gaps. 

            2. Providing a framework to help launch a

                credit union's data journey.

This white paper highlights the methodology and results of the offering.  

Students accomplished the following:

  • Assessment of current credit union data condition

  • Drafted a data vision statement

  • Created a data strategy draft

  • Identified member friction

  • Diagramed member experience journey

  • Leveraged member friction into a data use case

  • Proved proficiency in data maturity concepts

  • Created data governance plan draft

  • Resolved member friction use case using design thinking framework

  • Proved proficiency data operational structure concepts

  • Built an Enterprise Data Road Map

Data Ed White Paper


Stock Market Data


The Data Transformation Class Series was transformational for me! I have wanted to develop a formal data program at my credit union for a long time but wasn’t quite sure how to do it. Anne taught us why we should do it, how to get started and what a good program looks like. Through practical exercises, we put in place the necessary building blocks culminating in a data transformation roadmap. I walked away confident I could now effectively leverage the data at my credit union to fulfill our mission to serve our members. I appreciated Anne’s enthusiasm and knowledge. It was a great experience!

Financial Report

VP of Innovation 

Thank you again for providing such great information in a way that’s easy to understand and execute.  I think data becomes overwhelming, especially because so many of us credit union employees are already the “hat people” wearing multiple hats and have a full plate of responsibility already.  Finding time to dig into the data sets that we already have just doesn’t seem manageable for many of us.  Your classes and the design/structure of your book makes the pieces manageable and easy to follow so I really appreciate that. 


VP of Operations

Thank you for this very reassuring and eye-opening course. It’s reassuring that we are on the right path, however eye-opening that we have a way to  travel.

To learn more, please request the white paper or click the button below to send us an email.

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