Data
Activation
Series
Turning Data Into Fuel for Growth
Data is more than an asset - it's your credit union's competitive edge. This course delivers the framework to leverage data to drive growth, efficiency, intelligence, and empowerment.
​
2025 curriculum update Introduces NEW AI content that helps credit unions harness the power of data AND artificial intelligence.
Content Updates include:
-
AI Readiness Assessment
-
AI Tools & ROI
-
Credit Union Case Studies
​
If AI is on your Credit Union roadmap, so is data!
Here, we bring them together, as they should be.
About
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.
Why the Data Activation Series?
It is difficult to move forward when the path is unclear.
This series is designed specifically for credit union leaders to provide a clear, actionable path to maximize the value of your credit union data.
You’ll learn how to:
-
Build a framework to activate your data and scale operations.
-
Understand how data is used to power AI and solve real-world challenges.
-
Deliver smarter, faster, member-focused solutions.
-
Position your credit union as a leader in innovation
​
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
​
2025 Class Schedule is available!
Sign up for the one that best fits your schedule.
​​
White Paper & Case Study
Data Activation - Educate-Accelerate-Elevate
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.
​
The Case Study
Provides insights on how a student has applied the knowledge learned to:
-
Reduce wait times for members who are opening new accounts.
-
Launch a new intranet and make it the primary hub where employees can find policies, procedures, and communication—organizing these resources so they’re easy to find.
-
Improved communication between platforms, including Salesforce, Symitar, and MeridianLink to provide a more seamless member experience.
-
Increased product knowledge training for employees so that they are providing the most accurate information to members.
​
​
WHAT PEOPLE SAY
CLARITY TO LAUNCH
I wish I had taken this class sooner. While I came to the credit union with a strong ability to do analytics, I didn't know how to make it an organizational priority and connect it to the credit union's vision, mission, and strategies. Those pieces included creating a vision, solving for member friction, assessing data maturity, building a data analytics capability, doing data governance, and creating a culture of data consumption.
CFO
DATA STUCK TO DATA SMART
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 Innovation
THE GIFT OF TIME
Our entire management team has been very interested in data... We started with a simple goals-tracking dashboard. This dashboard is provided to our entire team weekly and is discussed during our weekly all-staff meetings. Staff seems to be very motivated by the goals dashboard provided every week.. the lenders and they have consistently met and exceeded their monthly goals since this dashboard was rolled out.
We were able to clean up our monthly reporting saving about 8 hours a month for staff
CEO
To learn more, please request the white paper or case study, click the button below
