Data Education Sessions

THRIVE Data Education Sessions are scalable education engagements created to educate a variety of audiences about the power of connected data and how it will create value and growth to both the credit union AND your member.

Scalable formats

Sessions can be as short as 1 hour and as long as 2 days.  They can be presented remotely via video conferencing/webinar and in person.

Instruction format can range from engaging lectures or interactive with high audience participation.


Educational material covers key data concepts to help credit unions thrive in our "new normal" business environments.

Content covers:

  • Leveraging data and talent to envision new strategies

  • Identify and solve member frictions 

  • Building innovation capability to develop build new products and services

  • Creating impactful member-centric strategies 

  • Cultivating talent to build a data centric organization

  • Developing continuous growth capabilities to survive and thrive!



Sessions are made to be valuable to a variety of audiences;

  • Board of Directors

  • Leadership Teams

  • Member Facing Teams

  • Specific Department teams

  • Entire Credit Union 


Learn & Listen 

Casual conversations 

Join us for an online monthly, 45-min casual conversation around the following data topics:

  • Data Strategy

  • Assessing Current Data Condition

  • Member-Centric Strategy 

  • Data Maturity 

  • Nurture CU Head & Heart

  • Centers of Excellence 


Each conversation will kick-off with a high-level overview of the topic and then followed by engaging and thought-provoking discussion. 

This is a great way to fill high-level knowledge gaps!

Available on Amazon!

Power Hour

Deep topic drill-down

Join us online, for a monthly, 1-hour, deep dive lecture format educational opportunity. 

Choose from one or all of the following sessions.

  • From couch to summit - How to start organizational data transformation 

  • Not the Theory of Everything, just the Theory of Change

  • What is your data "Why"?

  • Understand your members' ecosystem 

  • You govern your loans why not your data 

  • Who is more mature, your CU data, or a teen?

  • How to build a data consumption culture

  • Reached the summit, now what?


These power-packed sessions will provide clarity and value!

Ideate  Innovate  Execute

Offering details:

  • series of 6 online educational instructions

  • independent projects

  • self-guided learner activities

Follows the "Show-Do-Tell " instruction method where learners are shown/taught concepts then do/practice them and tell/ apply them in their workplaces.

Concepts covered:

  • Design Thinking / human-centered design

  • Agile's sprint planning

Online Education Series 


How to think differently to deliver the credit union difference 

Members' needs are changing fast and in ways that are forcing credit unions to pivot fast. To serve the member in these unprecedented times, credit unions will need to act differently. They will need to identify member friction and build iterative scalable solutions for sustainability.

This offering delivers that as well as :

  • Actionable, ROI market-ready solutions

  • Improved member experience

  • Member-centric solution pipeline


To learn more about the market-ready results other credit unions have had from this educational engagement, please select from one of the following;

Schedule a meeting

Send an email

1140 Wall Street #305

La Jolla, CA 92038-0305


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