Data Education
We believe that data transformation doesn't have to feel overwhelming or expensive to be impactful. After helping over 600 credit union leaders launch their data journeys, we have identified several consistent knowledge gaps. We have worked hard to fill these gaps with a variety of educational artifacts.
Articles
These regularly published articles provide quick and easy-to-digest topics on the key elements of data transformation and how it improves members lives. Please click here to peruse the topics and subscribe to get them delivered to your email box.
Book
We offer the only industry playbook on data transformation. This book will provide you and your credit union with the tools you need to reduce member friction, analyze actual competition, and identify disruption to improve your members' lives and gain competitive advantage.
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Classes
To deliver the most value, we have created two-tiers of education.
Learn & Listen
45-min casual conversations
Power Hour
Full-hour deep dives lecture format
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Learn & Listen
Casual conversations
Select from this archive of 45-min previously recorded casual conversation around the following data topics:
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Data Strategy
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Assessing Current Data Condition
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Who is in your members wallet
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Who is more mature, your CU data, or a teen?
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Nurture CU Head & Heart
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Centers of Excellence
Each conversation kicks-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
Select from this archive of 1-hour previously-recorded, deep dive lecture format educational opportunities.
Choose from one or all of the following sessions.
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From couch to summit - How to start organizational data transformation
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What is your data "Why"?
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Understand your members' ecosystem
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You govern your loans why not your data
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How to build a data consumption culture
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Reached the summit, now what? - Workplace adoption
These power-packed sessions will provide clarity and value!