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. 


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. 


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.



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 


Learn & Listen 

Casual conversations 

Select from this archive of 45-min previously recorded casual conversation around the following data topics:

  • Data Strategy

  • Assessing Current Data Condition

  • Who is in your members wallet

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

  • Nurture CU Head & Heart

  • 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.

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

  • What is your data "Why"?

  • Understand your members' ecosystem 

  • You govern your loans why not your data 

  • How to build a data consumption culture

  • Reached the summit, now what? - Workplace adoption


These power-packed sessions will provide clarity and value!

1140 Wall Street #305

La Jolla, CA 92038-0305


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