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Summer Reset/Realign/Reignite

Summer Reset/Realign/Reignite Your Credit Union’s Data Goals


As the summer sun peaks, many of us look forward to a bit of relaxation and rejuvenation. But while the season is perfect for personal downtime, it's also an opportune moment for professional growth. For credit union leaders, summer offers a unique chance to reset, refocus, and reignite your data goals.


Why Summer is Ideal for a Data Reset

The slower pace of summer provides the perfect environment to step back and evaluate your current data strategies. Here are a few reasons why now is the best time to reset:


1. Reflect and Reassess: With fewer meetings and a less hectic schedule, summer is the ideal time to reflect on the past year's data initiatives. What worked? What didn't? Where are the gaps? Use this time to reassess your goals and strategies.


2. Realign  Future: As you take stock of your data journey, start planning for the future. Set new, ambitious goals that align with your credit union's vision. Summer provides the breathing room needed for strategic thinking and future planning.


3. Recharge Your Team: A well-rested team is a productive team. Encourage your team members to take time off, recharge, and come back with fresh perspectives and renewed energy. This can lead to innovative ideas and a more collaborative environment.



A Summer reading list for a Data Reset

If you are looking for something slightly different to read this summer, may we suggest


This must-have guide provides guidance on assessing the credit union data state and creating an enterprise vision. Building member-centric data strategies, demystifying data maturity, establishing a data governance practice, building a data analytics program, developing a data-consumptive culture, and building continuous data-centric capabilities. Not only is the book packed with real-world examples, assessment guides, and case studies, but the author has created BONUS content available online for only Big Data/Big Climb readers. This book will provide your credit union with the tools it needs to reduce member friction, analyze actual competition, and identify disruption to improve the lives of its members and gain a competitive advantage. It is a must-read across boards, leadership teams, department leads, and member contact talent. Bonus! It is housed in the Americas Credit Union Museum!


Credit Union expert and technologist Becky Reed explains emerging technology and its importance. The future of finance is a new paradigm in which the credit union model of cooperation and fairness is combined with the new digital economy, where consumers control their financial lives.The future of finance will live in the cross-section of the credit union world and the DLT world. Credit unions must be prepared for this paradigm shift, which will transform everything.


Elevation Sessions: an easy way to overcome challenges and re-gain focus

We offer Elevation Sessions to help you make the most of this summer reset. These sessions provide an executive coaching program to help credit union leaders overcome obstacles in their data journey. Elevation Sessions meet for one hour a month and provide personalized guidance and support, ensuring you stay on track with your data goals.


Elevation Sessions focus on:

Strategic Planning: Develop a clear, actionable data strategy that aligns with your credit union's mission.

Overcoming Obstacles: Identify and address the barriers holding you back from data excellence.

Continuous Improvement: Learn best practices and new techniques to keep your data initiatives fresh and effective.


The first session is $150 per person, with a minimum of three sessions. Elevation Sessions are a valuable investment in your leadership and your credit union's future.


As you enjoy the summer months, remember that this is your time to reset and reignite your data goals. Take advantage of the slower pace to reflect, reassess, and recharge. Join our Elevation Sessions for expert guidance and immerse yourself in the knowledge shared in “Big Data/Big Climb.”


Let's make this summer a season of growth and transformation for your credit union. Embrace the opportunity to elevate your data journey and set the stage for a successful year ahead. 



Navigating the



Wednesday, August 14th

Please join us to learn what you need to embrace the future of finance through emerging technologies.

This webinar will discuss the following:

  1. How to assess the credit union for readiness

  2. Identifying the strategic "why" and what problem these technologies will solve (member experience, fraud mitigation, efficiency, etc.)

  3. Understanding "who" needs to be in the room both strategically and executing to launch

  4. The fundamentals of building a literate culture to leverage both new and existing technology

  5. The operational structure that is needed to launch.

Discover how to leverage your data to embrace emerging technologies to enhance member experience, streamline operations, and drive growth in your Credit Union. Don’t miss this opportunity to stay ahead of the curve and lead your organization into a new era of financial services.


This Summer, make it

a goal to Summit

Big Data/Big Climb

Called a "must-read book for credit union management" by industry experts as a guide for those who are looking to improve their members' lives using data. This foundational primer on data transformation uses the metaphor of climbing Mt Kilimanjaro to provide clarity and a framework on this subject.


Has your

Data Journey reached a standstill?

Reignite your efforts with an Elevation Session!


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