Mapping Your Members: Identifying The Underserved
This session takes on how to use public data and combine it with internal data in Tableau to map underserved members.
This session takes on how to use public data and combine it with internal data in Tableau to map underserved members.
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.
Nicole Lopez, BI Manager at Logix Federal Credit Union, walks us through the steps Logix has taken to deepen member relationships and understand delinquency risk through centralizing its data sources.
Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union’s analytics journey.
In this interactive session, Suncoast Credit Union’s ($11B, FL) Data Analytics team, lead by Nolan Walker, joins us to talk about the different roles, responsibilities, and challenges that face their squad. Register for this session and log on to hear about how their team tackles data science, data management, and more.
In this Tableau User Group-hosted session, Naveen and Nick talk about best practices and the role of collaboration in setting the right path forward for data governance in the cooperative world of credit unions.
Tableau User Group: Melissa Pomeroy takes us through St. Mary’s five year, four step analytics journey.
November 2019 Credit Union Power BI User Group
Getting Started, Key Decisions, & Useful Tips

As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.

How Members Cooperative focuses on structure, oversight, and clear expectations to ensure AI supports, not undermines, long term strategy.

As Hudson Valley Credit Union’s artificial intelligence chief, Preetha Sekharan holds a rare role in the industry, but it’s one that is likely to become far more common in the future.

Artificial intelligence for credit unions has moved from a future concept to today’s full-fledged leadership and governance challenge.

What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.

Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.

CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.

By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.

AI governance matters as much as innovation when it comes to AI. Learn how BCU built an AI practice that prioritizes data integrity, risk management, and real world decision making.