Mapping Your Members: Identifying The Underserved
November 9, 2021
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This session takes on how to use public data and combine it with internal data in Tableau to map underserved members.
Analytics User Group
Best Practices For Business Intelligence Projects
April 23, 2021
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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.
Logix Drives Analytics Through Data Integration
April 16, 2021
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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.
Mortgage Dashboards In The House
February 2, 2021
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Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
Build It Or Buy It: Data Warehouse Solutions
January 19, 2021
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Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
How To Win WIth Enterprise Analytics
July 29, 2020
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The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union’s analytics journey.
Ask Me Anything: Suncoast’s Data Analytics Team
July 14, 2020
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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.
Collaborative Data Governance
March 3, 2020
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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.
Get Your Head In The Cloud
December 30, 2019
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Tableau User Group: Melissa Pomeroy takes us through St. Mary’s five year, four step analytics journey.
Credit Union Power BI User Group: Getting Started, Key Decisions, & Useful Tips
November 19, 2019
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November 2019 Credit Union Power BI User Group
Getting Started, Key Decisions, & Useful Tips
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.
Best Practices For Business Intelligence Projects
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to ...
Logix Drives Analytics Through Data Integration
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 ...
Mortgage Dashboards In The House
Learn about the conception, development, and deployment of PenFed’s mortgage dashboards and how the credit union has used them to serve members.
Build It Or Buy It: Data Warehouse Solutions
Credit union, CUSO, and vendor perspectives on the challenge of finding the best data warehouse solution for your credit union.
How To Win WIth Enterprise Analytics
The Credit Union Analytics Community & Tableau User Group welcome Eduardo Santos as he talks about United Federal Credit Union's analytics journey.
Ask Me Anything: Suncoast’s Data Analytics Team
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, ...
Collaborative Data Governance
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 ...
Get Your Head In The Cloud
Tableau User Group: Melissa Pomeroy takes us through St. Mary's five year, four step analytics journey.
Credit Union Power BI User Group: Getting Started, Key Decisions, & Useful Tips
November 2019 Credit Union Power BI User Group Getting Started, Key Decisions, & Useful Tips
Browse Topics
Why Financial Empowerment Matters More Than Financial Literacy
Savana Morie
Alltru FCU stopped treating education as the end goal. Now, financial empowerment guides product design, access, and risk decisions.
42% Of U.S. Households Experience Financial Hardship
Tony Waltrich
More than 50 million U.S. households earn less than the minimum average income needed to cover basic costs of living.
Excite Foundation Breaks Down Barriers For Children’s Savings
Savana Morie
Automatic enrollment and community partnerships help the credit union foundation expand access to early savings for underserved families.
Consumers Are Financing The Future Any Way They Can
Aaron Passman
Studies show credit card debt and Buy Now, Pay Later usage continue to rise. Bigger increases could be around the corner.
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.