Succeeding with Data through a Collaborative Culture

Thursday, October 28, 2021 11:00-12:30 PST Virtual Event

In March, we hosted an interactive workshop with credit union leaders and practitioners to identify the good, bad and enablers (together, the "Why") of data across our organizations:

  • What great things can be achieved through data?

  • What can get in the way of these great things happening?

  • What is needed to get past these roadblocks and unlock the true potential of data?

Now, in this session, we invite you to rejoin us to focus on a big theme that you identified as crucial to overcoming the obstacles: Develop a collaborative organizational culture around data.



Welcome! Let's recap some of the themes of our spring workshop, as well as some ideas that came up.

Presenter: Merlyn Roberts, CasFAF Co-Organizer


Fireside Chat

Let's hear from two data practitioners about their perspectives about this topic.


  • Fraser Uitdenbosch, Former Director of Enterprise Intelligence at First West Credit Union

  • Matt Waynert, VP of Data and Analytics at Conexus Credit Union


Interactive Breakout Sessions

This is an opportunity for you to present your questions, problems and scenarios for collaborative discussion in smaller breakout groups, covering topics such as these:

  • How have you attempted to enhance collaboration on the usage of data, what worked or didn’t work?

  • Which people in your organization are involved in this? (both producers and consumers of data)

  • What structures or processes seem more effective in achieving true culture change?

Everyone attending this event will be asked to participate and come with a question or topic to share and discuss in your groups. This is an example of collaboration in this data community. It's all about participation and open discussion!


Virtual FI Analytics Social

Wednesday, October 28, 2021 4:00-6:00 PST Virtual Event

Kick back and meet up virtually with presenters from earlier on this day, along with your fellow FI analytics colleagues. For an icebreaker, bring an interesting glass or mug, even if you don't drink alcohol.

We'll have different breakout rooms set up, designated for people with different interests, and you can switch between them. Feel free to come late or leave early.

FI Showcase: Competing on Analytics

Tuesday, November 16, 2021 11:00-12:30 PST Virtual Event

In his 2007 seminal book Competing on Analytics: The New Science of Winning, business analytics researcher Tom Davenport profiled companies in a variety of industries who were increasing their ROI, decreasing costs, and overall gaining huge advantages over their competitors through their shrewd use of analytics. We'll do the same in this session for community banks and credit unions.