Organizational Transformation Case Studies From 2020

Workshop Title

Organizational Transformation Case Studies From 2020

About this Course

About this Course

In this on-demand course around best case studies on organizational transformation from the 5th Annual CULytics Summit, where some of the best industry experts will be sharing their stories from their Credit Unions.

What you will Learn

What you will learn

  • Learn to evaluate leverage and steps that can be taken to boost leverage.
  • Learn to leverage data to segment membership and deepen member relationships.
  • Learn ways to increase efficiency and move forward in the face of challenges.

Workshop Content


Be a CU Hero Not (Just) a Zero

In this part, Helen Gibson from Denver Community Credit Union gives a step by step guide for being a CU hero and also guides towards some useful practices like evaluating leverage , steps that can be taken to boost leverage, and much more.

Helen Gibson

VP of Strategic Outreach, Denver Community Credit Union

As a VP of Strategic Outreach at DCCU, Helen works collaboratively across functional areas of the credit union to create value for membership while directing areas of marketing, training, community outreach, volunteer programming, and business development.


Reimagining How We Deepen Relationships

Shira Spector from Partners Federal Credit Union presents on how to leverage data to segment membership, deepen relationships through data and look at membership through a different lens.

Shira Spector

SVP, Chief Data & Analytics Officer, Partners Federal Credit Union

Shira Spector is the SVP and Chief Data and Analytics Officer at Partners Federal Credit Union and leads the development and execution of the data and analytics strategy. This includes all the activities related to business intelligence, reporting and insights, data governance, and advanced analytics.


Software Defined Credit Union

Andrew Bertrand from OCCU, presents on how to increase efficiency, decrease costs, improve member experience, and staff workflows, and move forward in the face of challenges.

Andrew Bertrand


Andrew Bertrand is the CIO of Our Community Credit Union. As the resident data nerd, Andrew moved into the Analytics role from Marketing as OCCU began their Business Analytics journey over 4 years ago. During that time, OCCU has implemented multiple data initiatives resulting in increased efficiency, increased revenue, decreased costs, and improved member service. Andrew’s current role involves managing day-to-day IT operations, business analytics, data strategy, risk analysis, report generation, marketing and segmentation analysis, product costing, and supports ongoing projects at OCCU with business analytics and information technology.


Organizational Transformation Q/A Session

The panelists of Organizational Transformation Case Studies Panel, participate in the Questions Answer session with the audience and throw more insights on their topics as discussed in the presentations.

Richard Hayden

Data Scientist Supervisor, Virginia Credit Union

Rich is an experienced Data Scientist with a track record of delivering high value solutions in several domains (Marketing, Finance, Business Process, and Information Technology) in the financial services industry.

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