Strategy Workshops

Hero

Workshops

Data Governance Workshop

Managing and governing your data effectively and efficiently is a challenge for every organization and their executives. This six-part online workshop will help you learn to classify and manage your data as well as understand the policies and procedures for approving data access.

Workshop - Adapting your Underwriting and Loss Forecasting Models to COVID-19

With an increasing credit flow, the usual approach of existing underwriting criteria will not work.Be a part of this two part online workshop that will help you learn to adapt your models to unprecedented times.

Workshop - Redefining Branch Experience Strategy For Post COVID-19

Credit Union Branches plays an important role in serving their customers. But with a changing scenario, there is a need to redefine the branch experience strategy for the Credit Union members.

In this two week workshop we will discuss how to take a step and what all needs to be done in bringing these changes.

Workshop - Evaluating Data Warehouse and Business Intelligence Solutions

Are you looking for the right data warehouse and business intelligence solution that is right for your organization? What are the key factors that you should keep in mind when making the decision?

In this two- part workshop, we are going to share with you a proven structured way to define your requirements in DIY (Do It Yourself), prioritize them and then evaluate various solutions that are available in the market.

Workshop - Evaluating Marketing Automation Solutions

Are you looking for the right marketing automation solution that is right for your organization? What are the key factors that you should keep in mind when making the decision?

In this two - part workshop, we are going to share with you a proven structured way to define your requirements in DIY (Do It Yourself), prioritize them and then evaluate various solutions that are available in the market.

Testimonials

Quote

These workshops allowed us for greater alignment of strategic initiatives to tactical business unit initiatives.

— Nick Ambrosini

CFO, Valley Strong FCU