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Tropical Leaves

Keynote

Anne Legg

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Bio

Anne Legg is a recognized, award-winning industry expert, author, educator, and member-centric data strategist who holds an MBA thesis on the credit union business model. She is the author of Big Data/Big Climb: A credit union playbook for leveraging data and talent to achieve revolutionary member relationships. 

Recently added to America's Credit Union Museum's Ensweiler Research Library.

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She is the founder and CEO of THRIVE Strategic Services. She has guided over 600 credit union leaders on a mission to simplify their data transformation, identify new revenue sources, lessen member friction, and increase talent productivity to truly change member lives. 

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Anne has received numerous awards, including;  

  • CUNA MBDC Professional of the Year

  • Credit Union Executive Society Rising 100

  • CO-OP ThinkPrize semi-finalist

  • She has also been named “A Woman To Watch” By the Credit Union Times.

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Anne is currently the Southwest CUNA Management School lead faculty for Data & Analytics. And she has served as a lead instructor at the CUNA Marketing School and acted as the subject matter expert for CUNA’s Credit Union marketing curriculum. Anne has also been an author for CUNA’s Environmental Scan, The Credit Union industry’s leading strategic planning guide.

 

Her work has been published and presented at both the 2012 and 2014 International Cooperative Summits, making her the only Credit Union professional in the United States to do so.

 

In 2019, she climbed the tallest freestanding mountain on the planet, Mt Kilimanjaro.

What You'll Learn

Day 1

Big Data Big Climb:
Conquering the world's tallest freestanding mountain AND your CU data

Data is an incredible credit union asset and can be harnessed to improve members' lives. Unfortunately, for most credit unions, data feels completely overwhelming. Common questions credit unions have about their data are; Where is it? How do I access it? How can I improve my members' lives using it? Do I need new tools? Do I have the right people? How much and how long? This feels daunting, like climbing the tallest, freestanding mountain on the planet.
Anne Legg is a recognized, award-winning industry expert, educator, and member-centric data strategist who holds an MBA thesis on the credit union business model and is the author of Big Data/Big Climb: A credit union playbook for leveraging data and talent to achieve revolutionary member relationships, will share how a credit union can climb both their data and Mt Kilimanjaro. In the fall of 2019, Anne summited Mt. Kilimanjaro (13,940 feet). She will share this experience, compare it to a credit union's data journey, and cover the five success criteria needed for data activation - Assessment/Plan/Team/Mindset/Building new capabilities. You will enjoy this inspirational, educational, and entertaining narrative.

Day 2

Making data your BFF!

Data has been called many things, frustrating, insightful, and transformational. Today, I want us to think about data as a corporate BFF. Think about it. You need to work closely with data so that it can serve up insights into your member's experience/ organizational performance and so many other business areas. You must build trust and confidence in the data and have excellent communication skills.

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This session will cover the following:

  • Defining Data strategy

  • Understanding Member friction

  • Building Data capability

  • Creating Data roadmaps

 

This session will give you greater clarity on the "must-haves" for data activation.

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