This session is a; Beyond the Podium

Staying ahead of member sentiment is a lot like a game of chess. Winning requires a combination of strategic planning, tactical expertise, and emotional resilience. Players at the highest level have exceptional predictive abilities, calculating several moves ahead and visualizing the possibilities. Lucky for today’s credit union marketers, it’s now entirely possible to augment their human abilities with prescriptive analytics. In this session, Trellance analytics and technology experts will be joined by Maps Credit Union marketing and business intelligence leaders to explore this augmentation. They’ll share in-market and on-the-horizon practices for gathering both hard and soft data to anticipate members’ needs and react to them faster than the competition.

Attendee Takeaways:

  • Leveraging Next Best Action strategies for member journey mapping.
  • Understand member segmentation concepts.
  • Gathering and analyzing sentiment intelligence.
  • Learn about real-world use cases.

CPE Credit Available For This Session

CPEGoWest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on accepting individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

This session is approved for CPE Credit. Learn more here.

Communications and Marketing: This field of study constitutes areas for becoming a competent communicator as well as marketing tactics for organizations and CPA firms.
CPE Credit Offered: 1.0
Delivery Method: Group Live
Previous work experience and background knowledge are recommended.

Event Date / Time

October 3rd from 11:15 am 12:30 pm


Room 202ABC
Spokane Convention Center


Maggie Chopp
Sales Specialist
David Deckelmann
SVP of MSA & CEO of LiveSurvey
Brenton Paulsen
Data Scientist
Patrick McElhenie
Chief Sales Officer