Webinar: Webinar Dry Run by Finopotamus

About This Webinar

Kinective, THRIVE and Mole Street present this Finopotamus Webinars production.

What You'll Learn at a Glance

How to create a practical data strategy tailored to your credit union's size and resources

Proven approaches for breaking down organizational barriers

Bridging the strategy-to-execution gap

Building scalable campaigns that deliver personalized member engagement at every lifecycle stage—no matter where you're starting from

The Details

Credit unions are sitting on goldmines of member data, yet many struggle to translate this asset into meaningful growth and improved experiences. The challenge isn't just technical—it's cultural, strategic, and operational. The key is developing a clear data strategy and knowing exactly where to start.

Join industry experts who've solved these exact challenges: Anne Legg (THRIVE), award-winning author of "Big Data/Big Climb" who has guided nearly 600 credit union leaders through data transformation; Gordon Flammer (Kinective), former founder/CEO of Datava who built a market-leading data activation platform with 100% client retention; and Chris DiPietro (Mole Street), former HubSpot solutions architect specializing in aligning people, processes, and technology for scalable growth. John San Filippo of Finopotamus will moderate. This isn't theoretical—our panel has collectively guided hundreds of successful transformations, so you'll learn from the best.

Perfect For ...

Executive leadership, strategy teams, member experience professionals, data & analytics leaders, marketing teams, IT leadership, and business development professionals focused on sustainable, data-driven growth.

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Register and attend the live webinar to be entered for a chance to win a reMarkable tablet—perfect for mapping out your credit union's data strategy.

Agenda

Where to Start When Your Data Lives in Multiple Places - Simple first steps for creating your data strategy and bringing together member information from different systems to get a clearer picture of your opportunities
How to Activate Member Data While Staying Compliant - Clear guidelines for making the most of member information while staying on the right side of regulators
How to Get More Value From Your Technology Investments - How credit unions make their systems work better together and deliver real results
Your First 90 Days of Member-Centric Engagement - A practical roadmap for making meaningful progress on member engagement, starting from wherever you are today
Building Marketing Operations That Work for Your Size - How successful credit unions are creating consistent, repeatable member engagement systems and feedback loops that grow with them

Anne Legg

Founder, THRIVE Strategic Services

Anne Legg is the founder of THRIVE Strategic Services. She is an award-winning, internationally recognized credit union industry leader who partners with credit unions to drive growth, member retention, efficiency, intelligence, and empowerment from their data to improve member's lives. She is the author of Big Data/Big Climb, the only industry playbook on data transformation and currently used as the text for the only CPE-accredited data education offering, and recently added to the America’s Credit Union Museum’s Ensweiler research library. She also currently serves as the lead Data and Analytics faculty for the Southwest and Western Credit Union Management Schools. She has worked with nearly 600 credit union senior leaders to help them leverage their data for exponential growth.

CORE COMPETENCIES

Business Strategy, Leadership Development, Cultural Transformation, Digital Transformation, Big Data Analytics, Trend Analysis, Strategic Planning, Creative Problem Solving, Innovation Capability Development, Collaborative change, Business Model Development, Product Development, Data Consumption, Organizational Education

Gordon Flammer

SVP, Data Activation, Kinective

Gordon Flammer is a seasoned entrepreneur and data strategist. He is the former Founder and CEO of Datava, a data activation platform designed for credit unions. Under his leadership, Datava grew into a market leader with 100% client retention and was later acquired by Kinective, where Gordon now serves as SVP of Data Activation.

Known for his technical insight, strategic vision, and operational rigor, Gordon has spent his career building solutions that simplify complex data ecosystems, empower users with actionable intelligence, and deliver tangible ROI. He is deeply experienced in analytics, customer intelligence, product development, and scaling go-to-market teams in B2B software environments.

Chris DiPietro

Director of Solutions Architecture, Mole Street

Chris DiPietro is the Director of Solutions Architecture at Mole Street, where he helps professional services firms—especially in accounting and consulting—align their people, processes, and technology with HubSpot to drive scalable growth and better client experiences.

Prior to Mole Street, he spent four and a half years at HubSpot, starting in channel sales, where he helped agencies and partners grow their businesses through the platform. He later moved into sales engineering, working directly with customers to design and implement scalable, custom-built solutions. His work at HubSpot combined deep technical consulting, solution design, and strategic implementation—always with a focus on driving growth through smarter use of technology.

Earlier in his career, he led middleware integration projects at Lionbridge, gaining valuable experience in complex B2B systems and global content operations.

John San Filippo

Publisher, Finopotamus

John was the marketing director for Symitar for 16 years. He was also the very first technology reporter for The Credit Union Journal and has written for every major credit union publication. In 2005, he co-founded Credit Union Business magazine and served as its executive editor for two years. Outside the industry, John was the editor of ComputorEdge magazine and also authored a number of mass-market computer books. He's qualified as an expert witness on computers and the internet in California Superior Court.