Rise Webinars

Join live sessions or watch recorded webinars to gain practical, data-driven strategies from industry experts.
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Upcoming Webinar Recorded Featured

Add Time Back to Your Year with 5300 Call Report Automation

February 18, 2026 at 2:00 PM

Presented by: Jennifer Gardner

Join this upcoming webinar, hosted by Jennifer Gardner to learn how credit unions can save time and streamline compliance with 5300 Call Report automation. Discover how Rise Analytics’ new 5300 Automation Solution simplifies data preparation, reduces manual effort, and helps you submit accurate reports to NCUA standards, faster and with confidence.

Duration: 60 mins

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Recorded

Rise Analytics and Larky: Turning Insights into Outcomes

January 28, 2026 at 2:00 PM

Presented by: Scott Brown, Ami Iceman Haueter, Nate Wentzlaff, Keith Nolan

Join Larky and Rise Analytics for a practical session on turning data-driven insights into measurable results through targeted mobile engagement. Learn how financial institutions use Rise Analytics to identify high-value opportunities and Larky to deliver timely messages directly to members’ mobile devices, even outside the app; featuring real-world insights from MSU Federal Credit Union’s Chief Experience Officer, Ami Iceman Haueter. This session highlights how combining analytics and mobile engagement can significantly improve performance across deposits, lending, digital adoption, and overall member experience.

Duration: 60 mins

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Recorded

Essential Analytics: WyHy FCU's Journey from Starter Tools to Strategic Intelligence

December 10, 2025 at 2:00 PM

Presented by: Eric Valla, Amanda Emery, Josh Bohlander

Analytics should be a decision-driving factor at every credit union; analytics can uncover member spending habits, potential new loan opportunities or even predict member attrition risk. By investing in analytics, you’re investing in your credit union’s future and helping to ensure it is a prosperous one for you and your members.

Duration: 60 mins

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Recorded

From Messy to Meaningful: How Transaction Cleansing and Data Enrichment Fuel SIMPLE Member Analysis

October 15, 2025 at 2:00 PM

Presented by: Amanda Emery, Aris Jerahian, John Wagner

Messy transaction data isn't just an operational headache, it's a hidden barrier to member trust, efficiency and growth. Clean and enriched data is the foundation of modern member engagement.

Duration: 60 mins

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Recorded

Making AI Work: The Platform Behind Practical AI

August 20, 2025 at 2:00 PM

Presented by: Zev Butler & Nate Wentzlaff

AI has become one of those buzzwords that we hear all the time but rarely see in action; and without the right platform, AI might not be possible for your credit union at all. Join us as we explore how Rise Analytics makes AI actionable for credit unions by turning fragmented data into practical AI use cases. Our platform, purpose-built for credit unions, creates a single source of truth that enables predictive models and member insights, powering smarter decisions.
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Recorded

Behind the Data: Meet the Mission Control Team Powering Your Credit Union's Success

April 30, 2025 at 2:00 PM

Presented by: Paolo Teotino and Dan Price

Whether you're a current partner or just exploring your options, this session will show how our consultative approach, paired with a flexible analytics platform, can drive measurable results for your credit union.

Duration: 60 mins

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Recorded

Meeting Changing Member Expectations with Data Insights

February 5, 2025 at 1:00 PM

Presented by: Mandy Zurbrick and Amanda Emery

In the dynamic world of financial services, credit union members are redefining expectations of their financial institution. With the rapid advancement of technology, members now anticipate personalized experiences, seamless interactions and proactive solutions tailored to their unique needs. Credit unions, traditionally known for their member-centric approach, are well-positioned to adapt to these shifts—provided they effectively leverage data.

Duration: 60 mins

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Recorded

The Credit Union Report Card: Current State of the Industry

October 10, 2024 at 1:12 PM

Presented by: Dan Price

The American economy has seen plenty of fluctuations in 2024, and it seems likely that more shifts are coming our way. With the Fed signaling recently that lower interest rates are on the horizon, consumer priorities are beginning to shift, and credit unions should be prepared to meet those new priorities.

Duration: 57 mins

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Recorded

A Benefit-Driven Approach to AI for Credit Unions

December 4, 2024 at 1:00 PM

Presented by: Daragh Fitzpatrick

AI continues to be at the forefront of most tech conversations. Your credit union may have begun conversations about building an AI-adoption plan or may even already be implementing it in various areas of the business. If you’re still wondering what the big deal is about AI, consider this: AI brings big tech capabilities that were once reserved for the largest of financial institutions to smaller companies, including credit unions. If your credit union is still at the beginning of its AI journey, be sure to take a benefit-driven approach to adopting AI.

Duration: 53 mins

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Recorded

Taking a Personalized Approach to Increase Member Engagement

June 26, 2024 at 1:21 PM

Presented by: Daragh Fitzpatrick, Avery Swiontek, and Mandy Zurbrick

The data analytics revolution has provided credit unions with more tools than ever before to provide personalized experiences to members where they are, via any channel, be it physical or virtual. Using a data platform, advanced analytics and AI, your credit union can individualize messaging that provides members with the information, products and services they need, when they need it. 

Duration: 60 mins

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