Live Webinar

Virtual Credit Unions Tableau User Group

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Join us for the Virtual Credit Unions Tableau User Group on Wednesday, September 19.


  • Welcome & Introduction by Charlotte Taft
  • Analytics & Big Data Transformations @ State Department Federal Credit Union by Reginald Wilkerson
  • Reggie will guide us through the data analytics journey that the State Department Federal Credit Union (SDFCU) undertook the last year. Among the core activities he’ll talk about included the build-out of their big data platform using AWS, Alteryx and Tableau. This presentation will detail the drivers for the big data platform and the approach that SDFCU took in order to transform their analytics capabilities.

  • Tableau & Tell by Andrew Bertrand
  • Andrew will kick off the Credit Union TUG’s “Tableau & Tell” series. In this section of every virtual meet-up we will take a credit union dashboard and discuss its development, deployment, and the value it adds to departments, strategic initiatives, and (most importantly) members.

  • The Latest From Tableau by Lauren Penticuff
  • Live Q&A

Meet the speakers:

Charlotte Taft is the Director of Business Intelligence at Callahan & Associates, providing data-driven insights on Callahan’s websites and software products. She owns customer analytics and is currently working to stand up a Tableau integrated solution for Callahan’s diverse credit union industry datasets. Prior to joining Callahan, she worked as an account strategist at Google, specializing in ads policy and malware. Before Google, she was an associate with the Moody’s Analytics Risk Management Consulting team, focused on building credit risk rating models and consulting on capital adequacy and regulatory issues.

Reginald Wilkerson is an Analytics leader with 14 years of experience within all aspects of Information Management including building out cloud-based business intelligence platforms which streamline and automate data sourcing, data management, data quality and enterprise reporting. He is adept at partnering with his business counterparts to deliver flexible, scalable solutions that reduce friction and increasing efficiencies which providing insights within their datasets.

Andrew Bertrand began his credit union career over 10 years ago as Marketing Officer at Our Community Credit Union. As the resident data nerd, Andrew moved into the Analytics role as OCCU began their Business Analytics journey over 3 years ago. During that time, OCCU has implemented multiple data initiatives resulting in increased efficiency, increased revenue, decreased costs, and improved member service. Andrew currently oversees business analytics, data strategy, risk analysis, report generation, marketing and segmentation analysis, product costing, and supports ongoing projects at OCCU with business analytics.

For questions about this event, please reach out to Charlotte Taft.