May 11, 2023

CPE Compliance Disclosure:


In today’s technology-driven world, a data-driven strategy is essential for driving growth and delivering unparalleled value to members within an association. This comprehensive C-level roundtable discussion will provide you with the necessary tools and techniques needed to analyze, interpret, and activate data effectively to improve your association’s operations and enhance member experiences. Through peer-to-peer sharing, real-life examples, and hands-on discussion, participants will learn how to successfully create and maintain a data culture that allows your association to thrive in an increasingly competitive environment.

By the end of this discussion, participants will have a solid understanding of how to establish a data culture within their association, ensuring sustained growth and member value. Blending theoretical knowledge with practical application, this discussion will equip you with the necessary skills and expertise needed to transform data into a valuable asset and foster the development of a data-driven environment that will elevate your association to new heights. Join us on this journey towards a more insightful and efficient future for your association.


  • Data activation vs. data warehousing: Understand the differences, benefits, and limitations of data storage methods, focusing on effective ways to optimize data usage and make informed decisions for your association’s growth.

  • Building a data management team: Learn the essentials of developing a skilled team of data-driven professionals, including the roles and responsibilities they need to possess to enhance your association’s data strategy.

  • Employing a data scientist: Explore the importance of having an in-house data expert who will balance quantitative training and relevant industry experience to successfully analyze and interpret data that drives member value.

  • Analyzing and visualizing data to drive value: Delve into the world of data analysis tools and techniques to convert complex data into actionable insights that will guide strategic decision-making and improve member satisfaction.

  • Establishing a data-driven culture: Discover practical strategies to create a culture that encourages the seamless integration of data-driven insights into daily operations and long-term strategies.

  • Ensuring data privacy and security: Gain insights into the importance of robust data protection measures to maintain member trust and adhere to relevant legal and ethical guidelines.

INSTRUCTOR(S): Co-Moderated Roundtable discussion lead by Juan Sanchez, CIO, Inteleos; and Angel (AB) Baltimore, Senior Vice President of Information Technology, National Apartment Association

DELIVERY METHOD: Group Internet-Based


LEVEL: Intermediate

NASBA CATEGORY: Business Management & Organization

Subject Domain: Member and Stakeholder Engagement and Management

PREREQUISITES:  C-Level Management Experience

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

U.S Transactions Corp. (CPE Sponsor ID: 138278) 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 the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: