Leveraging Data in LPL Bank and Credit Union Programs

A Webinar Series Hosted by Terrapin Technologies


The next event in Terrapin’s quarterly Leveraging Data webinar series will bring together leaders from bank and credit unions that partner with LPL to explore best practices with leveraging data for visibility, efficiency, and risk management. This will be a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges. 

Featured Panelists

Kristefor Lysne, Terrapin Technologies (host)

Andrew Hahn, Northwest Bank

Brett Harner, Golden 1 Credit Union

JC Murray, First Interstate Bank

Shannon Rowan, Burke & Herbert Bank

Discussion Topics

  • How does your firm currently utilize data from LPL, or otherwise, for decision making, efficiency, and/or minimizing risk.
  • What leading indicators are most important to how you manage your business? How do you collect and track that information?
  • What are you working on right now? How is data helping or hindering you?