Unlimited Webinar Pass
One price for the whole bank
| Date: | Information Livestream events are Central Time / In-person events are location's local time. |
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| Tuesday, Jun 9 |
08:00 AM – 08:30 PM
Registration
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08:30 AM – 12:00 PM
Data Identification and Sources Understand data sources that are available to you as a community bank. We will also go beyond the core system and discuss data that may be available to you to provide actionable information to better inform decision making.
Understanding Value of New Data Discuss various areas of data and its uses. This will include core system data as well as other data sources that may be overlooked.
How to Use It (Data) Discuss how to use the data to drive decisions. Discuss how to identify correlations in data and how to identify which data sources lead to expected results.
Use of Artificial Intelligence (AI) Discuss application of artificial intelligence in your community bank. Discuss how you may already be using it, and what the future of AI may look like.
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12:00 PM – 01:00 PM
Lunch
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01:00 PM – 04:00 PM
Execution of Data Analytics and Concepts Discuss how to execute data analysis with information at your disposal. Discuss techniques for analysis and how to render useable information of Data Analytics and Concepts
Introduction to Microsoft Excel Functionality Introduce participants to the various Microsoft functionality that exists in your current suite of products. Discuss how to leverage these tools more effectively to produce useable information.
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04:00 PM – 04:30 PM
Q&A and Exam Review
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| Wednesday, Jun 10 |
08:30 AM – 12:00 PM
Case Study 1 – Pivot Tables and Trend Analysis Case study on the use of pivot tables and how to trend data. Use Microsoft Excel to generate results on example data.
Case Study 2 – Journal Entry and Income Analysis Case study on the use of Microsoft tools to analyze journal entry activity and income statement activity to identify unusual trends. Use Microsoft Excel to generate results on example data.
Case Study 2 – Journal Entry and Income Analysis Case study on the use of Microsoft tools to analyze journal entry activity and income statement activity to identify unusual trends. Use Microsoft Excel to generate results on example data.
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12:00 PM – 01:00 PM
Lunch
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01:00 PM – 04:00 PM
Case Study 3 – Industry Data and Charge-off Analysis Case study on where to find and how to use readily available industry data and how to leverage that information to improve your community bank. Use correlation analysis and data ingestion techniques to look at data deeper than relying on the Uniform Bank Performance Report (UBPR).
Case Study 3 – Industry Data and Charge-off Analysis Case study on where to find and how to use readily available industry data and how to leverage that information to improve your community bank. Use correlation analysis and data ingestion techniques to look at data deeper than relying on the Uniform Bank Performance Report (UBPR).
Case Study 4 – Power Query and Power Pivot Case study on the use of power query and power pivot, Microsoft's automated data ingestion mechanism. Use these tools on example data to walk through how to automate data ingestion and analysis.
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04:00 PM – 04:30 PM
Q&A and Exam Review |
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| Thursday, Jun 11 |
08:30 AM – 11:00 AM
Case Study 4 Continued – Power Query and Power Pivot Case study on the use of power query and power pivot, Microsoft's automated data ingestion mechanism. Use these tools on example data to walk through how to automate data ingestion and analysis.
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11:00 AM – 11:30 AM
Q&A and Wrap up
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| Monday, Jun 15 |
10:00 AM – 11:00 AM
Certification Exam
Held via ICBA online portal for those enrolled in Certified Community Bank Data Analyst (CCBDA) certification program. The certification exam will be available following the conclusion of the institute. You will be able to access and complete the exam any time after the institute adjourns. However, you must complete the exam no later than the exam time shown above. The exam is timed, and you will be allotted the same amount of time to complete the exam no matter when you choose to take it. Note - If you do not pass the exam, you will have the opportunity to retake the exam at a future retake date. |
| Audience | Price |
|---|---|
ICBA Member |
$ 1,699.00 |
Non-Member |
$ 2,199.00 |
Non-Banker* |
$ 2,699.00 |
Institute: Data & Analytics Exam Fees |
$ 500.00 |
* Attendance may be subject to ICBA approval.
For attendance and cancellation policies see Disclaimers
Minnesota
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Who should attend: |
Chief Technology: i.e. CIO, CTO, Data Officer, Chief Marketing/Customer Relationships, Marketing, Operations - Data, Chief Lending: i.e. Credit, Loan Officer |
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Prerequisites: |
Basic understanding of Excel |
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Advanced Preparation: |
None |
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Program Level: |
Intermediate |
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Field of Study: |
Specialized Knowledge |
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Delivery Method: |
Group Live |
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Continuing Professional |
19.50 hrs |
David HenekeOpens in a new tab
Principal
Clifton Larson Allen
Tim DivelyOpens in a new tab
Digital Growth Director
CliftonLarsonAllen
LLP
Attendance and Cancellation Policy
- Full payment is required prior to event attendance.
- Registration fee is valid for only the individual registered. Each attendee must register.
- A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed.
- If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
- If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
- No refunds will be issued once the bank has received event materials or after the event start date.
- If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
- All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.
This event is not recorded. For more information, call 800-422-7285 or email education@icba.org.
Continuing Professional Education Credit (CPE) Requirements
To receive full CPE credit for ICBA livestream event you must meet the following requirements:
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Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration.
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Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
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Participate in all group activities and breakout rooms.
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Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.
For more information, call 800-422-7285 or email education@icba.org.
To receive full CPE credit for the in-person event you must meet the following requirements:
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Sign in daily. The sign-in sheet will be located on the registration table outside of the conference room.
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Attend the session in its entirety.
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Participate in all group activities and projects.
Code of Conduct
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, the Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
Read Full PolicySuitcasing Policy
Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management's objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.
Recording Disclaimer
Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.
Consent to User of Photos & Video Content
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions, and audio files/recordings of and at such events and activities.
NASBA Statement
ICBA Education 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: Welcome . In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.