User trainings, webinars, conferences and more…
Training Sessions
| Course Name | Description | Date | Time (All times Eastern) |
| Dataverse Basic Training | Setup of Dataverse for planning, ALM, and profitability clients | September 10 October 15 November 12 December 10 | 11:00 am – 1:00 pm |
| Planning Basic Training (Part 1) | Administrative setup of planning | September 16 October 21 November 18 December 16 | 11:00 am – 2:30 pm |
| Planning Basic Training (Part 2) | Contributor setup and reporting | September 18 October 23 November 20 December 18 | 11:00 am – 2:30 pm |
| Payroll Planning Basic Training | Setup and administration of detailed payroll planning and reporting | September 23 October 28 November 25 | 11:00 am – 1:00 pm |
| ALM Basic Training | Building an ALM model, specifying modeling settings & assumptions. Modeling simulations, scenarios & reporting results. | September 9 & 11 October 14 & 16 November 10 & 13 December 9 & 11 | 11:00 am – 5:00 pm |
| Planning Reporting Basic Training | Review of standard reports and basic custom reporting | September 25 October 30 November 21 December 19 | 11:00 am – 1:00 pm |
Conferences
FMS East Coast Regional Conference – September 28-30 – New Castle, NH
BankWorld Northeast – October 8-10 – Foxwoods Resort, CT
MAXX – October 13-16 – Portland, OR
American Bankers Association Annual Convention – October 19-20 – Charlotte, NC
America’s Credit Unions CEO Council Conference – October 21-23 – Boston, MA
Illinois Credit Union League Annual Convention – October 23 – Chicago, IL
CeFPro Balance Sheet Management USA – October 29-30 – Charlotte, NC
Georgia Bankers Association Financial Risk Management Conference – November 6-7 – Savannah, GA
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