Upcoming Events

User trainings, webinars, conferences and more…

Training Sessions

Course NameDescriptionDateTime (All times Eastern)
Dataverse Basic TrainingSetup of Dataverse for planning, ALM, and profitability clientsJune 11
July 9
August 13
September 10
11:00 am – 1:00 pm
Planning Basic Training (Part 1)Administrative setup of planningJune 17
July 15
August 19
September 16
11:00 am – 2:30 pm
Planning Basic Training (Part 2)Contributor setup and reportingJune 18
July 17
August 21
September 18
11:00 am – 2:30 pm
Payroll Planning Basic TrainingSetup and administration of detailed payroll planning and reportingJuly 22
August 26
September 23
11:00 am – 1:00 pm
ALM Basic TrainingBuilding an ALM model, specifying modeling settings & assumptions. Modeling simulations, scenarios & reporting results.June 10 & 12
July 8 & 10
August 12 & 14
September 9 & 11
11:00 am – 5:00 pm
Planning Reporting Basic TrainingReview of standard reports and basic custom reportingMay 14
June 26
July 24
August 28
September 25
11:00 am – 1:00 pm      

Conferences

Georgia Bankers Association 2025 Annual Meeting – June 13-15 – Boston, MA

FMS Forum – June 22-24 – Orlando, FL

Illinois Bankers Association 2025 Annual Conference – June 23-25 – Lake Geneva, WI

GBA Women in Banking Conference – August 14-15 – Braselton, GA