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 | August 13 September 10 | 11:00 am – 1:00 pm |
| Planning Basic Training (Part 1) | Administrative setup of planning | July 15 August 19 September 16 | 11:00 am – 2:30 pm |
| Planning Basic Training (Part 2) | Contributor setup and reporting | August 21 September 18 | 11:00 am – 2:30 pm |
| Payroll Planning Basic Training | Setup and administration of detailed payroll planning and reporting | August 26 September 23 | 11:00 am – 1:00 pm |
| ALM Basic Training | Building an ALM model, specifying modeling settings & assumptions. Modeling simulations, scenarios & reporting results. | August 12 & 14 September 9 & 11 | 11:00 am – 5:00 pm |
| Planning Reporting Basic Training | Review of standard reports and basic custom reporting | August 28 September 25 | 11:00 am – 1:00 pm |
Conferences
GBA Women in Banking Conference – August 14-15 – Braselton, GA
America’s Credit Unions Congressional Caucus 2025 – September 7-9 – Washington, DC
MIBA Annual Convention 2025 – September 8-10 – Lake Ozark, MO
BankDirector Bank Board Forum – September 8-10 – Marco Island, FL
AICPA & CIMA Conference on Banks & Savings Institutions – National Harbor, MD
2025 Mass Bankers Connect Conference – September 17 – Framingham, MA
Iowa Bankers Association Annual Convention – September 21-23 – Des Moines, IA
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
America’s Credit Unions CEO Council Conference – October 21-23 – Boston, MA
Illinois Bankers BankTech Conference – October 23 – Oak Brook, IL
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