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 | June 11 July 9 August 13 September 10 | 11:00 am – 1:00 pm |
Planning Basic Training (Part 1) | Administrative setup of planning | June 17 July 15 August 19 September 16 | 11:00 am – 2:30 pm |
Planning Basic Training (Part 2) | Contributor setup and reporting | June 18 July 17 August 21 September 18 | 11:00 am – 2:30 pm |
Payroll Planning Basic Training | Setup and administration of detailed payroll planning and reporting | July 22 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. | June 10 & 12 July 8 & 10 August 12 & 14 September 9 & 11 | 11:00 am – 5:00 pm |
Planning Reporting Basic Training | Review of standard reports and basic custom reporting | May 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