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Training Sessions

Sign up for a weekly training session to learn more about Peer-to-Peer through a live, online demonstration with a member of Callahan & Associates' Analytics team. These trainings are specifically designed to help you understand and then master Peer-to-Peer. Potential topics range from basic capabilities, such as setting your primary and comparison sets or navigating the built-in displays, to more advanced functions like merger analysis or building your own displays.

Most importantly, these trainings can be entirely class-member-driven!

Current Class Schedule

Fundamentals/Intermediate

January: 10th, 24th

February: 7th, 21st

March: 6th, 20th


Advanced

January:17th, 31st

February: 14th, 28th

March: 13th , 27th


Event Details

Date - Fundamentals/Intermediate - every other Tuesday
          Advanced Functions - every other Thursday
Time - 4:00 pm ET
Duration - Approximately 60 minutes
Price - Complimentary!

Example Beginner/Intermediate Training Outline

  • Program Setup: Getting started, videos, online resources
  • Installation - Minimum requirements, activating subscription using code
  • Choosing primary credit union and peer groups
  • RSS Feed
  • Main analysis screen overview
  • Working with built-in displays
  • Exporting data to PowerPoint or Excel
  • Building custom peer groups
  • Hand-picking credit unions
  • Multiple comparisons

Example Advanced Training Outline

  • Uploading charter numbers to create peer groups
  • Dynamic versus static peer groups
  • Creating custom reports
  • Editing built-in displays
  • Merger analysis
  • Econometric data
  • Uploading XML 5300
  • Customizing displays

New Capabilities in Peer-to-Peer 3.0
an Introduction to Bank Data Analysis Outline

  • Overview of Peer-to-Peer 3.0
    Universal Search Engine
    Multiple Graph Export Process
    Additional Credit Union Data
    New Display Settings

  • Bank Data Analysis
    Branch Analyzer/Deposit Market Share
    Bank Comparison Section
    Discussion of 'mapping' between CU and Bank Call Reports
    Building Bank Peer Groups
    Creating Custom Displays with Bank Data
    Integrating Bank Analysis with Current CU Analysis

Register for a Training

Registrants will receive instructions to access the WebEx event the week of the training.              *All fields are required

Your Full Name:
Title:
Phone:
Organization:
Email:
Training Date: