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 August: 17, 31 September: 14, 28 |
Advanced August: 26 September: 9, 23 |
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