When autocomplete results are available use up and down arrows to review and enter to select.
In today's fast-paced business world, quickly analyzing large data sets is essential, especially in banking. With vast amounts of data at our fingertips, we can generate insights to guide decision-making. Best of all, effective data analytics can often be achieved using tools you likely already have, like Microsoft Excel.
This course will launch your data analytics journey, starting with foundational concepts and data strategy. We will build on those basics, moving into more in-depth analysis, including ways to build routines for automated data analysis. We will work through real-life examples, which will include items such as evaluating loan information, general ledger detail, employee expense reimbursements, and more.
The course will focus heavily on using Excel for data analysis, including functions like pivot tables, Power Query, and Power Pivot. No advanced Excel skills are required, as we will start from the basics and build up your proficiency throughout the 2.5 days.
While not mandatory, we strongly encourage attendees to bring a laptop or other device to this institute in order to follow-along with the instructor and gain hands-on experience. We also suggest you have access to the Get & Transform functionality (Power Query and Power Pivot) in Excel which will be beneficial for exploring automated capabilities.
To earn the Certified Community Bank Data Analyst (CCBDA) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam. If you decide to enroll in the certification testing after you register for the class, please contact an ICBA Education representative at 800-422-7285.
Learning Objectives:
8:00am - 8:30am
8:30am - 12:00pm
Data Identification and Sources
Understand data sources that are available to you as a community bank. We will also go beyond the core system and discuss data that may be available to you to provide actionable information to better inform decision making.
Understanding Value of New Data
Discuss various areas of data and its uses. This will include core system data as well as other data sources that may be overlooked.
How to Use It (Data)
Discuss how to use the data to drive decisions. Discuss how to identify correlations in data and how to identify which data sources lead to expected results.
Use of Artificial Intelligence (AI)
Discuss application of artificial intelligence in your community bank. Discuss how you may already be using it, and what the future of AI may look like.
12:00pm - 1:00pm
1:00pm - 4:00pm
Execution of Data Analytics and Concepts
Discuss how to execute data analysis with information at your disposal. Discuss techniques for analysis and how to render useable information of Data Analytics and Concepts
Introduction to Microsoft Excel Functionality
Introduce participants to the various Microsoft tools available in their current suite and demonstrate how to use them more effectively to generate actionable insights.
4:00pm - 4:30pm
8:30am – 12:00pm
Case Study 1 – Pivot Tables and Trend Analysis
Case study on the use of pivot tables and how to trend data. Use Microsoft Excel to generate results on example data.
Case Study 2 – Journal Entry and Income Analysis
Case study on the use of Microsoft tools to analyze journal entry activity and income statement activity to identify unusual trends. Use Microsoft Excel to generate results on example data.
12:00pm - 1:00pm
1:00pm – 4:00pm
Case Study 3 – Industry Data and Charge-off Analysis
Case study on where to find and how to use readily available industry data and how to leverage that information to improve your community bank. Use correlation analysis and data ingestion techniques to look at data deeper than relying on the Uniform Bank Performance Report (UBPR).
Case Study 3 – Industry Data and Charge-off Analysis
Case study on where to find and how to use readily available industry data and how to leverage that information to improve your community bank. Use correlation analysis and data ingestion techniques to look at data deeper than relying on the Uniform Bank Performance Report (UBPR).
Case Study 4 – Power Query and Power Pivot
Case study on the use of power query and power pivot, Microsoft's automated data ingestion mechanism. Use these tools on example data to walk through how to automate data ingestion and analysis.
4:00pm - 4:30pm
8:30am – 11:00am
Case study on the use of power query and power pivot, Microsoft's automated data ingestion mechanism. Use these tools on example data to walk through how to automate data ingestion and analysis.
11:00am - 11:30am
ICBA Members: $1,699
Non-Members: $2,199
Non-Bankers* : $2,699
Certification Testing Fee: $500
*Attendance may be subject to ICBA approval.
To receive full CPE credit for the in-person event you must meet the following requirements:
* View CPE Credit Hours in the “Who Should Attend” section.
This event is not recorded. For more information, call 800-422-7285 or email education@icba.org.
7901 34th Ave S
Bloomington, MN 55425
Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.
Who should attend: Anyone with data responsibilities at a bank
Prerequisites: Basic understanding of Excel
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Live
Continuing Professional Education (CPE) Credit Hours: 18.50
Certification Offered: Certified Community Bank Data Analyst (CCBDA)
Principal
CliftonLarsonAllen, St. Cloud
Digital Growth Director
CliftonLarsonAllen, Charlotte
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.