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On-Demand

Excel At Excel: Data Analysis For Banks And Credit Unions

Excel At Excel: Data Analysis For Banks And Credit Unions
FormatSelf-Paced | On-Demand
Sessions1
Per session60 Minutes
CertificateIncluded

Do You Know How to Use Detailed Features in Excel? Master Data Analysis Features for Financial Institutions.

All financial institutions are inundated with data. Tracking and analyzing this information is critical. It is not difficult to leverage a basic understanding of Excel and some insights into specific features to become a power user.

Daniel Cotter will show you specific steps, features, and functions that you can apply to use Excel to your full advantage. You will learn the best practices for using spreadsheets in your financial institution.
What We'll Cover

Course Outline

You need to master:

  • Sorting data
  • Hiding data
  • Charting data
  • Filtering data
  • Using tables

Meet the Expert

Daniel A. Cotter

Daniel A. Cotter

Daniel A. Cotter is an attorney with Howard & Howard in Chicago, IL. Before joining Howard & Howard in 2019, Dan served as the general counsel, vice president & secretary of Fidelity Life Association. Dan has spent nearly 30 years of his legal career working with the insurance industry, where he has extensive experience handling transactional work, general regulatory and government relationships in multiple jurisdictions, and litigation and oversight.

Who Should Attend?

  • Business owners
  • Finance professionals
  • CEOs
  • CFOs
  • CTOs
  • Managers of all levels
  • Administrators
  • Anyone who uses Excel regularly

Training Includes

The Excel At Excel: Data Analysis For Banks And Credit Unions course includes the following:

Two Year Course Access

Access your course through your customer dashboard

  • Course access for 2 full years
  • All live sessions include access to the on-demand recording post live session

Class Experience

Live sessions are small and focused to support questions and discussion. Self-paced on-demand courses allow you to move through the material on your own schedule.

Resources

Downloadable course materials to support learning

Attendance Certificate

All sessions include an Attendance Certificate

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$200.00