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Excel At Excel: Data Analysis For Banks And Credit Unions

Daniel Cotter
Training Includes:
  • Certificate of Attendance
  • This training is available as an on-demand recording.
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.

Topics Covered

  • Sorting data
  • Hiding data
  • Charting data
  • Filtering data
  • Using tables
Scheduled for 60 minutes including question and answer period.

Training Overview

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.

You need to master:

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

Who Should Attend?

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

Expert Presenter

Daniel Cotter

  • Attorney with Howard & Howard in Chicago, Illinois
  • Previously general counsel, vice president, and secretary of Fidelity Life Association, a large insurance company
  • 30 years of legal experience with the insurance industry, including extensive litigation, regulatory, and transactional experience
  • Practice in broad areas of corporate law and commercial litigation

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.