About This Program
Callahan Analytics: Peer-to-Peer Bootcamp is a two-day course designed for beginner to intermediate-level current Peer-to-Peer users or credit union executives who are interested in learning how performance benchmarking can help them do their job more efficiently. We've split up the course in two days to cover training topics that will resonate with new users and Peer-to-Peer pros alike.
During the sessions you'll learn about credit union data terminology, how to read the 5300, tips, tricks, and shortcuts to move around Peer-to-Peer more efficiently, and how to customize your data analysis to fit your needs. Depending on your level of expertise, attend one or both days.
Even if you are an experienced Peer-to-Peer user, we are confident you can learn and benefit from attending both days, however, the option is available to only attend one day. Not sure what to attend? Contact us and we'll help provide insight into the type of training we'll focus on for both days to what fits your Peer-to-Peer proficiency. All attendees will walk away with skills and knowledge that can ultimately help improve their credit union's financial performance analysis.
Two Day Course Overview
Day One: Introduction to Peer-to-Peer & Customization Part I
-- Setting Up & Terminology
-- Getting Started - Program Navigation
-- Data Sets - Credit Unions & Bank Call Reports
-- Formula Wizard & Accounts
-- Customization Part I
-- Custom Peer Groups Part I
-- Simple Peer Groups
-- Beginner Operators
-- Built-In Display Types
-- Moving & Sharing Analysis
-- Custom Displays Part I
Day Two: Customization Part II & Scoring Systems
-- Custom Peer Groups Part II
-- Custom Displays Part II
-- Scoring Systems
-- CUPP (Callahan's proprietary version of CAMEL)
-- ROM
-- Custom Formulas
-- Build Your Own Reports