Agenda

• Explore various data types and understand the appropriate visualization for each
• Design sophisticated visuals to effectively communicate complex information in a user-friendly manner
• Integrate multiple visuals seamlessly within reports to tell a cohesive and persuasive financial story
• Utilize colors, shapes, and white space to create engaging visuals

Topics

Topics

• Accounting/Reporting
• Reporting

Roles

• Board Member
• Branch Manager
• Commercial Lender
• Compliance Officer
• Consumer Lender/Retail Banker
• Controller/Accountant
• Credit Analyst
• Internal Auditor
• Loan Closer
• Loan Operations Manager/Specialist
• Mortgage Lender
• New Accounts Representative
• Private Banker
• Risk Manager
• Small Business Lender
• Training Manager
• Trainer

Who Should Attend
This session is ideal for employees from financial institutions who are involved in CECL processes. ARCSys Technologies, LLC DBA assures that the program content and program level for this course are appropriate for the intended participants.

Speaker(s)

Patricia Moormann specializes in data analytics and comprehensive, dynamic reporting, working to provide clients with clarity and a better understanding of their data. Patricia earned her Bachelor’s in Mathematics with a minor in Information Technology and has her Master’s in Business Data Analytics from Regent University.

Fees

$299.00or 1 Token

Available Upgrades: 
12 Months OnDemand Playback $120.00
12 Months OnDemand Playback + Digital Download $150.00
Additional Live Access $125.00 per person

Association Contact

Brooke McCormack, Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380