Excel At Excel: Data Analysis For Banks And Credit Unions

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
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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
Recommended Audience
Who Should Attend?
  • Business owners
  • Finance professionals
  • CEOs
  • CFOs
  • CTOs
  • Managers of all levels
  • Administrators
  • Anyone who uses Excel regularly
What's included
Training includes
  • Certificate of Attendance

Expert Presenter

Daniel A. Cotter
  • Attorney and counselor with Howard & Howard in Chicago, Illinois
  • Spent almost 17 years in-house at insurance organizations, focusing on insurance, regulatory, technology, IT, compliance, and transactional matters
  • Worked as an accountant at CAN Financial for over five years
  • Previously an adjunct professor at The John Marshall Law School, teaching Insurance Law, Accounting for Lawyers, and SCOTUS Judicial Biography
  • Completed the Illinois CPA exam
  • Author of The Chief Justices, published in 2019
  • B.A. in accounting from Monmouth College
  • Graduated from The John Marshall Law School