Wednesday, April 22, 2020 11:30 AM - 3:30 PM
Hilton Sandestin Beach Golf Resort & Spa | Miramar Beach, FL
Analytics is a key piece to driving the credit union’s success. At the Analytics Academy you will learn how to create and execute a data strategy to grow your organization. Join your peers to learn best practices for lending analysis, study the intricacies of fair lending, and take a deep dive into leveraging deposit and customer analytics to make the biggest impact on your institution. Up to 6 CPE credits will be offered for each event.
Lending Analytics: Building out a data-driven lending organization that is prepared for any curveballs the economy or regulators may introduce requires a deliberate approach to data collection, aggregation, and reporting. This course is designed to teach how to build out a data and reporting strategy to properly understand your loan portfolio.
Fair Lending Analytics: All borrowers deserve to receive equal treatment when applying for any type of loan, and determining if protected classes like age, race/ethnicity and gender are being fairly treated throughout the application process is not only important, but required. This hands-on session shows you how to conduct a fair lending analysis, including pricing discrimination analysis, denial analysis, and steering ratio analysis.
Deposits & Customer Analytics: The need to understand the portion of your balance sheet that is the main funding source for your Lending and Investment initiatives is imperative to any organization's global success, and your data needs to support the educated decisions made to increase profitability and plan for future funding needs. This hands-on session will focus on how to effectively build out a deposit reporting system.