Peer-To-Peer Training

We host training for Peer-to-Peer every other week. In anticipation of our upcoming Peer+ Launch, we will be dedicating some of our training time to showing you the new program.

Training Dates & Descriptions

March 1 – Peer-to-Peer Only
March 15 – Peer-to-Peer and Peer+
March 29 – Peer-to-Peer Only
April 12 – Peer-to-Peer Only
April 26 – Peer-to-Peer and Peer+
May 10 – Peer-to-Peer Only
May 24 – Peer-to-Peer and Peer+

All training will take place at 4:00 PM Eastern Time and will last approximately 30 minutes.

During the Peer-to-Peer training, we’ll focus on how to build peer groups, how to build and analyze a merger, how to build a custom display, and how to use the built-in scoring systems.

On the dates that include Peer+, we will include everything listed above and an overview of Peer+.

If you are a new user, please contact us for an overview of the program or visit the Peer-to-Peer Support Center for supporting documents.

Suggested Training Topics

Peer-to-Peer training is done via WebEx and takes place every other Tuesdays at 4:00 PM ET.  Below are the available topics for trainings, and if there’s anything specific you would like covered, please specify in the registration.

In this training learn how to build a custom peer group based on different financial, geographical, field of membership data, and more!

In this training learn how to build a custom display to show a wide range of credit union data using account codes from the 5300 Call Report Form.

In this training learn how to merge together two credit unions, use the merger analysis packet, and analyze the merits of merging two institutions.

In this training learn how to analyze credit union performance using the CUPP Scoring System, based off the CAMEL Scoring System, and Return of the Member.

Register Now

Select your topic of interest from the form and view all upcoming dates.