Peer-To-Peer Training

We hold trainings for Peer-to-Peer every week, focusing 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. Peer-to-Peer trainings take place every other Tuesday afternoon at 4:00 PM Eastern Time and will last approximately 20 minutes. Please see below for the full schedule and registration form. Contact us with any questions.

We recommend you have a general understanding of the program before registering. 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.