Built for detailed performance analysis, Peer-to-Peer lets you effortlessly compare your credit union to individual credit unions and banks, customized peer groups, and industry averages. Your benchmarking possibilities are nearly limitless since Peer includes all the data points from the NCUA 5300 and FDIC call reports, not to mention numerous Callahan-created ratios that provide an even deeper look into your performance.The multitude of filters provided help users make the most relevant comparisons possible. Display the information in your preferred format and export it for your next board meeting or planning session. With Peer, you always know where your credit union stands.This course is designed to help you learn how to use Peer-to-Peer in the most impactful way.
After completing this course, you will be able to:
- Identify the three components of Peer-to-Peer that are required for successful use of the program
- Apply knowledge of financial performance to comparative analysis
- Differentiate between built-in, asset-based peer groups and custom peer groups
- Export built-in and custom graphs, charts and other displays
- Create custom dashboards for future use
- Share your analysis with colleagues in your organization
| Module 1 | What is Peer-to-Peer? |
|---|---|
| Lesson 1 | What is Peer-to-Peer? |
| Lesson 2 | What Can I Do in Peer-to-Peer? |
| Lesson 3 | Practical Applications |
| Lesson 4 | Where does the data in Peer-to-Peer come from? |
| Module 2 | How To Set Your Primary and Comparison Set |
| Lesson 1 | Introduction |
| Lesson 2 | How To Select Institutions |
| Lesson 3 | How To Select a Primary |
| Lesson 4 | How to Select a Comparison Set |
| Lesson 5 | Selection Shortcuts: The Search Bar |
| Lesson 6 | Selection Shortcuts: The Formula Wizard |
| Lesson 7 | Selection Shortcuts: Using the Formula Wizard |
| Module 3 | How To Navigate Peer-to-Peer |
| Lesson 1 | Navigate Built-in Displays |
| Lesson 2 | How to Use the Help Menu |
| Lesson 3 | Settings |
| Lesson 4 | Start Cycle vs End Cycle |
| Lesson 5 | Module Complete! |
| Module 4 | Saving, Sharing, and Exporting |
| Lesson 1 | Saving, Sharing & Exporting: Introduction |
| Lesson 2 | Saving to a New or Existing Folder |
| Lesson 3 | Sharing |
| Lesson 4 | Exporting Folders & Individual Displays |
| Lesson 5 | Export an Individual Graph or Chart |
| Lesson 6 | Export a Folder of Displays |
| Lesson 7 | Selection Shortcuts: Automated Email Reporting |
| Lesson 8 | Export Using Excel Plug-In |
| Lesson 9 | Module Complete! |
| Module 5 | Customizations with Chart Options |
| Lesson 1 | Customization Overview |
| Lesson 2 | Chart Options |
| Lesson 3 | Frequency |
| Lesson 4 | Data Labels |
| Lesson 5 | Module Complete! |
| Module 6 | Build a Custom Peer Group |
| Lesson 1 | Custom Peer Groups |
| Lesson 2 | Adding Individual Institutions, Part 1 |
| Lesson 3 | Adding Individual Institutions, Part 2 |
| Lesson 4 | Criteria-based Peer Grouping |
| Lesson 5 | Import List |
| Lesson 6 | Managing Custom Peer Groups |
| Lesson 7 | Module Complete! |
| Module 7 | The 5300 Call Report |
| Lesson 1 | The 5300 Call Report: Introduction |
| Lesson 2 | 5300 Call Report Basics |
| Lesson 3 | Using the 5300 Call Report in Peer-to-Peer: Custom Displays |
| Lesson 4 | Using the 5300 Call Report in Peer-to-Peer: Custom Peer Groups |
| Lesson 5 | Module Complete |
| Module 8 | Custom Displays and Custom Formulas |
| Lesson 1 | Custom Displays: Getting Started |
| Lesson 2 | Custom Displays: Tables |
| Lesson 3 | Table Categories |
| Lesson 4 | Table Types |
| Lesson 5 | Table Formatting and Functionality |
| Lesson 6 | Formula Wizard |
| Lesson 7 | Custom Formulas |
| Lesson 8 | Formula Modifiers |
| Lesson 9 | Functions |
| Lesson 10 | Module Complete! |
| Module 9 | Mergers |
| Lesson 1 | Mergers: Introduction |
| Lesson 2 | Create a Merger |
| Lesson 3 | Use a List of Most Recently Merged Credit Unions |
| Lesson 4 | Using Your Merger: Screen Setup |
| Lesson 5 | Using Your Merger: Analysis |
| Lesson 6 | Using Your Merger: Scorecard |
| Lesson 7 | Using Your Merger: Key Merger Metrics |
| Lesson 8 | Module Complete! |
| Module 10 | Scoring and Benchmarking |
| Lesson 1 | Scoring and Benchmarking: Introduction |
| Lesson 2 | Return of the Member |
| Lesson 3 | What is Return of the Member (ROM)? |
| Lesson 4 | How is ROM Calculated? |
| Lesson 5 | Using ROM in Peer-to-Peer: Setting Up Your Analysis |
| Lesson 6 | Return of the Member Detailed Report: Your Primary |
| Lesson 7 | Return of the Member Detailed Report: Leader Table |
| Lesson 8 | Return of the Member: Component Details |
| Lesson 9 | Credit Union Performance Profile |
| Lesson 10 | Setting Up CUPP Analysis |
| Lesson 11 | CUPP Display Types |
| Lesson 12 | CUPP Display Types: Key Financial Ratios |
| Lesson 13 | Module Complete! |
