In today's fast-paced business world, quickly analyzing large data sets is essential, especially in banking. With vast amounts of data at our fingertips, we can generate insights to guide decision-making. Best of all, effective data analytics can often be achieved using tools like Microsoft Excel that you likely already have. In addition, we will discuss how to begin using Artificial Intelligence (AI), particularly generative AI within banking institutions. We’ll launch your data analytics journey, starting with foundational concepts and data strategy building on those basics. Then, we’ll move into more in-depth analysis, including ways to build routines for automated data analysis. We will work through real-life examples, which will include items such as evaluating loan information, general ledger detail, employee expense reimbursements, and more. The course will focus heavily on using Excel for data analysis, including functions like pivot tables, Power Query, and Power Pivot. Excel familiarity is recommended but no advanced Excel skills are required. We will begin with the basics and build up your proficiency throughout the 2.5 days. We will also walkthrough examples of use of Microsoft CoPilot, Claude, and ChatGPT. Participants should come equipped with a laptop (preferrable a Windows based laptop) for hands-on exercises. We recommend having Excel’s Get & Transform tools (Power Query and Power Pivot) enabled. To earn the Certified Community Bank Data & AI Specialist (CCBDAS) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam. If you decide to enroll in the certification testing after you register for the class, please contact an ICBA Education representative at 800-422-7285. Learning Objectives: Understand the components of a data strategy and how to identify useful data. Execute data analysis effectively within your bank. Utilize the functionalities available in the Microsoft suite of products for comprehensive data analysis. Utilize generative AI to analyze data for unusual trends and outliers.
Jun 9–Jun 11, 2026 |
Institute
Data and Analytics Data Operations