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Summary
Looking for faster, more efficient ways to access and analyze financial data? Join us for a practical walkthrough of the templates most widely used by banks and credit unions.
You’ll learn how to:
- Get started with the Excel plug-in and navigate the template library.
- Use the new Formula Builder Assistant to create formulas more efficiently.
- Apply proven templates to common banking and credit union workflows.
- See real examples of the five most popular templates in action.
The session concludes with a countdown of the Top 5 templates—highlighting what makes each one valuable and how you can use them to streamline your daily analysis.
Speakers
S&P Global Market Intelligence
Tim Grinham
Commercial Banking And Lending Product Specialist
Tim Grinham has 20+ years in the financial industry focused on residential lending, asset management, commercial workout and commercial lending. Prior to joining S&P Global, Tim was the Vice President of Business Banking at Berkshire Bank. Tim worked with businesses between $1MM- $25MM in revenue and was known as an SBA Lending Expert.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.