Data & Analytics Institute

analyze

Data & Analytics Institute

Jun 10 - Jun 12, 2025 | In-Person Institute

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 you likely already have, like Microsoft Excel.

This course will launch your data analytics journey, starting with foundational concepts and data strategy. We will build on those basics, moving 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. No advanced Excel skills are required, as we will start from the basics and build up your proficiency throughout the 2.5 days.

While not mandatory, we strongly encourage attendees to bring a laptop or other device to this institute in order to follow-along with the instructor and gain hands-on experience. We also suggest you have access to the Get & Transform functionality (Power Query and Power Pivot) in Excel which will be beneficial for exploring automated capabilities.

To earn the Certified Community Bank Data Analyst (CCBDA) 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.

Register
Register

Pricing

ICBA Members: $1,699

Non-Members: $2,199

Non-Bankers* : $2,699

Certification Testing Fee: $500

Printable Registration Form

*Attendance may be subject to ICBA approval.

Attendance & Cancellation Policy

  • Full payment is required prior to event attendance. 
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed. 
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. 
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. 
  • No refunds will be issued once the bank has received event materials or after the event start date. 
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA. 

Continuing Professional Education Credit (CPE) Requirements

To receive full CPE credit for the in-person event you must meet the following requirements:

  • Sign in daily. The sign-in sheet will be located on the registration table outside of the conference room.
  • Attend the session in its entirety.
  • Participate in all group activities and projects.

* View CPE Credit Hours in the “Who Should Attend” section.  

This event is not recorded. For more information, call 800-422-7285 or email education@icba.org. 

Embassy Suites Minneapolis Airport

7901 34th Ave S

Bloomington, MN 55425

ICBA Booking Link

Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.

Who should attend: Anyone with data responsibilities at a bank

Prerequisites: Basic understanding of Excel

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Live

Continuing Professional Education (CPE) Credit Hours: 18.50

Certification Offered: Certified Community Bank Data Analyst (CCBDA)

David Heneke
David Heneke

Principal

CliftonLarsonAllen, St. Cloud

Tim Dively
Tim Dively

Digital Growth Director

CliftonLarsonAllen, Charlotte

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.