Key Reporting After the Crisis

IT, Technology, & Operations

The lasting consequences of the COVID-19 crisis will be complicated, complex and difficult to comprehend, especially considering this experience cannot be compared to any other historic event or period – not even the 2008 recession. As we begin to imagine and implement next steps, nCino has compiled data from customer interactions to come up with ten of the most popular reporting concepts institutions are leveraging in the new world of lending we are living in. In this webinar, Ncino will share those reports and show how they can help financial institutions keep a pulse on credit risk and its impact on portfolios.

Who Should Attend: CEO, CLO, CFO, Credit/Risk Analysts, VP Lending

Learning Objectives

  • Understand what analysis is being completed across the nation, in order to put a personalized spin on these concepts and ideas to analyze internal portfolios robustly and confidently.
  • Learn about the concentrations one may have never thought to analyze before, and put into practice the manners to drill-down to specific pockets and execute more granular analysis to study trends.
  • Visualize various methods to slice and dice data appropriately, helping credit risk committees receive a 360° view of the riskiest pockets of their portfolios and how to mitigate these risks.

Speaker Bio

Andrew Poulsen
Regional Vice President of Portfolio Analytics
Andrew Poulsen manages the growth of nCino in the western United States. Andrew originally got started in the analytics on the client success side of the house as a customer support manager before jumping over to a full-time sales role in 2017 where he has thoroughly enjoyed collaborating with both prospective and legacy clients. Andrew has hosted thousands of demos and proudly worked with hundreds of financial institutions in their endeavor to make more meaningful and deeper data driven decisions from our analytics platform. Andrew is born and raised in Utah. He enjoys playing sports, spending time on the lake or in the mountains, and being with his wife and two kids. 

Webinar Fees

Pricing For Price Season Pass
Bank Member $0 $0
Bank Nonmember $249 $0
Affiliate Member $0 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online