Get your Training on

University @ nSight preconference sessions will be held prior to nSight 2024 at the Charlotte Convention Center beginning Monday, May 13 at 9am and concluding Tuesday afternoon, May 14. Once again, this preconference training event will offer TWO educational tracks—Configuration and Portfolio Analytics!

If you'd like to stay for the full nSight conference, please make sure you purchase the add-on University @ nSight training option. The nSight conference cost is in addition to the University @ nSight training fee.

University @ nSight Configuration

The University @ nSight – Configuration track provides a curriculum of more in-depth configuration sessions and hands-on technical training for nCino Cloud Banking Platform users and administrators of various levels. University @ nSight – Configuration track costs $1,500 per attendee and is limited to nCino financial institution customers only. This content is specific to nCino Administrators, Business Analysts, and Technical Resources using nCino's Commercial, Small Business, Consumer, and Treasury solutions.

University @ nSight Portfolio Analytics

We will also host a separate track for University @ nSight – Portfolio Analytics which offers a curriculum designed for our nCino Portfolio Analytics users. The University @ nSight – Portfolio Analytics track costs $1,000 per attendee and includes hands-on training, live report building, and a take-home workbook.

High-Level Schedule
May 13
Monday
8:00 - 9:00am
University Registration
8:00am - 5:30pm
University Certifications Available
9:00am - 12:00pm
University Sessions
12:00 - 1:00pm
Lunch
1:00 - 4:00pm
University Sessions
May 14
Tuesday
7:30am - 4pm
University Certifications Available
9:00am - 12:00pm
University Sessions
12:00 - 1:00pm
Lunch
1:00 - 4:00pm
University Sessions
Sample Session Topics

Below you can find a high-level schedule and some examples of previous session topics. We’ll have multiple rooms running concurrently and you’ll be able to build your own agenda based on the sessions most important to you, within the track you select for registration.

University @ nSight - Configuration:

Longer, hands-on configuration topics such as:

  • Document Manager
  • Smart Checklist
  • Priority Manager
  • Deal Proposal
  • Conditions
  • Credit Actions
  • Credit Memo/Form Generation
  • UI Configuration
  • Customer Portal
  • Spreads
  • Collateral Management/Covenant Management
  • Salesforce Flow (various levels)
  • Object Architecture & Data Models
  • Salesforce Reports & Dashboards (various levels)

Other best practice, advisory sessions such as:

  • Matrix Manager
  • Doc Prep Troubleshooting
  • Auto Spreading
  • Commercial Pricing + Profitability
  • Treasury Management Sales & Maintenance
  • Consumer Banking
  • Integrations
University @ nSight – Portfolio Analytics:

Loan Analytics/Advanced Loans

Learn how to identify, measure, and monitor risk and opportunities within your loan portfolio.
*Hands-on session where attendees will walk away with a usable risk packet
  • Data Reconciliation
  • Concentration Reports
  • Credit Score Migration
  • LTV Migration
  • Profitability
  • Probability of Default/Loss Given Default
  • Filtering
  • Watch List/Opportunity List
  • Reporting (Indirect Lending, Trend/New Production, Unfunded Commitment/Credit Utilization)
  • Policy Limit Monitoring
  • Stress Testing
  • Target Portfolio
  • Automated Insights
  • Peer Analysis

Fair Lending/Applications

Learn how to have a robust Fair Lending program to better defend your financial institution of potential disparate treatment.
  • Pricing Discrimination Analysis
  • Redlining Analysis
  • Steering Analysis
  • Application Denial Analysis

CECL

CECL is live. Now what? These sessions will offer tips and tricks for how to stay on top of and maintain your CECL calculations.
  • Ongoing Data Integrity
  • Audit and Regulatory Exam Prep
  • Monitoring CECL Performance
  • Individually Reviewing Loans
  • Q&E Adjustments
  • Forecast Adjustments

Data Workshop

Hands-on review of your portfolio's data, data reconciliation best practices, and common data pitfalls. Attendees will work directly with the team and scrub their own data.
  • Active, delinquent, and charge-off loan data reconciliation
  • Probability of Default data completeness
  • Data quality improvement
  • Dos and don'ts of data uploads
  • File mapping and data ingestion process
Get nCino Certified

Did you know you can get nCino Certified at University @ nSight? nCino certifications are a great way to demonstrate your knowledge and let others know you're an nCino expert. All University @ nSight - Configuration attendees will receive ONE voucher to take a proctored nCino Certification exam during the two days of University @ nSight pre-conference training.