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
9:00am - 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
8:00am - 4:30pm
University Certifications Available
9:00am - 12:00pm
University Sessions
12:00 - 1:00pm
Lunch
1:00 - 4:00pm
University Sessions
University 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 (Configuration OR Portfolio Analytics).

University @ nSight - Configuration:

Longer hands-on configuration topics, such as:

  • Collateral Management/Covenant Servicing
  • Credit Memo (various levels)
  • Deal Proposal and Deal Management
  • nCino User Interface
  • Priority Manager/Smart Checklist
  • Reports (various levels)
  • Spreads (various levels)

Other best practice advisory sessions, such as:

  • Admin Enablement (various levels)
  • APIs
  • Banking Advisor
  • Commercial Pricing & Profitability
  • Data Backup & Recovery
  • Data - Core Batch Nightly Sync (various levels)
  • Flow (various levels)
  • How to Automate Release Testing Without Code
  • Journey from Data to Insights
  • Transition from Covenant Management to Covenant Servicing
  • How Admin+ Helps Streamline Feature Testing
  • SOQL (various levels)
  • Spreads: Template Management vs. Migration
  • Technical Solution Forum
University @ nSight – Portfolio Analytics:

Loan Analytics for Dummies

Beginner/Intermediate and Intermediate/Advanced: In the beginner/intermediate session, we will review various loan analytics topics and automated insights for beginners. Learn the basics of report building and begin dashboard building. In the intermediate/advanced class, we'll focus on applying existing baseline knowledge around building reports to create advanced, product-specific dashboards that align with nCino's gold standards.
  • 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

Learn how to create Fair Lending reports in Loan Analytics and Application Analytics. We'll also discuss redlining in this session.
  • Pricing Discrimination Analysis
  • Redlining Analysis
  • Steering Analysis
  • Application Denial Analysis

Life After CECL

Ensure your CECL profiles are configured correctly and analyze reports to better understand volatility.
  • Ongoing Data Integrity
  • Audit and Regulatory Exam Prep
  • Monitoring CECL Performance
  • Individually Reviewing Loans
  • Q&E Adjustments
  • Forecast Adjustments

Data Workshop

Work with a Portfolio Analytics expert in your live portfolio to clean up data, identify gaps, and review and set up key data-related configuration settings (and more!).
  • 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.