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How would you answer each of the following questions?
  • Is your financial institution getting the most out of CAA to maximize revenue?
  • Have you experienced turnover in your department and your CAA™ users have never been formally trained or could use more in-depth training?
  • Are you responsible for the account analysis function in your bank and would you like to learn more about the flexibility, features, and power of the software?
If you answered "yes" to any of the questions, consider participation for you or your staff in a two-day CAA™ Training course either at your office or at ours.

WFG offers both introductory and advanced CAA™ training for users and account analysis supervisors who are interested in becoming more efficient using CAA™.

Each course offers a structured and comprehensive curriculum covering CAA™ features. Each student will have use of his or her own PC and will be able to participate in an interactive classroom setting.
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An Introduction to Commercial Account Analysis™

Establishing and Maintaining:
  • Bank Settings
  • Accounts
  • Rate Classes
  • Services
  • Price Exceptions
      Performing the Monthly CAA™ Process:
    • Building TDE Files
    • Posting SUF/TDE Files
    • Analysis Generation
    • Statement Generation
        Other Topics Include:
      • Designing CAA™ Statements
      • Selecting, Customizing, and Generating Reports
      • Using Miscellaneous Utilities, Tools and Settings
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        CAA™ Advanced Training
      • Monthly Process Review
      • Office Integrator
      • 822 Express
      • Extended Reporting (Includes Access Reports & Graphs)
      • Data Exports
      • Services & Profitability
      • Balance & Service Adjustments
      • Analysis Troubleshooting
      • Security
      • Database Issues
      • Using the latest Version of CAA™
             And much, much more!
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          Lunch will be provided each training day at our offices.

          Pricing
          The fee for each seminar is $1,500.00 per student. For companies sending more than one employee, a discount of $150 will be applied.

          Enrollment
          To enroll, please go to our online Registration Form, or download our PDF form and fax to 847.405.0860. We encourage you to enroll immediately because space is limited. All Registration Forms must be received four weeks prior to class date. Each registration will be processed on a first-come, first-serve basis. Once we have received your Registration Form, we will follow up with a confirmation notice and an invoice of payment for each participant.

          If you have any questions about any of the CAA™ Training Seminars, please e-mail our training department.

          Travel and Accommodations

          Airport
          If you will be traveling by air, your destination airport will be O'Hare International Airport in Chicago. We recommend that you arrive on Wednesday night. For your return trip, we recommend that you do not reserve your flight earlier than 6:30 PM. 

          Transportation from the Airport to the Hotel
          Rental car or American Taxi 847.255.9600.

          Hotels
          We have selected the following hotels for their accommodations and proximity to WFG:

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          info@weiland-wfg.com  Phone: 847.735.0577