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  WFG will host a one day workshop before the Vision Conference for both CAA™ and BRMEdge™ users. Each user group will explore Best Practices techniques, focusing on the following topics:
    Edge users
  • Reporting:

    • Detailed Design and implementation of BRMEdge standardized reports
    • Extended Reporting Front to Back
    • Mastering the most powerful reporting tool in BRMEdge – Multiview Analysis
    • Extending Reporting Capabilities Using Microsoft Excel
  • Using BRMEdge to evaluate Proforma RFP Responses

  • CAA™ Users

  • Bank Wide Re-Pricing
  • Modeling on the Web

The Vision Workshop will be held at MicroTek Chicago, located at 230 W. Monroe, Suite 550. This location is 1.67 (driving) miles from The Allerton Hotel, a quick cab or bus ride (or walk) away. A continental breakfast and catered lunch will be provided.

To register, please complete and submit the Online Registration Form.

More information about the Microtek is available by clicking here.

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