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EDUCATION SERVICES

DELIVERING KNOWLEDGE AND EDUCATION TO MAKE YOU MORE SUCCESSFUL

Education Course Offerings

Please use the tabs to filter by Baker Hill product offerings. Each product tab will provide a listing of education courses that are related to modules and features of that particular product. The listing of courses are grouped by product module and can be sorted by name, course date, and course type. Click the "details" button on a course listing to view details of the education offering. If you would like to purchase a particular course please add the item to your "cart."

Details Course Name Date Type
On Demand - Baker Hill Advisor Query Builder WBT Virtual On-Demand Webinars

Description:
This two hour web-based training is geared toward Baker Hill Advisor System Administrators interested in using Advisor's custom query builder functionality. The cost of the training is $400 per person.

Suggested Audience: Baker Hill Advisor System Administrators and Backups

Location: Virtual

Cost: $400
On Demand - Custom Documentation - Baker Hill Advisor versus Baker Hill Origination WBT Virtual On-Demand Webinars

Description:
This is a two-hour on demand web based training session scheduled with a Baker Hill trainer. The session covers the similarities and differences between Baker Hill Advisor and Baker Hill Origination as it concerns Custom Documentation. Brief discussions of AutoTag are also covered as it relates to the similiarities and differences between the data sources for Baker Hill Advisor and Baker Hill Origination. You must have attended the Basic and Advanced Custom Documentation (AutoTag) training for either Baker Hill Advisor or Baker Hill Origination at Baker Hill's training facility in Carmel, IN, in order to be allowed to take this training. The cost of the training is $400 per person.

Suggested Audience: Baker Hill Advisor and/or Baker Hill Origination users that have attended the Basic and Advanced Custom Documentation (AutoTag) training at Baker Hill's training facility in Carmel, IN.

Location: Virtual

Cost: $400
Details Course Name Date Type
On Demand - Custom Documentation - Baker Hill Advisor versus Baker Hill Origination WBT Virtual On-Demand Webinars

Description:
This is a two-hour on demand web based training session scheduled with a Baker Hill trainer. The session covers the similarities and differences between Baker Hill Advisor and Baker Hill Origination as it concerns Custom Documentation. Brief discussions of AutoTag are also covered as it relates to the similiarities and differences between the data sources for Baker Hill Advisor and Baker Hill Origination. You must have attended the Basic and Advanced Custom Documentation (AutoTag) training for either Baker Hill Advisor or Baker Hill Origination at Experian's training facility in Carmel, IN, in order to be allowed to take this training. The cost of the training is $400 per person.

Suggested Audience: Baker Hill Advisor and/or Baker Hill Origination users that have attended the Basic and Advanced Custom Documentation (AutoTag) training at Baker Hill's training facility in Carmel, IN.

Location: Virtual

Cost: $400
Details Course Name Date Type
e-Learning for Baker Hill Statement Analyzer Virtual On-Demand e-Learning

Description:
Statement Analyzer e-Learning lessons are self-paced covering the following Courses: Basic Functionality - This series of e-Learning lessons are an overview of basic functionality. You will learn about the Historical Statement, Balancing, Global Cash Flow, and more. Projections - This series of e-Learning lessons will provide you an overview of the projection functionality including available assumptions and how to change them in the projection spreadsheet. You'll be able to make projections about a client's financial stability with confidence. Covenants - This series of e-Learning lessons will provide you an overview of the covenant tracking and monitoring functionality. You'll learn how to create and track the covenants established for a client's loans using either one of the pre-defined covenant templates or a covenant that you define yourself. System Administration - This series of e-Learning lessons will provide you an overview of the Administration area of Statement Analyzer. You'll be able to add new users and modify default settings for your Statement Analyzer database. Commercial Real Estate - This series of e-Learning lessons provides you an overview of all the functionality within the Commercial Real Estate Industry. You will learn about Appraisal Periods, Rent Rolls, Proforma Reports, Empire Cash Flow Report, and Economic Valuation Report. Report Designer and Industry Templates - This series of e-Learning lessons provides detail on how to create your own financial reports in Statement Analyzer as well as how to create an Industry Template that supplements the available industries within Statement Analyzer. Please contact your Baker Hill Account Executive for pricing information.

Suggested Audience: Statement Analyzer Administrators and Backups; any user of Statement Analyzer that needs to learn how to use Statement Analyzer .

Location: Virtual

How to Register:
Call 800-821-4455 and press 2 if you have any questions. You may contact your Baker Hill Account Executive or click here to email the Education Services team with any questions.

On Demand - Baker Hill Statement Analyzer - Industry Templates WBT Virtual On-Demand Webinars

Description:
This is a two-hour on demand web based training session scheduled with a Baker Hill trainer. Statement Analyzer’s Industry Templates functionality allows you to create institution-specific industries. You will be walked through concepts and case studies for creating templates. The cost of the training is $400 per person.

Suggested Audience: Statement Analyzer Administrators and Backups, Experienced Statement Analyzer Users

Location: Virtual

Cost: $400
On Demand - Baker Hill Statement Analyzer - Report Designer WBT Virtual On-Demand Webinars

Description:
This is a two-hour on demand web based training session scheduled with a Baker Hill trainer. Statement Analyzer’s Report Designer functionality allows you to create institution-specific reports. You will be walked through concepts and case studies for creating reports from scratch or by copying Baker Hill Best Practice reports. The cost of the training is $400 per person.

Suggested Audience: Statement Analyzer Administrators and Backups, Experienced Statement Analyzer Users

Location: Virtual

Cost: $400
Details Course Name Date Type
09/19/2019 NextGen Advanced Statement Spreading Webinar2019-09-19 00:00:00Webinars

Description:
This is a web based session that will provide you an overview of the Statement Spreading Covenant, Commercial Real Estate, and Projection functionality. It will also cover Statement Spreading System Administration including User Security, Lookup Tables, System Properties, Covenant Expressions, Statement Templates, and Report Report Templates. Please email Education Services at training@bakerhill.com for registration.

Suggested Audience: End-Users needing an understanding of Loan Covenants, Commercial Real Estate and Projection functionality. Statement Spreading Administrators and Backup Administrators.

Time: 1:00 PM ET to 3:30 PM ET

Location: Virtual

Cost: $400
09/05/2019 NextGen Advanced Statement Spreading Webinar2019-09-05 00:00:00Webinars

Description:
This is a web based session that will provide you an overview of the Statement Spreading Covenant, Commercial Real Estate, and Projection functionality. It will also cover Statement Spreading System Administration including User Security, Lookup Tables, System Properties, Covenant Expressions, Statement Templates, and Report Report Templates. Please email Education Services at training@bakerhill.com for registration.

Suggested Audience: End-Users needing an understanding of Loan Covenants, Commercial Real Estate and Projection functionality. Statement Spreading Administrators and Backup Administrators.

Time: 1:00 PM ET to 3:30 PM ET

Location: Virtual

Cost: $400
08/22/2019 NextGen Advanced Statement Spreading Webinar2019-08-22 00:00:00Webinars

Description:
This is a web based session that will provide you an overview of the Statement Spreading Covenant, Commercial Real Estate, and Projection functionality. It will also cover Statement Spreading System Administration including User Security, Lookup Tables, System Properties, Covenant Expressions, Statement Templates, and Report Report Templates. Please email Education Services at training@bakerhill.com for registration.

Suggested Audience: End-Users needing an understanding of Loan Covenants, Commercial Real Estate and Projection functionality. Statement Spreading Administrators and Backup Administrators

Time: 1:00 PM ET to 3:30 PM ET

Location: Virtual

Cost: $400
08/08/2019 NextGen Advanced Statement Spreading Webinar2019-08-08 00:00:00Webinars

Description:
This is a web based session that will provide you an overview of the Statement Spreading Covenant, Commercial Real Estate, and Projection functionality. It will also cover Statement Spreading System Administration including User Security, Lookup Tables, System Properties, Covenant Expressions, Statement Templates, and Report Report Templates. Please email Education Services at training@bakerhill.com for registration.

Suggested Audience: End-Users needing an understanding of Loan Covenants, Commercial Real Estate and Projection functionality. Statement Spreading Administrators and Backup Administrators.

Time: 1:00 PM ET to 3:30 PM ET

Location: Virtual

Cost: $400
07/25/2019 NextGen Advanced Statement Spreading Webinar2019-07-25 00:00:00Webinars

Description:
This is a web based session that will provide you an overview of the Statement Spreading Covenant, Commercial Real Estate, and Projection functionality. It will also cover Statement Spreading System Administration including User Security, Lookup Tables, System Properties, Covenant Expressions, Statement Templates, and Report Report Templates. Please email Education Services at training@bakerhill.com for registration.

Suggested Audience: End-Users needing an understanding of Loan Covenants, Commercial Real Estate and Projection functionality. Statement Spreading Administrators and Backup Administrators.

Time: 1:00 PM ET to 3:30 PM ET

Location: Virtual

Cost: $400
e-Learning for Baker Hill NextGen Basic Statement Spreading2019-12-31 00:00:00e-Learning

Description:
Statement Spreading e-Learning lessons are self-paced covering the following Courses: Basic Functionality - This series of e-Learning lessons are an overview of basic functionality. You will learn about the Creating and working with the Historical Statement, Balancing, Trailing Twelve Months, Reports, and more. Please contact your Baker Hill Account Executive or email training@bakerhill.com for pricing information.

Suggested Audience: Statement Spreading Administrators and Backup Administrators; any user of Statement Spreading that needs to learn how to use Statement Spreading.

Location: Virtual

How to Register:
Call 800-821-4455 and press 2 if you have any questions. You may contact your Baker Hill Account Executive or click here to email the Education Services team with any questions.

10/162019 Baker Hill NextGen Query Builder and Decision Rules Workshop2019-10-15 00:00:00Fundamentals

Description:
This training is geared toward Baker Hill NextGen System Administrators interested in using the Query Builder functionality which includes creating, editing and sharing queries. For clients that have purchased the Loan Origination module, Decision Rules will also be covered, which will include how to create and edit both Business Rules and Decision Tables including conditions and actions which can result in triggering credit policy messages, SLA's, recommended pricing and more.

Suggested Audience: Baker Hill NextGen System Administrators and Backup Administrators.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
10/15/2019 Baker Hill NextGen System Administration Workshop2019-10-15 00:00:00Fundamentals

Description:
This 1-day workshop covers the Administration page inside Baker Hill NextGen. This includes but is not limited to managing Bank Defined Fields, Business Units, Roles, Users, System Lookup Data (configuration files), System Properties and Data Maintenance.

Suggested Audience: Baker Hill NextGen System Administrators and Backup Adminstrators.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
Details Course Name Date Type
11/06/2019 Baker Hill Advanced Custom Documentation (AutoTag) Workshop2019-11-06 00:00:00Fundamentals

Description:
Through this course, you will have the ability to create more complex custom documents, such as credit memos and letters, through Baker Hill NextGen, Advisor, Origination, Microsoft Word, and WindwardReports AutoTag. You will also walk through how to interpret Baker Hill Best Practice document templates so that you will know how they were structured in order to make any necessary changes.  Important Note!  A basic understanding of Microsoft Office version 2007, 2010, 2013 or 2016  is required for this course; document creation, maneuvering, and editing skills within MS Word are necessary, and will not be covered during the training.

Suggested Audience: Those responsible for creating custom document templates in Baker Hill NextGen, Advisor or Origination.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
08/14/2019 Baker Hill Advanced Custom Documentation (AutoTag) Workshop2019-08-14 00:00:00Fundamentals

Description:
Through this course, you will have the ability to create more complex custom documents, such as credit memos and letters, through Baker Hill NextGen, Advisor, Origination, Microsoft Word, and WindwardReports AutoTag. You will also walk through how to interpret Baker Hill Best Practice document templates so that you will know how they were structured in order to make any necessary changes.  Important Note!  A basic understanding of Microsoft Office version 2007, 2010, 2013 or 2016  is required for this course; document creation, maneuvering, and editing skills within MS Word are necessary, and will not be covered during the training.

Suggested Audience: Those responsible for creating custom document templates in Baker Hill NextGen, Advisor or Origination.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $800
11/05/2019 Baker Hill Advanced Custom Documentation (AutoTag) Workshop2019-11-05 00:00:00Fundamentals

Description:
Through this course, you will have the ability to create more complex custom documents, such as credit memos and letters, through Baker Hill NextGen, Advisor, Origination, Microsoft Word, and WindwardReports AutoTag. You will also walk through how to interpret Baker Hill Best Practice document templates so that you will know how they were structured in order to make any necessary changes.  Important Note!  A basic understanding of Microsoft Office version 2007, 2010, 2013 or 2016  is required for this course; document creation, maneuvering, and editing skills within MS Word are necessary, and will not be covered during the training.

Suggested Audience: Those responsible for creating custom document templates in Baker Hill NextGen, Advisor or Origination.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
08/13/2019 Baker Hill Advanced Custom Documentation (AutoTag) Workshop2019-08-13 00:00:00Fundamentals

Description:
Through this course, you will have the ability to create more complex custom documents, such as credit memos and letters, through Baker Hill NextGen, Advisor, Origination, Microsoft Word, and WindwardReports AutoTag. You will also walk through how to interpret Baker Hill Best Practice document templates so that you will know how they were structured in order to make any necessary changes.  Important Note!  A basic understanding of Microsoft Office version 2007, 2010, 2013 or 2016  is required for this course; document creation, maneuvering, and editing skills within MS Word are necessary, and will not be covered during the training.

Suggested Audience: Those responsible for creating custom document templates in Baker Hill NextGen, Advisor or Origination.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
11/04/2019 Baker Hill Basic Custom Documentation (AutoTag) Workshop2019-11-04 00:00:00Fundamentals

Description:
Through this course, you will have the ability to create basic custom documents, such as credit memos and letters, through Baker Hill NextGen, Advisor, Origination, Microsoft Word, and WindwardReports AutoTag. Important Note!  A basic understanding of Microsoft Office version 2007, 2010, 2013 or 2016 is required for this course; document creation, maneuvering, and editing skills within MS Word are necessary, and will not be covered during the training.

Suggested Audience: Those responsible for creating custom document templates in Baker Hill NextGen, Advisor or Origination.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
08/12/2019 Baker Hill Basic Custom Documentation (AutoTag) Workshop2019-08-12 00:00:00Fundamentals

Description:
Through this course, you will have the ability to create basic custom documents, such as credit memos and letters, through Baker Hill NextGen, Advisor, Origination, Microsoft Word, and WindwardReports AutoTag. Important Note!  A basic understanding of Microsoft Office version 2007, 2010, 2013 or 2016 is required for this course; document creation, maneuvering, and editing skills within MS Word are necessary, and will not be covered during the training.

Suggested Audience: Those responsible for creating custom document templates in Baker Hill NextGen, Advisor or Origination.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
Details Course Name Date Type
11/08/2019 Baker Hill Advanced Web Intelligence Workshop2019-11-08 00:00:00Fundamentals

Description:
This one-day instructor-led course explains and demonstrates the advanced functionality available in BusinessObjects™ XI Web Intelligence® through the internet portal called InfoView.  The learners will walk through several practices to gain experience in using advanced functionality.  Case Studies are also available at the end of the day if learners would like to gain further experience.  Topics include: Recap of Baker Hill Advisor® Web Intelligence® Reporting; Enhancing the Presentation of Reports, including Multiple Reports, Report Filters, Block Filters, Formula Editor, and Variable Editor; Advanced Query Techniques, including Multiple Queries.

Suggested Audience: Those responsible for creating custom reports in Baker Hill NextGen or Advisor.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
08/16/2019 Baker Hill Advanced Web Intelligence Workshop2019-08-16 00:00:00Fundamentals

Description:
This one-day instructor-led course explains and demonstrates the advanced functionality available in BusinessObjects™ XI Web Intelligence® through the internet portal called InfoView.  The learners will walk through several practices to gain experience in using advanced functionality.  Case Studies are also available at the end of the day if learners would like to gain further experience.  Topics include: Recap of Baker Hill Advisor® Web Intelligence® Reporting; Enhancing the Presentation of Reports, including Multiple Reports, Report Filters, Block Filters, Formula Editor, and Variable Editor; Advanced Query Techniques, including Multiple Queries.

Suggested Audience: Those responsible for creating custom reports in Baker Hill NextGen or Advisor.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
11/07/2019 Baker Hill Basic Web Intelligence Workshop2019-11-07 00:00:00Fundamentals

Description:
This one-day instructor-led course explains and demonstrates the standard functionality available in BusinessObjects™ XI Web Intelligence® through the internet portal called InfoView.  The learners will walk through several practices to gain experience in creating Web Intelligence® documents.  Case Studies are also available at the end of the day if learners would like to gain further experience.  Topics include: Introducing Web Intelligence; Introducing InfoView; Creating, Editing, and Deleting Web Intelligence Documents; Restricting Data with Query Filters, including Conditions and Filter Components, Creating a Query Filter, Single-value versus Complex Query Filter, Filter Prompts, and Using Wildcards; Report Design – Edit Report View, including Table Templates, Chart Templates, and Free-Standing Cells; Enhancing the Presentation of Reports, including Formatting with Properties, Sections and Breaks, Calculations and Formulas, Sorts, Relative Positioning, Alerters, Multiple Blocks, and Ranking Data; Publishing Web Intelligence Documents.

Suggested Audience: Those responsible for creating custom reports in Baker Hill NextGen or Advisor.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
08/15/2019 Baker Hill Basic Web Intelligence Workshop2019-08-15 00:00:00Fundamentals

Description:
This one-day instructor-led course explains and demonstrates the standard functionality available in BusinessObjects™ XI Web Intelligence® through the internet portal called InfoView.  The learners will walk through several practices to gain experience in creating Web Intelligence® documents.  Case Studies are also available at the end of the day if learners would like to gain further experience.  Topics include: Introducing Web Intelligence; Introducing InfoView; Creating, Editing, and Deleting Web Intelligence Documents; Restricting Data with Query Filters, including Conditions and Filter Components, Creating a Query Filter, Single-value versus Complex Query Filter, Filter Prompts, and Using Wildcards; Report Design – Edit Report View, including Table Templates, Chart Templates, and Free-Standing Cells; Enhancing the Presentation of Reports, including Formatting with Properties, Sections and Breaks, Calculations and Formulas, Sorts, Relative Positioning, Alerters, Multiple Blocks, and Ranking Data; Publishing Web Intelligence Documents.

Suggested Audience: Those responsible for creating custom reports in Baker Hill NextGen or Advisor.

Time: 9:00 AM ET to 5:00 PM ET

Location: Indianapolis, IN

Cost: $700
 
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