Banks and Credit Unions

$200.00
Writing Effective Audit Observations

 Recorded Webinar
 90 Minutes
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Writing Effective Audit Observations

This webinar will provide the basic principles for writing effective audit observations. The audit observations represent the end result of weeks of reviews, analyses, interviews, and discussions. It is used to provide important information to management on the area you reviewed. And, more importantly, it provides details to management on significant issues that need to be addressed. How well you communicat..

$149.00
Construction Lending and Real Estate Credit Administration

 February 08 2022
 12 : 00 PM EST    
 60 Minutes
Construction Lending and Real Estate Credit Administration

This webinar addresses how to mitigate the higher risk, and it offers advice and guidance on how to extend construction loans safely and profitably:Appropriate underwriting and structuring—LTV, LTC, minimum equity, bonding, etc.Role and activities of real estate construction administration (RECAD)—sources & uses, costs review, inspections, disbursements, retention, liens, construction problem mitigation..

$149.00
Foolproof Strategies for Getting Delinquent Customers to Pay

 February 24 2022
 01 : 00 PM EST    
 60 Minutes
Foolproof Strategies for Getting Delinquent Customers to Pay

How can a company reduce the number of delinquent accounts that they have each month? This webinar will give you proven strategies on what you can do to reduce having the same old slow-paying customers and how to incentivize them to pay on them. It will give you ways to protect your receivables and discuss the Pros and cons of each method. No one method works for every business so you will have choices to m..

$149.00
Mastering the Power of Sensitivity Tools in Financial Modeling

 February 24 2022
 02 : 00 PM EST    
 90 Minutes
Mastering the Power of Sensitivity Tools in Financial Modeling

Join us for 90 minutes to learn how to put the powerful sensitivity tools of Microsoft Excel to work in your models. Learn the top 20 best practices of solid model design, development, and delivery. Seasoned financial analyst, Miles Hutchinson, will show you how to unlock the power of scroll bars and spinners, goal seeks, one and two-input data tables, and scenario manager in your models. He will provide yo..

$149.00
How to Make a Successful Credit Decision with Limited Information

 March 18 2022
 01 : 00 PM EST    
 60 Minutes
How to Make a Successful Credit Decision with Limited Information

Your company just received a large order from a brand-new customer, and they are anxious to get it shipped. However, as you try to pull a credit report you are not able to find anything of substance on this potential new customer, what do you do? This webinar will give you tools that you can use to help find out more about this potential new account, how to work with your sales team to get them educated abo..

$149.00
Understanding Key Financial Ratios As The Road To Profits And Productivity

 April 06 2022
 01 : 00 PM EST    
 75 Minutes
Understanding Key Financial Ratios As The Road To Profits And Productivity

The statements provide Results of business activity and not the Reasons. To understand the reasons, we must look at relevant ratios. These ratios are standard indications of business reasons and serve as the basis for key business decisions. They are derived from a combination of calculations of components of the financial statements to indicate a unique and universally accepted metric or measurement. We ca..

$149.00
The Credit Managers Tool Box

 April 22 2022
 01 : 00 PM EST    
 90 Minutes
The Credit Managers Tool Box

This webinar will cover the entire credit process from how to obtain the information and what you need to look for in the statements. We will show the relationship between the income statement, balance sheet, and statement of cash flows. We will go through an entire analysis process using a variety of ratios including Liquidity, Activity, Leverage, and Profitability. The webinar will show how to common-size..

$149.00
Generally Accepted Accounting Principles Update: Revenue Recognition, Lease Capitalization, CECL, And Not-For-Profit Accounting

 May 10 2022
 12 : 00 PM EST    
 60 Minutes
Generally Accepted Accounting Principles Update: Revenue Recognition, Lease Capitalization, CECL, And Not-For-Profit Accounting

Much of the change in GAAP in recent years is the result of a collaboration between the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) to bring the US and international accounting principles closer together. At some point, both groups decided they were as close as they would be likely to get on several key concepts—revenue recognition, lease capitalizatio..

$200.00
AA Requirements for Banks

 Recorded Webinar
 90 Minutes
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AA Requirements for Banks

This webinar will cover the affirmative action compliance obligations that impact banks, including compliance obligations under Executive Order 11246 (affirmative action for women and minorities), Section 503 of the Rehabilitation Act of 1973 (affirmative action for individuals with disabilities), VEVRAA (affirmative action for protected veterans), and Executive Order 13672 (prohibiting discrimination on th..

$200.00
Accounting for Income Taxes in Financial Statements

 Recorded Webinar
 90 Minutes
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Accounting for Income Taxes in Financial Statements

In light of recent legislation changing the Internal Revenue Code, many accountants are realizing they are not quite "up to speed" on the accounting for income taxes, particularly the handling of deferred tax assets and deferred tax liabilities.  This webinar addresses most issues specifically covered in FASB Statement No. 109 (ASC 740.10) dealing with current and deferred income taxes. It puts the foc..

$200.00
Accounting on the Move: What Recent Changes in US GAAP Accounting Mean for Borrowers and Lenders

 Recorded Webinar
 60 Minutes
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Accounting on the Move: What Recent Changes in US GAAP Accounting Mean for Borrowers and Lenders

Much of the change in GAAP in recent years is the result of collaboration between the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) to bring the US and international accounting principles closer together. At some point, both groups decided they were as close as they would be likely to get on several key concepts—revenue recognition, lease capitalization,..

$200.00
ACH Debit Strategies in the Same Day ACH Environment - from the RDFI Perspective

 Recorded Webinar
 90 Minutes
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ACH Debit Strategies in the Same Day ACH Environment - from the RDFI Perspective

This 90-minute session will focus on how when debits are added, and the impact this may have on ACH Processing – for the RDFI and the Receiver. Authorization language – the impact it has on Same Day Debits. On the Receiver side, If I authorize a payment today, or use the ACH card today, legacy ACH would debit my account tomorrow (at the earliest), as debits are next day. Things are different now – with Same..

$200.00
Adjustable Rate Mortgage (ARM) Rule

 Recorded Webinar
 90 Minutes
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Adjustable Rate Mortgage (ARM) Rule

We will be reviewing this mortgage rule as it pertains to current conditions related to obtaining a mortgage to buy a house and the differences which led to the mortgage real estate collapse from 2006 to 2010.Areas CoveredResources regarding the various indices that may be used for ARM lendingChecklists to ensure that all ARM documents are completeEmployee training logQuiz you can administer to measure staf..

$200.00
Advanced ACH: Sticky Situations – Handling Consumer ACH Disputes

 Recorded Webinar
 60 Minutes
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Advanced ACH: Sticky Situations – Handling Consumer ACH Disputes

Financial institutions are often faced with handling consumer disputes of ACH debits; many situations aren’t covered in the ACH Rules book guidelines nor is there any clear direction from other resources. This session focuses on the most common disputes and provides staff with a basic understanding of what is required to maintain compliance plus tips on handling these issues. The course concludes with some ..

$200.00
Analyzing Financial Statements

 Recorded Webinar
 60 Minutes
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Analyzing Financial Statements

You will learn all about how to start the analysis process, how the FASB and SEC operate together and where you can find audited financial statements, and how to retrieve them. We will cover the auditor’s opinions and what they mean. We will discuss the objectives of analysis management, learn tools and techniques such as common sizing financial statements and trend analysis. We will cover the five categori..

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