Financial Services and Trading

$149.00
5 C’s of Credit: C for Yourself

 December 14 2022
 01 : 00 PM EST    
 60 Minutes
5 C’s of Credit: C for Yourself

Bankers have relied on the 5 C’s of credit - capacity, conditions, collateral, capital, and character for many years, but what do these terms really mean, and how do lenders use them to determine whether a potential borrower is creditworthy? This simple credit model is simple to understand and easy to use. Attend the session to C the big picture for credit analysis and underwriting.Learning ObjectivesThe fi..

$149.00
Effective Credit Administration-Tools and Techniques

 December 15 2022
 01 : 00 PM EST    
 60 Minutes
Effective Credit Administration-Tools and Techniques

This session is intended to provide guidance on how to develop and maintain a Credit Administration (CA) function that will provide guidance to anyone involved in the credit function of the bank. The session also highlights the safeguards to manage the bank’s loan portfolio in a safe and sound manner.A supports credit risk management by watching over credit policy, credit analysis and underwriting, credit a..

$200.00
Basics of Forensic Accounting

 Recorded Webinar
 60 Minutes
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Basics of Forensic Accounting

Whether you are involved in evaluating the creditworthiness of a prospective customer, analyzing investment opportunities, or even beginning to suspect that something funny is going on in your own company, this session will give you the tools to determine what is really going on. It's not just about the financial statements, this presentation will show you how to conduct a preliminary investigation will hel..

$200.00
Controller Challenges In Changing Times New Roles Of Controller As Strategic Partner

 Recorded Webinar
 75 Minutes
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Controller Challenges In Changing Times New Roles Of Controller As Strategic Partner

The turbulent ever-changing and technology-driven world of business requires changing and evolving roles for controllers. The focus is currently more on the soft side of the business, rather than accounting and reporting. It is more about people-pleasing than pencil-pushing. Studies have shown the controllers who want to rise in the ranks of CFO must learn to put down their pencils and master the soft skill..

$200.00
Deep Dive into Financial Ratios

 Recorded Webinar
 60 Minutes
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Deep Dive into Financial Ratios

During many years of evaluating companies there are many things that you find are not as they seem after breaking down a balance sheet, income statement or statement of cash flows. If you do not have the skills to properly analyze the companies’ financial statements, you could end up losing a large customer to bankruptcy or granting a loan and the company defaults on it. In the webinar you will learn how re..

$200.00
Finance And Accounting Made Simple! Three Webinars In One!

 Recorded Webinar
 90 Minutes
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Finance And Accounting Made Simple! Three Webinars In One!

Making of Financial StatementsUnderstanding and Analysing Financial StatementsFinancial Ratios The Path to Profits and ProfitabilityThree related Finance and Accounting topics are presented in this webinar:Understanding and Analysing Financial Statements:Overview of the entire accounting process is simple to understand steps Interactive exercises to illustrate the accounting process Transforming transaction..

$200.00
Financial Projections For Determining Long-Term Cash Flow Repayment Ability

 Recorded Webinar
 60 Minutes
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Financial Projections For Determining Long-Term Cash Flow Repayment Ability

One of the most basic analytical and underwriting tools a banker must have is the ability to determine whether a borrower can repay its loans based on the financial information available. Financial organizations extend credit to borrowers when the borrowers show the ability to repay the loans extended. Ideally, a request for a five-year loan should be supported by a 5-year cash flow projection. Learn key as..

$200.00
Fraud In Banking

 Recorded Webinar
 60 Minutes
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Fraud In Banking

Management has a responsibility to be familiar with and alert to the types of fraud that might occur in their area and to put in place effective controls to avoid such occurrences. Management should also provide support to and work with the Internal Audit Division, other areas in a financial institution by reporting and investigation of dishonest or fraudulent activity, including the prosecution of offender..

$200.00
How to Develop, Prepare, Analyze and Present an Outstanding Capital Expenditure Proposal

 Recorded Webinar
 120 Minutes
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How to Develop, Prepare, Analyze and Present an Outstanding Capital Expenditure Proposal

Join us to learn about the latest and most accurate methods for performing capital expenditure (CAPEX) analyses. Learn how to establish your hurdle rate (minimum acceptable rate of return) for your CAPEX projects and which metric most fairly represents the true expected rate of return on your projects. Receive our standardized CAPEX model for use in performing future analyses.Areas CoveredIdentify your true..

$200.00
Putting the Quality In Audit Reports

 Recorded Webinar
 90 Minutes
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Putting the Quality In Audit Reports

How well you communicate that information is critical to getting management’s acceptance of your findings and their agreement with your recommendations. A well-written audit report adds value to your clients by providing information that is:AccurateObjectiveClearConciseConstructiveCompleteTimelyIn addition to audit reports, these elements can apply to all kinds of writings including:Executive summariesFraud..

$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
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
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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