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Bank Accounting Basics & Advanced - 9 Webinar Bundle (2024)

This bundle contains 9 of our Bank Accounting webinars at a discounted price of $1,895 (a $2,428 value)!

OnDemand
Recorded Monday,
October 28th, 2024
Presented by Cynthia Dopjera
18h total length
$1,895.00 or 8 Tokens

Includes: 12 months of OnDemand playback access

  • Accounting/Reporting
  • Auditing
  • Branch Manager
  • Controller/Accountant
  • Internal Auditor
  • Senior Management
  • Training Manager
  • Trainer

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These webinars are entirely presented by Cynthia Dopjera. Ms. Dopjera, a Certified Public Accountant, has 40 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas including accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.

Each webinar is 2 hours in length. Registrations include twelve months of OnDemand playback.

What You'll Learn

Bank Accounting: Bootcamp on the Basics - 5 Part Series
This learning experience is designed for bankers, accountants and auditors new to banking or the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

  • General application of accounting practices to include a discussion of double-entry accounting, the general ledger and the flow of accounting transaction activity into a balance sheet and income statement
  • The impact of debits and credits posted to the major categories of assets, liabilities, equity, income, and expense
  • An overview of the Accounting Standards Codification (ASC) and the concept of Generally Accepted Accounting
  • Principles in the United States (U.S. GAAP) and the role of the Financial Accounting Standards Board (FASB)
  • Examples and exercises to illustrate accounting transactions for major asset, liability, equity, income, and expense items will play a significant role in the learning experience
  • Discussions related to basic and important internal controls with description of why controls are important to the overall accounting and financial reporting process of the institution
  • The basic concept of consolidation accounting with sample eliminating entries will be provided
  • Take-away accounting exercises will be provided to participants after each session
  • The presentation materials and the extensive exhibit take-aways provide a future reference source to all participants on the accounting topics covered

Bank Accounting: Complex Transactions - 4 Part Series
Designed for financial institution employees seeking to gain an understanding of accounting for more complex transactions as required under U.S. GAAP. All topics will be specific to the activities of a financial institution.

  • An overview of the Accounting Standards Codification (ASC), the concept of Generally Accepted Accounting Principles in the United States (U.S. GAAP), and the role of the Financial Accounting Standards Board (FASB)
  • The requirements under ASC Topic 326 for accounting and reporting credit losses under CECL, to include off-balance sheet exposures
  • Modified loan accounting
  • Accounting for acquired loans
  • Accounting for loan fees and costs
  • Accounting for loans held for sale
  • Accounting for foreclosed real estate
  • Deferred tax accounting and accruing for tax expenses
  • Accounting for equity securities
  • Accounting for debt securities, to include credit loss accounting under CECL, and the required accounting treatment for premiums paid on callable debt securities
  • Accounting for lease contracts from the lessee position
  • Accounting for contingencies
  • The assumptions required to account for stock-based compensation
  • Accounting for certain life insurance agreements
  • The concepts behind accounting for a business combination
  • A sample reconciliation of book net income to taxable income will be provided
  • Illustrations on booking, amortizing, and the tax effects on goodwill and core deposit intangibles resulting from a business combination will be provided

Who Should Attend

Bank Accounting: Bootcamp on the Basics - 5 Part Series
The learning experience is designed for those who are new to bank accounting, bank auditing, or those who are looking for a refresher on the accounting practices and basic components of the balance sheet and income statement of a financial institution. Time should be allowed for post-session follow-up work on accounting exercises provided as part of the learning experience. The presentation information and extensive exhibit takeaways contribute significantly to the learning experience and provide a source for future reference on the accounting topics covered.

Bank Accounting: Complex Transactions - 4 Part Series
The course is designed for those who understand the basis of bank accounting and desire to have a deeper understanding of the accounting for more complex activities that routinely impact an institution’s financial statements.


Cynthia Dopjera

Instructor Bio

Ms. Dopjera, a Certified Public Accountant, has 40 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas, including accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.

In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as practice leader for the firm's financial institutions practice covering community and regional institutions. The firm's services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes-Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.