Webinars

In this webinar, Excel expert David H. Ringstrom turns his attention to empowering you to work more effectively with getting data into your spreadsheets and transforming data when needed.

As the financial landscape continuously evolves, the Call Report has seen numerous changes over the years. We’ve adapted to these shifts, which have been shaped by economic conditions, accounting standards, and regulatory updates. As we approach the end of 2024, it’s important to reflect on our progress and anticipate what’s next.

As we enter the new year, Call Report compliance brings a fresh set of challenges. Tightening regulations and heightened scrutiny mean that proactive, precise reporting is more crucial than ever. This two-hour webinar is designed to equip Call Report preparers and reviewers with the insights and tools needed to stay compliant and accurate in 2025.

At the core of HR compliance is knowing how to pay your employees within the bounds of the law. Join to review basic (and some not-so-basic) wage and hour law concepts that will help you spot issues to avoid problems.

Are you ready? Just recently in September 2024, the Office of the Comptroller of the Currency (OCC) announced areas of supervisory priorities for 2025 that include allowance for credit losses, asset and liability management, and capital. These all translate to lines on your Call Report.

This course is designed to build a foundational understanding of generative AI concepts tailored specifically for banking and financial professionals. Through a series of frequently asked questions, participants will deepen their knowledge of AI terminology, processes, and applications relevant to the banking and accounting field.

Learn understandable, pertinent examples from various auditing disciplines. This will help you understand how to remedy the greatest roadblocks to clear thinking through writing, and how to cultivate a convincing, authoritative style. You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.

Financial statements and tax returns can be prepared on a cash or accrual basis. The difference in the two accounting methods is vast. Both methods have their advantages and disadvantages. Unfortunately, financial institution professionals often do not have a say in the type of accounting method the client will present to them.

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.