Webinars

Learn the “math” behind the calculations and reporting items in the statement of cash flows for your institution.

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

Are you ready to sharpen your Call Report skills and eliminate costly errors? The foundation of an accurate Call Report starts with Schedules RC (Balance Sheet) and RI (Income Statement). These two schedules are more than just line items – they are the bedrock of your entire report. Errors here can lead to inaccuracies throughout, so understanding these schedules thoroughly is key to mastering the Call Report.

Designed for bankers seeking to learn more about the accounting requirements required under U.S. GAAP for significant balance sheet and income statement items reflected on bank financial statements. In addition, the concept behind audit assertions, internal controls over financial reporting, transactions with holding companies and preparing consolidating statements will be covered. All topics will be specific to the activities of a financial institution.

This 2 day live streaming event will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting December 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

With the adoption of CECL, model risk management has been thrust to the forefront. In this session, you will gain an understanding of the components of model risk management, including risk segmentation, model development, back-testing, and validation.

Strengthen your management’s analytics and board reports with the power of historical data created through CECL. Most institutions do not generally rethink management’s analytics and board reporting through time. With the adoption of CECL and the data available, every institution should create extensive and dynamic analytics of their asset portfolios.

Loan reporting isn’t just a regulatory requirement – it’s the cornerstone of transparency, financial health, and informed decision-making.

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.