This course helps you understand the flow of accounting, including identifying economic events and how they are reported in financial statements. The course will also demonstrate how the Balance Sheet, Income Statement, Reconciliation of Net Worth, and Cash Flow Statement are developed and connected to each other. Since the instructor is a banker, the approach to the credit analysis process will be from a banker’s perspective. Case studies will be used to reinforce concepts presented.
Webinars
Lending
Don't let compliance traps trick you. Discover the best practices for business-entity documentation, underwriting documents, guarantors, and security interests to ensure your success!
Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.
This webinar provides an essential understanding of letters of credit. Whether your financial institution issues letters of credit, accepts letters of credit, or takes liens on letters of credit rights, this program is for you.
During this webinar, we will take the core document from deposit accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide.
This two-hour program explains how to develop, maintain and audit HELOC program disclosures and provides an overview of other required disclosures.
HMDA compliance is tough! With all the data you are required to collect and report, there are bound to be mistakes. Join David Dickinson as he walks you through the ins and outs of HMDA compliance from A to Z.
This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.
Learn about basic secured loan documentation, lien perfection, and business collateral in this 2 part series.
Fulfill your bank training needs with webinars
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
