Webinars

Everything you need to know about IRAs in a four-part webinar series.

Schedule RC-R is the longest schedule within the Call Report and the subject of many questions regarding reporting requirements. This 2-part series will focus on the critical reporting requirements for Part I and Part II.

The webinar series will generally cover all major asset, liability, equity, income, and expense line items in a financial institution’s basic balance sheet and income statement.

In this webinar, you'll learn the fundamentals of constructing and analyzing direct and indirect cash flow statements in order to enhance the quality and effectiveness of the entire credit decision process.

This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows.

This webinar will cover the basics of how to craft an effective commercial loan write-up.

This webinar will provide the banker with the basics and a refresher of accounting.

In the ever-evolving world of finance, the call report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we begin 2024, it’s crucial to acknowledge the journey and prepare for what lies ahead.

This 2-part webinar is designed for banks filing federal income taxes as a C Corporation. Banks filing federal tax returns under Sub-chapter S status may not find this course applicable.