Webinars

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. This immersive 2-day live streaming webinar is designed to offer valuable insights into the latest developments in the Call Report.

This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will also cover additional important loan write-up items including assessing the company’s strategic plan: “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.

This webinar will discuss the requirements for a financial institution when management is required to assess the effectiveness of the bank’s system of internal controls over financial reporting.

This 2 part webinar is designed for Call Report preparers, reviewers, or auditors that focus on the many loan-related schedules included within the Call Report.

This series will provide the participant with an overview of the requirements under Accounting Standards Codification (ASC) No 740, Income Taxes, and the practical application to an institution’s financial statements. Exercises and exhibits illustrating common bank current and deferred tax accounting journal entries and period-end balances will be provided.

This course will give understandable, pertinent examples from various auditing disciplines to learn how to remedy the greatest roadblocks to clear thinking through writing. It will also show you 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.

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your institution’s general ledger? This learning experience is designed for financial professionals, accountants, and auditors new to the financial industry or the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

When you attend this live presentation, you’ll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes