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Accounting/Finance

13 results

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Unclaimed Property Compliance for Financial I...

Upcoming
  • Wed, August 24, 2022
  • Presented by Zach Robbins, Jeff Sustarsic, Kristen McClellan
Zach Robbins
Jeff Sustarsic
Kristen McClellan
$279.00

Unclaimed Property Compliance for Financial Institutions

Upcoming
  • Wed, August 24, 2022
  • Presented by Zach Robbins, Jeff Sustarsic, Kristen McClellan

Accounting/Finance, Auditing/Reporting, Compliance, Deposit Accounts, Deposit Operations, IRAs, Risk Management/Legal

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

Bank Accounting for Beginners - 4 Part Series

Upcoming
  • Fri, August 05, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,049.00

Bank Accounting for Beginners - 4 Part Series

Upcoming
  • Fri, August 05, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Audit, Auditing/Reporting

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.

Call Reports: RC-C Loan Coding and RC-R Risk ...

OnDemand
  • Recorded Tue, May 17, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Call Reports: RC-C Loan Coding and RC-R Risk Weighting Loans and Unfunded Commitments

OnDemand
  • Recorded Tue, May 17, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Loan Operations, Reporting

The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.


Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Osburn
David Osburn
$279.00

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Osburn

Accounting/Finance, Lending

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

Bank Call Report Preparation for Beginners - ...

OnDemand
  • Recorded Thu, May 05, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,209.00

Bank Call Report Preparation for Beginners - 5 Part Series

OnDemand
  • Recorded Thu, May 05, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Audit, Reporting

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.

Call Report Preparation OnDemand with Live St...

Live Stream
  • Recorded Tue, March 29, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,049.00

Call Report Preparation OnDemand with Live Streaming

Live Stream
  • Recorded Tue, March 29, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Auditing/Reporting, Management/Employee Development

This live 7-hour streaming webinar will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacted. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.


How to Craft an Effective Commercial Loan Wri...

OnDemand
  • Recorded Mon, June 06, 2022
  • Presented by David Osburn
David Osburn
$279.00

How to Craft an Effective Commercial Loan Write-Up

OnDemand
  • Recorded Mon, June 06, 2022
  • Presented by David Osburn

Accounting/Finance, Commercial Lending, Lending

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

Schedule RC-R - 2 Part Series

OnDemand
  • Recorded Thu, June 16, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$509.00

Schedule RC-R - 2 Part Series

OnDemand
  • Recorded Thu, June 16, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Auditing, Reporting

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.

Current Matters and Common Questions Impactin...

OnDemand
  • Recorded Wed, June 08, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Current Matters and Common Questions Impacting the Call Report

OnDemand
  • Recorded Wed, June 08, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Lending, Reporting

The Call Report for 2022 is impacted by new and recent reporting requirements related to the adoption of the lease accounting standard, reporting brokered deposits, sweep accounts, and international remittance transfers.

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