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Accounting/Reporting

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IRA Update - Annual Review for Banks

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update - Annual Review for Banks

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, IRAs, Reporting, Teller, Trusts

As many of you have experienced, IRAs have had many changes over the last 3 years - including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations 'on hold'. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments.

CECL and the Call Report

OnDemand
  • Recorded Tue, October 04, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

CECL and the Call Report

OnDemand
  • Recorded Tue, October 04, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Lending

Participants will walk through the changes in terminology that become effective upon adoption of the Current and Expected Credit Losses (CECL) methodology for recording the estimated and expected losses on not only the loan portfolio, but any asset carried at amortized cost, to include debt securities held as available-for-sale and held-to-maturity.

Unclaimed Property Compliance for Financial I...

OnDemand
  • Recorded 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

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

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

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

Call Report 2022 Year-end Update and a Look I...

OnDemand
  • Recorded Tue, December 13, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Call Report 2022 Year-end Update and a Look Into 2023

OnDemand
  • Recorded Tue, December 13, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Lending

The Call Report has been subject to many changes over the course of the past several months and continues to be impacted by economic, accounting and regulatory changes.

Advanced Financial Statement Analysis

OnDemand
  • Recorded Mon, August 22, 2022
  • Presented by David Osburn
David Osburn
$279.00

Advanced Financial Statement Analysis

OnDemand
  • Recorded Mon, August 22, 2022
  • Presented by David Osburn

Accounting/Reporting, Collections, Commercial/Business Lending, Lending, Lending Compliance, Management/Employee Development

Attend this proactive seminar and learn a comprehensive approach to financial statement analysis.

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/Reporting, Lending

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

Bank Accounting for Beginners - 4 Part Series

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

Bank Accounting for Beginners - 4 Part Series

OnDemand
  • Recorded Fri, August 05, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing

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.

2022 IRA Beneficiary Payouts - Yes or No?

OnDemand
  • Recorded Wed, November 09, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2022 IRA Beneficiary Payouts - Yes or No?

OnDemand
  • Recorded Wed, November 09, 2022
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Great question. As the IRS flip-flops on the RMD rules for beneficiaries, it leaves clients, financial institutions, financial and estate planners twisting in the wind.

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/Reporting, Auditing, 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.

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