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Accounting/Reporting

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Call Report Lending Schedules - 2 Part Series

Upcoming
  • Tue, August 06, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$549.00

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.

Commercial & Industrial Credit Analysis to De...

Upcoming
  • Mon, August 05, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

This course is designed to address the needs of bankers and credit analysts by reinforcing their credit analysis skills. It begins by identifying the five vital financial factors faced by all commercial and industrial borrowers including: Liquidity, Leverage, Asset Management, Operations and Cash Flow. It then progresses into how to determine each factor through ratio analysis.

Five Vital Steps for Proper Commercial Loan D...

Upcoming
  • Fri, August 30, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.


Schedule RC-R Part I and Part II - 2 Part Series

Upcoming
  • Mon, September 09, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$549.00

Welcome to a 2-part series dedicated to unraveling the complexities of Schedule RC-R within the Call Report—a critical aspect of regulatory compliance for financial institutions. Part 1 will focus on essential reporting requirements in the first section of Schedule RC-R, while Part 2 will delve into the intricacies of the second section. Join us as we navigate through the nuances of regulatory capital reporting, providing clarity and guidance along the way.

Reporting Impact of Capital Transactions in t...

Upcoming
  • Mon, August 26, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

Join us as we explore capital transactions and delve into the specifics of Schedule RI-A – Changes in Bank Equity Capital.

IRAs From Start to Finish - Part 1: Building ...

Upcoming
  • Thu, September 05, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Welcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging bank products offered. It seems like there are so many rules to follow - and they constantly change. How can we keep up?


Unclaimed Property Compliance for Financial I...

Upcoming
  • Fri, September 06, 2024
  • Presented by Zach Robbins, Grant Faustino, Spencer Bray
Zach Robbins
Grant Faustino
Spencer Bray
$299.00

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

IRAs: Achieving a Working Knowledge from Star...

Upcoming
  • Thu, September 05, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$1,129.00

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

 

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