Training
You might think you know the difference between an IRA Rollover vs. an IRA Transfer vs. a QP Direct and Indirect Rollover. But the “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS, which can result in unnecessary letters and bills to the customers.
Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your bank’s general ledger?
Fulfill your bank training needs with webinars
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.