Training

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP. All topics will be specific to the activities of a financial institution.

Specific discussions and accounting examples for transactions and activities will be covered as described below.

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

Loan participations can employ idle cash and assist financial institutions in building their loan portfolios when loan demand is weak. However, there are several pitfalls that can offset the benefits of loan participations.

Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident

Your Blueprint for Call Report Mastery: Stay Ahead, Stay Compliant, Stay Confident

This webinar goes beyond single-factor sensitivity to focus on the powerful technique of scenario construction for CECL and stress testing. Learn how to leverage historical economic patterns and regulatory frameworks to generate robust, internally consistent forecasts. We will demonstrate how to mimic historical regimes (like stagflation or housing crises) by utilizing the correlated paths of their associated macroeconomic covariates. The webinar will also cover the application of standardized, severely adverse regulatory stress scenarios (such as DFAST) to your credit loss models. Attendees will gain the technical skills needed to create and apply these advanced economic environments to drive better risk and capital planning.