Webinars

Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?

This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.

This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.

This bundle contains 6 of our recorded Call Report webinars at a discounted price of $1495!

Are you ready? Just recently in September 2024, the Office of the Comptroller of the Currency (OCC) announced areas of supervisory priorities for 2025 that include allowance for credit losses, asset and liability management, and capital. These all translate to lines on your Call Report.

Learn understandable, pertinent examples from various auditing disciplines. This will help you understand how to remedy the greatest roadblocks to clear thinking through writing, and how to cultivate a convincing, authoritative style. You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.

In the ever-evolving world of finance, the Call Report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we peer into the 2025 financial landscape, it’s crucial to acknowledge the journey and prepare for what lies ahead.

Take the guesswork out of budgeting with this informative course. Developing a Budget in a CECL World is designed to help you define and identify key components of budget assessments and develop additional information and analysis needed for budget inputs.

Economic forecasting is one of the most important components for CECL. Take this course to gain the skills and strategies needed to correctly forecast and update your CECL allowance.