Training

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.

After a detailed credit analysis of a borrower has been performed, it is now time to communicate your findings in writing. Credit memoranda are a primary means of communications within the banking industry utilized to present a loan request, identify the benefits and risks, and to make a loan recommendation.

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your institution’s general ledger? This learning experience is designed for financial professionals, accountants, and auditors new to the financial industry or the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Designed for bankers seeking to learn more about the accounting requirements required under U.S. GAAP for significant balance sheet and income statement items reflected on bank financial statements. In addition, the concept behind audit assertions, internal controls over financial reporting, transactions with holding companies and preparing consolidating statements will be covered. All topics will be specific to the activities of a financial institution.

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes