Training

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?

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?

Confused by capital ratios? Risk allocations got you spinning? Take charge with this two-part series and crush your Call Report challenges! This focused and detailed event dives deep into Schedule RC-R, giving you the tools and confidence to navigate even the trickiest aspects of regulatory capital reporting. Clear the confusion, streamline your process, and elevate your expertise!

Discussion about the current state of overdraft programs, including regulatory requirements and recommendations, and a look to the future.

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

As the financial landscape continuously evolves, the Call Report has seen numerous changes over the years. We’ve adapted to these shifts, which have been shaped by economic conditions, accounting standards, and regulatory updates. As we approach the end of 2024, it’s important to reflect on our progress and anticipate what’s next.

This workshop is designed for bankers seeking to learn and gain an understanding of accounting for a Bank’s primary sources of interest income - The loan portfolio and investment securities.