In Part 1, you’ll focus on preparing and exploring data—removing duplicates, cleaning and transforming text, separating and combining fields, filtering lists and tables, and using Recommended PivotTables and Analyze Data to quickly uncover trends.
Training
Accounting/Reporting
A discussion of financial institutions’ responsibility to retain records: what to keep, in what form, and for how long. Also, how to effectively manage the appropriate compliance responsibilities.
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.
Financial statements and tax returns can be prepared on a cash or accrual basis. The difference in the two accounting methods is vast. Both methods have their advantages and disadvantages. Unfortunately, financial institution professionals often do not have a say in the type of accounting method the client will present to them.
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