Training

Do you find it difficult to decipher which call report loan code to use? Are you unsure which line-item to place loan income in? Are you placing your residential mortgage loans into the correct “bucket” for risk weighting? If you have ever wondered or had the same questions and concerns, then this is the workshop for you!

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 learning experience is designed for bankers working in the operational areas of teller operations, wire transfers, deposit operations and loan operations. Participants will gain an understanding of the importance certain policies and procedures play in the accurate accounting for bank assets and liabilities.

This engaging, hands-on workshop is designed to help you master the AAP exam by breaking down the structure, exploring key topics, and practicing effective test-taking techniques. You’ll gain the knowledge and confidence needed to tackle even the toughest questions.

This learning experience is designed for bankers working in the operational areas of teller operations, wire transfers, deposit operations and loan operations. Participants will gain an understanding of the importance certain policies and procedures play in the accurate accounting for bank assets and liabilities.

This learning experience is designed for bankers working in the operational areas of teller operations, wire transfers, deposit operations and loan operations. Participants will gain an understanding of the importance certain policies and procedures play in the accurate accounting for bank assets and liabilities.

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.

A practical webinar for the newly initiated and the suddenly responsible.

Are you ready to sharpen your Call Report skills and eliminate costly errors? The foundation of an accurate Call Report starts with Schedules RC (Balance Sheet) and RI (Income Statement). These two schedules are more than just line items – they are the bedrock of your entire report. Errors here can lead to inaccuracies throughout, so understanding these schedules thoroughly is key to mastering the Call Report.