Training

With the adoption of CECL, model risk management has been thrust to the forefront. In this session, you will gain an understanding of the components of model risk management, including risk segmentation, model development, back-testing, and validation.

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

Great trainers don’t just deliver content – they inspire and engage. Presenters who command the room make an IMPACT!

Learn the “math” behind the calculations and reporting items in the statement of cash flows for your institution.

This series is designed for anyone seeking to gain an understanding of the basic concepts surrounding the preparation of a statement of cash flows. The discussion and examples will be specific to the activities of a financial institution and is designed to assist you with pulling together data to accurately complete a statement of cash flows.

Join us for an exploration of the OCC’s landmark proposed rules implementing the GENIUS Act, a comprehensive new federal framework for payment stablecoin issuance and oversight. While the guidance introduces critical mandates on reserve assets and redemption standards, the most important part of the proposal may not be the rules themselves—it is the Request for Comment section.