Write purposeful, thorough, organized, clear, and concise business messages using a proven method that ensures high quality.
Training
Accounting/Reporting
This workshop is designed to teach the analytical process and decision-making techniques that you will need in order to make sound credit decisions through the application of cash flow analysis.
Looking to better understand how to develop and document your system of internal controls? Is Enterprise Risk Management a mystery to you? This 2-part webinar will provide the participant with an easy way to build a framework over internal controls, to include several sample schedules that can be utilized and customized for your institution. Learn also the key components of implementing an enterprise-wide risk management system along with an applicable framework.
In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.
Loan reporting isn’t just a regulatory requirement – it’s the cornerstone of transparency, financial health, and informed decision-making.
Strengthen your management’s analytics and board reports with the power of historical data created through CECL. Most institutions do not generally rethink management’s analytics and board reporting through time. With the adoption of CECL and the data available, every institution should create extensive and dynamic analytics of their asset portfolios.
Looking to better understand how to develop and document your system of internal controls? Is Enterprise Risk Management a mystery to you? This 2-part webinar will provide the participant with an easy way to build a framework over internal controls, to include several sample schedules that can be utilized and customized for your institution. Learn also the key components of implementing an enterprise-wide risk management system along with an applicable framework.
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?
Fulfill your bank training needs with webinars
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
