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Accounting/Reporting

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CECL Analytics: Understanding the Power of Having Historical Data

OnDemand
  • Recorded Mon, March 24, 2025
  • Presented by Michael Umscheid
  • Webinar
$299.00

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.

Internal Controls over Financial Reporting - Part 2

OnDemand

Intermediate

  • Recorded Wed, June 17, 2026
  • Presented by Cynthia Dopjera
  • Webinar
$299.00

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.

Call Report Preparation - 2 Day Streaming

OnDemand
  • Recorded Fri, September 11, 2026
  • Presented by Andrea Lambert
  • Live Stream
$1,679.00
Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training - We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.

Excel Explained: Introduction to Spreadsheets Workshop part 2

OnDemand

Beginner Friendly

  • Recorded Thu, September 03, 2026
  • Presented by David Ringstrom
  • Workshop
$450.00
Part 2 builds on foundational skills with practical techniques that improve accuracy, efficiency, and workbook control. This interactive session focuses on working smarter with formulas, managing worksheets, and producing clean, professional output.

Excel Explained: Introduction to Spreadsheets Workshop 2 part

OnDemand

Beginner Friendly

  • Recorded Thu, September 03, 2026
  • Presented by David Ringstrom
  • Workshop
$850.00
Build your Excel skills from the ground up in this two-part series designed to boost confidence, accuracy, and efficiency. Start with hands-on fundamentals and essential techniques, then advance to smarter workflows using formulas, worksheet management, and professional formatting. Each session delivers practical, interactive guidance you can apply immediately to work more effectively in Excel.

Excel Explained: Introduction to Spreadsheets Workshop part 1

OnDemand

Beginner Friendly

  • Recorded Wed, September 02, 2026
  • Presented by David Ringstrom
  • Workshop
$450.00
Part 1 builds a strong foundation in Excel through hands-on practice and guided instruction. Designed for beginners and those refreshing core skills, this interactive session focuses on essential spreadsheet techniques you’ll use every day.

Engage Your Audience with Ease: Basic PowerPoint Tips and Tricks

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge
  • Webinar
$279.00

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

Communicating with Executives

OnDemand

Intermediate

  • Recorded Tue, July 21, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Craft a structured approach to communicating to executives with confidence and credibility while respecting their time and adding value to their business.

Data Storytelling & AI: Turning Analytics Into Action for Financial Institutions

OnDemand
  • Recorded Tue, August 11, 2026
  • Presented by Driti Bafna
  • Webinar
$299.00
This webinar shows how banks and credit unions can turn complex analytics into clear, compelling stories that drive better decisions across the organization. Attendees will learn how AI and data storytelling work together to transform raw data into actionable insights leaders and teams can confidently use.
 

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