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Excel Skills for Accountants - 2 Part Series (Basic & Advanced)

OnDemand
  • Recorded Fri, March 31, 2023
  • Presented by David Ringstrom
  • Webinar
$509.00

In this 2 Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.

Controlling a Borrower's Business Without Taking Control Through the Loan Agreement

OnDemand
  • Recorded Wed, May 31, 2023
  • Presented by Jeffery Johnson
  • Webinar
$279.00

Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?

Schedule RC and Schedule RI: The Anchor Schedules

OnDemand
  • Recorded Wed, April 10, 2024
  • Presented by Andrea Lambert
  • Webinar
$299.00

In this webinar, you'll enhance your knowledge and skills for precise and reliable reporting on Schedule RC and Schedule RI.

Reporting Impact of Capital Transactions in the Call Report

OnDemand
  • Recorded Mon, August 26, 2024
  • Presented by Andrea Lambert
  • Webinar
$299.00

Join us as we explore capital transactions and delve into the specifics of Schedule RI-A – Changes in Bank Equity Capital.

Writing Effective Email

OnDemand
  • Recorded Wed, February 25, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Write focused, complete, structured, and articulate emails to a broad audience regardless of the business situation.

Writing High Impact Executive Summaries

OnDemand

Beginner Friendly

  • Recorded Thu, February 12, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Discover the keys to guiding your managers, teammates, clients, and vendors through complex content clearly, succinctly, and powerfully. Attending this webinar will enable you to employ a practical process for creating and critiquing memorable, results-driven executive summaries.

Excel Explained: Managing Large Workbooks

OnDemand

Beginner Friendly

  • Recorded Mon, July 27, 2026
  • Presented by David Ringstrom
  • Webinar
$299.00
This webinar will help you take control of complex, oversized Excel workbooks with practical navigation, organization, and performance techniques. Learn how to work faster, see more on screen, and reduce frustration when managing large volumes of data.

Masterful Time Management

OnDemand

Beginner Friendly

  • Recorded Tue, August 25, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Attending Masterful Time Management will give you the knowledge to understand the traps that compromise efficiency and the skills to develop an excellent plan leading to a productive personal and professional life.

Call Report Loan Activities and Lending Schedules - 2 Part Series

OnDemand
  • Recorded Fri, February 21, 2025
  • Presented by Andrea Lambert
  • Webinar
$549.00

Ready to enhance your expertise in loan-related Call Report Schedules? This two-part webinar is specifically designed for Call Report preparers, reviewers, and auditors who want to master the complexities of loan reporting. With a focus on accuracy, compliance, and efficiency, this series will provide the insights you need to ensure loan data is reported flawlessly.

 

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