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Accounting/Reporting

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2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, General Compliance, IRAs, Reporting, Teller, Trusts

As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.

Call Report 2022 Year-end Update and a Look I...

OnDemand
  • Recorded Tue, December 13, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Call Report 2022 Year-end Update and a Look Into 2023

OnDemand
  • Recorded Tue, December 13, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Lending

The Call Report has been subject to many changes over the course of the past several months and continues to be impacted by economic, accounting and regulatory changes.

2023 Mid-Year Call Report Update on Current M...

OnDemand
  • Recorded Mon, July 24, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

2023 Mid-Year Call Report Update on Current Matters

OnDemand
  • Recorded Mon, July 24, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Reporting

This webinar will cover new and recent reporting revisions for 2023 call reports, as well as Common questions and potential reporting errors.

2023 Call Report Recap and Look Into 2024

Upcoming
  • Tue, December 19, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

2023 Call Report Recap and Look Into 2024

Upcoming
  • Tue, December 19, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Lending

This 90-minute webinar will include a discussion of regulatory and accounting changes impacting the fourth quarter of 2023 and those proposed to impact 2024. As new regulatory matters arise, they will be added to the agenda in order to provide participants with the most current training applicable for the December 31, 2023, reporting period with a look at what to expect for March 31, 2024.

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Osburn
David Osburn
$279.00

Basic Personal & Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Osburn

Accounting/Reporting, Lending

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

Advanced Financial Statement Analysis

OnDemand
  • Recorded Mon, August 22, 2022
  • Presented by David Osburn
David Osburn
$279.00

Advanced Financial Statement Analysis

OnDemand
  • Recorded Mon, August 22, 2022
  • Presented by David Osburn

Accounting/Reporting, Collections, Commercial/Business Lending, Lending, Lending Compliance, Management/Employee Development

Attend this proactive seminar and learn a comprehensive approach to financial statement analysis.

Deposit Operations Summer Update

OnDemand
  • Recorded Thu, July 27, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Deposit Operations Summer Update

OnDemand
  • Recorded Thu, July 27, 2023
  • Presented by Deborah Crawford

Accounting/Reporting, Deposit Compliance

During this compliance operations update, we will look at the federal deposit regulations and update and review your programs, Regulation D, E, CC, DD and the hot topics that surround these regulations.

IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, IRAs, Reporting, Sales, Teller, Trusts

There are very few products at the financial institutions that bring on a feeling of insecurity more than the mention of three letters: I-R-A. What are they? How do we open them? What forms do we use? What if they ask us questions we can't answer?

IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Sales, Teller, Trusts

Now that many of you have a comfort level with the basics, it's time to get into the real nitty gritty of IRAs. What's the difference of moving an IRA from bank to bank and a QP to a bank? Distribution penalty exception prior to age 59.5, mandatory distributions at age 73 and payouts to IRA beneficiaries.

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