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

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

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

IRA Death Distributions to Beneficiaries - Op...

  • Recorded Wed, March 13, 2024
  • Presented by Patrice Konarik
Patrice Konarik

If you feel like you are a member of the group "IRA Beneficiary-Confused", you are not alone. Over the years, the IRS has changed the methods of payments to beneficiaries many times - but nothing like the mess they have created in the last 3 years. And they still can't make up their minds. No wonder there are so many different interpretations of the rules and regulations. Let's straighten out the confusion!

Advanced Financial Statement Analysis

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

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

Deposit Operations Summer Update

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

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.

Basics of ChatGPT

  • Recorded Thu, March 07, 2024
  • Presented by Justin Muscolino
Justin Muscolino

As artificial intelligence becomes a tool for everyday life, we need to embrace it and understand how it benefits us. In the case of ChatGPT, it’s about saving time. If you want to learn how to use ChatGPT to save yourself time, this training is for you.

Bank Accounting: Boot Camp on the Basics - 5 ...

  • Recorded Wed, August 23, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert

The webinar series will generally cover all major asset, liability, equity, income, and expense line items in a financial institution’s basic balance sheet and income statement.

2023 Call Report Update Seminar OnDemand with...

Live Stream OnDemand
  • Recorded Tue, March 21, 2023
  • Presented by Cynthia Dopjera
Cynthia Dopjera

This 6-hour live streaming webinar will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting March 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

CECL Adoption: Common Questions and Real-Worl...

  • Recorded Tue, April 11, 2023
  • Presented by Nick Ansley, Jeffery Johnson, John Erwin
Nick Ansley
Jeffery Johnson
John  Erwin

With the deadline for adopting current expected credit loss (CECL) approaching, financial institutions are grappling with a multitude of questions regarding its implementation.

CECL and the Call Report Half Day Streaming

Live Stream OnDemand
  • Recorded Mon, April 17, 2023
  • Presented by Cynthia Dopjera
Cynthia Dopjera

The filing deadline is April 30, 2023 for the March 31, 2023 report date. Get your questions answered regarding how to report your CECL adoption in the Call Report.

The format for this webinar will be live streaming with 2 designated Q&A sessions.


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