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Accounting/Reporting

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Call Report: Loan Coding and Risk Weighting

Upcoming
  • Fri, November 13, 2026
  • Presented by Andrea Lambert
  • Webinar
$299.00
Correct loan reporting supports far more than regulatory compliance. It contributes to reliable financial reporting, meaningful capital ratios, stronger internal controls, and informed management decisions. By investing just two hours, you'll gain practical knowledge that can improve the quality and consistency of every Call Report your institution files.

Small Business Lending Training Program

Upcoming
  • Tue, September 08, 2026
  • Presented by Tom Carlin
  • Training Program
$1,850.00
The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.

Accounting Basics/Refresher for Financial Professionals

Upcoming

Beginner Friendly

  • Mon, September 28, 2026
  • Presented by David Osburn
  • Webinar
$299.00
This webinar will provide the banker with the “basics/ refresher” of accounting.

Presenting Powerfully

Upcoming

Beginner Friendly

  • Tue, October 06, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Present your ideas to any business audience through effective strategies designed to capture your audience's attention and leave a memorable impression.

Bank Accounting: Boot Camp - Part 4

Upcoming
  • Tue, October 06, 2026
  • Presented by Cynthia Dopjera
  • Webinar
$299.00

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?

Bank Accounting: Boot Camp - Part 5

Upcoming
  • Tue, October 13, 2026
  • Presented by Cynthia Dopjera
  • Webinar
$299.00

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?

Managing Meetings and Presentations

Upcoming
  • Tue, November 03, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00

So much depends on the results of meetings, where managers spend so much of their time—and their company’s money. Yet most meetings end with unresolved issues, mired by vague agendas, dominating pontificators, complaining participants, unfocused presenters, and uncommitted facilitators.

Managing Meetings and Presentations, a fast-paced webinar, provides a systematic approach to preparing for, leading, presenting during, and following up on meetings: reflect, record, relate, respond, review, revise.

In covering each of these critical R’s, you will discover key practices to enhance your professionalism, whether designing meeting agendas, taking meeting minutes, facilitating discussions, managing participants, or delivering key presentations during meetings.

Call Report: Common Exam Issues

Upcoming
  • Fri, November 06, 2026
  • Presented by Andrea Lambert
  • Webinar
$299.00
Join us for a 90-minute webinar designed to provide valuable insights into the interconnected nature of Call Reporting and the Report of Examination (ROE). This session will explore common findings from regulatory exams and discuss effective strategies for resolving these issues. Participants will gain practical tips on how to either avoid or address exam comments efficiently and document the bank's prompt responses.

Excel Explained: XLOOKUP and Modern Lookup Techniques

Upcoming

Beginner Friendly

  • Wed, November 11, 2026
  • Presented by David Ringstrom
  • Webinar
$299.00

Excel Explained: XLOOKUP and Modern Lookup Techniques teaches you how to replace older lookup formulas with faster, more flexible solutions.

Learn how to fully leverage XLOOKUP in Excel 2021 and Microsoft 365 to eliminate errors, simplify formulas, and return more powerful results.

 

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.

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