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CECL and the Call Report Half Day Streaming

Live Stream OnDemand
  • Recorded Mon, April 17, 2023
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$749.00

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.

IRAs Part 4 - Auditing Your IRA Files 2023

OnDemand
  • Recorded Wed, October 25, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

The least favorite part of any auditor's job is to go through old, musty IRA files to see if the bank is in compliance and has all the customer information it needs. Many times when files are scanned in for imaging purposes, they are not checked first, resulting in a lot of 'junk' in the electronic IRA customer files.

Call Report for Beginners - 5 Part Series

OnDemand
  • Recorded Fri, June 02, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$1,209.00

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.


Introduction to Internal Audit

OnDemand
  • Recorded Wed, May 15, 2024
  • Presented by Matthew Suhovsky, Laura Blakeney, Brett Walitt
Matthew Suhovsky
Laura Blakeney
Brett Walitt
$299.00

Given the complex and volatile economic and industry environment, the role of the internal auditor is changing and expectations of internal audit by bank examiners, external auditors, management, and stakeholders are increasing. This program will discuss the definition of internal audit and the evolving role of the internal audit function within organizations.

Commercial Loan Documentation: Ensuring Colla...

OnDemand
  • Recorded Mon, November 13, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.

Current Matters and Common Questions Impactin...

OnDemand
  • Recorded Wed, October 11, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

This webinar will bring participants current with regulatory and accounting changes that impact the September 30, 2023, Call Report and provide answers to the most frequently asked questions during 2023.


10 Common Errors on Nonresident Alien Account...

OnDemand
  • Recorded Tue, March 05, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

If you are asking your customer “Are you a US citizen?” at account opening, you might be asking the wrong question and creating unnecessary risk. Learn the most common errors so you can avoid unnecessary risk.

Tax Returns and Personal Financial Statements

OnDemand
  • Recorded Fri, March 22, 2024
  • Presented by Tom Carlin
Tom Carlin
$299.00

Learn the basics of evaluating tax returns and personal financial statements in this 90-minute webinar.

Garnishments of Federal Benefit Payments: Wha...

OnDemand
  • Recorded Wed, January 31, 2024
  • Presented by Terri D. Thomas
Terri D. Thomas
$299.00

This webinar provides participants with the federal rules that are applicable when processing garnishments on deposit accounts receiving federal benefit payments.

 

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