Accounting/Reporting, Auditing
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.
Accounting/Reporting, Auditing
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.
Accounting/Reporting, Auditing, Management/Employee Development
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.
Accounting/Reporting, Auditing, Lending
With the deadline for adopting current expected credit loss (CECL) approaching, financial institutions are grappling with a multitude of questions regarding its implementation.
Accounting/Reporting, Auditing, Reporting
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.
Accounting/Reporting, Auditing, Lending
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.
Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts
Great question. As the IRS flip-flops on the RMD rules for beneficiaries, it leaves clients, financial institutions, financial and estate planners twisting in the wind.
Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, IRAs, Reporting, Teller, Trusts
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.
Accounting/Reporting, Lending, Reporting
The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.
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.
