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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.

2025 Call Report Update: All-Day Streaming

OnDemand
  • Recorded Thu, March 20, 2025
  • Presented by Andrea Lambert
Andrea Lambert
$849.00

Get ready to elevate your Call Report expertise with our exclusive six-hour live-streaming webinar! This isn’t just a routine update – it’s a powerful experience crafted to keep you at the forefront of financial reporting.

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.


Tax Returns and Personal Financial Statements

OnDemand
  • Recorded Tue, March 25, 2025
  • Presented by Tom Carlin
Tom Carlin
$299.00

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

Bank Accounting: Bootcamp on the Basics - 5 P...

OnDemand
  • Recorded Thu, August 29, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,299.00

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.

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.


IRAs From Start to Finish - Part 1: Building ...

OnDemand
  • Recorded Thu, September 05, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Welcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging products offered. It seems like there are so many rules to follow - and they constantly change. How can we keep up?

Call Report for Beginners - 5 Part Series

OnDemand
  • Recorded Thu, May 30, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$1,299.00

This course is designed for bankers new to Call Report preparation, as well as those seeking a refresher course. This webinar series will primarily follow the structure of the Call Report, progressing through the schedules in order. However, to enhance the learning experience and better convey related reporting content, certain schedules will be grouped together within the curriculum. This approach ensures that attendees can grasp both the individual schedules and their interconnections, facilitating a comprehensive understanding of the reporting process.

2024 Mid-Year Call Report Update and Current ...

OnDemand
  • Recorded Tue, June 25, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

Our upcoming 2-hour webinar is designed to equip participants with invaluable insights into the ever-changing regulatory and accounting landscape. We'll delve into recent shifts and explore proposed changes slated for implementation in 2024. Moreover, to ensure utmost relevance, any emerging regulatory matters will be seamlessly integrated into the agenda. This ensures that our training remains highly pertinent for the June 30, 2024, reporting period and going forward.

 

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