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.
Training
Accounting/Reporting
This course addresses financial statements the way a branch banker would in the process of his or her work.
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? This learning experience is designed for bankers, accountants and auditors new to banking or the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.
Detailed discussion around the laws and regulations that apply to establishing and maintaining escrow accounts for consumer mortgage loans.
Proper analysis of consumer loan requests is more important than ever in light of increasing interest rates, quickly increasing consumer debt and the continued negative impact of COVID-19. This webinar will cover the consumer lending process from the application to the decision stage.
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.
In this webinar, you'll learn the fundamentals of constructing and analyzing direct and indirect cash flow statements in order to enhance the quality and effectiveness of the entire credit decision process.
The Call Report can feel intimidating. Pages of schedules. Endless instructions. High stakes. But it doesn’t have to be that way!
Stop feeling overwhelmed. Start feeling confident. And finally make the Call Report.
The Call Report can feel intimidating. Pages of schedules. Endless instructions. High stakes. But it doesn’t have to be that way!
Stop feeling overwhelmed. Start feeling confident. And finally make the Call Report.
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.
