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Accounting/Reporting

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Financial Statement Analysis

OnDemand
  • Recorded Fri, June 14, 2024
  • Presented by Tom Carlin
  • Webinar
$299.00

This course addresses financial statements the way a branch banker would in the process of his or her work.

Bank Accounting: Boot Camp on the Basics - 5 Part Series

OnDemand
  • Recorded Thu, September 25, 2025
  • Presented by Cynthia Dopjera
  • Webinar
$1,299.00

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? 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.

Dealing with Escrows: Regulatory Requirements Under Various Rules

OnDemand
  • Recorded Fri, January 09, 2026
  • Presented by Carl Pry
  • Webinar
$299.00

Detailed discussion around the laws and regulations that apply to establishing and maintaining escrow accounts for consumer mortgage loans.

Consumer Lending Underwriting 101: From Application to Approval

OnDemand
  • Recorded Thu, January 04, 2024
  • Presented by Jeffery Johnson
  • Webinar
$299.00

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.

2024 Mid-Year Call Report Update and Current Matters

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

Call Report for Beginners - Part 4

OnDemand
Beginner Friendly
  • Recorded Wed, May 27, 2026
  • Presented by Andrea Lambert
  • Webinar
$299.00

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.

Call Report for Beginners - Part 3

OnDemand
Beginner Friendly
  • Recorded Wed, May 20, 2026
  • Presented by Andrea Lambert
  • Webinar
$299.00

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.

Cash Flow Analysis

OnDemand
  • Recorded Mon, April 22, 2024
  • Presented by Tom Carlin
  • Webinar
$299.00

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.

Handling Accounts at Death

OnDemand
Beginner Friendly
  • Recorded Thu, January 15, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
When your account holder dies, many issues and questions arise. Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship, and other complex issues that can occur when an account holder is deceased.
 

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