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Accounting/Reporting

68 results

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Call Report Preparation Live Streaming - 2 Da...

Live Stream
  • Recorded Mon, January 23, 2023
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,889.00

Call Report Preparation Live Streaming - 2 Day Series

Live Stream
  • Recorded Mon, January 23, 2023
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Management/Employee Development, Reporting

This live 2 day streaming will provide information on new, proposed, and revised changes to the Call Report with the identification of specific Call Report line items impacted. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

Current Matters and Common Questions Impactin...

OnDemand
  • Recorded Wed, June 08, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Current Matters and Common Questions Impacting the Call Report

OnDemand
  • Recorded Wed, June 08, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Lending, Reporting

The Call Report for 2022 is impacted by new and recent reporting requirements related to the adoption of the lease accounting standard, reporting brokered deposits, sweep accounts, and international remittance transfers.

Current Matters and Common Questions Impactin...

OnDemand
  • Recorded Thu, January 12, 2023
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Current Matters and Common Questions Impacting the Call Report

OnDemand
  • Recorded Thu, January 12, 2023
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Lending, Reporting

This webinar will cover new and recent reporting revisions for the 2023 call reports as well as common questions and reporting errors.

Bank Accounting: Beyond the Basics - 4 Part S...

OnDemand
  • Recorded Fri, April 07, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$1,049.00

Bank Accounting: Beyond the Basics - 4 Part Series

OnDemand
  • Recorded Fri, April 07, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Reporting

Are you ready to master the art of accounting for complex bank transactions? Then this series is a must-attend! This informative series will cover the critical concepts of audit assertions, internal controls over financial reporting, consolidating statements, and the statement of cash flows, all specifically tailored to the unique activities of financial institutions. With the increasing complexity of financial reporting, now is the time to upskill and gain a deeper understanding of the accounting requirements for your industry.

Utilizing Ratio Analysis to Determine Financi...

OnDemand
  • Recorded Wed, January 11, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Ensuring Accuracy in Call Reports: The Critic...

OnDemand
  • Recorded Tue, April 04, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

Ensuring Accuracy in Call Reports: The Critical Importance of Schedules RC & RI

OnDemand
  • Recorded Tue, April 04, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Reporting

With incorrect reporting having serious consequences, now is the time to upskill and take control of your financial reporting process. Join us as we delve into the reporting requirements and guide you through the proper & accurate completion of the RC & RI schedules.

Adding the WOW Factor to Credit Analysis

OnDemand
  • Recorded Thu, April 27, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Adding the WOW Factor to Credit Analysis

OnDemand
  • Recorded Thu, April 27, 2023
  • Presented by Jeffery Johnson

Accounting/Reporting, Auditing, Commercial/Business Lending, Lending, Management/Employee Development, Risk Management/Legal

This webinar will demonstrate how to utilize ratio analysis to determine the financial impact on changing metrics such as a change in the Working Capital Assets Turnover and Working Capital Liabilities Turnover and changes in the Gross Profit Operating and Net Profit Margins, This analysis will also allow the lenders to structure loans appropriately by determining the amount of funding needed to replace the cash flow losses caused by negative financial trends. When this specialized analysis is mastered, the lender can add the “WOW” factor to their analysis by not only describing trends but also the cash flow financial impact of those changing trends.

Reporting Loan Activities and Loan Schedules ...

OnDemand
  • Recorded Tue, February 07, 2023
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$509.00

Excel Explained: Pivot Tables 101

OnDemand
  • Recorded Wed, May 24, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Pivot Tables 101

OnDemand
  • Recorded Wed, May 24, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

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