Training
Accounting/Reporting
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.
Some people might think that regulatory attention to the Bank Secrecy Act (BSA) had decreased over the past couple of years, given other difficulties and areas of concern, such as fair lending, TRID, HMDA, and UDAP. Think again. With the safety and soundness of the entire industry the focus of news stories every day and many well-publicized enforcement actions, the regulators obviously haven't eased up. These rules are still very close to being the #1 issue facing compliance officers. This is a timely topic, as we are now seeing the full implementation of the Beneficial Owner Information (BOI) rules, including the Treasury Department’s new registry, access to that registry, and impending rules on how to incorporate these requirements into banks’ Customer Due Diligence (CDD) programs.
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.
Are you new to Call Report preparation? Or maybe you’re looking for a refresher to strengthen your skills? The Call Report doesn’t have to be overwhelming - this webinar series will make it simple, clear, and approachable!
This course will focus on the difference from the existing methodology. We will cover the reasons for the ruling, the application to asset portfolios, and review the most commonly used expected loss models.
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.
This course will illustrate the most common expected credit risk models with a review of the calculations.
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.
