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Accounting/Reporting

74 results

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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

Schedule RC-C Part I Loan Coding and Memorand...

OnDemand
  • Recorded Tue, July 19, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Schedule RC-C Part I Loan Coding and Memorandum Items

OnDemand
  • Recorded Tue, July 19, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Reporting

This webinar will walk through the classification priority for reporting loan information correctly. Learn when to code the loan based on borrower, when to code based on collateral, and when to code based on purpose.

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.

Excel Explained: VLOOKUP, INDEX/MATCH, and Be...

OnDemand
  • Recorded Wed, January 25, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: VLOOKUP, INDEX/MATCH, and Beyond

OnDemand
  • Recorded Wed, January 25, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills

While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, XLOOKUP, SUMIF, SUMIFS, SUMPRODUCT, IFNA, FILTER functions and more.

Internal Controls Over Financial Reporting: T...

OnDemand
  • Recorded Wed, October 19, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Internal Controls Over Financial Reporting: The Basics for Getting Started

OnDemand
  • Recorded Wed, October 19, 2022
  • Presented by Cynthia Dopjera

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

This webinar will discuss the requirements for a financial institution when management is required to assess the effectiveness of the bank’s system of internal controls over financial reporting.

Excel Explained: Creating Interactive Spreads...

OnDemand
  • Recorded Wed, February 01, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Creating Interactive Spreadsheets

OnDemand
  • Recorded Wed, February 01, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills

When you attend this live presentation, you’ll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

IRA Annual Reporting Requirements to the IRS

OnDemand
  • Recorded Fri, February 10, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Annual Reporting Requirements to the IRS

OnDemand
  • Recorded Fri, February 10, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Although the IRS may never see your bank IRA forms, they will see the results of the contribution and distribution choices and coding when the annual 1099-Rs and 5498s are submitted to the IRS. On of the biggest sources of letters and bills sent out to bank clients is either a mistake made by the bank by incorrect IRS reporting or possibly the client not completing their tax forms correctly. How do we know the difference and who must do the correction?

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