Webinars

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.

Feedback can help individuals understand what they are doing well and where they need to improve. This allows them to focus on specific areas and make progress. In this session, you will learn a framework for giving feedback and tips to help your feedback make a positive impact.

Learn how to open approximately 30 types of legal ownerships. We will cover consumer accounts, business accounts, deceased accounts and nonprofits. We will review the tax reporting, documentation requirements and best practices in our industry.

This webinar will help you untangle the intricacies of numerous fee disclosure requirements.

There are many required disclosures that must be provided within three-business days of an application. Session will discuss when the green flag waves and what documents are required to be provided from application through the three-day requirement.

Your institution is unique so your strategic plan should be as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures. Therefore, your Strategic Plan must be a fluid document. The industry is impacted by many more forces, challenges, new competitors, and uncertainty is leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing, strategic plan to thrive and grow.

Understanding the unique perspectives of Gen Z, Millennials, and Baby Boomers is crucial. It's as if Gen Zs are from Venus, Millennials from Mars and Baby Boomers are the anchor on Earth! Join this webinar to learn about the dynamics of a multi-generational workforce and how we can foster collaboration and cohesion among employees of all ages.

Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character!