Webinars

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your institution’s general ledger? This learning experience is designed for financial professionals, accountants, and auditors new to the financial industry or the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Loan participations can employ idle cash and assist financial institutions in building their loan portfolios when loan demand is weak. However, there are several pitfalls that can offset the benefits of loan participations.

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

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes

The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.

When providing IRA training and answering IRA questions, I probably say hundreds of times a year, “IT’S ALL ABOUT THE REPORTING!” It cannot be stressed enough how you must “check the correct box,” “use the correct transaction code description,” and most importantly, “match what the customer is reporting on their tax return” in order to avoid them receiving unnecessary letters and bills from the IRS.

Attend this proactive webinar and learn a “five-step” analysis plan to calculate the key ratios covering liquidity, activity, leverage, operating performance, and cash flow analysis and correctly interpret the financial condition of the business client. Upon completion of this webinar, you will also be able to better negotiate with your business clients as well as other financial professionals.

Join us for an immersive, two-day live streaming experience that will equip you with the latest insights, skills, and confidence to excel in Call Report preparation. Whether you’re a seasoned pro or just starting out, this program delivers everything you need to navigate the complexities of Call Report filing like a boss.

Designed for financial institution employees seeking to gain an understanding of accounting for more complex transactions as required under U.S. GAAP. All topics will be specific to the activities of a financial institution.