Webinars

Accounting/Reporting
Clear Filters
Done

Filter

Clear All
Webinar Type

Topics

Roles

Credit Types

Instructors

Format
Accounting/Reporting

117 results

Sort by Best Selling
  • Best Selling
  • Price: High to Low
  • Price: Low to High
  • Alphabetical: A-Z

Excel Explained: Pivot Tables 101

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

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.

Call Report Lending Schedules - 2 Part Series

OnDemand
  • Recorded Wed, August 07, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$549.00

This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.

Call Report: Loan Coding and Risk Weighting L...

OnDemand
  • Recorded Wed, October 16, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.


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

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

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.

Call Report: Loan Activities and Loan Schedul...

OnDemand
  • Recorded Thu, February 22, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$549.00

This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.

Economic Forecasting for CECL

OnDemand
  • Recorded Thu, November 14, 2024
  • Presented by Michael Umscheid
Michael Umscheid
$299.00

Economic forecasting is one of the most important components for CECL. Take this course to gain the skills and strategies needed to correctly forecast and update your CECL allowance.


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

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

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.

Schedule RC-R Part I and Part II - 2 Part Series

OnDemand
  • Recorded Tue, September 10, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$549.00

Welcome to a 2-part series dedicated to unraveling the complexities of Schedule RC-R within the Call Report—a critical aspect of regulatory compliance for financial institutions. Part 1 will focus on essential reporting requirements in the first section of Schedule RC-R, while Part 2 will delve into the intricacies of the second section. Join us as we navigate through the nuances of regulatory capital reporting, providing clarity and guidance along the way.

 

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.

Loading...