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Accounting/Reporting

78 results

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Audit Report Writing

OnDemand
  • Recorded Fri, June 23, 2023
  • Presented by Philip Vassallo
Philip Vassallo
$279.00

This course will give understandable, pertinent examples from various auditing disciplines to learn how to remedy the greatest roadblocks to clear thinking through writing. It will also show you how to cultivate a convincing, authoritative style. You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.

IRA Reporting to the IRS - Getting it Right!

OnDemand
  • Recorded Wed, February 07, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

"It's ALL about the reporting" - I say hundreds of times a year when asked about policy and procedures on IRAs. Sometimes we fail to connect the frontline transactions to the end result, and therefore how it reports to the IRS. If we don't understand the transaction descriptions when we are coding an IRA transaction, there's a good chance it won't report correctly to the IRS - sometimes resulting in a letter and bill issued to the customer.

Excel Skills for Accountants - Part 2 (Advanced)

OnDemand
  • Recorded Fri, March 31, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

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.


RC-C Loan Coding and RC-R Risk Weighting Loans

OnDemand
  • Recorded Tue, October 10, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

Loan information on the Call Report provides critical information for bank management and regulators. The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

Bank Accounting: Consolidations and Statement...

OnDemand
  • Recorded Mon, October 03, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

This webinar is designed for bankers seeking to gain an understanding of consolidation accounting and the preparation of a statement of cash flows.

Minimize Data Entry in Excel

OnDemand
  • Recorded Mon, June 20, 2022
  • Presented by David Ringstrom
David Ringstrom
$279.00

In this webinar, Excel expert David H. Ringstrom turns his attention to empowering you to work more effectively with getting data into your spreadsheets and transforming data when needed.


Update on Overdraft Services and Junk Fees

OnDemand
  • Recorded Tue, May 14, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

CFPB has been hot on the trail of junk fees - is your institution at risk? Join us as we look at supervisory guidance from the regulators and lessons learned on consent orders.

Wage and Hour Basics

OnDemand
  • Recorded Wed, September 28, 2022
  • Presented by Jennifer Mirus
Jennifer Mirus
$279.00

At the core of HR compliance is knowing how to pay your employees within the bounds of the law. Join to review basic (and some not-so-basic) wage and hour law concepts that will help you spot issues to avoid problems.

Encouraging the Next Generation of Women Leaders

OnDemand
  • Recorded Tue, March 21, 2023
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

We need strong women leaders. Marcia shares her successes and struggles as she navigated through the financial services world – not only as an immigrant but as a woman leader.

 

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