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Accounting/Reporting

74 results

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Call Report Preparation 2 Day Streaming

Live Stream OnDemand
  • Recorded Thu, October 12, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$1,889.00

Call Report Preparation 2 Day Streaming

Live Stream OnDemand
  • Recorded Thu, October 12, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

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

This 2 day live streaming event will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting December 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

Excel Explained: Financial Reporting Tips and...

OnDemand
  • Recorded Wed, June 07, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Financial Reporting Tips and Tricks

OnDemand
  • Recorded Wed, June 07, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills, Management/Employee Development

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

Engage Your Audience with Ease: Basic PowerPo...

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge
Heather Legge
$279.00

Engage Your Audience with Ease: Basic PowerPoint Tips and Tricks

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge

Accounting/Reporting, Commercial/Business Lending, Computer Skills, Lending, Management/Employee Development, Reporting, Trusts

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

Controlling a Borrower's Business Without Tak...

OnDemand
  • Recorded Wed, May 31, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Controlling a Borrower's Business Without Taking Control Through the Loan Agreement

OnDemand
  • Recorded Wed, May 31, 2023
  • Presented by Jeffery Johnson

Accounting/Reporting, Auditing, Commercial/Business Lending, Compliance, Lending, Lending Compliance, Management/Employee Development

Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?

10 Productive Excel Features for Accountants ...

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

10 Productive Excel Features for Accountants (and 3 Timewasters)

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

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

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.

Excel Skills for Accountants - 2 Part Series ...

OnDemand
  • Recorded Mon, March 20, 2023
  • Presented by David Ringstrom
David Ringstrom
$509.00

Excel Skills for Accountants - 2 Part Series (Basic & Advanced)

OnDemand
  • Recorded Mon, March 20, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Auditing, Computer Skills, Reporting

In this 2 Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.

Call Report Training for Beginners - 6 Webina...

OnDemand
  • Recorded Fri, June 17, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,495.00

Call Report Training for Beginners - 6 Webinar Bundle

OnDemand
  • Recorded Fri, June 17, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Reporting

This bundle contains 6 of our recorded Call Report webinars at a discounted price of $1495!

Bank Accounting: Boot Camp on the Basics - 5 ...

Upcoming
  • Thu, January 04, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,299.00

Bank Accounting: Boot Camp on the Basics - 5 Part Series

Upcoming
  • Thu, January 04, 2024
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing

The webinar series will generally cover all major asset, liability, equity, income, and expense line items in a financial institution’s basic balance sheet and income statement.

Current Matters and Top Questions Surrounding...

Upcoming
  • Fri, January 12, 2024
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$299.00

Current Matters and Top Questions Surrounding the 2024 Call Report

Upcoming
  • Fri, January 12, 2024
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Lending, Reporting

In the ever-evolving world of finance, the call report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we begin 2024, it’s crucial to acknowledge the journey and prepare for what lies ahead.

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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.

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