Training

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.

This course addresses financial statements the way a branch banker would in the process of their work.

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.

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.

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.

This 2-part webinar will discuss the requirements for a financial institution when management is required to assess risk and the effectiveness of the institution’s system of internal controls over financial reporting. Enterprise risk management will be covered to provide participants with an overview of this very important risk management function.

This session covers practical tools for controlling user input and improving worksheet functionality, including Data Validation management, combo boxes, checkboxes, and enhancing drop-down lists with clear prompts and error messages.

You’ll also explore filtering with Slicers and PivotTable filters, converting ranges to Tables, summarizing data with PivotTables, enabling the Developer tab for advanced tools, and creating helpful navigation links and mailto hyperlinks within Excel.

This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will also cover additional important loan write-up items including assessing the company’s strategic plan: “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.