Training

Accurate loan coding and risk weighting reporting is not just another task—it is the bank’s golden ticket to driving transparency, elevating financial stability, and management’s ability to make smarter strategic decisions. With Schedule RC-C, every detail matters, and your precision sets the stage for accurate loan-related Community Bank Leverage Ratio reporting. Say goodbye to guesswork and hello to mastery with this webinar designed to transform your approach to Call Reports!

This 2-part webinar will discuss the requirements for a financial institution when management is required to assess risk and the effectiveness of the bank’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 course is designed to build a foundational understanding of generative AI concepts tailored specifically for banking and financial professionals. Through a series of frequently asked questions, participants will deepen their knowledge of AI terminology, processes, and applications relevant to the banking and accounting field.

Join us for this focused 90‑minute webinar that delivers practical insights into the close relationship between Call Reporting and the Report of Examination (ROE).

This session explores how information reported in the Call Report often surfaces in regulatory exams—and why inconsistencies frequently lead to examiner findings. We’ll review common exam issues, explain why they occur, and share effective strategies for resolving them. Participants will gain practical tips to help prevent exam comments, respond efficiently when issues arise, and properly document the bank’s corrective actions and timely responses.

Are you seeking to gain an understanding about how operational activities interface with the accounting and financial reporting aspect of your institution? Do daily policies and procedures seem redundant or unnecessary? Would it be helpful to understand why the daily activities you perform within the operations area are key to protecting the institution from losses?

Learn the five vital signs of any organization and the ratios required to identify them.

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.

SEC codes are at the heart of ACH transactions. This session provides clarity on their differences, use cases, and compliance requirements.