Accounting/Finance, Audit, Reporting
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Computer Skills
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.
Accounting/Finance, Loan Operations, Reporting
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.
Risk Management/Legal, Technology/Security
We will explore best practices for Vendor Management, Third Party Risk Management, Fourth Party Management and Customer Risk Management.
Audit, Compliance, Lending, Risk Management, Risk Management/Legal, TRID
Know what it means to reduce the interest rate on active duty borrowers to 6%, as well as various other protections against foreclosure and other areas. Know how to determine whether you have a "covered borrower" under the MLA and SCRA, as the standards are different. We'll also talk about some of the more-recent enforcement actions taken against other institutions, to learn from others' mistakes.
Commercial Lending
As banks continue to deal directly with CRE loans as a major portion of their loan portfolios, plus indirectly through income-producing or rental real estate holdings that affect customers, it is important to “get beyond the numbers” and assess the qualitative or non-financial factors that influence CRE performance over time.
Deposit Accounts, Lending
The Federal Deposit Insurance Corporation is amending its regulations governing deposit insurance coverage.
BSA, Compliance, Risk Management
It’s 2022 and may be time to update your policy and procedures for BSA. We introduced the fifth pillar and beneficial ownership in 2018. So where are you now? Do you need to add cannabis? Add the new CTR Changes?
Lending, Risk Management/Legal
Gain a thorough understanding of Participation Agreements.
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.
