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Oil and Gas Lending

OnDemand
  • Recorded Thu, December 05, 2024
  • Presented by Robin Russell
Robin Russell
$299.00

The energy sector is strong again and so is the market for oil and gas lenders.

Active Listening Unlocked: A Leadership Workshop

OnDemand
  • Recorded Wed, February 19, 2025
  • Presented by Karen Butcher
Karen Butcher
$450.00

Unlock the power of “Active Listening” with this fun, 90-minute webinar designed for leaders who want to boost their communication skills at work.

Writing an Effective Credit Memorandum for a ...

Upcoming
  • Tue, May 27, 2025
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

After a detailed credit analysis of a loan request has been performed, it is now time to communicate your findings in writing. Credit memoranda are a primary means of communications as they serve three functions: 1) they provide information on the condition and status of a customer relationship, 2) they provide a record of thoughts and actions, and 3) they support or recommend an action to be taken.


Unwind with Carl Pry: The Dynamic Compliance ...

OnDemand
  • Recorded Mon, April 14, 2025
  • Presented by Carl Pry
Carl Pry
$299.00

Join us for an engaging, interactive conversation with compliance expert Carl Pry in this special Unwind session. Step away from the typical webinar format for an informal discussion covering the biggest compliance issues of 2025.

Opening Fiduciary Accounts

OnDemand
  • Recorded Thu, April 14, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

During this program we will review the set-up, documentation and legal issues involved in these high- risk accounts. You will learn how to style these accounts and get the signature card perfect every time.

FLSA Beyond the Basics: Surprising Issues Tha...

OnDemand
  • Recorded Wed, July 27, 2022
  • Presented by Bob Gregg
Bob Gregg
$279.00

Learn the current HOT TOPICS and avoid problem practices and pitfalls. Plus, learn how to protect your organization and yourself from liability and how to navigate the swamp.


Diving into the 3-Day Requirements for a Mort...

OnDemand
  • Recorded Wed, October 05, 2022
  • Presented by Molly Stull
Molly Stull
$279.00

There are many required disclosures that must be provided within three-business days of an application. Session will discuss when the green flag waves and what documents are required to be provided from application through the three-day requirement.

Short-Term Loan Structuring Using Net Working...

OnDemand
  • Recorded Wed, February 22, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

This course is designed to demonstrate the factors required to consider in establishing the proper loan amount for short-term needs, and not rely solely upon a formula-driven approach. This is the essence of short-term loan structuring. During this session, the participant will learn how to calculate the length of the financing gap, which is the time between receipt of cash from the operating cycle and the time required to pay creditors.

Excel Skills for Accountants - 2 Part Series ...

OnDemand
  • Recorded Fri, March 31, 2023
  • Presented by David Ringstrom
David Ringstrom
$509.00

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

 

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