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The ABCs of ESG: A Primer for Bankers

OnDemand
  • Recorded Tue, May 10, 2022
  • Presented by Francis Janes
Francis Janes
$279.00

During the webinar, participants will gain a basic understanding of ESG principles and practices and explore why banks are starting to integrate ESG into strategic priorities. In addition, attendees will learn about a set of universal, material ESG metrics along with recommended disclosures that could be reflected in the annual reports of financial institutions.

Mortgage Origination Compliance - Part 2

OnDemand
  • Recorded Tue, June 21, 2022
  • Presented by Carl Pry
Carl Pry
$279.00

How can you keep all the requirements straight in your head so you can be sure to not miss anything? In Part 2 of this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Overview & Key Components of the Proposed Int...

OnDemand
  • Recorded Wed, August 03, 2022
  • Presented by Susan Costonis
Susan Costonis
$279.00

The banking regulators have jointly issued a proposal to "strengthen and modernize" the CRA regulations and examination process. The last substantive changes were 27 years ago and the 619-page proposal outlines important changes in key CRA measurements for assessment area evaluations and community development activities that qualify for consideration. Various tests for retail services, community development services, and small bank performance standards will be reviewed.


Bank Accounting: Consolidations and Statement...

OnDemand
  • Recorded Mon, October 03, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

This webinar is designed for bankers seeking to gain an understanding of consolidation accounting and the preparation of a statement of cash flows.

New Accounts Study Part 2: When One Person Ac...

OnDemand
  • Recorded Tue, January 17, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

What is a fiduciary? How are they supposed to behave? What is acting in the best interests of the owner?

Compliance Management

OnDemand
  • Recorded Thu, January 19, 2023
  • Presented by David Dickinson
David Dickinson
$279.00

This webinar will look at the expectations/requirements related to a financial institution’s Compliance Management System (CMS).


Characteristics of Strong Risk Assessments an...

OnDemand
  • Recorded Thu, February 23, 2023
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

Risk Assessments are at the core of a strong ERM Program. Therefore, developing strong risk assessments for all key areas of the financial institution is crucial.

Excel Skills for Accountants - Part 2 (Advanced)

OnDemand
  • Recorded Fri, March 31, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.

Unlocking Your Team's Full Potential: Cutting...

OnDemand
  • Recorded Mon, May 08, 2023
  • Presented by Vicki Kraai
Vicki Kraai
$279.00

Retaining and engaging in a new world of work – does this sound like something you can relate to? The Great Resignation has disrupted employers, and in turn, negatively impacted organizational engagement and culture. Focusing on engagement and culture is key to moving forward, but it may look different than it has before.

 

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