Webinars

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

The banking industry has long been familiar with technological upheavals, and generative AI stands as the most recent influential development. This presentation will highlight the top use cases for generative AI in banking and potential unintended consequences.

This webinar will take a look at the TRID rules from a beginner’s perspective. This is a great opportunity for you and your team to learn the basics.

Don't let compliance traps trick you. Discover the best practices for business-entity documentation, underwriting documents, guarantors, and security interests to ensure your success!

We’ll make sure that as either a Receiving Depository Financial Institution or an Originating Depository Financial Institution, you’ll know your responsibilities regarding ACH.

This webinar will deal with the ins and outs of making changes to loans of all types. We’ll discuss the compliance and legal requirements, operational challenges, and impacts to borrowers, guarantors, and other parties to the loan. We’ll also deal with the threshold question: Should the lender grant the borrower’s request in the first place, and if so, what accommodations or changes should be made?

Federal regulators require institutions to maintain Emergency Preparedness Plans, such as Business Continuity, Disaster Recovery, and Pandemic Preparedness. These plans ensure continuity of the institution in the unlikely event a significant incident or disaster occurs. The consequences to a financial institution can be severe if proper disaster recovery and business continuity planning does not occur and continuity of business fails.

This course helps you understand the flow of accounting, including identifying economic events and how they are reported in financial statements. The course will also demonstrate how the Balance Sheet, Income Statement, Reconciliation of Net Worth, and Cash Flow Statement are developed and connected to each other. Since the instructor is a banker, the approach to the credit analysis process will be from a banker’s perspective. Case studies will be used to reinforce concepts presented.