Webinars

This series will provide the participant with an overview of the requirements under Accounting Standards Codification (ASC) No 740, Income Taxes, and the practical application to an institution’s financial statements. Exercises and exhibits illustrating common bank current and deferred tax accounting journal entries and period-end balances will be provided.

This course will give understandable, pertinent examples from various auditing disciplines to learn how to remedy the greatest roadblocks to clear thinking through writing. It will also show you how to cultivate a convincing, authoritative style. You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your institution’s general ledger? This learning experience is designed for financial professionals, accountants, and auditors new to the financial industry or the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Loan participations can employ idle cash and assist financial institutions in building their loan portfolios when loan demand is weak. However, there are several pitfalls that can offset the benefits of loan participations.

When providing IRA training and answering IRA questions, I probably say hundreds of times a year, “IT’S ALL ABOUT THE REPORTING!” It cannot be stressed enough how you must “check the correct box,” “use the correct transaction code description,” and most importantly, “match what the customer is reporting on their tax return” in order to avoid them receiving unnecessary letters and bills from the IRS.

Join us for an immersive, two-day live streaming experience that will equip you with the latest insights, skills, and confidence to excel in Call Report preparation. Whether you’re a seasoned pro or just starting out, this program delivers everything you need to navigate the complexities of Call Report filing like a boss.

Designed for financial institution employees seeking to gain an understanding of accounting for more complex transactions as required under U.S. GAAP. All topics will be specific to the activities of a financial institution.

Attend this proactive webinar and learn a “five-step” analysis plan to calculate the key ratios covering liquidity, activity, leverage, operating performance, and cash flow analysis and correctly interpret the financial condition of the business client. Upon completion of this webinar, you will also be able to better negotiate with your business clients as well as other financial professionals.

In this webinar, you’ll learn the fundamentals of constructing and analyzing direct and indirect cash flow statements in order to enhance the quality and effectiveness of the entire credit decision process.