Webinars

This course is designed to build a foundational understanding of generative AI concepts tailored specifically for banking and financial professionals. Through a series of frequently asked questions, participants will deepen their knowledge of AI terminology, processes, and applications relevant to the banking and accounting field.

Are you ready? Just recently in September 2024, the Office of the Comptroller of the Currency (OCC) announced areas of supervisory priorities for 2025 that include allowance for credit losses, asset and liability management, and capital. These all translate to lines on your Call Report.

Learn understandable, pertinent examples from various auditing disciplines. This will help you understand how to remedy the greatest roadblocks to clear thinking through writing, and 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.

Financial statements and tax returns can be prepared on a cash or accrual basis. The difference in the two accounting methods is vast. Both methods have their advantages and disadvantages. Unfortunately, financial institution professionals often do not have a say in the type of accounting method the client will present to them.

Learn the “math” behind the calculations and reporting items in the statement of cash flows for your institution.

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

Designed for bankers seeking to learn more about the accounting requirements required under U.S. GAAP for significant balance sheet and income statement items reflected on bank financial statements. In addition, the concept behind audit assertions, internal controls over financial reporting, transactions with holding companies and preparing consolidating statements will be covered. All topics will be specific to the activities of a financial institution.

With the adoption of CECL, model risk management has been thrust to the forefront. In this session, you will gain an understanding of the components of model risk management, including risk segmentation, model development, back-testing, and validation.

Strengthen your management’s analytics and board reports with the power of historical data created through CECL. Most institutions do not generally rethink management’s analytics and board reporting through time. With the adoption of CECL and the data available, every institution should create extensive and dynamic analytics of their asset portfolios.