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.
Webinars
Accounting/Reporting
In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.
In this webinar, you'll enhance your knowledge and skills for precise and reliable reporting on Schedule RC and Schedule RI.
This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.
As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.
This bundle contains 9 of our Bank Accounting webinars at a discounted price of $1,895 (a $2,428 value)!
Join us for a 90-minute webinar designed to provide valuable insights into the interconnected nature of Call Reporting and the Report of Examination (ROE). This session will explore common findings from regulatory exams and discuss effective strategies for resolving these issues.
While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, XLOOKUP, SUMIF, SUMIFS, SUMPRODUCT, IFNA, FILTER functions and more.
When you attend this live presentation, you'll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.
Fulfill your credit union training needs with webinars
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
