Webinars

[Free Webinar] Breaking: Recent Bank Failures: What Does It Mean to Your Institution?

• Recorded Fri, March 17, 2023
• Presented by Carl Pry

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

Bank Accounting Basics & Advanced - 8 Webinar Bundle

• Recorded Mon, September 12, 2022
• Presented by Cynthia Dopjera

This bundle contains 8 of our Bank Accounting webinars at a discounted price of $1695 (a $2,098 value)!

CECL and the Call Report Half Day Streaming Event

• Mon, April 17, 2023
• Presented by Cynthia Dopjera

The filing deadline is April 30, 2023 for the March 31, 2023 report date. Get your questions answered regarding how to report your CECL adoption in the Call Report.

The format for this webinar will be live streaming with 2 designated Q&A sessions.

IRA Update - Annual Review for Credit Unions

• Recorded Wed, January 18, 2023
• Presented by Patrice Konarik

As many of you have experienced, IRAs have had many changes over the last 3 years - including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations 'on hold'. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments.

Excel Explained: Creating Interactive Spreadsheets

• Recorded Mon, May 09, 2022
• Presented by David Ringstrom

When you attend this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. He demonstrates how to use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.

2023 IRA Beneficiary Designations and Payouts

• Recorded Thu, March 09, 2023
• Presented by Patrice Konarik

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.

The Right of Setoff

• Recorded Tue, January 17, 2023
• Presented by Terri D. Thomas

The Right of Setoff is a complicated, but very effective, tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using the power.

Excel Explained: VLOOKUP, INDEX/MATCH, and Beyond

• Recorded Wed, January 25, 2023
• Presented by David Ringstrom

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.

IRA Annual Reporting Requirements to the IRS

• Recorded Fri, February 10, 2023
• Presented by Patrice Konarik

Although the IRS may never see your bank IRA forms, they will see the results of the contribution and distribution choices and coding when the annual 1099-Rs and 5498s are submitted to the IRS. On of the biggest sources of letters and bills sent out to bank clients is either a mistake made by the bank by incorrect IRS reporting or possibly the client not completing their tax forms correctly. How do we know the difference and who must do the correction?