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Accounting/Reporting

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[Free Webinar] 5 Common Mistakes in Onboardin...

OnDemand
  • Recorded Fri, November 17, 2023
  • Presented by Bobbi McVey-Blath
Bobbi McVey-Blath
$0.00

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

[Free Webinar] How to Build a Robust Security...

OnDemand
  • Recorded Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

FedNow® 101: What to Know Now About FedNow

OnDemand
  • Recorded Tue, September 05, 2023
  • Presented by Kevin Olsen
Kevin Olsen
$279.00

Join us for this informative webinar exploring the Federal Reserve Banks' innovative instant payment service, FedNow®. Discover how this service is transforming the banking industry with immediate funds transfers and 24/7 accessibility, and learn about its implications for the future of payments.


[Free Webinar] Breaking: Recent Bank Failures...

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry
Carl Pry
$0.00

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.

Back-Testing Your First CECL Year: Assessing ...

OnDemand
  • Recorded Mon, June 17, 2024
  • Presented by Michael Umscheid
Michael Umscheid
$299.00

In the model risk management environment, back-testing plays a crucial role in assessing the reliability and effectiveness of your CECL model. It involves comparing the estimated credit losses, including both forecasted loss rates and reversion rates utilized with the actual losses that occurred after the estimate was developed.

Basics of ChatGPT

OnDemand
  • Recorded Thu, March 07, 2024
  • Presented by Justin Muscolino
Justin Muscolino
$299.00

As artificial intelligence becomes a tool for everyday life, we need to embrace it and understand how it benefits us. In the case of ChatGPT, it’s about saving time. If you want to learn how to use ChatGPT to save yourself time, this training is for you.


IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

There are very few products at the financial institutions that bring on a feeling of insecurity more than the mention of three letters: I-R-A. What are they? How do we open them? What forms do we use? What if they ask us questions we can't answer?

IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

Now that many of you have a comfort level with the basics, it's time to get into the real nitty gritty of IRAs. What's the difference of moving an IRA from bank to bank and a QP to a bank? Distribution penalty exception prior to age 59.5, mandatory distributions at age 73 and payouts to IRA beneficiaries.

IRAs Part 4 - Auditing Your IRA Files 2023

OnDemand
  • Wed, October 25, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

The least favorite part of any auditor's job is to go through old, musty IRA files to see if the bank is in compliance and has all the customer information it needs. Many times when files are scanned in for imaging purposes, they are not checked first, resulting in a lot of 'junk' in the electronic IRA customer files.

 

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