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Excel Explained: Financial Reporting Tips and...

OnDemand
  • Recorded Wed, June 07, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Financial Reporting Tips and Tricks

OnDemand
  • Recorded Wed, June 07, 2023
  • Presented by David Ringstrom

Accounting/Reporting, Computer Skills, Management/Employee Development

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.

BSA Officer Annual Training

OnDemand
  • Recorded Tue, January 18, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

BSA Officer Annual Training

OnDemand
  • Recorded Tue, January 18, 2022
  • Presented by Deborah Crawford

BSA, Compliance, Risk Management/Legal

During this class we will cover the topics for your annual training. We will get you updated and ready for a good examination with many hot spots discussed and hopefully you will avoid some of the issues that many institutions are facing in 2021.

Lending 101

OnDemand
  • Recorded Wed, May 11, 2022
  • Presented by Anne Lolley
Anne Lolley
$279.00

Lending 101

OnDemand
  • Recorded Wed, May 11, 2022
  • Presented by Anne Lolley

Compliance, Lending, Risk Management/Legal

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.

Opening Minor Accounts

OnDemand
  • Recorded Thu, September 08, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Minor Accounts

OnDemand
  • Recorded Thu, September 08, 2022
  • Presented by Deborah Crawford

Customer Service, Deposit Accounts, Teller

We love our minor accountholders and yet…it is sometimes hard to know what we can do and what we can’t do for those who are under age at our bank. It is always disturbing when minors have authority to transact business in the bank because in many states the minor is not responsible for his or her actions on deposit contracts.

Writing Effective SAR Narratives

OnDemand
  • Recorded Wed, October 05, 2022
  • Presented by Jamin Carlisle
Jamin Carlisle
$279.00

Writing Effective SAR Narratives

OnDemand
  • Recorded Wed, October 05, 2022
  • Presented by Jamin Carlisle

BSA, Compliance

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.

IRA Update - Annual Review for Credit Unions

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update - Annual Review for Credit Unions

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

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, IRAs, Reporting, Teller, Trusts

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.

ACH Rules Update

OnDemand
  • Recorded Tue, February 21, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

ACH Rules Update

OnDemand
  • Recorded Tue, February 21, 2023
  • Presented by Kate Cole

Compliance, Transaction Compliance

Bring your 2023 ACH Rule Book and we'll make sure you are comfortable with the changes.

8 Keys to Teller Excellence

OnDemand
  • Recorded Wed, February 09, 2022
  • Presented by Janice Branch
Janice Branch
$279.00

8 Keys to Teller Excellence

OnDemand
  • Recorded Wed, February 09, 2022
  • Presented by Janice Branch

Management/Employee Development, Sales, Teller

The Eight Keys to Teller Excellence webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions, and provide quality member service.

Intro to Consumer Lending

OnDemand
  • Recorded Mon, March 07, 2022
  • Presented by David Osburn
David Osburn
$279.00

Intro to Consumer Lending

OnDemand
  • Recorded Mon, March 07, 2022
  • Presented by David Osburn

Lending

The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character.

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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.

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