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Accounting/Reporting

25 results

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Audit Report Writing

OnDemand
  • Recorded Fri, June 23, 2023
  • Presented by Philip Vassallo
Philip Vassallo
$279.00

Audit Report Writing

OnDemand
  • Recorded Fri, June 23, 2023
  • Presented by Philip Vassallo

Accounting/Reporting, Auditing, Compliance, General Compliance, Reporting

This course will give understandable, pertinent examples from various auditing disciplines to learn how to remedy the greatest roadblocks to clear thinking through writing. It will also show you 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.

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.

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.

Excel Explained: Creating Interactive Spreads...

OnDemand
  • Recorded Mon, May 09, 2022
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: Creating Interactive Spreadsheets

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

Accounting/Reporting, Computer Skills

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.

RC-C Loan Coding and RC-R Risk Weighting Loans

Upcoming
  • Tue, October 10, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

RC-C Loan Coding and RC-R Risk Weighting Loans

Upcoming
  • Tue, October 10, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Lending, Reporting

Loan information on the Call Report provides critical information for bank management and regulators. The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

IRA Annual Reporting Requirements to the IRS

OnDemand
  • Recorded Fri, February 10, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Annual Reporting Requirements to the IRS

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

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

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?

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2023 IRA Beneficiary Designations and Payouts

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

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

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

OnDemand
  • Recorded Tue, January 17, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

The Right of Setoff

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

Accounting/Reporting, Compliance, Risk Management/Legal

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 Be...

OnDemand
  • Recorded Wed, January 25, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

Excel Explained: VLOOKUP, INDEX/MATCH, and Beyond

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

Accounting/Reporting, Computer Skills

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.

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