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Accounting/Reporting

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IRA Annual 4 Part Series: From A-Z

OnDemand
  • Wed, October 25, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

Everything you need to know about IRAs in a four-part webinar series.

Bank Accounting: Boot Camp on the Basics - 5 ...

OnDemand
  • Recorded Tue, January 16, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,299.00

The webinar series will generally cover all major asset, liability, equity, income, and expense line items in a financial institution’s basic balance sheet and income statement.

Consumer Lending Underwriting 101: From Appli...

OnDemand
  • Recorded Thu, January 04, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

Proper analysis of consumer loan requests is more important than ever in light of increasing interest rates, quickly increasing consumer debt and the continued negative impact of COVID-19. This webinar will cover the consumer lending process from the application to the decision stage.


Current Expected Credit Losses (CECL) Part 1 ...

OnDemand
  • Recorded Tue, July 30, 2024
  • Presented by Paul Kern
Paul Kern
$299.00

This course will focus on the difference from the existing methodology. We will cover the reasons for the ruling, the application to asset portfolios, and review the most commonly used expected loss models.

Current Expected Credit Losses (CECL) Part 2 ...

OnDemand
  • Recorded Thu, August 15, 2024
  • Presented by Paul Kern
Paul Kern
$299.00

This course will illustrate the most common expected credit risk models with a review of the calculations.

Five Vital Steps for Proper Commercial Loan D...

OnDemand
  • Recorded Fri, August 30, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.


2024 Call Report Recap and a Look Into 2025

OnDemand
  • Recorded Thu, December 12, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

In the ever-evolving world of finance, the Call Report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we peer into the 2025 financial landscape, it’s crucial to acknowledge the journey and prepare for what lies ahead.

Call Reporting for Beginners - 5 Part Series

Upcoming
  • Fri, May 02, 2025
  • Presented by Andrea Lambert
Andrea Lambert
$1,299.00

Are you new to Call Report preparation? Or maybe you’re looking for a refresher to strengthen your skills? The Call Report doesn’t have to be overwhelming - this webinar series will make it simple, clear, and approachable!

Bank Accounting: Beyond the Basics - 5 Part S...

OnDemand
  • Recorded Tue, March 26, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,299.00

This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows.

 

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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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