Have you ever been asked, “How do changing financial metrics impact the cash flow of XYZ company?” Join this webinar to learn to use ratio analysis to take your analysis process for lending to the next level.
Webinars
Accounting/Reporting
This 2-part webinar is designed for banks filing federal income taxes as a C Corporation. Banks filing federal tax returns under Sub-chapter S status may not find this course applicable.
The new Current Expected Credit Loss (CECL) model is now effective for reporting entities. This 2 part series will provide an overview of the new guidelines.
This course is designed to address the needs of financial institution employees and credit analysts by reinforcing their credit analysis skills. It begins by identifying the five vital financial factors faced by all commercial and industrial borrowers including: Liquidity, Leverage, Asset Management, Operations and Cash Flow. It then progresses into how to determine each factor through ratio analysis.
This 2-part webinar will discuss the requirements for a financial institution when management is required to assess risk and the effectiveness of the bank’s system of internal controls over financial reporting. Enterprise risk management will be covered to provide participants with an overview of this very important risk management function.
Everything you need to know about IRAs in a four-part webinar series.
Are you seeking to gain an understanding about how operational activities interface with the accounting and financial reporting aspect of your institution? Do daily policies and procedures seem redundant or unnecessary? Would it be helpful to understand why the daily activities you perform within the operations area are key to protecting the institution from losses?
Economic forecasting is one of the most important components for CECL. Take this course to gain the skills and strategies needed to correctly forecast and update your CECL allowance.
This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will also cover additional important loan write-up items including assessing the company’s strategic plan: “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.
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.
