Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.
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This bundle contains 9 of our Bank Accounting webinars at a discounted price of $1,895 (a $2,428 value)!
This bundle contains 6 of our recorded IRA webinars at a discounted price of $1,495 (a $1,794 value)!
On December 10th, the Consumer Financial Protection Bureau (CFPB) issued two final rules that make significant changes to Regulation Z's ability to repay requirements. With an effective date of July 1st, financial institutions need to start preparing now for these changes.
During the webinar we will cover the new bill introduced in Congress. E-SIGN currently requires consumers to reasonably demonstrate that they can access documents electronically before they can receive an electronic version, which is an outdated requirement that is no longer necessary given advancements in technology.
The Home Mortgage Disclosure Act, implemented by Regulation C, assists in the identification of possible discriminatory lending patterns through the use of loan level data. Any HMDA-reportable institution knows that Regulation C has been in a constant state of evolution since January 2018.
Analyzing vendor documentation is important, but the real question we need to ask is this: how do we understand if our vendors are really protecting your data?
During this session we will review sample integrated disclosures for a fixed rate, adjustable rate, and construction loan. In reviewing these documents we will discuss regulatory requirements, dive into the guidance, and review common errors made by bankers when completing the LE and CD.
A thorough appraisal review is essential to your underwriting process. In this session we will review a sample appraisal and evaluation and identify what you need to look for and what may cause you concern.
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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.
