Retaining and engaging talent in a new world of work – does this sound like something you can relate to? The Great Resignation has disrupted employers, and in turn, negatively impacted organizational engagement and culture. Focusing on engagement and culture is key to moving forward, but it may look different than it has in the past.
Webinars
Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. This session will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. It will first show how to use Power Query to prep data for analysis in Excel or Power BI. It will then compare how you can summarize and present data both in Microsoft Excel and Power BI.
During this session, we will take the core document from deposit/share accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide.
During this compliance operations update, we will look at the federal deposit regulations and update and review your programs. Regulation D, E, CC, DD, and the hot topics that surround these regulations.
Developing strong risk assessments for all key areas of a financial institution is crucial. This webinar will guide you through the characteristics of strong risk assessments, helping you develop an enterprise-wide process that is practical, sustainable, and easy to understand.
Learn the “math” behind the calculations and reporting items in the statement of cash flows for your institution.
Your financial institution’s most precious asset is its frontline. Today’s program will take a look at procedures for the teller. What needs to go into the procedures? What needs to stay out? Who should write the procedures and what is the purpose?
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.
Third party risk management continues to be a top priority with the regulators, evidenced by the release of Interagency Guidance on Third Party Relationships: Risk Management, June 6, 2023. This comprehensive Guidance is intended to assist in identifying and managing risks associated with third party relationships and in complying with applicable laws and regulations.
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.
