In this session we will review instances where institutions have failed to comply with Reg E or misapplied the regulation and provide you with best practices and tools to avoid a similar fate.
Webinars
USDA Issued Regulations! FinCEN excluded Hemp from definition of marijuana! Are you ready for Hemp Members? Learn how to bank hemp growers and hemp businesses if legal in your state. Hemp Growers, Processors and Testers! Are we going to bank them?
Join us as we take you through the alphabet of tactics, decisions, and deterrents that will help decrease your institution’s likelihood of being robbed.
The Truth in Lending Act (Regulation Z) outlines a number of requirements specific to open-end credit. These rules apply to open-end loans, home equity lines of credit and credit card accounts.
We'll dive in and look at building a valuable DFD. You’ll find an answer to the question “where does my data go when it leaves my network, and how is that data being protected?”
Excel expert David Ringstrom, CPA, shows you how to create resilient and effective budget spreadsheets in this illuminating presentation. He shares helpful techniques, such as how to separate inputs from calculations, streamline formula writing, preserve key formulas, create both operating and cash flow budgets, and implement several key Excel functions.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Remote Management is a library of short, pre-recorded courses for both remote employees and managers of remote employees.
In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.
In this 2 Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.
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.
