In this comprehensive session, Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the accuracy of your Excel spreadsheets. To help you create spreadsheets that are free of errors, David demonstrates how to implement Excel features and functions, such as the Hide and Protect feature, the Conditional Formatting feature, the VLOOUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, create self-updating report titles, and more.
Webinars
Are you ready to achieve remarkable results and take your bank team from good to great? Imagine the incredible impact you could make with just a 5-10% improvement in performance. In this webinar, we will provide you with a proven 3-step approach to help your producers focus their efforts and develop their expertise for their targeted markets. You'll gain invaluable insights and practical strategies to help you cultivate a motivational mindset that will drive your team's success.
Financial Crimes Enforcement Network (FinCEN) published its first set of guidance materials to aid the public, and in particular the small business community, in understanding upcoming beneficial ownership information (BOI) reporting requirements taking effect on January 1, 2024.
This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.
Do you find it difficult to decipher which call report loan code to use? Are you unsure which line-item to place loan income in? Are you placing your residential mortgage loans into the correct “bucket” for risk weighting? If you have ever wondered or had the same questions and concerns, then this is the workshop for you!
Attend this proactive webinar and learn how institutions make lending decisions based on the five C’s of credit – capacity, capital, collateral, conditions, and character!
The board secretary’s role goes far beyond just being the “notetaker” at meetings. They must be the chief organizer, ensuring compliance requirements are met, understanding governance issues, planning meetings, developing reports, and preserving corporate records. Get the information and tools you need for success in this role in 2025.
Your staff is the eyes and ears on the ground to protect your institution from being used by money laundering operations.
Alert! Update on Beneficial Ownership will be included! There are many types of business accounts with many different ways to do business today. It can be challenging to determine who is authorized to open, close, and transact business when dealing with so many business entities.
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.
