This webinar is an orientation for those of you who have joined our industry.
Webinars
Management/Employee Development
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.
Do you need an effective, easy and repeatable process for turning your current, happy clients into your personal advocates for building new relationships?
In this webinar, we'll explore the crucial difference between an average leader and an excellent leader: good communication. We won't just focus on the how - we dive into the what as well.
Ethical decisions can be challenging, but it’s important to embrace ethical choices as the repercussions impact you individually as well as your financial institution. Included in this session are best practices, and requirements as well as examples of bank bribery cases.
This session will provide you with the checklists, tools, and resources you need to manage the mackerel that is compliance.
Learn practical tips to deliver more powerful business presentations or training sessions by projecting more confidence in the room and on camera.
Elder financial exploitation robs our elder population of a nest egg that took years to accumulate. Join us as we discuss your financial institution's obligations in reporting exploitation and how to recognize signs of diminished financial capacity.
In today’s ever changing business environment, bank leaders are faced with hard decisions on how to allocate the company’s resources and still make a profit. Will a focus on growth or operational efficiency create value for our clients and the institution's bottom line?
Fulfill your bank training needs with webinars
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, 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.
