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1071 Small Business Data Collection and Submi...

OnDemand
  • Recorded Tue, November 21, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

The CFPB (finally) issued its long-awaited Final Rule on Small Business Lending Data Collection, which will require lenders to collect and submit to the CFPB data around small business loan applications by June 1st of each year. But wait a minute, didn’t a federal judge halt its implementation? Not so fast – the whole issue is up in the air a bit, but lenders should not take this as a sign that the rule is going away. Far from it – the extra time should be used to make sure things are right.

SARs and Cyber Crimes

OnDemand
  • Recorded Fri, September 30, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

During the webinar, you will review line-by-line the text fields and requirements to complete the SAR. There are fields for cybercrimes, notes to FinCEN and narrative instructions.

Writing Effective Email

OnDemand
  • Recorded Mon, June 27, 2022
  • Presented by Philip Vassallo
Philip Vassallo
$279.00

Problems in the focus and tone of email have led leadership to conclude that staff use the medium inappropriately. This webinar starts from the premise that email requires attention to the standards of structure, language, and etiquette to ensure audience-focused messages.


Building a Healthy Workplace Culture

OnDemand
  • Recorded Wed, December 07, 2022
  • Presented by Jonathan Gonzalez, Jason Lunday
Jonathan Gonzalez
Jason Lunday
$179.00

For an organization to have the chance to fully engage its workforce and get the best from them, it needs to build the foundations of a healthy workplace culture.

Excel Skills for Accountants - Part 1 (Basic)

OnDemand
  • Recorded Mon, March 20, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

Call Report Preparation 2 Day Streaming

Live Stream OnDemand
  • Recorded Fri, October 13, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$1,889.00

This 2 day live streaming event will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting December 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.


Two Sides of the Same Coin: How and Why IT Sh...

OnDemand
  • Recorded Fri, December 15, 2023
  • Presented by Joe Davis
Joe Davis
$279.00

Security versus Convenience is the battle that every organization faces when leveraging technology today. If you lean too heavily on Security, performing routine business functions may become inefficient and frustrating. If you lean too heavily on Convenience, you risk exposing your network and data to hackers. To make matters worse, you need to have a separation between IT Operations (who is managing your technology) and Information Security (IS) Operations (who is making sure you are secure).

The Fair Credit Reporting Act (FCRA) and Rela...

OnDemand
  • Recorded Fri, February 23, 2024
  • Presented by Carl Pry
Carl Pry
$299.00

Learn what these tripwires are and prepare your institution for inquiries from the agencies as well as consumers.

Schedule RC and Schedule RI: The Anchor Sched...

OnDemand
  • Recorded Wed, April 10, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

In this webinar, you'll enhance your knowledge and skills for precise and reliable reporting on Schedule RC and Schedule RI.

 

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