Webinars

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

In this 2 Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.

Some people might think that regulatory attention to the Bank Secrecy Act (BSA) had decreased over the past couple of years, given other difficulties and areas of concern, such as fair lending, TRID, HMDA, and UDAP. Think again. With the safety and soundness of the entire industry the focus of news stories every day and many well-publicized enforcement actions, the regulators obviously haven't eased up. These rules are still very close to being the #1 issue facing compliance officers. This is a timely topic, as we are now seeing the full implementation of the Beneficial Owner Information (BOI) rules, including the Treasury Department’s new registry, access to that registry, and impending rules on how to incorporate these requirements into banks’ Customer Due Diligence (CDD) programs.

This bundle contains 6 of our recorded Call Report webinars at a discounted price of $1495!

Our upcoming 2-hour webinar is designed to equip participants with invaluable insights into the ever-changing regulatory and accounting landscape. We’ll delve into recent shifts and explore proposed changes slated for implementation in 2024. Moreover, to ensure utmost relevance, any emerging regulatory matters will be seamlessly integrated into the agenda. This ensures that our training remains highly pertinent for the June 30, 2024 reporting period and going forward.

The banking industry has long been familiar with technological upheavals, and generative AI stands as the most recent influential development. This presentation will highlight the top use cases for generative AI in banking and potential unintended consequences.

In this webinar, we’ll do a deep dive into the rule’s current events and status, including when, and whether, the institution may or must begin to collect and submit data. But our focus will not be a simple recitation of the rule, but how to effectively develop your implementation plan. We’ll review the many issues so you can methodically ensure your program is on track.