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IRA Update - Annual Review for Banks

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update - Annual Review for Banks

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, IRAs, Reporting, Teller, Trusts

As many of you have experienced, IRAs have had many changes over the last 3 years - including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations 'on hold'. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments.

CECL in the Call Report

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

CECL in the Call Report

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Cynthia Dopjera

Lending, Reporting

Participants will walk through the changes in terminology that become effective upon adoption of the Current and Expected Credit Losses (CECL) methodology for recording the estimated and expected losses on not only the loan portfolio, but any asset carried at amortized cost, to include debt securities held as available-for-sale and held-to-maturity.

Vendor Management - Due Diligence and Complia...

OnDemand
  • Recorded Wed, September 21, 2022
  • Presented by Carl Pry
Carl Pry
$279.00

Vendor Management - Due Diligence and Compliance Requirements

OnDemand
  • Recorded Wed, September 21, 2022
  • Presented by Carl Pry

Auditing, Compliance, General Compliance, Information Technology/Security, Reporting, Risk Management/Legal, Technology/Security

In-depth discussion of vendor management and due diligence requirements. Review of compliance requirements when dealing with third parties, including compliance program expectations of regulators.


2022 IRA Beneficiary Payouts - Yes or No?

OnDemand
  • Recorded Wed, November 09, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2022 IRA Beneficiary Payouts - Yes or No?

OnDemand
  • Recorded Wed, November 09, 2022
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Great question. As the IRS flip-flops on the RMD rules for beneficiaries, it leaves clients, financial institutions, financial and estate planners twisting in the wind.

IRAs Part 3 - Distributions to Owners and Ben...

OnDemand
  • Recorded Thu, September 15, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 3 - Distributions to Owners and Beneficiaries

OnDemand
  • Recorded Thu, September 15, 2022
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

One of the most complicated areas of IRAs is the distribution of funds to IRA owners and beneficiaries - especially when it seems like the IRS changes the rules every week. Right now there are proposed regulations pending and several bills in Congress that will effect IRAs. This timely update is a necessity to keep your customers on the right track to avoid IRS penalties.

Bank Call Report Preparation for Beginners - ...

OnDemand
  • Recorded Thu, May 05, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,209.00

Bank Call Report Preparation for Beginners - 5 Part Series

OnDemand
  • Recorded Thu, May 05, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Auditing, Reporting

The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.


Call Reports: RC-C Loan Coding and RC-R Risk ...

OnDemand
  • Recorded Tue, May 17, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$279.00

Call Reports: RC-C Loan Coding and RC-R Risk Weighting Loans and Unfunded Commitments

OnDemand
  • Recorded Tue, May 17, 2022
  • Presented by Cynthia Dopjera

Accounting/Reporting, Lending, Reporting

The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

Flood Insurance: Compliance Issues and Enforc...

Upcoming
  • Thu, February 16, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

Flood Insurance: Compliance Issues and Enforcement Topics, including New Q&As

Upcoming
  • Thu, February 16, 2023
  • Presented by Carl Pry

Auditing, Commercial/Business Lending, Compliance, Lending, Lending Compliance, Reporting, Risk Management/Legal

A deep examination of the Flood Insurance regulations and new Interagency Questions and Answers. Focus on problematic issues and questions with recommendations for compliant programs.

Cannabis Banking Issues - Where Do We Stand Now?

OnDemand
  • Recorded Thu, August 11, 2022
  • Presented by Carl Pry
Carl Pry
$279.00

Cannabis Banking Issues - Where Do We Stand Now?

OnDemand
  • Recorded Thu, August 11, 2022
  • Presented by Carl Pry

Auditing, BSA, Commercial/Business Lending, Compliance, Deposit Compliance, Fraud, General Compliance, Lending, Lending Compliance, Reporting, Risk Management/Legal

Discussion of the federal and state legal status of cannabis banking legalization, including various compliance requirements and risk management issues.

 

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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.

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