Accounting/Reporting, Auditing, Computer Skills, Reporting
In this 2 Part series, Excel expert David Ringstrom, CPA, explains basic and advanced techniques that can improve the integrity of your spreadsheets.
Compliance, General Compliance, Lending, Lending Compliance, Teller
An overview of Fair Lending Regulations and best practices for bank staff in customer facing positions.
Human Resources, Management/Employee Development
What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an afterthought as it is the new hire’s first impression of the company they are going to work for.
Lending
Learn how to calculate cash flow using the Universal Cash Flow Analysis method (UCA), which determines the flow of cash into and out of a business entity. First, we'll define cash flow and identify potential sources and uses of cash.
Commercial/Business Lending, Customer Service, Lending
This webinar is designed to take the mystery out of the commercial lending process and the confusing terminology often used by lenders.
Accounting/Reporting, Computer Skills
The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.
Auditing, Compliance, General Compliance, Lending, Lending Compliance, Mortgage Lending
Alert for Loan Officers: Learn the critical skills to handle loan changes! Join us for a must-attend webinar on issuing revised Loan Estimates for valid changed circumstances. Don't miss out on this opportunity to learn how to address and handle changes during the loan application process, reset tolerances, and avoid costly cures. Sign up now!
Accounting/Reporting, Auditing, Reporting
With incorrect reporting having serious consequences, now is the time to upskill and take control of your financial reporting process. Join us as we delve into the reporting requirements and guide you through the proper & accurate completion of the RC & RI schedules.
Compliance, Lending, Lending Compliance
Don't let compliance confusion slow you down. Take this opportunity to deepen your knowledge of the current compliance rules and take your loan processing skills to the next level. With Anne's easy-to-follow explanations and real-life examples, you'll be armed with the tools you need to navigate even the most complex loan scenarios with ease.
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.
