Webinars

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.

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).

This webinar will examine the regulatory requirements, guidance and examiner expectations related to overdrafts in plain English.

Unpack the essentials of integrating with the FedNow® service. Dive into insights from Operating Circular 8, FedNow® service operating procedures, and real-world experiences to learn about the FedNow® onboarding process.

This program provides a review of both parts of the final Regulation F. The rules apply directly to financial institutions if the institution is collecting a debt owed to a third party or is collecting its own debt, but is using a different name.

Do you need an effective, easy and repeatable process for turning your current, happy clients into your personal advocates for building new relationships?

We’ll make sure that as either a Receiving Depository Financial Institution or an Originating Depository Financial Institution, you’ll know your responsibilities regarding ACH.

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.