Webinars

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.

This webinar will teach you how to create a supportive learning culture and boost motivation, engagement, and success. Discover expert strategies for mastering the art of facilitation, and learn how to become a role model in your organization.

Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

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.

Feedback can help individuals understand what they are doing well and where they need to improve. This allows them to focus on specific areas and make progress. In this session, you will learn a framework for giving feedback and tips to help your feedback make a positive impact.

CFPB has been hot on the trail of junk fees - is your institution at risk? Join us as we look at supervisory guidance from the regulators and lessons learned on consent orders.

Learn how to open approximately 30 types of legal ownerships. We will cover consumer accounts, business accounts, deceased accounts and nonprofits. We will review the tax reporting, documentation requirements and best practices in our industry.

This webinar will help you untangle the intricacies of numerous fee disclosure requirements.