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Finance & Accounting

11 item(s) found
Collateral Appraisals and Valuations for Commercial Loans
  • Tuesday, July 16
  • Webinar
Mark Uhler

Please join Mark Uhler as he guides you through a detailed review of the Interagency Appraisal and Evaluation Guidelines to help strengthen compliance and helps you develop a better understanding of pledged collateral as a viable source of repayment for a loan.

Learn Masterful Negotiation Tactics
  • Tuesday, July 16
  • Webinar
David Osburn

Learn skill building, effective communications, telephone techniques, and the negotiation process for bankers

How to Identify Fake Checks & Counterfeit Currency
  • Wednesday, July 17
  • Webinar
Robert K. Minniti

Review the issue of fake checks and counterfeit currency including detection and internal controls

Advanced Excel for Bankers
  • Monday, July 22
  • Webinar
Tom Fragale

Learn a full array of powerful and easy-to-use database commands and methods critical to effectively working with Excel databases.

Commercial Credit Analysis Certification Program
  • Tuesday, July 23
  • Webinar
Gary Deutsch

Credit analysis is the process of identifying and evaluating a borrower’s ability to repay a specific extension of credit while following prudent lending practices that comply with safety and soundness standards. Make sure your institution’s actions consistently demonstrate your adherence to safe and sound credit analysis.

Ethical Banking
  • Monday, July 29
  • Webinar
David Osburn

Explore a proactive approach to the importance of “ethics” in banking

Record Management Program for Financial Institutions
  • Tuesday, July 30
  • Webinar
Coppelia Padgett

A roadmap through the regulatory and practical maze of record retention for financial institutions

Identifying Hidden Risks Through Self Assessments
  • Wednesday, July 31
  • Webinar
Gary Deutsch

Learn how a self-assessment can identify and prevent risks.

Detecting Shell Companies: Protecting from BSA/AML & Fraud Risks
  • Tuesday, August 6
  • Webinar
Gary Deutsch

Learn audit methods to identify shell company red flags.

Economic Review: 2nd Quarter 2019 GDP and July 30-31 FOMC Meeting Results
  • Tuesday, August 6
  • Webinar
Dr. Ed Seifried

Join us as Dr. Ed Seifried interprets the July 26th Gross Domestic Product (GDP), 2nd Quarter (Advance Estimate) Report issued by the Bureau of Economic Analysis (BEA). 

Check Warranties and Indemnifications
  • Wednesday, August 7
  • Webinar
Michael Jeffcoat

Learn the new definitions, warranties, and indemnifications as they relate to the updates to Reg CC

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