Search Trainings
Management of Currency Risks
Currency risk exists in most corporations as well in many investment portfolios. In the case of corporations, the presence of currency exposure is not always well identified, monitored or managed. Also, the risk of currency exposures from a FX market perspecti ...
- Basic & Intermediate
- 60 Mins
- Robert Geary
- Apr 30, 2019
CRA Sunshine Act and Your Reporting Requirements
The Community Revestment Act has been in effect for several years.One of the sections of the Act discusses the fact that banks can count as a positivty activity monies, in-kind payments, and activity that can have monetary activity/value.As the Act matured and ...
- Basic & Intermediate
- 60 Mins
- Thomas Nollner
- May 01, 2019
Investment Performance Risk: Detailed Review of Leverage
All investors and money managers know that investing has risks. A primary aspect of investing is managing investment performance risk and doing so in the context of one’s return objectives. This presentation examines investment performance risk from the perspe ...
- Basic & Intermediate
- 60 Mins
- Robert Geary
- May 02, 2019
199A Deduction for Pass-Through Businesses
The Tax Cuts and Jobs Act brought sweeping changes to the United States’ Federal Tax Code. Among these broad changes is the 199A deduction for pass-through entities. In this webinar, Ron Wainwright will discuss the new and complicated elements of the deduction ...
- Basic & Intermediate
- 60 Mins
- Ronald G. Wainw
- May 08, 2019
Controller Challenges in Changing Times
The turbulent ever changing and the technology driven world of business requires changing and evolving roles for Controllers. The changing focus is more on the soft side of the business rather than accounting & reporting. It is more about people pleasing than ...
- Basic & Intermediate
- 60 Mins
- Carl Young
- May 09, 2019
A look at Flood Insurance during Natural Disasters
Flooding is the most common natural disaster in the United States. It's also the most expensive, costing homeowners, insurers and the government billions each year. If most of your customer’s wealth is tied up in their house, they may be risking financial ruin ...
- Basic & Intermediate
- 60 Mins
- Gina J. Lowderm
- May 09, 2019
Compilation and Review Update - New Formats, SSARS21
This training program leads to an understanding of the recently effective SSARS 21 which supersedes SSARS 19. It will provide insight for accountants in public practice and accountants in the industry who will be engaged in compilation and review services.
- Basic & Intermediate
- 90 Mins
- Candace Leuck
- May 30, 2019
Rolling Forecasts The New Way to Budget
The current technology driven turbulent business environment present many challenges to business manager. One primary challenge is the ability to predict and plan for the future which is unexpectedly unpredictable. Changes are constant. Companies struggle to ...
- Intermediate
- 75 Mins
- Carl Young
- Jun 05, 2019
Recruiting, Training, and Maintaining a Qualified AML Team
It is of upmost importance for a financial institution to have a trained, skilled, and qualified AML team. This webinar will help you understand why this team in important, how you can recruit and train the team, how you can keep the team at your institution, ...
- Basic & Intermediate
- 60 Mins
- Thomas Nollner
- Jun 05, 2019
How Blockchain and Cryptocurrency May Change Your Business Model
Blockchain and cryptocurrency are being discussed heavily in the technology and regulatory communities. But for the common business owner, it’s hard to determine what is hype and what is real Are blockchain and cryptocurrency really going to change business ...
- Basic & Intermediate
- 60 Mins
- Shawn McBride
- Jun 06, 2019