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NEW! Nacha Operating Rules Changes for 2021 and 2022
The NACHA Operating Rules are always changing, updates have recently been made and continue to be in place due to the current COVID-19 situation! There are six ACH Operations Bulletins posted by Nacha in 2020; four of them explain the updates to the Rules due ...
- Basic & Intermediate
- 90 Mins
- Donna Olheiser
- Mar 03, 2021
EBIT/EBITDA - Understanding Your Profit and Loss Statement
This training program will review different types of profit and loss statements, including a QuickBooks profit and loss standard layout as a complex, multi-fund example. Attendees will learn how to analyze growth or loss within a business or department by comp ...
- Basic & Advanced
- 90 Mins
- Brian G. Rosenb
- Mar 09, 2021
Financial Projections for Determining a Borrower’s Ability to Repay a 12-Month Seasonal Line of Credit
Critical role of revenues in projecting financial statements and cash flow Projection of income statement, balance sheet and cash flow to calculate loan needed to support projection and ability of the borrower to repay in full Evaluation of underlying a ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- Mar 11, 2021
The New FCRA CFPB Compliance Requirements Metro 2 and e OSCAR
During this Webinar, we will go over the foundational elements of Metro 2 e OSCAR and the FCRA CFPB requirements. As always, updates to rules, regulations occur, and you need to be informed of recent changes. We will go over all these details and more during t ...
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Mar 11, 2021
Finance & Accounting Simplified Three Webinars in One!
Three related Finance & Accounting topics are presented in this Webinar: Making of Financial Statements Transforming transactions to statements Interactive exercises to illustrate the accounting process Overview of the entire accounting process is simple ...
- Basic & Intermediate
- 90 Mins
- Carl Young
- Mar 17, 2021
10 Productive Excel Features for Accountants (and 3 Timewasters)
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 abou ...
- Basic
- 60 Mins
- David H. Ringst
- Mar 22, 2021
GDPR & California Consumer Privacy Act
During this session we will discuss GDPR & California Consumer Privacy Act (release 2020). Why it’s important and also, why are stricter rules and regulations being created. Is it with the public in mind?
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Mar 22, 2021
14 Tools for Credit Risk Management- Credit Risk Discipline Tools
This webinar will help you to build, implement, and maintain strong credit culture. This course offers 14 tools to test and check the strength of the organization’s credit risk management and techniques for remediating and improving credit culture and credit r ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- Mar 23, 2021
What It Takes to be the Auditor-In-Charge
The success of an audit engagement will often depend on how well the AIC carries out those functions. This webinar will help you understand the skills needed and the responsibilities of the AIC.
- Basic & Intermediate
- 90 Mins
- Jonnie T. Keith
- Mar 24, 2021
Rolling Forecasts The New Way to Budget
The current technology-driven turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future which is unexpectedly unpredictable. Changes are constant. Companies struggle t ...
- Basic & Intermediate
- 75 Mins
- Carl Young
- Mar 24, 2021