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80 results of "Banking & Insurance x" and "Insurance x"
Live Webinar

Introduction to Spreadsheets: Part 1

If you’ve never worked with Excel spreadsheets or you haven’t for several years, this session is just what you need. Excel expert David Ringstrom, CPA, takes you step-by-step through the basics of Excel spreadsheets, enabling you to create functional spreadshe ...

Live Webinar

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 ...

Live Webinar

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
Live Webinar

Excel - Creating an Interactive Dashboard

No matter what business you are in, a dashboard is a critical tool in your communication armoury and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Mar 18, 2021
Live Webinar

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?

Live Webinar

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.

Live Webinar

Processing Unauthorized ACH Returns (with R11 Return Reason Code)

To ensure compliance with the NACHA Operating Rules, the RDFI must be aware of the options when returning unauthorized Returns and the ODFI aware of the different Return Reason Codes and what they mean. In this 90-minute session, the trainer will cover all th ...

Live Webinar

New Overtime Rules, Payroll Rules & Administration Made Simple

This webinar covers the complete context of payroll rules and administration made simple. It starts with the basic classification of workers properly classified as Contractors or Workers. Rules for Payment and administration of Contractors are outlined. Rules ...

  • Basic & Intermediate
  • 60 Mins
  • Carl Young
  • Apr 01, 2021
Live Webinar

Putting the Quality in Audit Reports

How well you communicate that information is critical to getting management’s acceptance of your findings and their agreement with your recommendations. A well-written audit report adds value to your clients by providing information that is :  Accurate Obj ...

Live Webinar

Introduction to Payroll Law

Are you responsible for payroll or employer tax withholding compliance?  Or maybe you were recently hired or promoted into the payroll department.During your indoctrination, you are surprised at all the interesting things to do and how important this role is t ...