Search Trainings

102 results of "Banking & Insurance x" and "SOX Compliance and Internal Controls x"
Live Webinar

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 ...

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

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 ...

Live Webinar

Form 1099- MISC Compliance, Due Diligence, Reporting Requirements

This webinar will discuss reporting 2020 information as required on Forms 1099-MISC and 1099-NEC in early 2021 as well as expected updates to the forms for reporting 2021 information. The webinar will cover specific reporting requirements for various types o ...

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

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

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
Live Webinar

THE TAX WORLD COVID-19: CHANGES PROFESSIONALS NEED TO KNOW

This course will cover everything you need to know about year-end 2020 issues relating to W-2s and 1099s. It will also cover what’s new with business tax returns, including how the Tax Cut and Jobs Act of 2017 affects business returns, as well as the CARES Act ...

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 ...