Search Trainings
Due Diligence Steps for Form 1099 Compliance
This course will cover compliance aspects relating to the new Form 1099-NEC, and the Form 1099-MISC. We will start by discussing the basics of 1099s including who must file, which transactions are reportable, and who receive 1099. We will then discuss due dili ...
- Basic & Intermediate
- 60 Mins
- Jason Dinesen
- Nov 30, 2022
Purchasing Cards: Overcoming Risks and Creating an Effective Program
This training program will detail the components of a successful purchasing card program. It will also discuss implementing proper purchasing card controls, types of risk including fraud and misuse, auditing techniques, and more.
- Basic & Intermediate
- 60 Mins
- Brian G. Rosenb
- Dec 01, 2022
Nailing Impromptu Speeches: The Secret to Speaking Easily and Brilliantly on the Spot
An impromptu speech is common. In business, at school, or at social and other public events, you are often unexpectedly called on to “make a few marks” or brief remarks about a specific topic. The ability to speak well on short notice is a useful skill. Imp ...
- Basic & Intermediate
- 60 Mins
- Lisa Kleiman
- Dec 01, 2022
Excel Power Query and PowerPivot
These days, there are tons of data coming in from many sources. You are expected to import all of that data, and then get meaningful results from that data. This course will help you do that.
- Basic & Intermediate
- 60 Mins
- Tom Fragale
- Dec 02, 2022
ACH Rule Update: review of 2022 and a look at 2023
During this webinar, we will review recent changes to the ACH rules and also discuss upcoming changes that might impact your organization or specifically, your role.
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Dec 02, 2022
Dealing with Office Gossip
How an organization deals with gossip can mean the difference between growing and thriving, or disintegrating from within. Office gossip is a fact of life - what you do with it is up to you. Come to this 60 min virtual meeting and find out the answers to your ...
- Basic & Intermediate
- 60 Mins
- Rhonda Scharf
- Dec 07, 2022
The Five Cs Of Commercial Credit: The Basic Elements Of Credit And Lending
First, banking commercial borrowers require lenders to evaluate both repayment abilities, and, in turn, necessitates analyzing both the short-term and long-term potential of borrowers. Enough positive cash flow to repay creditors and reward owners comes from ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- Dec 08, 2022
MAIL MERGE ESSENTIALS IN MICROSOFT WORD
Mail merge saves you significant time and effort, producing mass mailings and labels is much simplified, especially compared to the process of preparing individual letters or envelopes for many people One standard letter can be created and sent to a huge ran ...
- Basic & Intermediate
- 90 Mins
- Roman Kondratiu
- Dec 09, 2022
Advanced Commercial Loan Underwriting Certification
The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.
- Basic & Intermediate
- 3 Hours
- Dev Strischek
- Dec 16, 2022
AML Updates and the look ahead
Due to an evolving climate with AML regulations, you need to stay abreast of changes and the impact it has on you. Especially in a financial services industry where crime is rampant due to AML-related activities. We will explore the recent changes, and red fla ...
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Dec 16, 2022