Audit & Accounting Webinars

 

Printable Webinar Schedule

Series

2018 Call Report Series

Series

2019 C-Suite Series

Series

2019 Call Report Series

Series

2019 Regulation E Series

Recorded
Webinar
3/1/18

CECL Rule Overview: Preparation, Planning & Data Collection

Recorded
Webinar
3/21/18

Call Report Series:
Introduction to Call Report Preparation

Recorded
Webinar
4/17/18

Compliance Series:
Compliance Rules All Staff Must Know: Red Flags for Identity Theft, Bribery, Privacy & Ethical Considerations

Recorded
Webinar
6/5/18

Call Report Series:
Examining Bank Assets, Liabilities & Income in Call Report Preparation

Recorded
Webinar
7/10/18

Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate

Recorded
Webinar
7/23/18

Understanding Tax Reform: Community Bank Taxation in 2018 & Beyond

Recorded
Webinar
7/25/18

Call Report Series:
Preparing Call Report Basic Lending Schedules: Coding, Classifications & Loan Loss Allowance

Recorded
Webinar
8/8/18

CECL: Making Strategic Decisions Regarding Methodologies, Processes & Governance

Recorded
Webinar
8/14/18

Fair Lending Comparative File Review

Recorded
Webinar
9/18/18

Call Report Series:
Call Report Preparation: Schedule RC-R, Regulatory Capital & the Capital Conservation Buffer

Recorded
Webinar
10/25/18

Call Report Series:
Complex Call Report Lending Schedule Preparation

Recorded
Webinar
10/31/18

Form 1099 Reporting: Third-Party Vendors, Foreclosures, Debt Forgiveness & More

Recorded
Webinar
12/6/18

Auditing for HMDA Compliance, Including New Data Collection Rules

Recorded
Webinar
12/11/18

Call Report Series:
Improving Efficiency in Call Report Preparation: Documentation, Accuracy & Common Errors

Tuesday
Jan 8
2019

Record Retention & Destruction Rules: Paper & Electronic

Monday
Jan 14
2019

FFIEC Exam Procedures for Business Continuity

Wednesday
Jan 16
2019

Call Reports 2019 Update

Thursday
Jan 17
2019

IRA & HSA 2019 Update, Including Tax Reform Considerations

Thursday
Mar 7
2019

C-Suite Series: Strategic Decisions Regarding CECL Methodologies, Processes & Governance

Wednesday
May 1
2019

Troubled Debt Restructuring: Identifying & Accounting for Impaired Loans

Thursday
May 2
2019

Call Report Series: Call Report Basics, Including Balance Sheet, Income Statement & Related Schedules

Thursday
Jun 13
2019

Call Report Series: Preparing Call Report Lending & Allowance-Related Schedules

Tuesday
Jul 2
2019

ALLL Supporting Documentation: Current Rules & Future Expectations Under CECL

Tuesday
Jul 23
2019

Call Report Series: Call Report Regulatory Capital, Including Key Changes & Other Schedules

Thursday
Aug 15
2019

FFIEC Cyber Security Risk Assessments: Policy, Recent Findings & Recommendations

Tuesday
Aug 20
2019

Call Report Series: Introduction to Call Report Loan Classifications

Wednesday
Sep 4
2019

Auditing E-Policies & Procedures: Risks, Rules & Records

Tuesday
Sep 10
2019

Conducting the 2019 ACH Audit

Tuesday
Sep 17
2019

Regulation E Series: Auditing for Reg E Compliance

Thursday
Oct 24
2019

Commercial Loan Annual Credit Review

Tuesday
Nov 19
2019

Robbery Preparedness: Meeting Your Annual Compliance Requirement

Tuesday
Dec 3
2019

IRS Reporting Requirements: 1098s, 1099s, TINs & Backup Withholding

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