Executive and Director Education
Take your leadership to the next level. Browse upcoming events and on-demand videos and register for your Executive and Director Education event today.
Upcoming Courses
Analyzing Corporate and Personal Tax Returns for Lenders (2-Part Webinar Series)
Small business lenders often rely on tax returns when analyzing a borrower. Tax returns do provide significant information for evaluating the small […]
Overview of ALM Asset Liability Management for Interest Rate Risk and the Role of ALCO
This 90-minute accounting training provides an overview of ALM. It focuses on ALM principles and ALM measurement techniques, and auditor or reviewer […]
Overview of FDICIA and SOX for Bank Internal and External Auditors
This banking webinar identifies and explains historical events and legislative milestones. It especially focuses on two major laws: FDICIA of 1991 SOX […]
Using Risk Assessment to Develop Your Audit Plan
This audit webinar is valuable for internal auditors at all levels. It is designed for auditors who are responsible for auditing, reviewing […]
Use of Analytical Procedures (APs) in the Banking Environment
Financial Statement information at times appears to be overwhelming. Directors, managers, officers, auditors, reviewers, investors, controllers, regulators and others often try to […]
Recent Playback Courses
Call Report Preparation for Banks: 2-Part Introductory Training – FFIEC #041 and #031
The first of this 2-part series covers the basic requirements for two (2) of the three (3) quarterly bank “Call Reports.” It […]
Call Report RC-R: Complying with Basel III Minimum Regulatory Capital Standards
Arguably the most important Call Report Schedule and probably the most difficult to complete is Schedule RC-R. That Schedule is designed to […]
New Model for Analyzing Bank Financial Statements: Using Financial Statements to Learn About a Bank and Its Business
This 90-minute bank webinar gives newcomers to banking, as well as veterans to the industry a quick, easy-to- approach to the understanding […]
Risk Rating and Monitoring Your Treasury Customers
Financial institutions struggle with understanding how to effectively risk rate their treasury clients based on products and services, financial status, bank statement […]
Mitigating Tomorrow’s Loan Problems Today
The devastating impact of the COVID-19 virus on the economy makes it appropriate to step back and objectively assess the potential for […]
Small Business Underwriting: Evaluation, Underwriting and Policy
Large corporate borrowers tend to attract many bankers’ attention, but the fact is that many banks find their markets are comprised of […]
Rethinking Bank Audit Efficiency: The Overall Approach, Risk Obsession, Integrated Audit, and use of AI
This bank audit webinar is for both external and internal auditors, seasoned and new. It focuses on the need for changing the […]
Lease Capitalization—How Moving from Off-Balance Sheet to On-Balance Sheet Affects Borrowers and Lenders
Lease capitalization is 1 of 3 GAAP changes occurring very close together—revenue recognition, current expected credit loss, and lease capitalization. Lease capitalization […]
