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

Auditing Spreadsheets

You’ll learn techniques for verifying the integrity of even the most complicated Excel workbooks in this webcast presented by Excel expert David Ringstrom, CPA. He shows you how to use Excel’s formula auditing and error-checking tools, how to verify which cell ...

Live Webinar

Commercial Loan Documentation

This webinar will expose participants to five steps in the loan documentation process, which includes: Identifying the Borrower  Identifying and Documenting the Collateral  Evidencing the Debt  Attaching the Collateral Perfecting the Security Interest ...

Live Webinar

Compliance with Regulation E and ACH Unauthorized Returns

In this 90-minute session, compliance with Reg E and the Nacha Operating Rules when returning transactions that are unauthorized. We will also discuss and define the limits of liability and who is liable for what amount while providing some real-life scenarios ...

Live Webinar

What it Takes to be the Auditor-In-Charge

The success of an audit engagement often depends on the performance of the Auditor-In-Charge. There are certain skills and attributes and AIC must master to successfully lead an audit engagement. They must understand the key audit standards to grasp the respon ...

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 to ...

Live Webinar

ITEMIZED DEDUCTION UPDATES - WITH EXAMPLES & CASE STUDIES

Being a Tax Professionals or CPA or Financial Advisor or any finance professional you would have been definitely ask this question Is this deductible? Because every taxpayer wondered if you can itemize deductions on your tax return? Actually, they wondered wh ...

Live Webinar

Analyzing Property Management Reports

In this excellent course, Excel expert David Ringstrom, CPA, teaches you how to work effectively with reports exported from property management software into Excel. He explains the pros and cons of exporting to Excel directly versus the comma-separated value f ...

Live Webinar

Sort, Prioritize, and Get Work Done Right in Your Inbox Demonstrated in Outlook 2016. Principles work int 2013 and 2019.

Is the avalanche of email appearing in your Inbox every morning sapping your motivation and slowing your progress toward your goals? Then attend this webinar and learn the secrets for stopping email from stifling your energy and suffocating your daily workflow ...

Live Webinar

Mastering Excel: Rising Above the VLOOKUP Function

Excel expert David Ringstrom, CPA, shares helpful tweaks you can use with the venerable VLOOKUP function. In this invaluable presentation, he explains alternatives to VLOOKUP, including the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions ...

Live Webinar

How to Assess Risks and Evaluate Controls

One of the primary objectives of every auditor is to assess organizational risks and evaluate the effectiveness of the controls established by management to mitigate those risks. The Institute of Internal Auditors has set forth the standards for auditors to us ...