Search Trainings
Travel and Expense Policy Development and Automation
In this webinar training, you will learn how to create, maintain, and enforce a T&E policy for your organization. The Instructors will discuss the key components and best practices for policies.
- Basic & Intermediate
- 60 Mins
- Brian G. Rosenb
- Jul 18, 2019
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 ...
- Basic & Intermediate
- 90 Mins
- David Sawyer
- Jul 22, 2019
Finance for Non-Financial Managers: Accounting, Analysis and Budgeting - SHRM & HRCI Accredited
In many organizations, operationally responsible managers have been made accountable for the financial performance of their divisions. This means that these managers need to have a firm grip on using a wide range of financial reports and information - making u ...
- Basic & Intermediate
- 90 Mins
- Candace Leuck
- Jul 23, 2019
EBIT/EBITDA - Understanding Your Profit and Loss Statement- SHRM & HRCI Accredited
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 ...
- Basic & Intermediate
- 90 Mins
- Candace Leuck
- Jul 24, 2019
Metro 2, e-OSCAR and the New FCRA/CFPB Compliance Requirements
Most credit reporting disputes are handled through the e-OSCAR/ACDV system, which has had recent updates that affect data furnishers' legal obligations in regard to these disputes. This is an active area of litigation and regulatory scrutiny that is consistent ...
- Basic
- 60 Mins
- Gina J. Lowderm
- Jul 25, 2019
PCI Compliance – What your company needs to do to get there
Your company MUST be PCI compliant if it receives payments in the form of credit cards, checks and wires? As our technology base in the world has improved and made our lives easier, so has the threat of having our identities stolen. Each year we hear of severa ...
- Basic & Advanced
- 60 Mins
- Ronald Sereika
- Jul 25, 2019
Understanding Operational Risk Management
The Basel Accords requirements regarding operational risk. Techniques that are used for assessing, managing and mitigating operational risk Understanding the link between Operational Risk Management (ORM) theory and practice Receive guidance in setting-o ...
- Basic & Intermediate
- 90 Mins
- Stanley Epstein
- Jul 25, 2019
ACH Government Payment Processing - Handling Death Notification Entries (DNEs) and Reclamations
This 90-minute session will discuss details about how processing federal government payments differ from the NACHA Operating Rules. You will learn what the green book is and how this valuable on-line tool will help you with processing DNE’s and government recl ...
- Basic & Intermediate
- 90 Mins
- Donna Olheiser
- Jul 30, 2019
Blockchain and Cryptocurrencies: FAQs, Facts and Latest Updates for CPAs
Join us for this webinar with expert speaker Shehan Chandrasekera as he explains blockchain technology and cryptocurrency in a language you can understand—the language of financial services. This session will focus on FAQs about cryptocurrencies, and current u ...
- Basic & Intermediate
- 60 Mins
- Shehan Chandras
- Jul 30, 2019
New IRS Partnership Rules - SHRM & HRCI Accredited
The Bipartisan Budget Act of 2015, changed how the IRS will handle partnership audits starting with the tax year 2018. The act removes the old TEFRA rules and replaces them with uniform audit rules that cover all partnerships unless certain elections occur. T ...
- Intermediate
- 60 Mins
- Nick Preusch CP
- Aug 06, 2019