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

Pivot Tables: Part 1

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you how to initiate a pivo ...

Live Webinar

Excel - Creating an Interactive Dashboard

No matter what business you are in, a dashboard is a critical tool in your communication armoury and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Jun 17, 2021
Live Webinar

Due Diligence Steps for Form 1099

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 ...

Live Webinar

NEW Nacha Rules UPDATES for 2021 and 2022

The NACHA Operating Rules are always changing, updates have recently been made and continue to be in place due to the current COVID-19 situation! There are six ACH Operations Bulletins posted by Nacha in 2020; four of them explain the updates to the Rules due ...

Live Webinar

Advanced Excel Skills for Accountants

Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX ...

Live Webinar

IRS Form 1099 Reporting: Compliance Requirements

This course will cover all the basics of Form 1099-MISC compliance, including what the form is, what payments are reportable, who receives a 1099, penalties for late filing, and how to get out of penalties. We will also cover a new form coming for 2020 -the Fo ...

Live Webinar

Preparing for a BSA/OFAC Regulatory Examination

The BSA examination process is intended to assess the effectiveness of a financial institution’s BSA compliance program and the institution’s compliance with the regulatory requirements related to the BSA. A regulatory examination should cover a review of the ...

Live Webinar

Report Writing Techniques for Auditors and Risk Management Professionals

The information provided in the audit report needs to inform your audit client and sometimes persuade them of your recommendations. The key to writing a focused report is knowing your readers and how they plan to use the report. And because the report is usual ...

Live Webinar

Unauthorized Returns – What’s NEW? What’s Changing?

To ensure compliance with the NACHA Operating Rules, the RDFI must be aware of the options when returning unauthorized Returns and the ODFI aware of the different Return Reason Codes and what they mean. In this 90-minute session, the trainer will cover all the ...

Live Webinar

Writing an Effective Credit Memo

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...