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461 results of "Banking & Insurance x"
Live Webinar

NEW! Nacha Operating Rules Changes 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

EBIT/EBITDA - Understanding Your Profit and Loss Statement

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 ...

Live Webinar

Introduction to Spreadsheets: Part 1

If you’ve never worked with Excel spreadsheets or you haven’t for several years, this session is just what you need. Excel expert David Ringstrom, CPA, takes you step-by-step through the basics of Excel spreadsheets, enabling you to create functional spreadshe ...

Live Webinar

Financial Projections for Determining a Borrower’s Ability to Repay a 12-Month Seasonal Line of Credit

  Critical role of revenues in projecting financial statements and cash flow Projection of income statement, balance sheet and cash flow to calculate loan needed to support projection and ability of the borrower to repay in full Evaluation of underlying a ...

Live Webinar

The New FCRA CFPB Compliance Requirements Metro 2 and e OSCAR

During this Webinar, we will go over the foundational elements of Metro 2 e OSCAR and the FCRA CFPB requirements. As always, updates to rules, regulations occur, and you need to be informed of recent changes. We will go over all these details and more during t ...

Live Webinar

Form 1099- MISC Compliance, Due Diligence, Reporting Requirements

This webinar will discuss reporting 2020 information as required on Forms 1099-MISC and 1099-NEC in early 2021 as well as expected updates to the forms for reporting 2021 information. The webinar will cover specific reporting requirements for various types o ...

Live Webinar

Finance & Accounting Simplified Three Webinars in One!

Three related Finance & Accounting topics are presented in this Webinar: Making of Financial Statements Transforming transactions to statements Interactive exercises to illustrate the accounting process Overview of the entire accounting process is simple ...

  • Basic & Intermediate
  • 90 Mins
  • Carl Young
  • Mar 17, 2021
Live Webinar

Excel Spreadsheets: Ensuring Data Integrity and 21 CFR Part 11 Compliance

This interactive webinar explains how to configure and validate a GxP compliant spreadsheet applications to avoid FDA 483s. Follow the step-by-step instructions as we configure Excel for audit trails, security features, and data entry verification. Understand ...

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
  • Mar 18, 2021
Live Webinar

10 Productive Excel Features for Accountants (and 3 Timewasters)

In this presentation Excel expert David H. Ringstrom, CPA cherry-picks 10 of the best features in Excel that can make accountants more productive. He’ll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You’ll learn abou ...