![](/images/products/large/705092.jpg)
Exploring Excel: Logic Formulas - IF, AND, OR, and Beyond
David H Ringstrom
90 Min
Product Id: 705092
This training program will help attendees recall how to avoid complex IF statements and apply the COUNTIF function to determine the number of times an item appears on a list. It will also demonstrate several key Excel features such as applying the IFNA function in Excel 2013 and later; applying alternatives to the IF function, such as IFS, CHOOSE, VLOOKUP, and others; the ISNA function vs. the IFERROR function, and much more.
![](/images/products/large/705262.jpg)
Reading and Understanding the Balance Sheet
Vincent DiCara
90 Min
Product Id: 705262
This training program will equip those involved with evaluating businesses and various balance sheet items with the knowledge to quickly understand what they tell you about a business. The webinar will take participants through several balance sheet elements such as current assets and liabilities, fixed assets and the role of depreciation, long-term liabilities, collateral, etc.
![](/images/products/large/705030.jpg)
Unveiling MS Office Application Suite 2016
Mitzi Katz
90 Min
Product Id: 705030
This training program will explore several new functionalities within the MS Office suite. For example, did you know Word 2013 can open PDF files directly? Charting has been revamped throughout the Office products, especially in Excel. This Excel webinar will serve as a quick start to learn the new features.
![](/images/products/large/705248.jpg)
Strategize Remote Deposit Capture: 7 Secrets of Successful RDC FIs
David Peterson
60 Min
Product Id: 705248
In this training program, participants will understand the strategic nature of RDC (Remote Deposit Capture), learn how RDC will affect business account analysis, and understand the relationship between RDC and mRDC. It will also discuss operational limitations, marketing limitations, and regulatory limitations and how to overcome them.
![](/images/products/large/705247.jpg)
Credit Policy for SBA Lending: Understanding Industry Standards
Charles H Green
60 Min
Product Id: 705247
This webinar will help evaluate the current state of institutional credit policy and analyze suggested process to determine consistency with SBA lending practices, while viewing credit policy through lens of certain SOP mandates.
![](/images/products/large/705141.jpg)
AICPA'S Financial Reporting Framework for Small and Medium Size Entities
Candace Leuck
90 Min
Product Id: 705141
Accountants and other financial professionals who deal with privately held entities wishing to reduce the cost and reporting burden that exists with reporting using generally accepted accounting principles should become familiar with the AICPA’s (American Institute of CPAs) recently developed accrual basis framework of accounting. This training program will deconstruct AICPA's financial reporting framework for small and medium size entities.
![](/images/products/large/705050.jpg)
Exploring Excel: The Pros and Cons of Linked Excel Workbooks
David H Ringstrom
90 Min
Product Id: 705050
This excel work book webinar will showcase how to link excel to word documents, databases, web pages, how to fix broken links, improve integrity of workbooks. Learning how to break links to other workbooks and data sources. Handouts and sample workbook with steps.
![](/images/products/large/704837.jpg)
Writing an Investigative Case Report | Findings and Recommendations
John E Grimes
90 Min
Product Id: 704837
This training program will discuss how to synthesize an abundance of investigative information into a concise, thorough, accurate, and unbiased report. It will also offer pointers on creating an easy to read, professional looking document. Attendees will learn to effectively organize case reports.
![](/images/products/large/705226.jpg)
Basics of Banking - Five Cs of Credit, FDIC and Non-FDIC, Emerging Technologies and Many More
David L Osburn
60 Min
Product Id: 705226
This banking basics training program will offer a broad perspective of the banking industry. It will offer a brief history of the modern US banking system and detail products and services offered by banks including depository accounts, lending, and trust. The webinar will also discuss: banking regulations, the five Cs of credit, investment products, and emerging banking technologies.
![](/images/products/large/705178.jpg)
Regulation E - The Basics and Error Resolution
Donna K Olheiser
90 Min
Product Id: 705178
Financial institutions have responsibilities and liabilities under Regulation E for consumer accounts when there are unauthorized transactions. However, the consumer account holder has some liability too. This webinar training will explore the limits of liability and help attendees understand who is liable for what amount, aided with real-life scenarios.
![](/images/products/large/705217.jpg)
Underwriting CRE Loans: Best Practices for Repayment viability
Charles H Green
75 Min
Product Id: 705217
This webinar training will discuss a basic approach to underwriting commercial real estate (CRE) loans. Learn how to prescreen CRE loan requests, handle formal loan applications, and understand the CRE cash flow model.
![](/images/products/large/705133.jpg)
How to Establish an Effective Internal Control System
David Sanders
90 Min
Product Id: 705133
This webinar will enhance participants’ knowledge by detailing the elements of internal controls. Internal controls are a key part of any organization's continued growth, performance and success. With fraud at an all-time high, a well-designed internal control structure will enhance operations by improving your department's over all security and effectiveness.
![](/images/products/large/705185.jpg)
AML Compliance and FinCEN Updates and its Implications
Armen Khachadourian
90 Min
Product Id: 705185
The webinar will provide an overview of the currency and monetary reporting requirements imposed by the Bank Secrecy Act. It will also discuss red flags that pose present and future challenges for regulated businesses. Recognizing and investigating suspicious activities is the key in safeguarding an organization's financial system from illicit use and combating money laundering. Timely and accurate reporting will promote national security through the collection, analysis, and dissemination of financial intelligence to the proper authorities.
![](/images/products/large/705202.jpg)
Demystifying Profit and Loss Statement
Vincent DiCara
90 Min
Product Id: 705202
The objective of this training program is to acquaint participants with various profit and loss statement items and what they tell you about a business. Analysts and others involved in the lending process use profit and loss statements as one of the tools that can educate and inform them about a business client.
![](/images/products/large/705187.jpg)
Overhauling Outdated Credit Decisioning: Understanding and Best Practices
David Peterson
60 Min
Product Id: 705187
In this training program, attendees will learn the 9 regulations governing payments risk and KYC/KYCC in which you may be out of compliance, as part of the process to overhaul outdated credit decisioning.
![](/images/products/large/703451.jpg)
Marketing and Advertising Compliance - The First UDAAP Hotspot
Kara Lamphere
90 Min
Product Id: 703451
This webinar will explain Unfair, Deceptive, and Abusive Act or Practices (UDAAP), including different standards for advertising over the internet and social media. It will also provide practical solutions for avoiding the pitfalls and still create meaningful advertisements.
![](/images/products/large/704505.jpg)
Preventing and Detecting Fraudulent Vendor Disbursements
John E Grimes
90 Min
Product Id: 704505
This training program will highlight various disbursement fraud schemes. It will also discuss preventing disbursement fraud by establishing a strong anti-fraud policy and understanding of the human factor.
![](/images/products/large/705180.jpg)
Exploring Excel: Fantastic Filtering Techniques
David H Ringstrom
90 Min
Product Id: 705180
Microsoft Excel has powerful tools that can be used to quickly tame large sets of data. This training session will help attendees discover techniques that can simplify and format data according to your audience.
![](/images/products/large/705104.jpg)
Make the Best of Government Guaranteed Lending: Credit Enhancement - Opportunities
Charles H Green
60 Min
Product Id: 705104
This training program will provide a brief overview of the SBA’s 7(a) loan guarantee program, the express loan program, and the 504/CDC loan program, as well as the USDA’s Business and Industry Loan program. The webinar will also analyze loan guarantee program benefits, credit enhancement and participation requirements. It will discuss the levels of participation and how lenders might qualify for delegated authority, depending on SBA lending experience and results.
![](/images/products/large/705150.jpg)
Advanced Excel Charting Skills Using Spinners, Sliders, Check Boxes, Other ActiveX Tools That Turn You Into a Guru
Joe Weil
100 Min
Product Id: 705150
This Excel training program will help attendees create interactive, dynamic Excel Charts helpful for financial modeling and dashboards. It will also help build Excel Charts to save time and eliminate manual input. Attendees will learn Excel Lookup functions, understand how to use INDEX and MATCH to retrieve data and chart with multiple criteria, learn how to use Excel dynamic named ranges with tables for chart automation, and more.