Finance and Accounting

To adequately manage your institution and interpret borrowers’ financial statements, you need a thorough understanding of finance and accounting. The topics featured in this pathway will reveal how to calculate the numbers and what they mean.

Finance and Accounting

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  1. Cryptocurrencies 101: What Every Investor, Banker, And Consumer Needs To Know
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    Cryptocurrencies 101: What Every Investor, Banker, And Consumer Needs To Know

    Financial compliance attorney Timothy Dunfey will explain the basic concepts behind cryptocurrencies and their current uses. You will learn how these alternative currencies will affect you and how to avoid risks.

    What You'll Learn

    • What are the basic functions of money? How do cryptocurrencies fulfill them?
    • What are the current real-world uses for alternative currencies?
    • How do Bitcoin, Litecoin, and other cryptocurrencies differ?
    • What are the uses of blockchain and smart contracts?
  2. Central Bank Digital Currencies Global Update for Q1 2022
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    • On-Demand
    • Free Webinar
    Central Bank Digital Currencies Global Update for Q1 2022

    Currency experts Tim Dunfey and Ross Delston will decipher the Fed’s 40-page paper and highlight the main issues for banks, credit unions, and fintech providers. You will learn how to respond and prepare.

    Topics Covered

    • How would a CBDC differ from other forms of digital currency?
    • How will banks and credit unions be involved?
    • Would this be good or bad for traditional financial institutions?
    • Would a CBDC replace or augment fintech offerings?
    • What privacy and security risks are created by a CBDC?
    • How could a CBDC accelerate payments?
    • How are other countries’ central banks approaching digital currency?
    • Should you respond to the Fed’s discussion paper?
    • On-Demand
    • Free Webinar
    Central Bank Digital Currencies Global Update for Q1 2022
    Tim Dunfey and Ross Delston
    $0.00
  3. The Keys For Success Between Fintech Providers And Banks
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    The Keys For Success Between Fintech Providers And Banks

    Acclaimed contracts attorney Jim Bergman will help you identify the issues, risks, and rewards of the rapidly evolving fintech and banking landscape. You will learn how to navigate the new operational path.

    What You'll Learn

    • What are the five key elements that drive operations excellence?
    • What are the operational challenges that fintech firms and banks face today?
    • How can you establish operational excellence as a competitive advantage?
    • What are the critical skills you need to succeed?
    • What are the measures of success?
    • How can financial institutions and fintech providers collaborate successfully?
  4. Microsoft® Excel How To: Formatting
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    • Live Session
    Microsoft® Excel How To: Formatting
    Scheduled for 90 minutes including question and answer period. Wednesday, May 18, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will show you how to use Excel’s formatting features. This interactive webinar will provide an opportunity for hands-on practice and a knowledge check.  

    What You'll Learn:

    • Formatting worksheets
    • Easy ways to copy formats
    • Using styles
    • Conditional formatting
    • Live Session
    Microsoft® Excel How To: Formatting
    Wednesday, May 18, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  5. How To Create Microsoft® Excel Workbooks
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    • Live Session
    How To Create Microsoft® Excel Workbooks
    Scheduled for 90 minutes including question and answer period. Monday, May 16, 2022; 5:00 PM Eastern

    Microsoft® Certified Trainer and Excel expert Jackie Kiadii will show you how to create Excel workbooks. This interactive webinar will provide an opportunity for hands-on practice and a knowledge check. 

    What You'll Learn:

    • Five ways to create an Excel workbook in less time
    • How to navigate the workbook
    • The quickest way to select data
    • Entering text and numbers
    • Copying, cutting, pasting, and moving data
    • Saving workbooks to multiple formats
    • Live Session
    How To Create Microsoft® Excel Workbooks
    Monday, May 16, 2022; 5:00 PM Eastern
    Jackie Kiadii
    From $189.00
  6. Master Excel: A Four-Part Series
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    • On-Demand
    • Series
    Master Excel: A Four-Part Series

    Excel expert Miri Miller will walk through the basics of Excel and move into advanced Excel tools with hands-on examples and shortcuts. You will learn the powerful features of Excel.

    Series Includes

    • Excel Fundamentals
    • Next Steps with Excel
    • Intermediate Excel
    • Advanced Excel
    • On-Demand
    • Series
    Master Excel: A Four-Part Series
    Miri Miller
    From $499.00
  7. Understanding The Language Of Banking: A Deep Dive
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    • On-Demand
    Understanding The Language Of Banking: A Deep Dive

    Renowned community banking podcaster Byron Earnheart will demystify the terminology used in bank and credit union management. You will learn how to apply essential language and concepts to your institution.

    What You'll Learn

    • How should you identify strengths, weaknesses, opportunities, and threats?
    • How can you calculate your institution’s profit margin?
    • How does leverage work? Who bears the risk?
    • Can you use deposits to make a profit?
    • What do bank and credit union balance sheets reflect?
    • How should you calculate ROA and ROE growth?
    • How much capital does your institution need?
    • What 12 decisions drive bank financial performance?
  8. Bank And Credit Union Financial Management Essentials
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    • Series
    Bank And Credit Union Financial Management Essentials

    Renowned community banking podcaster Byron Earnheart will explain what financial statements, ratios, and other metrics reveal about a financial institution’s performance. You will learn how to use the numbers and language of banking.

    Topics Covered in this Series

    • How are bank and credit union financial statements organized?
    • Why are these documents structured in this way?
    • What are the 11 ratios used most often in banking?
    • What can the ratios reveal about a financial institution?
    • How do bankers routinely use ratios?
    • How should you identify strengths, weaknesses, opportunities, and threats?
    • How can you calculate your institution’s profit margin?
    • How does leverage work? Who bears the risk?
    • Can you use deposits to make a profit?
    • What do bank and credit union balance sheets reflect?
    • How should you calculate ROA and ROE growth?
    • How much capital does your institution need?
    • What 12 decisions drive bank financial performance?
  9. Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced
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    • Series
    Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced

    Data analyst and Excel master Miri Miller will guide you through these two fast-paced sessions. You will learn a massive amount in a short time and come away being able to apply these new skills to your spreadsheets immediately.

    What You'll Learn

    • Excel terms and navigation
    • Data organization through filtering and sorting
    • Transpose
    • Text functions and nest statements
    • Basic math functions
    • Advanced math functions
    • VLookup
    • XLookup
    • Advanced functions
    • PivotTables for large quantities of data
    • Visualizations and PivotCharts
  10. Understanding Bank Financial Statements And Ratios
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    • On-Demand
    Understanding Bank Financial Statements And Ratios

    Renowned community banking podcaster Byron Earnheart will demystify financial institution statements. You will learn how to read, calculate, and interpret the numbers.

    Topics Covered

    • How are bank and credit union financial statements organized?
    • Why are these documents structured in this way?
    • What are the 11 ratios used most often in banking?
    • What can the ratios reveal about a financial institution?
    • How do bankers routinely use ratios?
    • What revelations can you glean from financial statements?
  11. Advanced Tax Return Analysis for Bankers
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    • On-Demand
    Advanced Tax Return Analysis for Bankers

    David Osburn, an expert in business tax reporting, will explain what details you can discover about a business from its tax filings. You will learn advanced tax return analysis strategies that you can apply to more effectively work with your business clients and reduce risk for your institution.

    What You'll Learn

    • How does business structure affect corporate tax returns?
    • What do tax returns reveal about cash flow?
    • How should businesses report Section 179 depreciation? How should financial institutions handle these deductions?
    • What strategies are used to report investments, their gains, and losses?
    • How should businesses handle real estate, including personal residences, rentals, home offices, and 1031 tax-free exchanges?
    • How are employer-provided benefits, such as qualified retirement plans and health savings accounts (HSAs), reported, and taxed?
    • What are the most effective retirement planning strategies?
    • How do businesses handle estate planning?
    • What year-end tax strategies do companies frequently employ?
    • How are changes to the tax code, including the Tax Cuts and Jobs Act (TCJA), affecting business owners?

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