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. Master Excel: A Four-Part Series
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    • Live Session
    • Series
    Master Excel: A Four-Part Series
    4 Sessions scheduled for 75 minutes including question and answer period. Tuesday, August 10 and Wednesday August 11, 2021; 11:30 AM and 1:00 PM Eastern

    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
    • Live Session
    • Series
    Master Excel: A Four-Part Series
    Tuesday, August 10 and Wednesday August 11, 2021; 11:30 AM and 1:00 PM Eastern
    Miri Miller
    $499.00
  2. Understanding The Language Of Banking: A Deep Dive
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    • Live Session
    Understanding The Language Of Banking: A Deep Dive
    Scheduled for 60 minutes including question and answer period. Thursday, July 8, 2021; 2:00 PM Eastern

    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?
    • Live Session
    Understanding The Language Of Banking: A Deep Dive
    Thursday, July 8, 2021; 2:00 PM Eastern
    Byron Earnheart
    From $149.00
  3. Bank And Credit Union Financial Management Essentials
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    • Live Session
    • Series
    Bank And Credit Union Financial Management Essentials
    2 Sessions scheduled for 60 minutes including question and answer period. Monday, June 28 and Thursday, July 8, 2021; 2:00 PM Eastern

    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?
    • Live Session
    • Series
    Bank And Credit Union Financial Management Essentials
    Monday, June 28 and Thursday, July 8, 2021; 2:00 PM Eastern
    Byron Earnheart
    From $249.00
  4. 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
  5. Understanding Bank Financial Statements And Ratios
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    • Live Session
    Understanding Bank Financial Statements And Ratios
    Scheduled for 60 minutes including question and answer period. Monday, June 28, 2021; 2:00 PM Eastern

    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?
    • Live Session
    Understanding Bank Financial Statements And Ratios
    Monday, June 28, 2021; 2:00 PM Eastern
    Byron Earnheart
    From $149.00
  6. 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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