On Demand Programs
AI In Banking: Strategic Insights and Practical Applications-Fa24
In this course, we’ll delve into the fascinating world of artificial intelligence (AI) and its transformative impact on the banking industry.
Business Financial Statements and Tax Returns – Cash vs. Accrual Accounting Refresher-Fa25
This program provides a refresher for the key issues in determining which method of accounting is being used when reviewing financial statements, and what it means for the analysis process.
Business Financial Statements and Tax Returns – Developing and Analyzing Key Financial Ratios-Fa25
This program covers how to calculate and analyze the basic set of financial statement (or tax return) ratios for operating businesses.
Business Financial Statements and Tax Returns – Navigating and Analyzing a Business Tax Return-Fa25
This program unlocks the key issues in analyzing business tax returns by creating a business tax return from a conventional financial statement.
CECL Foundations-Sp25
This program is aimed to equip participants with the knowledge and tools necessary to confidently navigate the CECL landscape consistent with emerging best practices.
Commercial Lending – Expanding from Global Cash Flow into Global Analysis-Sp25
This seminar covers common versions of global cash flow (GCF) analysis being used by bankers, with a focus on GCF as part of the underwriting process in most medium- to smaller-sized businesses and self-employed lending situations.
Commercial Lending – Improving Commercial Loan Pricing and Profitability-Sp25
Learn how to improve your bank’s loan pricing and profitability in three key steps.
Commercial Lending – Loan Agreements and Covenants-Fa25
This program covers the basics of loan agreements, starting with the typical structure of the document and the roles of financial and non-financial covenants (some covenants achieve more than one objective).
Construction Lending – Administering and Monitoring Commercial Construction Loans-Fa25
This program covers the important steps involved in effectively administering commercial construction loans, including common errors to avoid.
Construction Lending – Administering and Monitoring Residential Construction Loans-Sp25
This program provides an overview of the major issues involved in consumer or residential construction lending, primarily to individuals having a home built or remodeled.
Emotionally Intelligent Leadership-Fa25
Emotionally intelligent leaders of teams create psychologically safe workplaces that lead to improved employee job satisfaction, retention, creativity, performance and wellbeing.
Employee Retention Strategies in a Dynamic Labor Market-Fa25
In this session, we recognize the challenges organizations face due to low availability of talent in the current market, identify today’s unique workplace issues requiring employers to implement proactive strategies to retain talent and define strategies to retain top talent that can be implemented immediately.
Grow Deposits & Relationships with Transformative Branch Conversations-Fa25
This workshop will provide an approach to developing your people, who are the essential differentiators for your bank, from the many impersonal digital options.
Onboarding Your New Hire – An Experience or an Afterthought?-Sp25
Raise the bar when it comes to engaging and training new hires. This program is aimed at management and anyone that hires, trains and onboards new employees.
Optimizing Interest-Bearing Deposit Strategies-Fa25
In this session, participants will delve into many of the advanced strategies for optimizing interest-bearing deposit accounts, focusing on systematic approaches to pricing and promotion in various categories such as disclosed, promoted, negotiated, and retention strategies.
Personal Tax Returns and Cash Flow – Advanced Personal Cash Flow Issues, Including Capital Gains-Fa25
Many bankers underwrite loans primarily from personal and business tax returns, particularly at the community bank level. What reported income is actually cash flow? How can we properly assess a large capital gain (or loss)? How can you determine of an item is recurring? Why should you exclude non-recurring items? How do loss carryforwards affect cash flow? What is the Section 179 deduction? This program provides answers and provides case examples.
Strategic Planning for Your Community Bank – It’s All About Your Strategy-Fa25
In this session, attendes will walk away with tools and ideas to create your own unique strategic plan.