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.
In this course, we’ll delve into the fascinating world of artificial intelligence (AI) and its transformative impact on the banking industry.
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.
This program covers how to calculate and analyze the basic set of financial statement (or tax return) ratios for operating businesses.
This program unlocks the key issues in analyzing business tax returns by creating a business tax return from a conventional financial statement.
This program is aimed to equip participants with the knowledge and tools necessary to confidently navigate the CECL landscape consistent with emerging best practices.
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.
Learn how to improve your bank’s loan pricing and profitability in three key steps.
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).
This program covers the important steps involved in effectively administering commercial construction loans, including common errors to avoid.
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.
This program briefly reviews some issues of the entire appraisal process, such as selecting and engaging a qualified appraiser, but focuses primarily on the current rules and guidelines that apply to the review process.
This program demonstrates (from a case study) the key variables and concepts for determining real estate cash flow, including transaction-level stress-testing and where to find information from existing sources, such as tax returns, and what additional information may be needed, such as customer rent rolls.
Emotionally intelligent leaders of teams create psychologically safe workplaces that lead to improved employee job satisfaction, retention, creativity, performance and wellbeing.
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.
This workshop will provide an approach to developing your people, who are the essential differentiators for your bank, from the many impersonal digital options.
This webinar will explore earnings and economic value of equity at risk, as well as best practices in measuring, managing, and controlling interest rate risk while maintaining
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.
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.
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.
In this session, attendes will walk away with tools and ideas to create your own unique strategic plan.
