Online Seminars

On Demand Programs​

CRE Lending – Developing a Cash Flow and Key Ratios-Sp24

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.

Learn More »

IRA Transfers and Rollovers-Fa23

Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly.

Learn More »

Personal Tax Returns and Cash Flow – Advanced Personal Cash Flow Issues, Including Capital Gains-Sp24

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.

Learn More »

So We’re Digital – Now What?-Sp24

In this fast-paced and engaging session, select faculty from our Digital Banking School will provide timely and practical updates on the rapidly evolving digital landscape, with a focus on how to maximize ROI on your digital banking investments

Learn More »