This session will explore the most popular and consistent themes of the growing “antiwork” movement. How it began, where it is today, and how it directly impacts your future †and existing †workforce.
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 session provides a base understanding of the basic components of the balance sheet and income statement, along with the reconciliation of retained earnings, plus footnotes and other disclosures
This program covers how capitalization (“capâ€) rates are derived and their role in the income approach to CRE market value.
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.
This course review the fundamental pieces of the ERM puzzle, how they relate to each other, and how to integrate your ERM program into the bank’s Strategic Plan.
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.
During this course, our experts teach on the fundamentals of HSAs and basic HSA compliance rules.
This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules.
This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs.
This seminar covers how to analyze personal tax returns to develop cash flow within a simple, logical and consistent framework
This program focuses on the Form 1040 and determining what reported income (expense) involves cash inflow (outflow).
This presentation is for those who are new to the ISO (or similar) role or have been the ISO for some time but want to review what is expected and how to be successful.
Learn the language of banking, including an understanding of key ratios, to gain a clearer understanding of how the bank functions as a business.
This course is tailored specifically for bankers, providing them with the essential insights and analytical skills needed to navigate the intricacies of interest rate dynamics in the financial markets.
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4721 S Biltmore Lane
Madison, WI 53718
