Collection: On-Demand Courses

Does Your Institution Earn Enough on Long-Term Deposits? Learn How to Keep Cost of Fund Betas Low. As interest rates have increased, you need to discover the new approaches financial institution executives use to keep Cost of Fund Betas low....

Shift Your Practices to a Risk-Based Approach: Discover How to Spot and Mitigate Risks. In May, the AICPA Auditing Standards Board approved new quality management standards. CPA firms will need to shift their audit and quality assurance practices from a...

Has Your Institution Hit the CRA Size Threshold? Discover How to Meet Asset-Based Requirements. New CRA asset-size thresholds were set this year. You need to know and apply the newest criteria to determine if your financial institution is considered a...

Learn How to Avoid SVB’s Fatal Risks. A Wall Street Journal article described the rapid demise of Silicon Valley Bank: “The bank was in sound financial condition on Wednesday…A day later, it was insolvent.” On March 10, the FDIC took...

Build a Better CRA Program: Discover New Resources and Best Practices. Now is the ideal time to update your institution’s CRA program. You must meet increasing regulatory scrutiny as the Biden administration strives to ensure banks and credit unions meet...

It’s Impossible to Advance Without Knowing Excel. Every Professional Must Master Spreadsheets. Make yourself have the leading edge when it comes to applying for new job positions or moving up the corporate ladder in today’s competitive job market. Excel is...

What Does ASC 842 Mean for Your Organization? Learn What It Means for Your Borrowers. Generally accepted accounting principles (GAAP) do not change often, but when they do, you need to understand how the changes affect your borrowers’ ability to...

Human resources expert John Rubino will outline scenarios to distribute merit increases to your employees. He will present a step-by-step methodology for creating a merit-based salary increase matrix from scratch. You will learn how to adapt this approach to your...

Discover the New CRA Requirements from May 5 Proposal: Learn How to Prepare Your Institution. On May 5, the regulators issued a joint proposal to update the Community Reinvestment Act (CRA) implementation rules. You likely have many questions about the...

IF – Two Letters That Will Save You Hours in Excel: Master Logical Functions Quickly With a fifth of workers planning to quit in 2022, everyone must quickly adapt to staffing shortages as the Great Resignation continues to plague most...

New FDCPA rules take effect November 30. Are you ready? The new FDCPA rules will take effect on November 30. Before this looming deadline, you need to understand the spirit and intent of the 1007 pages of rules to avoid...

Are You Ready to Write Your Call Report for Your Institution? Focus Now to Streamline the Process and Improve Accuracy. Regulators and other stakeholders rely on the quarterly Report of Condition and Income (call report) filed by your institution. With...