Finance Training

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  1. Webinar

    NEW Nacha Rule - Third-Party Sender (TPS) Roles and Responsibilities

    Donna K Olheiser

    13 Apr 2023, Thursday   10:00 AM PDT   90 Mins   WEB14549

    This session will help the attendee to identify a Third-Party Sender (TPS) and a “nested” TPS. In addition, we will cover the details needed in the agreements between all parties and what parties based on their role. Discussion on the registration requirement for both the TPS and the nested TPS and what that means to the ODFI.

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  2. Webinar

    Credit Risk Discipline Tools - Implementing 14 Tools for Credit Risk Management

    Dev Strischek

    27 Apr 2023, Thursday   10:00 AM PDT   90 Mins   WEB14548

    These 14 tools offer an expedient way to test the quality of credit risk management but also serve as techniques for remediating and improving credit culture and credit risk management.

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  3. Webinar

    Reimbursing Employees For Expenses: Navigating Taxes

    Patrick A Haggerty

    26 Apr 2023, Wednesday   10:00 AM PDT   90 Mins   WEB14547

    In this informative webinar, you will learn how to properly account for and report expense reimbursements and facilities provided to employees in compliance with IRS requirements. Discussion includes work from home expense reimbursement.

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  4. Webinar

    Emotional Intelligence and Self Awareness- Uncovering Blindspots

    Audrey Halpern

    21 Mar 2023, Tuesday   10:00 AM PDT   90 Mins   WEB14542

    This webinar will help you identify the practical steps you can take to recognize the 12 signs of emotional intelligence and help you to develop your emotional intelligence.

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  5. Webinar

    Payroll Process Documentation Best Practices

    Dayna Reum

    07 Feb 2023, Tuesday   10:00 AM PDT   60 Mins   WEB14538

  6. Webinar

    4-Hour Virtual Seminar on Credit Risk Management: Principles and Practices, Tools and Techniques

    Dev Strischek

    30 Jan 2023, Monday   10:00 AM PDT   240 Mins   WEB14532

    This course provides guidance in how to implement and maintain the desired level of credit risk management with practical tools and techniques. Both the market and the regulatory agencies expect credit risk management to reflect the bank’s credit culture, so the class also offers direction on how to identify the organization’s credit culture and to reposition it to support the desired credit risk culture and management.

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  7. Webinar

    Managing Difficult Employees

    Audrey Halpern

    06 Apr 2023, Thursday   10:00 AM PDT   60 Mins   WEB14521

    This webinar provides practical strategies for dealing with difficult people and situations in the workplace. The strategies that are covered in this webinar should offer a path to confidently address difficult employees before the situation gets out of hand.

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  8. Webinar

    6 Hours Virtual Seminar - Project Management for Non-Project Managers

    Rebecca Staton-Reinstein

    27 Oct 2022, Thursday   08:00 AM PDT   360 Mins   WEB14519

    Want to learn how to be a better project manager? You're in the right place. This class is a 6 hour virtual seminar that will teach you important skills like: project planning, creating and managing resources, effective communication and more.

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  9. Webinar

    Form W-9 Compliance to Avoid Penalties: TIN Verification, B Notices and Backup Withholding

    Patrick A Haggerty

    18 Oct 2022, Tuesday   10:00 AM PDT   90 Mins   WEB14518

    This webinar discusses how to establish procedures and best practices, including name/TIN verification, that avoid situations that can lead to penalties or, when such situations occur, establish the reasonable cause defense that allows your company to avoid penalties.

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  10. Webinar

    Payments Fraud: Detect and Prevent Check, ACH and P-Card Schemes

    Brian G. Rosenberg

    07 Oct 2022, Friday   10:00 AM PDT   90 Mins   WEB14516

    This webinar will help you to decide the right solution that suits your payment needs. We'll cover how a fraudster's check, ACH and P-Card schemes work, how to identify them and what precautions need to be taken.

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