Accounting



Confidential Pay Data

  • $199.00
  • Dec 28, 2016 (Recording)
  • 75 minutes

Learn practical tips and suggestions about what actions you can take to tackle EEO-1 pay reporting considering the large volume of data and accompanying confidentiality concerns.

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Developing a HIghly Effective Enterprise Risk Management Program

  • $199.00
  • Jun 01, 2017 (Recording)
  • 90 minutes

This webinar highlights the importance of an effective ERM program in project management and risk assessment. Attendees will learn how to implement a viable ERM program including documenting and testing it.

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Sticky Situations - Handling ACH Disputes: The Retail Perspective

  • $249.00
  • Jun 06, 2017 (Recording)
  • 90 minutes

This ACH training program will review common consumer issues and situations while handling ACH disputes. It will guide participants in deciding the appropriate course of action in given situations. Participants will also learn what to do when a customer/member won’t complete a WSUD.

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Red Flags and EDD for Non-Bank Financial Institutions

  • $299.00
  • Jun 14, 2017 (Recording)
  • 60 minutes

Identify the red flags that may indicate money laundering and fraud in non-bank financial institutions. Receive guidelines for conducting enhanced due diligence (EDD).

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Implementing a Risk Management Program

  • $229.00
  • Jun 21, 2017 (Recording)
  • 60 minutes

This training program will review a few ways to ensure that a financial institution reviews things from the start and consistently, in setting up a risk management framework that allows the bank to focus on its strategy rather than mere compliance.

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Excel Pivot Tables 101

  • $129.00
  • Jun 28, 2017 (Recording)
  • 60 minutes

This webinar will help you master pivot tables in Excel 2007, 2010, 2013, and 2016. Learn tricks and traps of working with pivot tables to help ensure accuracy of reports and convert obsolete Excel spreadsheet files to modern workbook formats.

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Multi-State Tax Issues for Payroll 2017

  • $249.00
  • Jul 11, 2017 (Recording)
  • 90 minutes

This training program will offer participants an understanding of the payroll tax and compliance implications of conducting business within a state. The course will also help determine which state(s) to withhold for when states that have reciprocal agreements or no state income tax are involved.

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Bookkeeping, Accounting and Write Up Services: SSARS

  • $249.00
  • Jul 11, 2017 (Recording)
  • 90 minutes

This webinar will refresh your understanding of bookkeeping engagements as well as guidance on withdrawing from an engagement, documentation required, fraud considerations, and internal control. It is important to have control processes for bookkeeping engagements just as we do for attest functions.

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This training program will address why internal controls over travel and entertainment (T&E) expenditures are a critical component of the control environment.

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GAAP: Accounting for Inventory

  • $229.00
  • Jul 24, 2017 (Recording)
  • 90 minutes

For manufacturers and retailers inventory is one of the most valuable assets on the balance sheet. The cost of inventory is one of the largest expenses on the income statement. Practitioners and members in industry will benefit from this training program’s comprehensive guidance on inventory accounting issues.

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Becoming a chief audit executive

  • $249.00
  • Jul 26, 2017
  • 02:30 PM EST
  • 90 minutes

This training program will enumerate the IIA Standards and the auditor’s responsibility to abide by the standards. The program will also look at management’s expectations of internal audit and detail skills required for internal audit management. It will provide real-world examples and challenges facing today’s internal audit.

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How to Craft an Effective Commercial Loan Write-Up

  • $179.00
  • Aug 01, 2017 (Recording)
  • 60 minutes

This training program will cover the basics of how to craft an effective commercial loan write-up. Two standard commercial loan write-ups will be presented in order to illustrate the concepts.

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This training program will discuss the types of human error, the taxonomy of human error, human error reduction initiatives, individual performance, cognitive load and human error, cognitive load categories, and more.

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Tax refund fraud: The fraud that keeps getting worse

  • $249.00
  • Aug 10, 2017 (Recording)
  • 90 minutes

This training program will help identity frauds that lead to tax refund fraud and discuss funds availability exceptions. It will also discuss common non-post issues, the IRS Opt-In Program and eLeads, refund handling procedures, remedial actions, and suspicious activity reports.

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Excel: Building a Reporting Tool with Pivot Tables and Charts

  • $179.00
  • Aug 18, 2017
  • 03:00 PM EST
  • 90 minutes

Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries. This webinar will provide you with a solid foundation that you can use to build your own Pivot tables and reports.

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Internal controls- What every manager needs to know

  • $249.00
  • Aug 18, 2017
  • 02:30 PM EST
  • 90 minutes

This webinar highlights the importance of management’s role in instilling proper internal controls within their processes. In this session, the instructor will explore methods to educate management on their individual responsibilities for control processes and the variance between a control malfunction and control design issues.

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Excel for HR

  • $199.00
  • Aug 24, 2017
  • 02:30 PM EST
  • 90 minutes

Why sift through reams of personnel and performance data when you can monitor your Key Performance Indicators on a simple dashboard?Uncomplicate voluminous, time-consuming and repetitive tasks by creating dashboards in Excel - a critical tool in your communication armory.

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Detecting and Responding to Accounts Payable Fraud

  • $249.00
  • Aug 31, 2017
  • 02:30 PM EST
  • 90 minutes

This webinar on detecting and preventing Accounts Payable (AP) fraud will discuss various ways in which AP fraud can be committed, the telltale signs of AP fraud, and the various options for responding to possible AP fraud once it is recognized.

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All you need to know about same day ACH

  • $249.00
  • Sep 07, 2017
  • 02:30 PM EST
  • 90 minutes

This training program will detail what just happened with the adoption of the new Same Day ACH Rule and what will it do for the ACH payments network. It will also help identify the impact on financial institutions (ODFIs and RDFIs), including their originators.

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How To Think Like a Crook

  • $199.00
  • Sep 14, 2017
  • 01:00 PM EST
  • 60 minutes

This anti-money laundering training will describe the reasons and methods of money laundering in financial institutions. This will help attendees protect themselves from regulatory risk by establishing an effective anti-money laundering system within their financial institution.

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The alarming state of wire transfer fraud

  • $299.00
  • Sep 21, 2017
  • 02:30 PM EST
  • 90 minutes

Wire transfer fraud has often rendered businesses and financial institutions helpless despite their best efforts to combat the threat. This training program will identify the red flags of common forms of wire transfer fraud and help you understand how you can protect your organization and combat fraud. The webinar instructor will also review sound risk assessment practices to help minimize exposure.

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Guidance for Stop Payments vs. Unauthorized Entries

  • $249.00
  • Sep 28, 2017
  • 02:30 PM EST
  • 90 minutes

The number one issue in daily ACH exception processing is handling transactions on behalf of the account holder. If you are in customer service or are part of a frontline staff that deals with questions of payment processing and are often in dilemma as to the proper course of action, this training is for you. You will learn specific rules to identify procedures for stop payments and unauthorized or revoked transactions.

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Microsoft Excel: Using What-If Analysis-When, Why, and How

  • $129.00
  • Oct 05, 2017
  • 01:00 PM EST
  • 75 minutes

This webinar will discuss the Excel What-If Analysis tools within Microsoft Excel’s Data menu. In addition, it will explain Excel Scenario Manager, Data Table features, Excel’s Goal Seek feature, Excel Solver feature, FORECAST and more. Participants can avoid replicating worksheets.

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Microsoft Excel- Let's Look Beyond The Look-Up

  • $129.00
  • Oct 11, 2017 (Recording)
  • 90 minutes

This Microsoft Excel training program will explain why the INDEX and MATCH combination often is superior to VLOOKUP or HLOOKUP. It will compare the MIN, SMALL, MAX, and LARGE functions.

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Visual Communication Using Excel Dashboards

  • $199.00
  • Oct 11, 2017
  • 01:00 PM EST
  • 90 minutes

No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. This training focuses on what you need to know to create an interactive professional-looking dashboard using Excel.

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