Banking
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Investment Performance Risk Including a Detailed Review of Leverage
All investors and money managers know that investing has risks. A primary aspect of investing is managing investment performance risk and doing so in the context of one’s return objectives. This presentation examines investment performance risk from the perspective... -
Management of Currency Risks
Currency risk exists in most corporations as well in many investment portfolios. In the case of corporations, the presence of currency exposure is not always well identified, monitored or managed. Also, the risk of currency exposures from a FX... -
Mobile Productivity – Microsoft Office on Mobile Devices & iPad
The iPad is at last being treated as a serious business tool. Rather than carry 2 devices, many users are choosing to trade-in their laptop and go iPad-only. One of the keys to being a productive mobile worker is... -
Mortgage Foreclosure and Loan Collection
This webinar will discuss the mortgage foreclosure and loan collection process. Participants will learn about loan defaults, remedies and deficiency judgments. The instructor will discuss how to manage litigation costs, alternatives to foreclosure and the impact of bankruptcy on... -
Navigating the Financial Regulations of Cybersecurity
This training program will equip attendees with basic everyday tools to keep cyber criminals at bay. The course will also emphasize the need for effective communication between team members of a financial firm. Computer intrusions are the cyber actor’s... -
Payment Risk Management and Fraud Control
Is your financial institution or corporation ready for the future? The payments landscape and regulatory climate continues to undergo dramatic change and now is the time to plan for what’s coming. This webinar is tailored to help you understand... -
Payments Fraud – Detect & Prevent Check, ACH and P-Card Schemes
Until recently, paying vendors was a simple matter of processing an invoice and issuing a check. No longer have ongoing advances in technology, credit card, Purchasing card, ACH required advanced payment techniques; with that trend, unfortunately, are coming new... -
Payments Fraud Detect & Prevent Check, ACH and P-Card Schemes
Until recently, paying vendors was a simple matter of processing an invoice and issuing a check. No longer have ongoing advances in technology, credit card, Purchasing card, ACH required advanced payment techniques; with that trend, unfortunately, are coming new... -
Payroll Fraud – Detection and Prevention
Making sure the companies have accurate financial statements to reduce unnecessary fraudulent transactions that cost companies thousands of dollars each year. Understand how payroll frauds occur and how to design and implement internal controls/tools to help prevent and detect... -
Practical Excel – Building Effective Budget Spreadsheets
You’ll learn how to create resilient and effective budget spreadsheets in this enlightening presentation by Excel expert David Ringstrom, CPA. David demonstrates helpful techniques, such as how to separate inputs from calculations, streamline formula writing, preserve key formulas, create... -
Practical Excel – Discovering and Navigating Workbook Links
Workbook links allow you to connect one Microsoft Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. However, if you’re unfamiliar with workbook links and how to maneuver your way through them, you’ll benefit from this... -
Practical Excel – How to Work Faster – 2 Part Web Series
Recall the print scale threshold below which a printout typically becomes difficult to read Recall the shortcut key that displays the Insert Function dialog box Identify which versions of Excel permit using slicers with both tables and pivot tables... -
Practical Excel – How to Work Faster – 2 Part Web Series (Module 1)
This informative webcast presented by David Ringstrom, CPA, is designed to help you accelerate and optimize your work in Excel. Once you know how to use a variety of Excel’s dynamic features and handy keyboard shortcuts, you’ll save minutes... -
Practical Excel – How to Work Faster – 2 Part Web Series (Module 2)
In this follow-up session to Practical Excel: How to Work Faster, you’ll learn even more ways to save time and effort in Excel. Excel expert David Ringstrom, CPA, demonstrates shortcuts that allow you to streamline repetitive tasks and redundant... -
Practical Excel Pivot Tables – 2 Part Web Series
Identify how to expand and collapse groups of data within a pivot table. Identify the best approach for formatting numbers within pivot tables. Define the default location for pivot table data when you click a checkbox for a given... -
Practical Excel Pivot Tables – 2 Part Web Series (Module 1)
In this empowering presentation, Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables. Pivot tables equip you to easily create reports from complex data simply by using your mouse. David demonstrates how...