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473 results of "Banking & Insurance x"
Live Webinar

Excel - Power Pivot – Taking Your Pivot Tables to The Next Level

Power Pivot puts the "power" into Pivot Tables (hence the name!). Power Pivot removes many of the limitations and frustrations that advanced users find with Pivot Tables. For example, using Power Pivot you can. Create Pivot Tables from multiple Excel-based ...

  • Basic & Intermediate
  • 60 Mins
  • Mike Thomas
  • Nov 28, 2022
Live Webinar

Due Diligence Steps for Form 1099 Compliance

This course will cover compliance aspects relating to the new Form 1099-NEC, and the Form 1099-MISC. We will start by discussing the basics of 1099s including who must file, which transactions are reportable, and who receive 1099. We will then discuss due dili ...

Live Webinar

Purchasing Cards: Overcoming Risks and Creating an Effective Program

This training program will detail the components of a successful purchasing card program. It will also discuss implementing proper purchasing card controls, types of risk including fraud and misuse, auditing techniques, and more.

Live Webinar

Introduction to Payroll Law

Are you responsible for payroll or employer tax withholding compliance?  Or maybe you were recently hired or promoted into the payroll department. During your indoctrination, you are surprised at all the interesting things to do and how important this role ...

Live Webinar

ACH Rule Update: review of 2022 and a look at 2023

During this webinar, we will review recent changes to the ACH rules and also discuss upcoming changes that might impact your organization or specifically, your role.

Live Webinar

Effectively Handling CP-2100 Letters

CP-2100 letters come to your business from the IRS. These letters notify you that the social security number you put on 1099 doesn’t match what’s in the IRS’s system. For example, the social security number of a contractor. When your business receives such a l ...

Live Webinar

Outsourcing Software Development for Medical Devices

This webinar will discuss the skillsets to look for when outsourcing, how to know if the work is compliant (without having to be an expert in software development), how to manage outsourced development, and your responsibilities throughout the product lifecycl ...

Live Webinar

The Five Cs Of Commercial Credit: The Basic Elements Of Credit And Lending

First, banking commercial borrowers require lenders to evaluate both repayment abilities, and, in turn, necessitates analyzing both the short-term and long-term potential of borrowers.  Enough positive cash flow to repay creditors and reward owners comes from ...

Live Webinar

Supplemental Pay Essentials - Severance Pay, Deferred Compensation, Recordkeeping and Fringe Benefits

Supplemental pay includes compensation such as overtime premiums, bonuses, severance pay, and fringe benefits. It is an important component of employee compensation but has its own set of withholding rules. This training program will help attendees distinguish ...

Live Webinar

New NACHA Operating Rules Changes for 2022 and Beyond!

The NACHA Operating Rules are always changing, updates are currently in place due to the ongoing COVID-19 situation! Operations Bulleting #7 outlines the details of the Rules and changes at financial institutions with extensions of effective dates in light of ...