Search Trainings
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 ...
- Basic & Intermediate
- 60 Mins
- Donald (Don) Hu
- Dec 07, 2022
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 ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- Dec 08, 2022
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 ...
- Basic & Intermediate
- 90 Mins
- Patrick A. Hagg
- Dec 09, 2022
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 ...
- Basic & Intermediate
- 90 Mins
- Donna Olheiser
- Dec 13, 2022
Advanced Commercial Loan Underwriting Certification
The 3-part series will explain how a banker evaluates a borrower’s cash flow, collateral, and guarantees to determine a borrower’s ability to repay a loan. A case study links together the 3 parts.
- Basic & Intermediate
- 3 Hours
- Dev Strischek
- Dec 16, 2022
AML Updates and the look ahead
Due to an evolving climate with AML regulations, you need to stay abreast of changes and the impact it has on you. Especially in a financial services industry where crime is rampant due to AML-related activities. We will explore the recent changes, and red fla ...
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Dec 16, 2022
W-2 and W-4 Update and Best Practices
Learn the latest updates on Form W-4 and Form W-2 wage and withholding reporting. This webinar will prepare your staff for this filing year, improve your employee reporting set-up and maintenance practices, and reduce your risk of complaints from the IRS. Exp ...
- Basic & Intermediate
- 120 Mins
- Miles Hutchinso
- Dec 19, 2022
Multi-state Tax Issues for Payroll
This session will cover the issue of nexus and its implications for a business, identification of the states for which the employer is liable for the collection and payment of income tax and state unemployment tax, and the determination of what is required in ...
- Intermediate
- 90 Mins
- Patrick A. Hagg
- Dec 21, 2022
CFPB's New Debt Collections Rules
The CFPB's debt collection rules change the way consumers are contacted when a debt is owed. The rules will include limits on the number of calls collectors can make on a weekly basis, address communications by email and text, and require new disclosures at th ...
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Jan 03, 2023
GDPR and California Consumer Privacy Act
During this session, we will discuss the California Consumer Privacy Act. Why it’s important and also, why are stricter rules and regulations being created? Is it with the public in mind?
- Basic & Intermediate
- 60 Mins
- Justin Muscolin
- Jan 16, 2023