Date: January 18 Time: 9 AM(EST) Location: Virtual IRA Essentials Gives Attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator. PLEASE LOGIN FOR MEMBER... Details
When: January 18, 2023
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Date: January 19 Time: 9 AM(EST) Location: Virtual Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations. PLEASE LOGIN FOR MEMBER PRICING.
When: January 19, 2023
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Time: 8:30 AM (EST) Location: 507 S Grand Ave. Lansing, MI 48933l This seminar will provide information on new, proposed, and revised changes to the Call Report with detailed discussion on impacted line items in several schedules. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities. Individuals new to Call Report preparation will find this webinar valuable as well as those that... Details
When: February 8, 2023
Where: Lansing, MI
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Date: February 10 Time: 9AM (EST) Location: Virtual PLEASE LOGIN FOR MEMBER PRICING.
When: February 10, 2023
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Date: March 20 Time: 10AM (EST) Location: Virtual Your role as Executive Assistant and/or Board Secretary is integral to the efficient operation of board meetings. The minutes are a key part of the documenting of discussions and decisions. Your minutes are utilized by many, including directors, management, legal counsel and examiners. In this program you will find out how to master the critical responsibilities of Board... Details
When: March 20, 2023
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