Events

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Selling in a Rising Rate Environment

Typically, rate is always an issue but skilled lenders and relationship managers know how to navigate a discussion with a client or prospect so that rate is less of an issue. With fed rates rising and our continued challenging business environment, bankers need to be skilled at asking the right questions and uncovering potential issues and problems so that rate is not a surprise or a negotiating struggle. They must be excellent at consultative selling and positioning their value, which will minimize their need to negotiate rates.

What You’ll Learn

  • How to sustain your bank business objectives of pursuing profit as well as volume
  • How to identify the Sales DNA needed to effectively position value and support negotiation skills
  • A consultative approach that will help lenders begin to “negotiate” the potential sale early in the process
  • How mastering these consultative strategies will eliminate prospect “think it overs” and bloated pipelines

Who Should Attend
For sales leaders, relationship managers, lenders, business development, trainers, and branch managers.

Instructor Bio
Dan Fischer, sales development expert, has 28 years of financial sales and sales management experience working in the banking and insurance industries. During that time, he has developed a life-long passion for coaching along with an understanding of how to motivate salespeople. Using all the many tools and techniques from his past experience, Fischer is focused on helping salespeople and sales leaders become top quartile in their efforts. When he is not at work, Fischer can usually be found with his wife of 33 years and family. Fischer’s “Why” gets him up every morning… “to inspire, motivate and have a positive impact on people through my passion to help them achieve beyond what they imagined.”

For 27 years, Anthony Cole Training Group has been helping banks and other financial service organizations close their sales opportunity gap by helping them sell better, coach better and hire better. Our Mission: Grow People, Grow Organizations.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $179

  • Available Upgrades:
    • 12 Months OnDemand Playback + $70
    • 12 Months OnDemand Playback + CD + $100
    • Additional Live Access + $50 per person
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Writing an Effective Credit Memorandum

After a detailed credit analysis of a loan request has been performed, it’s now time to communicate your findings in writing. Credit memoranda are a primary means of communication within the banking industry. When writing effective credit memoranda, it’s not what you say that commands attention, but how you say it. Credit memoranda serve three functions: 1) they provide information on the condition and status of a customer relationship, 2) they provide a record of thoughts and actions, and 3) they support or recommend action.

This course teaches skills required to write an effective credit memorandum. Learn to emphasize important factors and trends without stating the obvious. In short, your credit memoranda should present relevant, material facts, along with your thoughts and opinions. Remember, anything you write in a credit memorandum will become public record if you find yourself in court with a borrower.

What You’ll Learn

  • Balance Sheet analysis
  • Income Statement analysis
  • Cash Flow analysis
  • Calculating and interpreting financial ratios and cash flow
  • Using analysis to determine the Financial Impact of changes in financial factors
  • Questions to raise with the customer after the credit analysis is completed
  • Outline of relevant factors to include in a credit memorandum
  • How to report your finding efficiently and effectively in credit memoranda
  • Apply the concepts to a study case

Who Should Attend
Commercial Loan Officers, Consumer Loan Officers, Credit Analysts, Loan Review Personnel, Compliance Officers, Internal Auditors, Branch Managers.

Instructor Bio
Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a Management Trainee and progressed to Vice President and Senior Lender of SouthTrust Bank and Senior Vice President and Commercial Banking Division Manager for Citizens Trust Bank of Atlanta.

Most of his career has been spent in Credit Administration, Lending, Business Development, Loan Review, Management, and Training & Development. He has managed loan portfolios representing a cross section of loan types including: Large Corporate, High Net Worth Individual, Middle Market Companies, Small Business, Real Estate, and Non-Profit Organizations.

Mr. Johnson is now a training professional in the financial industry by leading various seminars covering important topics relating to issues in financial institutions. He teaches actively for fifteen state banking associations in the United States, Risk Management Association (RMA) and individual financial institutions nationwide. He co-authored a training course entitled “Lending to Service and Other Professional Organizations” for RMA in 2001.

Mr. Johnson earned a B.A. Degree in Accounting from Morehouse College in Atlanta; a MBA in Finance from John Carroll University in University Heights, Ohio; Banking diploma from Prochnow School of Banking at the University of Wisconsin and a Graduate Certificate in Bank Management from the Wharton School of Business at the University of Pennsylvania.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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Loan Documentation 101: 2 Part Series

This is a 2 part series. The prices below are including both sessions. Each session can also be attended individually by clicking on the links below.

Included Webinars

Series Details
Loan Documentation 101: Basic Secured Loan Documentation
September 21, 2022, 1:30 pm CDT

  • Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

What You’ll Learn

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien document
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers
  • Insurance on collateral and key persons

Loan Documentation 101: Lien Perfection, Business Collateral
September 22, 2022, 10:00 am CDT

  • Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.

What You’ll Learn

  • Inventory
  • Accounts
  • Letter of credit rights
  • Government contracts
  • Chattel paper
  • Equipment
  • Fixtures
  • General intangibles
  • Commercial tort claims

Instructor Bio
Robin Russell has practiced law for 30 years and is licensed in Texas, New York, and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors’ committees, bank groups, private equity funds, landlords, trade creditors, and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders, and corporate borrowers in commercial loan transactions and debt restructurings.

Russell is the principal author of Thomson Reuters’ Texas Practice Guides for both Creditors’ Rights and Financial Transactions and the Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide, and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy, and financial restructuring-related topics and has served as a Chapter 7 Trustee. Russell received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest-ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.

Registration Options
Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $509

Available Upgrades:

  • 12 Months OnDemand Playback + $190
  • 12 Months OnDemand Playback + CD + $250
  • Additional Live Access + $150 per person
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Loan Documentation 101: Lien Perfection, Business Collateral

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements. Borrowing, base certificates, and other documentation topics will also be discussed. We’ll also present collateral documentation checklists for intangible personal property such as instruments, investments, and deposit accounts, as well as aircraft, boats & vessels, and motor vehicles. Checklists give lenders the ability to quickly and effectively review collateral documentation for acceptability and focus on the proper questions to be asked and answered related to each document and type of collateral.

What You’ll Learn

  • Inventory
  • Accounts
  • Letter of credit rights
  • Government contracts
  • Chattel paper
  • Equipment
  • Fixtures
  • General intangibles
  • Commercial tort claims

Who Should Attend
Bankers at all experience levels will find this program helpful. We will include ample time for questions and answers.

Presenter Bio
Robin Russell has practiced law for 30 years and is licensed in Texas, New York, and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors’ committees, bank groups, private equity funds, landlords, trade creditors, and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders, and corporate borrowers in commercial loan transactions and debt restructurings.

Russell is the principal author of Thomson Reuters’ Texas Practice Guides for both Creditors’ Rights and Financial Transactions and the Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide, and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy, and financial restructuring-related topics and has served as a Chapter 7 Trustee. Russell received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest-ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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Loan Documentation 101: Basic Secured Loan Documentation

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

What You’ll Learn

  • Loan applications and financial statements
  • Loan committee memos and presentations
  • Lien document
  • Lien perfection including UCC-1 and other filing requirements
  • Lien searches and title verification documents
  • Promissory notes
  • Authorization documentation for all kinds of borrowers
  • Insurance on collateral and key persons

Who Should Attend
Bankers at all experience levels will find this program helpful. We will include ample time for questions and answers.

Presenter Bio
Robin Russell has practiced law for 30 years and is licensed in Texas, New York, and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors’ committees, bank groups, private equity funds, landlords, trade creditors, and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders, and corporate borrowers in commercial loan transactions and debt restructurings.

Russell is the principal author of Thomson Reuters’ Texas Practice Guides for both Creditors’ Rights and Financial Transactions and the Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide, and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy, and financial restructuring-related topics and has served as a Chapter 7 Trustee. Russell received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest-ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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Managing a Borrower’s Business Through a Loan Agreement

Love them or hate them… loan agreements can protect your financial institution, especially with business loans. Learn the details and objectives of these important agreements.

After This Webinar You’ll Be Able To:

  • Define the loan agreement
  • Know when a loan agreement is required to monitor a borrower’s activities
  • Understand the rights afforded by the loan agreement
  • Identify the key covenants to insert to monitor a borrower’s financial condition
  • Discern the relationship of the loan agreement to other loan documents

Webinar Details
All loans have loan agreements, although some are more tangible than others. Many financial institutions posit that loan agreements are simply too complicated and often attempt to avoid using them. However, loan agreements can benefit both the lender and the borrower. While the borrower must have sufficient latitude to operate the company, they must also agree to certain constraints to limit the institution’s credit exposure. Provisions in the loan agreement must be drafted to guarantee adequate cash is conserved by the borrower to ensure continued financial viability and to repay the loan.

This webinar will address formal loan agreements that are used in large or workout loans. It will define what this very formal and specific type of loan agreement is and what purposes it serves. A loan agreement is a legally binding document with the following objectives:

  • Set forth the agreement between the financial institution and the borrower by clearly and concisely defining the duties and responsibilities of both parties
  • Establish restrictions and qualifications on the borrower’s activities and financial condition, which are set out by affirmative and negative covenants
  • Prepare an alternative plan of action that both parties agree to abide by should various contingencies make the original plan inoperable
  • Serve as a communication tool and monitoring device by requiring the borrower to submit certain documents at specified times and notify the lender about certain plans (e.g., periodic financial statements and financial projections)

Who Should Attend?
This beneficial webinar is designed for senior credit officers, senior loan officers, credit administration officers, loan review personnel, compliance auditors, commercial loan officers, consumer loan officers, branch managers, and credit analysts.

Take-Away Toolkit

  • Loan covenant matrix that will recommend certain financial covenants to control various financial factors of the borrower
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

Presenter Bio

Jeffery W. Johnson, MBA – Bankers Insight Group

Jeffery Johnson has been in financial services more than 40 years. He has been VP and senior lender for a large regional bank and SVP and commercial banking division manager for a community financial institution. Most of his career has been spent in credit administration, lending, business development, loan review, management, and training and development. Over the last 17 years, Johnson has provided training for several banking associations and individual financial institutions nationwide.

Johnson holds a bachelors in accounting from Morehouse College in Atlanta, an MBA in finance from John Carroll University in Cleveland, a Diploma of Graduation from the Prochnow School of Banking at the University of Wisconsin-Madison, and a Graduate Certificate in Bank Management from the First American Management Institute at the University of Pennsylvania’s Wharton School of Business.

Registration Options

  • $245 – Live Webinar Access
  • $245 – OnDemand Access + Digital Download
  • $350 – Both Live & On-Demand Access + Digital Download
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Fair Lending Appraisals

While it’s no surprise that fair lending is among the regulators’ top issues in 2022 — if not THE top issue — it’s a good idea to be aware of new areas in which this is evaluated. One such area is bias within the appraisal and property evaluation process. This has been a hot topic for a few years now and has been the subject of a Presidential Executive Order, as well as discussions by all the federal government agencies with a stake in residential matters, including loans. As well, several important studies were conducted to determine the extent of the issue, and a task force was established last year to examine the issue. A report was issued earlier this year documenting the task force’s findings, as well as recommendations for eliminating bias within the appraisal and valuation processes.

In this webinar, we’ll go in-depth on this issue, and dissect the various decrees, public statements, studies, and reports. More importantly, we’ll discuss what you can (and should) do as a lender about this issue right now. We’re only at the beginning when it comes to this issue, and the coming months and years promise additional guidance, and even regulation, on this important issue.

What You Will Learn

  • Regulatory statements and issuances on appraisal bias
  • Issues within the appraiser industry
  • Detailed studies conducted by Fannie Mae and Freddie Mac — what did they find?
  • FHFA blog post on overt references to bias in appraisal reports
  • Department of Justice’s position on the issue, and whether it can be litigated
  • The Property Appraisal Valuation Equity (PAVE) task force — meetings and report
  • Actions in Congress — letters to HUD and future possibilities
  • Impending regulations on Automated Valuation Models (AVMs) and preventing “algorithmic bias)

Who Should Attend
Anyone in the institution having virtually any responsibility in the lending process has fair lending responsibilities, from senior management, loan officers, underwriters, and closing agents, to compliance officers, auditors, and attorneys, and would benefit from this valuable information.

Instructor Bio
Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Managing Director for Treliant Risk Advisors in Washington, D.C. Through his working career, as well as through his experience as a banking attorney and officer, he has provided a variety of regulatory compliance and financial performance services to financial institutions and other clients throughout the country. He has written extensively regarding consumer and commercial compliance, tax, audit, and financial institution legal issues, and is a frequent contributor to and currently serves on the Editorial Advisory Board for the ABA Bank Compliance magazine. He has spoken at scores of banking, compliance, and state bar associations, and has conducted training sessions for financial institutions across the country.

Registration Options
Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

Available Upgrades:

  • 12 Months OnDemand Playback + $110
  • 12 Months OnDemand Playback + CD + $140
  • Additional Live Access + $75 per person
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Minimize Data Entry in Excel

Spreadsheet work often entails seemingly unavoidable data entry tasks. However, very often tedious input tasks can be automated, or at least made easier. In this webinar, Excel expert David H. Ringstrom turns his attention to empowering you to work more effectively with getting data into your spreadsheets and transforming data when needed. Techniques include worksheet functions such as CONCATENATE, TEXTJOIN, UPPER, PROPER, and so on, as well as using Microsoft Word to extract text from PDF files. You’ll see how to use Excel on your mobile device to take a picture of a printed document that you then convert to text within an Excel spreadsheet. Other techniques include helpful aids such as custom lists, data validation, and much more.

Ringstrom demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. Ringstrom draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, and earlier) during the presentation as well as in his detailed handouts. Ringstrom also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

Covered Topics

  • Adding the hidden Form Command back to Excel 2007 and later.
  • Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
  • Change the cursor direction in Excel to Right instead of Down to facilitate faster data entry.
  • Combining words or other text together by concatenating.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel.
  • Extracting data from PDF files with Power Query in Microsoft 365.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Minimizing data entry by taking a picture of a document in the mobile version of Excel that you convert to text on your phone.
  • Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Separating first/last names into two columns without using formulas or retyping.

Who Should Attend
Professionals seeking to use Microsoft Excel more effectively.

Instructor Bio
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. Ringstrom’s mantra is “Either you work Excel, or it works you”, so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about Ringstrom, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Registration Options
Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

Available Upgrades:

  • 12 Months OnDemand Playback + $110
  • 12 Months OnDemand Playback + CD + $140
  • Additional Live Access + $75 per person
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Basic Cash Flow Analysis

Determining an entity’s ability to generate cash flow is essential whenever repayment of a loan will extend beyond one year. Cash flow analysis measures an entity’s ability to generate sufficient cash to operate successfully and have excess cash to service annual debt payment requirements. Understanding how to calculate and interpret cash flow is essential for successful financial institutions.

Learn how to calculate cash flow using the Universal Cash Flow Analysis method (UCA), which determines the flow of cash into and out of a business entity. First, we’ll define cash flow and identify potential sources and uses of cash. Next we’ll illustrate how cash flow analysis is actually the process of converting an Accrual Basis financial statement into a Cash Basis financial statement. We’ll cover the Rules of Cash Flow when determining cash flow generation from changes in asset, liability and capital accounts on balance sheets over time. We’ll culminate by using a full UCA from beginning to end.

Covered Topics

  • Comparison of Traditional Cash Flow Method (Net Income + Depreciation + Interest divided by Annual Debt Service) to the UCA model
  • Rules of Cash Flow
  • Accrual Basis versus Cash Basis of preparing financial statements, and how cash flow analysis links the two
  • How each amount on a Universal Cash Analysis is calculated and the meaning of each
  • A Fast Cash Analysis method that can achieve the same results in less time than the UCA method
  • Leave with a good understanding of how cash flow is calculated and more importantly, how to interpret its meaning.

Who Should Attend
Senior Loan Officers, Senior Credit Officers, Commercial Loan Officers, Branch Managers, Credit Analyst, Loan Review Personnel, and Consumer Loan Officers.

Instructor Bio
Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a management trainee and progressed to vice president and senior lender of SouthTrust Bank and senior vice president and commercial banking division manager for Citizens Trust Bank of Atlanta.

Most of his career has been spent in Credit Administration, Lending, Business Development, Loan Review, Management, and Training & Development. He has managed loan portfolios representing a cross section of loan types including: Large Corporate, High Net Worth Individual, Middle Market Companies, Small Business, Real Estate, and Non-Profit Organizations.

Mr. Johnson is now a training professional in the financial industry by leading various seminars covering important topics relating to issues in financial institutions. He teaches actively for fifteen state banking associations in the United States, Risk Management Association (RMA) and individual financial institutions nationwide. He co-authored a training course entitled “Lending to Service and Other Professional Organizations” for RMA in 2001.

Mr. Johnson earned a B.A. in accounting from Morehouse College in Atlanta; a MBA in finance from John Carroll University in University Heights, Ohio; banking diploma from Prochnow School of Banking at the University of Wisconsin and a Graduate Certificate in bank management from the Wharton School of Business at the University of Pennsylvania.

Registration Options
Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

Available Upgrades:

  • 12 Months OnDemand Playback + $110
  • 12 Months OnDemand Playback + CD + $140
  • Additional Live Access + $75 per person
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Current Matters and Common Questions Impacting the Call Report

The Call Report for 2022 is impacted by new and recent reporting requirements related to the adoption of the lease accounting standard, reporting brokered deposits, sweep accounts, and international remittance transfers.

Consideration of the FASB’s Accounting Standard Update (ASU) 2022-02 with impact to Accounting Standard Codification (ASC) Topic No 326 related to the elimination of Troubled Debt Restructuring recognition and measurement is also impactful to future regulatory reporting.

Also, consideration of the FASB issued exposure draft related to the extended application of ASC Topic No 848 related to Reference Rate Reform will be discussed in this training.

Covered Topics

  • New and Recent Reporting Revisions for 2022 Call Reports
  • Elimination of the temporary increases in total assets measurement.
  • Key elements and new items for reporting related to CECL
  • A discussion on reporting TDRs
  • Reference Rate Reform matters
  • Reporting leases under ASC Topic No 842
  • Reporting HELOCs as closed-end in your 2022 reports
  • Reporting International Remittance Transfers
  • The changes related to the brokered deposit framework
  • Newly added items to Schedule RC-E on retail sweep accounts
  • Common questions and potential reporting errors
  • Realized and unrealized gains and losses on equity securities
  • Loan coding and reporting income on loans
  • Reporting multi-family loans in RC-C and RC-R
  • PPP reporting and risk weighting
  • Reporting unfunded commitments

Who Should Attend
Anyone responsible for preparing, reviewing, auditing, or signing the Call Report will find the program valuable. The seminar is designed for more experienced preparers and reviewers interested in new reporting requirements and up-to-date rulings impacting preparation of the Call Report.

Instructor Bio
Cynthia Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas, to include accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.

In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as Practice Leader for the Firm’s financial institutions practice covering community and regional institutions. The Firm’s services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes-Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.

Registration Options
Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

Available Upgrades:

  • 12 Months OnDemand Playback + $110
  • 12 Months OnDemand Playback + CD + $140
  • Additional Live Access + $75 per person
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