BASIC IRA TRAINING
February 1, 2023
The Basic IRA Training program covers topics that individuals who work with IRAs deal with frequently. Attending this course is an excellent starting point for anyone who has little or no experience working with IRAs as it provides an introduction to the rules and regulations applicable to these accounts. Incorporated into the program are real-world scenarios which include comprehensive examples accompanied by Documentation Exercises allowing attendees to get a feel for many of the forms associated with completing IRA transactions.
COFFEE & COMPLIANCE - VIRTUAL
February 17 | June 16 | September 22
Join us for our morning compliance roundtables focusing on upcoming regulatory changes, exam preparation, and policies & procedures. For each session, we will always cover:
- Compliance highlights
- Critical deadlines
- Training & Tools for new/changed and proposed legislation
- Q&A discussion
AG CASH FLOW / CREDIT ANALYSIS
March 23, 2023
How can I evaluate agricultural loan repayment alternatives in a timely and cost-effective manner? The agricultural lending environment has changed dramatically from the generally profitable 2006-2013 period. During the period that followed, principal payments on term debt from capital purchases made during more profitable times remained. The result was varying degrees of financial stress among agricultural borrowers. Now, prices have improved, but for how long? A review of the financial information needed to make informed decisions and a spreadsheet that can be used to evaluate repayment alternatives will be covered during this workshop. The effectiveness of changes in operating strategies and loan terms on repayment capacity and breakeven are evaluated for different levels of financial leverage. Join us for a day focused on which changes are effective and which ones are not during this challenging lending environment.
COMMERCIAL LENDING SCHOOL
April 19-20, 2023
DEPOSIT/LENDING COMPLIANCE SCHOOL
May 23, 2023
Refine your policies and risk assessments to help build a more robust compliance framework around your deposit and lending activities. We will cover the latest regulatory updates and detailed best practices during this all-day event.
FINANCIAL STATEMENT & CASH FLOW ANALYSIS BOOTCAMP
September 19-21, 2023
Want to learn how to analyze personal and business financial statements and tax returns in a compact, intense, case-based three-day session? Want to move beyond ratio analysis and into the operating, investing and financing cash flows of a business and how they affect loan repayment? Want to learn the basics of CRE cash flow and how it is different? This workshop is your answer, whether you are new to lending and financial analysis, or even if you have been away from financial analysis for a while and need a refresher. (Bring your calculator and pencil!)
October 31, 2023
BSA personnel have endless tasks to address to keep up with the regulatory expectations. This session will give you insight into the hot topics regulators are focusing on and some tools to help you manage them.