This is 3-part Accounting Webinar Bootcamp designed to give anyone involved in management of a financial services institution (bank or credit union) the essentials of financial institutional accounting and financial statements. A series designed not only for persons in the accounting and finance areas, but also as a refresher for seasoned managers and supervisors who need a working knowledge of the aspects and elements unique to financial services accounting.
This 3-part Bank Accounting webinar series is designed for professionals with some prior exposure to bank finances.
Register for 1,2 or all 3 parts (and save $$$!)
Unique Depository Accounting Principles for Financial Institutions
Tuesday, February 19, 2019
This 90-minute session illustrates a few of the unique bookkeeping mechanisms that depository institution’s follow –daily balancing and single-entry bookkeeping.
This first installment accounting webinar also explains and provides examples of the following unique bank GAAP accounting issues such as:
Illustrative Bank GAAP Financial Statements for Financial Institutions
Wednesday, February 20, 2019
This 90-minute accounting webinar provides attendees with a succinct explanation of GAAP financial statements:
Illustrative examples of the essential GAAP presentation data (statements and notes) are reviewed and explained. An overview of the Balance Sheet, Income Statement and notes provides attendees with an essential basic knowledge of typical GAAP financials for a bank or other depository institution.
This overview-type, “big picture” presentation is an excellent preview for Bootcamp Part 3, which focuses on the elements (captions) of the financial statements in detail.
In-Depth Financial Statement Elements (Assets, Liabilities, Income, Equity)
Thursday, February 21, 2019
This final part is a natural, logical follow up to Bootcamp Part 2. Part 3 covers the details behind the financial statement items presented in Part 2. It uses illustrations of the Part 2 financial statements and detailed explanations to explain items such as:
Newcomers to GAAP financial statements for depository institution will take away a wealth of knowledge relating to depository accounting. Experienced banking personnel (accounting, finance, treasury and others) will be provided with a valuable update and refresher.
Part 3 and the other 2 parts will give the attendees a solid foundation for dealing with GAAP financial statements and the unique portions related to depository institutions.
$549 for 3 sessions plus playbacks*
Credits per Session
Paul Sanchez CPA
About the Speaker
Paul J. Sanchez, CPA, CBA, CFSA conducts a CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University – C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors.