Events

Understand the full implications of the move to the SMA and how it will change operational risk management

Key Take Away :

This webinar will analyze best practices for the financial services industry to take in regards to the regulatory or “The Custody Rule” and explain the rule and the potential effect it may have on your firm and clients.

Overview :

There

Key Take Away :

This webinar will analyze best practices for the financial services industry to take in regards to the regulatory or “The Custody Rule” and explain the rule and the potential effect it may have on your firm and clients.

Overview :

There

Key Take Away :

This webinar will teach you the keys to an effective audit report including knowing your reader and how to craft an audit report structure that will get their attention, understanding the IIA Standards for report writing, developing th

Key Take Away :

This webinar will enable you to educate suppliers about the economics of card acceptance, pointing out the savings possible and other benefits.

Overview :

The worst thing end-user organizations can do is to have an uninformed reaction to

Key Take Away :

This webinar will enable you to educate suppliers about the economics of card acceptance, pointing out the savings possible and other benefits.

Overview :

The worst thing end-user organizations can do is to have an uninformed reaction to

Overview :

The Regulatory landscape is constantly evolving and it is critical to stay on top of the regulations. The Department of Labor’s Fiduciary rule is of significant importance and maybe a sign of what is to come for all types of accounts and Fi

Key Take Away :
If you are setting up new lists, this webinar will allow you to know the powerful Excel validation tools that keep out bad data from the start and how to drastically reduce data entry with drop-down clickable lists.

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You can do

Key Take Away :

This webinar covers how to reduce the implicit tax (reduction in Social Security benefits) for people who have earnings over the limit before full retirement age. It addresses some Constitutional issues regarding the taxation of Social

Overview :

The instructor will provide insight in the following topic.

Definitions of Risk Management Models
A Practical View of Governance, Risk, and Compliance (GRC)
Ten Tips for Developing Risk Based Internal Controls
Developing Standards of Internal C

Overview :

The instructor will provide insight in the following topic.

Definitions of Risk Management Models
A Practical View of Governance, Risk, and Compliance (GRC)
Ten Tips for Developing Risk Based Internal Controls
Developing Standards of Internal C

Overview :

The Regulatory landscape is constantly evolving and it is critical to stay on top of the regulations. The Department of Labor’s Fiduciary rule is of significant importance and maybe a sign of what is to come for all types of accounts and Fi

Overview :

The Fair Debt Collection Practices Act is the single most important piece of Federal legislation affecting consumer debt collection. Abide by it and you’re fine. Violate it and the fines can be severe.

This webinar will describe the Act in g

Overview:

For years the IRS has struggled with the independent contractor and tax collection. In assessing opportunities to close the tax gap (taxes due but not reported or paid), one of the greatest opportunities comes from expanding the information

Overview:

For years the IRS has struggled with the independent contractor and tax collection. In assessing opportunities to close the tax gap (taxes due but not reported or paid), one of the greatest opportunities comes from expanding the information

Key Take Away :
This webinar will take you through audit compliance for any type of affordable housing funded with either state or federal funds since different audits for various programs have different compliance issues. Know Tax Credit properties,

Key Take Away :

This webinar will definitely help clear things up in the exception processing of ACH transactions on unauthorized, authorization revoked and stop payments.

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Customer service and operations staff struggle each day with the que

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The Fair Debt Collection Practices Act is the single most important piece of Federal legislation affecting consumer debt collection. Abide by it and you’re fine. Violate it and the fines can be severe.

This webinar will describe the Act in g

Overview:
Why waste time? Get your new employees up to speed immediately so that they can rapidly contribute to the achievement of your desired business results. Join us to see the latest in onboarding technology and still have time to incorporate i

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Microsoft OneNote is a super cool tool that can work seamlessly with Microsoft Outlook, Office and the web and best of all, it does so in the simple and familiar way like using the tried and true notebook. This session will introduce the O