PYMNTS

JUNE 25, 2018

Marry tech and talent, then risk management can pay dividends, notes an upcoming PYMNTS webinar. In advance of the upcoming webinar titled “RegTech: Transforming Compliance Through Enabling Technology,” Clayton Mitchell, principal of Crowe Horwath , stated that RegTech’s effectiveness can be limited by internal factors.

Risk Management 167

Risk Management Management Strategy Compliance 167

Abrigo

SEPTEMBER 21, 2021

Cooley has led webinars for Abrigo on loan review for banks and loan review for credit unions , and he describes those traits in the webinars, along with the strategic advantages of loan review. Watch the video above, a preview of the webinars, or continue reading to learn more. Watch Webinar. Credit Risk Management.

Video 195

Video Analysis Risk Management Training 195

Abrigo

APRIL 19, 2022

You might also like this webinar on assessing global cash flow. Not analyzing (or requesting) all of the necessary tax forms Tax returns and their supporting schedules are vital to performing a GCF analysis correctly. Watch the webinar. Takeaway 1 Consolidate business and personal accounts.

Analysis 195

Analysis Taxes Lending Examples 195

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools. “Some observers will define the market as $10 million in the top line to $1 billion.

Management 116

Management Taxes Compliance Marketing 116

Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

Taxes 195

Taxes Lending Connecticut Capital 195

Abrigo

JULY 20, 2024

The emphasis for commercial credit risk management and evaluation is cash flow, fixed charges coverage, and working capital cycles. Digital engagement : CRE credit risk management tends to focus primarily on annual tax returns and rent rolls, while C&I lending relies on higher-frequency reporting. Engaging digitally.

Lending 195

Lending Risk Management Management Capital 195

Abrigo

MAY 11, 2021

You might also like this webinar on assessing global cash flow. In an informal poll during the webinar, attendees were asked about their effectiveness creating and utilizing global cash flow analysis in the lending process. Watch the webinar. When to use GCF at your institution. 20/30/50 split over three years).

Analysis 195

Analysis Lending Taxes Comparison 195

Abrigo

MARCH 13, 2024

Here’s how banks and credit unions with strong CRE risk management can identify weakening property loans, assess them, triage them, and assist with their prognosis and treatment. Beyond a hard money default due to a payment or maturity event, early warning signs for CRE loans typically manifest as a : Failure to pay real estate taxes.

Strategy 221

Strategy Course Meeting Taxes 221

Abrigo

JUNE 29, 2017

During a recent Sageworks webinar , Linda Keith, CPA, covered the top questions she gets from bankers on k-1’s, pass-throughs and global cash flow analysis. She explains that you should think of this as investment activity, not active management of the business. View the webinar recording to see Keith’s answers to all 15 questions.

Analysis 150

Analysis Guidelines Taxes Training 150

PYMNTS

FEBRUARY 21, 2019

In a new PYMNTS webinar, Karen Webster and Danielle Lackey, chief legal officer at expense management provider Motus , spoke about those changes, and how companies can get with this trend to save money and even make employees happier. That rate — so often treated as a holy, infallible commandment — is anything but.

Taxes 128

Taxes San Francisco New York City Case Study 128

Abrigo

NOVEMBER 17, 2023

You might also like this on-demand webinar on the red flags of emerging CRE risk. Financial institution staff and management eager to grow the loan portfolio are themselves familiar with the aggravations, bottlenecks, and inefficiencies associated with loan approval processes. Stop manual tax-data entry.

Lending 221

Lending Software System Taxes 221

Abrigo

MAY 1, 2020

Manage PPP loans through forgiveness. or who received annualized pay of more than $100,000 during any period in 2019; state and local employer taxes assessed on an employee’s compensation (i.e., So far, the guidance has been silent on any deadline for applying for forgiveness. learn more. How much of a PPP loan can be forgiven?

Taxes 195

Taxes Lending Payments Report 195

Abrigo

AUGUST 28, 2022

You might also like this webinar, "Position yourself for high-yielding ag loan growth." Takeaway 3 Better ag lending workflows streamline document collection and management and increase credit analysis accuracy. . Inconsistencies in the application of institutional lending policies are a recipe for risk management challenges.

Lending 195

Lending System Analysis Data 195

Abrigo

MARCH 3, 2023

You might also like this webinar, "Proactive measures to protect against check fraud and fraud loss." Fraudsters will steal personal checks, business checks, tax refund checks, and checks related to government assistance programs. Abrigo's BSA and AML software can help you manage customer or member relationships and stay compliant.

Fraud 195

Fraud United States Trends Software 195

Abrigo

MAY 10, 2021

Takeaway 2 Process management features of a loan origination system help manage the workflow, from analysis through closing. A loan origination system (LOS) should perform several basic functions to automate and manage the end-to-end steps in the commercial loan process. LOS process management features.

System 195

System Lending Analysis Software 195

Abrigo

MAY 2, 2017

Attend any conference, webinar or professional development course and you will most likely hear the buzz on the importance of becoming more relevant to your clients, adding advisory services and delivering more value. Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

How To 150

How To Taxes Compliance System 150

South State Correspondent

OCTOBER 4, 2023

You likely can’t measure your ROI because you have not invested in marketing enough to manage it. Consider that many banks have one person in their marketing department, and then they task that person with managing events, merchandise, and brand building. Treasury Management: This is our favorite campaign.

Marketing 195

Marketing Taxes Training Management 195

Abrigo

JULY 17, 2017

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. To learn more about taking a unified approach to expanding advisory services, listen to the webinar, “ Expanding Your Firm’s Advisory Services.”

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

FEBRUARY 27, 2020

They are routinely experiencing processes that add costs, delay turnaround times, and can lead to inconsistency in pricing and risk management. Abrigo’s 2020 Business Lending Readiness Survey found many bankers are dealing with processes that stymie those efforts. The sample, while not necessarily representative of the entire universe of U.S.

Lending 243

Lending Survey Data System 243

Abrigo

JANUARY 17, 2023

You might also like this on-demand webinar, "Strategies to grow your commercial loan portfolio." The customer portal for requesting financials and tax returns. With an automated loan management system , there’s no more emailing with document attachments. However, there are five big reasons to automate SMB/Commercial Lending now.

Lending 195

Lending System Customer Experience Case Study 195

Independent Banker

NOVEMBER 30, 2021

I know most tax accountants preach that we should sell bonds at a loss instead of gains, because that speeds up the income tax liability. But be careful: Tax-free munis are the last ones you want to sell at gains.”. I think it’s responsible, proactive portfolio management. Webinar series for 2022. Education on Tap.

Community 126

Community Community Bank Taxes Security 126

Abrigo

NOVEMBER 7, 2016

Tolin, who recently led a Sageworks webinar for accountants on launching new services, noted that the Oreo cookie has been around for many decades, and it has probably been in the mature stage of its life cycle for a while. Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. How do I innovate?

Taxes 170

Taxes Innovation Examples Case Study 170

Abrigo

NOVEMBER 13, 2023

Read the 2023 Loan Review Survey results for expert analyses of emerging trends WATCH WEBINAR Takeaway 1 Annual loan review is separate from covenant testing and underwriting, but many banks conflate these processes. Make sure to look at lien perfection, tax payments, and insurance. You don’t want to be in that situation.”

Analysis 195

Analysis Lending System Survey 195

Abrigo

JANUARY 6, 2017

The thing about databases is they’re siloed and they’re generally centralized, and they’re owned and managed by someone who has unilateral editorial rights. Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan. Register here.)

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

MAY 23, 2017

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Nearly 150 webinar participants answered this question in the informal poll.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

SEPTEMBER 5, 2023

You might also like these on-demand webinars on tackling common credit risk questions. Portfolio segments should be monitored and managed, not get buried in exception counts. This is particularly true of credit exceptions related to account management (e.g., and property tax payments. It just stays on forever.

Policies 195

Policies Lending Risk Management Examples 195

Abrigo

SEPTEMBER 19, 2016

Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins. After all, accountants are commonly known as providing services such as tax preparation and audits.

Taxes 150

Taxes Compliance Resources eBook 150

Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

Abrigo

SEPTEMBER 6, 2017

In a recent Sageworks webinar, “Best Practices for Automating Simple Member Business Relationships,” Vice President of Strategy at Sageworks Peter Brown discusses ways to improve borrower satisfaction. People want money - that is why borrowers come to you.

Survey 150

Survey Taxes Comparison Fintech 150

Abrigo

SEPTEMBER 26, 2016

If so, it might be time to learn how you can elevate your role as a CPA from a finance or tax advisor to one of a business consultant. In a recent Sageworks webinar , Katie Tolin of CPA Growth Guides explained how to build revenue and client relationships by making the transition to “business consulting."

Meeting 150

Meeting Analytics Taxes How To 150

Abrigo

JANUARY 3, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." During a recent construction lending webinar , lending and credit risk expert Dev Strischek of Devon Risk Advisory Group outlined the keys to construction loan success. Manage risk & avoid defaults. Credit Risk Management.

Lending 195

Lending Policies Survey Risk Management 195

Abrigo

JULY 27, 2016

All financial institution personnel play a role in the maintenance of positive asset quality through loan portfolio management, especially during periods of growth. But as the OCC instructs examiners in its Comptroller’s Handbook, loan portfolio management is the process by which these inherent risks are managed and controlled.

Handbook 150

Handbook Taxes Management System 150

Abrigo

JUNE 29, 2022

You might also like this webinar, "How to Position Yourself for High-Yielding Ag Loan Growth." Property taxes/fees: 1.4% Learn more about the ag outlook with this webinar, "Position Yourself for High-Yielding Ag Loan Growth". Watch Webinar. More Unpredictable Than 2019-2021. The general U.S. agricultural sector outlook.

Kansas City 195

Kansas City Kansas Lending Oklahoma 195

Abrigo

APRIL 2, 2015

During a recent educational webinar, Sageworks partnered with Grant Thornton , one of the world’s leading organizations of independent audit, tax and advisory firms, to explain the key principles from the recent guidance, along with the most significant ways it may impact banks and credit unions. Blog Bank Credit Union'

Taxes 150

Taxes Maine Analysis Regulation 150

Abrigo

FEBRUARY 10, 2021

You might also like this webinar, How the 2021 Roadmap for Producers will Influence Ag Lending. Land value At the end of the project, all that farmers and ranchers have left are land value and soil management. Watch Webinar. These are not as easy to manage due to the complexity of having multiple landowners and shared revenue.

Lending 195

Lending West Virginia Resources Operations 195

Abrigo

JULY 25, 2017

It can also be a great time to read professional development material dispensed in manageable doses. In addition, Sageworks provides free webinars featuring some of the profession’s top thought leaders to equip valuation professionals with the latest information and best practices.

Risk Management 150

Risk Management Video Taxes Resources 150

Abrigo

JUNE 30, 2017

percent provide tax preparation services. percent provide tax preparation services. As described in the Journal of Accountancy’s Consulting services can grow your firm—if managed properly , this trend of moving towards consulting services exemplifies the new strategy many accounting firms have adopted. Whereas 77.7 Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220