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

Abrigo

JULY 20, 2024

Lenders are often more comfortable with loans secured by real estate and a focus on debt-service coverage and loan-to-value. Both can be done most efficiently when some member or customer engagement occurs digitally, using secure portals and automated email reminders to gather routine documents, for example.

Lending 195

Lending Risk Management Management Analysis 195

Abrigo

AUGUST 28, 2022

You might also like this webinar, "Position yourself for high-yielding ag loan growth." If lenders for one line of business spread tax returns into financial statements one way and lenders from another business line do it differently, the reliability and objectivity of loan decisions are questionable. LEARN MORE ABOUT AG LENDING.

Lending 195

Lending System Analysis Data 195

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

MAY 10, 2021

While a financial institution often primarily focuses on securing software to originate business loans, a commercial LOS provides scalability when it offers integrated solutions on one platform to manage all stages of the life of the loan. Stay up to date on loan origination systems and lending best practices. Lending & Credit Risk.

System 195

System Lending Analysis Software 195

Abrigo

JANUARY 27, 2017

In a recent Sageworks webinar , Steven Martin, vice president at Sageworks, cited cash flow as the top concern of small business owners. Dealing with slow, confusing and labor-intensive loan application processes that can take anywhere from 2-4 weeks to complete and secure funding is causing small business owners to look elsewhere for credit.

Online 150

Online Capital Software System 150

Abrigo

FEBRUARY 7, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." The lien attaches to the property and threatens the forced sale of the property if payment is not secured. Could your institution benefit from forming a real estate and construction administration unit?

Lending 195

Lending Management Risk Management Software 195

CFPB Monitor

SEPTEMBER 8, 2016

ET, Ballard Spahr attorneys will hold a webinar on the interpretive rule: “The DoD’s 11th Hour Interpretive Rule For New MLA Rules.” ” More information about the webinar and the registration form is available here. On September 20, 2016, from 12 p.m. Oral disclosures. Safe harbor for assignees.

Compliance 60

Compliance FDIC Security Regulation 60

Abrigo

JANUARY 6, 2017

To be certain, many accountants could make a full-time job out of simply trying to understand the various types of technology that can make their personal lives easier and their practices more profitable and secure. Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan.

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? Image credit : [link]. Blog Accountant'

Taxes 191

Taxes Survey Technology Comparison 191

South State Correspondent

OCTOBER 4, 2023

Having to pay near SOFR rates will give you a false sense of security, cost you more in the long run, and slowly erode franchise value. Build a campaign to acquire new customers or, at a minimum, remind your current customers to save for taxes, incentive compensation, emergencies, or any number of other items.

Marketing 195

Marketing Taxes Training Management 195

CFPB Monitor

MARCH 2, 2020

ET, Ballard Spahr will hold a webinar, “The DoD’s MLA Interpretive Rule Rollback on GAP and Other Recent Developments in Military Lending Law.” servicemembers have social security numbers, certain dependents of servicemembers do not have social security numbers due to their resident or nonresident alien status. to 1:00 p.m.

Security 60

Security Analysis Regulation Lending 60

Abrigo

MARCH 31, 2020

Key Takeaways The Small Business Administration (SBA) and Treasury Department released information on how lenders can become eligible to originate Paycheck Protection Program loans under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 15 and verify the borrower had employees for whom they paid salaries and payroll taxes.

How To 195

How To Lending Illinois System 195

Abrigo

SEPTEMBER 20, 2023

Join Abrigo for a webinar discussing risk assessments' role in compliance. Given the current economic climate in the United States, it is essential to understand the effect personal financial security has on 1 st -party fraud. The scam here is an inside job, making it inherently more elusive.

Fraud 195

Fraud Cards Trends Software 195

Abrigo

FEBRUARY 28, 2017

Pipe recently led a webinar in partnership with Sageworks titled, “ Become an Inspiring and Profitable Advisory Accountant.” In this webinar, as in much of Pipe’s work, he demonstrated that consulting and advisory services are some of the greatest services accountants can provide.

Case Study 150

Case Study Study Community Examples 150

Abrigo

DECEMBER 27, 2022

The advance payment may be described as a fee, tax, commission, or incidental expense that will be repaid later. Government impersonation scam : Criminals pose as IRS or Social Security employees and threaten to arrest or prosecute victims unless they agree to provide funds or other payments. Watch the webinar. Keep me informed.

Trends 195

Trends Fraud cryptocurrency Software 195

Abrigo

SEPTEMBER 5, 2023

You might also like these on-demand webinars on tackling common credit risk questions. and property tax payments. When and how to cite credit exceptions A policy on credit exceptions can address many factors that can lead financial institutions to diverge from loan policy and miss signs of potential trouble.

Policies 195

Policies Lending Risk Management Examples 195

Abrigo

APRIL 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. When a small business owner can upload supporting documents securely anytime from anywhere, the bank or credit union spends less time chasing documents. DOWNLOAD Takeaway 1 Financing plays a crucial role in small business survival and success.

Lending 243

Lending St. Louis Community Marketing 243

Abrigo

MARCH 29, 2017

Since leaving public accounting, she has been an internal auditor, a tax preparer and a controller. She shared her expertise in a recent Sageworks webinar, “ How to Increase Efficiency and Minimize Risk in the Audit Process.” Securities and Exchange Commission (SEC) in the 2013-2014 fiscal year.

Analytics 150

Analytics How To eBook Fraud 150

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. Brings capabilities of open source and third-party technologies under one roof and security model.

Analytics 120

Analytics Data Leadership Strategy 120

Abrigo

MAY 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. When a small business owner can upload supporting documents securely anytime from anywhere, the bank or credit union spends less time chasing documents. DOWNLOAD Takeaway 1 Financing plays a crucial role in small business survival and success.

Lending 195

Lending St. Louis Community Marketing 195

South State Correspondent

MARCH 15, 2023

Now, customers and analysts will pay more attention to Loans + Securities-to deposit ratio. Instead of just looking at LTD, investors, and depositors, will now look at loan plus securities to total deposits. That notion proved false, and the quality of that metric has forever changed.

social media 195

social media FDIC Branding Management 195

Abrigo

JANUARY 13, 2016

The benefits of communicating rationally, clearly and in a timely manner can better secure your role as your client’s most trusted advisor. So when you are with your clients this upcoming tax season, ensure that you are honest, empathetic, dependable and present! The webinar airs Tuesday, Jan. 19 from 2-3 p.m.

Course 150

Course Meeting Taxes Compliance 150

Abrigo

SEPTEMBER 26, 2017

Make it easier to communicate Cloud-based technology provides secure portals for clients to provide and access confidential documents without the need for emails or paper. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

JANUARY 22, 2018

There is another market segment, however, that similarly struggles to secure this Goldilocks effect, with products that aren’t too small and aren’t too large: the middle market. “It is really who you ask,” said BC Krishna, CEO and founder of MineralTree, in a previous webinar with PYMNTS’ Karen Webster.

Management 116

Management Taxes Compliance Marketing 116

Abrigo

AUGUST 12, 2016

“This is really the right time to be thinking about this, because that generation that started businesses in the 1960s is now transitioning to their golden sunset or beyond,” says Abbott, who recently led a Sageworks webinar on valuations. “A

Company 150

Company West Virginia Taxes Examples 150

Abrigo

NOVEMBER 19, 2019

The Secure and Fair Enforcement (SAFE) Banking Act of 2019, H.R. Register for our free upcoming webinar "Starting 2020 on a High Note: Cannabis-Related Banking Explained." . Marijuana contains the psychoactive chemical tetrahydrocannabinol (THC), generally 10% or greater, and hemp by law contains 0.3% We can help. Cannabis Banking.

Regulation 150

Regulation United States Industry Training 150

MyBankTracker

AUGUST 10, 2020

You can invest in securities globally while funding your account and trading in multiple currencies. And as far as investment options go, you have access to the same types of securities. If you only trade stocks or other securities occasionally, an IBKR Lite account could be the best choice. Commission-free stock trading.

Taxes 52

Taxes Tools Online Management 52

Abrigo

FEBRUARY 23, 2023

You might also like this on-demand webinar: "Problem loans: Identifying warning signs and management options" WATCH Takeaway 1 Executive leaders of small community financial institutions face complex issues, including declining deposits. The result?

Community Bank 195

Community Bank Community Kansas City Lending 195

Abrigo

NOVEMBER 19, 2019

The Secure and Fair Enforcement (SAFE) Banking Act of 2019, H.R. Register for our free upcoming webinar "Starting 2020 on a High Note: Cannabis-Related Banking Explained." . Marijuana contains the psychoactive chemical tetrahydrocannabinol (THC), generally 10% or greater, and hemp by law contains 0.3% We can help. Cannabis Banking.

Regulation 150

Regulation United States Industry Training 150

Abrigo

DECEMBER 10, 2014

As you prepare for upcoming engagements with your “best” tax and audit clients, be thinking of how you will turn those meetings into opportunities for additional business advisory work once busy season ends. ” Sageworks is also hosting a free webinar on Dec.

Meeting 191

Meeting Taxes Industry Strategy 191

Abrigo

DECEMBER 5, 2014

If your practice is filled with price-focused clients who want and use only routine tax and accounting services, you are probably working harder every year with perhaps not as much to show for it in the way of revenue growth or security. “You have to fish where the fish are swimming,” she says. 16 at 1 p.m.

Survey 170

Survey Industry Marketing Taxes 170

MyBankTracker

SEPTEMBER 10, 2020

According to the Securities and Exchange Commission you can qualify if you: Have a net worth of $1 million or more (excluding your primary residence) Earned $200,000 or more (or $300,000 if you’re married) each of the previous two years Some real estate investment platforms only accept accredited investors.

Taxes 52

Taxes Online Management Examples 52

PYMNTS

MAY 4, 2017

In the latest webinar series, PYMNTS’ Karen Webster jumped into the findings of the Global Cash Index, gaining a sense of the story behind the numbers in the United States and the Americas in general. Among the core reasons for this: The perception that the use of cash was more secure. Cash is dead? Keep a lid on the casket talk.

ATM 192

ATM Millennials United States Study 192

South State Correspondent

APRIL 24, 2023

So, like any new bank marketer, it composed a fairly interesting email (below) using the subject line “Secure Your Healthcare Future: Boost Your Health Savings Account Contribution.” The application changed the subject line again to “Take Advantage of Tax-Free Savings: Increase Your Health Savings Account Contribution.”

social media 195

social media Data Marketing Technology 195

South State Correspondent

JULY 10, 2024

The cost can include various expenses, such as operational, funding, capital, risk, and taxes. This approach focuses on understanding what customers are willing to pay for the benefits and unique features of banking products and services, such as convenience, security, rewards, and personalized services.

Comparison 195

Comparison Strategy Marketing Analytics 195

Abrigo

SEPTEMBER 12, 2019

if you are banking a business selling hemp-derived CBD products Obtain financial statements and tax returns – ensure that they both support ongoing revenue streams Obtain expected activity information and compare to actual account activity Perform periodic on-site visits Fee income for the institution could be significant. Learn More.

Retail 150

Retail Policies Regulation Compliance 150