Instructor Led Bankers Training

Chartered Financial Analyst CFA Level 1 Intensive Review ...ram is designed for Portfolio and treasury professionals, bankers, finance controllers, treasurers, chief financial officers and professionals interested in sitting for the CFA I exam. Prerequisites: background in finance. Level: update. This program is worth 25 NASBA CPE s.Prepare for the CFA I exam through this intensive training workshop.Enrich their knowledge of investment and skills that  more...

Building Business Relationships as a Community Banker Increase market share by bringing in new business customers and increase "wallet share" with existing customers. This two day interactive workshop focuses on the skills, techniques and strategies that Community Bankers need to compete effectively. Participants focus on the specific issues facing them in their market and practice using their own "case studies". Every module is completed with an  more...

Accounting for Estates and Trusts Benefits strong Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache. /strong Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your  more...

Rules of Trust Administration Benefits strong Avoid missteps in trust administration - discover techniques to help you along the way. /strong Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize  more...

Collection Law: The Good, the Bad and the Profitable Benefits strong Discover how to navigate the minefields of collection law with ease. /strong Join us for this innovative seminar and get up to speed on important collection practices. Understand the intricacies of a typical collection case. Get a handle on complicated issues surrounding judgment collection procedures. Avoid problems down the road by protecting yourself and your company - find  more...

Unclaimed Property Reporting Benefits strong Unclaimed property - what's it all about? Find out how to comply with state laws and prevent costly state audits. /strong How does your company account for uncashed payroll and accounts payable checks? How does your company handle aged customer credits? Do you have unclaimed dividends, gift certificates or unidentified remittances that have not been claimed by the owner? These  more...

New Era of Estate Planning Benefits strong Master the intricacies of estate planning today and help your clients plan for tomorrow. /strong Help your clients save money and tears down the road - learn all the latest and most effective techniques for dealing with the uncertainty of estate planning in today's politically charged atmosphere. The estate tax may change, but your clients' peace of mind doesn't need to. Give  more...

Economic Development Financing Benefits strong Ensure nothing gets overlooked - get on the road to success in economic development financing. /strong Join us for this must-attend seminar and get surefire techniques for overcoming challenges surrounding economic development financing. Gain winning strategies for navigating the labyrinth of tax increment financing issues. Solve your toughest problems regarding new market tax  more...

Document Retention and Destruction Benefits strong Are you sure you want to throw that document away? /strong New regulations - the constant threat of audits - the increased use of e-Discovery - in today's changing legal environment, you're asking for trouble if you don't have an effective record retention and destruction policy in place. And even if you do, standards are changing - have your policies changed with them? Attend  more...

Collection Law: The Good, the Bad and the Profitable What you don't know can hurt you - stay updated on collection law. Attend this enlightening seminar and stay abreast of the latest issues relating to collection law in Saskatchewan. You'll gain a clear understanding of the legal process in getting from debt to judgment. Our seasoned professionals will provide practical answers to help you succeed - no matter what challenges arise. Don't miss this  more...

Green Building and Sustainable Design in New Jersey Green building isn't as costly as you think - find out how to save money while minimizing your risk. Yes, you can build green and save money. Unfortunately, many professionals lack the know-how to make sure their budgets don't suffer. Even for those who do, green technology and legal issues are changing so fast that it may seem impossible to keep up. That's where we can help! Attend this seminar  more...

Green or Sustainable Construction Stay ahead of the curve - learn how to incorporate the latest green building practices into your next project. Green technology and technical issues are changing so fast that it may seem impossible to keep up. That's where we can help! Attend this seminar and discover how green buildings can help you make more money because they're more attractive to buyers. Hear an informative case study to  more...

Sustainable Development: Incorporating Green Design Into Your Building Projects Stay competitive in the changing marketplace and create a more sustainable future. The green building industry is gaining market share and still growing. Green is everywhere - but how do you make it work in your project? Sign up for this seminar and get the knowledge you need to separate green design hype from reality. Start making smart decisions about implementing green design strategies in  more...

Sustainable Development: Incorporating Green Designs Into Your Building Projects Stay ahead of the curve - learn how to incorporate sustainable designs into your next project. The green building industry is gaining market share and still growing. Green is everywhere - but how do you make it work in your project? Sign up for this seminar and get the knowledge you need to separate green design hype from reality. Start making smart decisions about implementing green design  more...

All About Trusts All About Trusts - Discover how to navigate the minefields of trusts with ease. Attend this cutting-edge seminar and you ll gain a clear understanding of the different types of trusts. Meet the challenges ahead and find out what you need to know about estate planning issues, asset protection considerations, estate and gift tax considerations, and grantor trust rules. These are just a few of the  more...

Loan Participations: Agreement, Servicing, and Maintenance Loan Participations: Agreement Servicing and Maintenance - Recent adverse events in the United States financial markets such as the collapse of the subprime mortgage market and the attendant failures of several financial institutions small and large have increased the internal and external scrutiny of the financial assets in the portfolios of the remaining financial institutions. Particular  more...

Top 9 Issues in Insurance Coverage What you don t know can hurt you stay updated on the top 9 issues in insurance. Attend this enlightening seminar and stay abreast of the latest issues relating to coverage of construction defect claims. Our seasoned professionals will provide practical answers to your most pressing questions about bad faith. You ll get an inside look at how to respond to confusing issues surrounding assignment  more...

Buying and Selling a Business and Business Valuations Ensure nothing gets overlooked get on the road to success in business sales, purchase and valuation. Join us for this innovative seminar and get up to speed on structure issues. Understand the intricacies of purchase and sale agreements. Get a handle on complicated issues surrounding closing documents. Avoid problems down the road by protecting yourself and your company find out exactly what  more...