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Bank Policies & Procedures: Internal Controls (PLM-242)
Addresses the various controls to ensure efficient and effective bank operations, the reliability of financial reporting, and an effective risk management system. Covers administrative,...
How to Review Appraisals - Commercial & Residential
As commercial bankers, it's essential to understand the collateral we rely on to secure loans, especially when it comes to more complex assets like equipment and real estate. This webinar provides...
IRA Legal Issues
Financial professionals working with Individual Retirement Accounts (IRAs) often find themselves in a tricky position — while they aren't authorized to offer tax advice, they may still be called...
IRA Required Minimum Distributions
Recent changes to Required Minimum Distribution (RMD) rules, stemming from the SECURE Act, the CARES Act, and the updated life expectancy tables, have significantly impacted IRA administration. As...