Abrigo

FEBRUARY 18, 2016

In this webinar, Sageworks is teaming up with Linda Keith CPA again to bring you more great information about tax return analysis. Linda has been a guest speaker on several Sageworks webinars that covered topics like Global Cash Flow , Red Flags for Tax Return Analysis and Making Judgement Calls for Tax Return Analysis.

Guidelines 150

Guidelines Analysis Taxes Training 150

Abrigo

NOVEMBER 17, 2023

How to close more loans by speeding up lending and credit analysis Seeking a quicker loan origination workflow is worth it. You might also like this on-demand webinar on the red flags of emerging CRE risk. Loan origination also involves multiple staff, making lending workflow and communication more challenging.

Lending 221

Lending Software System Taxes 221

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. Stay up to date on global cash flow and other lending trends. Learn More.

Analysis 195

Analysis Taxes Lending Examples 195

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

MAY 11, 2021

You might also like this webinar on assessing global cash flow. Takeaway 1 Global cash flow can provide a more holistic lending picture as lending decisions have become more complex. Many financial institutions use global cash flow analysis in their lending process. Watch the webinar. Pandemic Problem.

Analysis 195

Analysis Lending Taxes Comparison 195

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

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

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

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. unsecured lending is bad rather than unsecured lending should only be extended to high pass risk rated credit). and property tax payments.

Policies 195

Policies Lending Risk Management Examples 195

Abrigo

JUNE 29, 2022

You might also like this webinar, "How to Position Yourself for High-Yielding Ag Loan Growth." farmers is even more unpredictable than in recent years, so financial institutions will want to keep a close eye on the agricultural sector -- both to protect ag lending portfolios and tap into ag loan growth opportunities. Watch Webinar.

Kansas City 195

Kansas City Kansas Lending Oklahoma 195

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

FEBRUARY 23, 2023

Relationship focus helps CFIs Small banks can leapfrog competitors and better serve their communities by combining their unique advantages with smart management and partnerships. Declining deposits, higher cost of funds, and ever-increasing competition are just a few challenges these executives are managing. The result?

Community Bank 195

Community Bank Kansas City Community Lending 195

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. Stay up-to-date on the latest on ag lending trends. Watch Webinar. keep me informed. Opportunities.

Lending 195

Lending West Virginia Resources Operations 195

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

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

Abrigo

MARCH 31, 2020

15 and verify the borrower had employees for whom they paid salaries and payroll taxes. For more information on the Paycheck Protection Program and how to manage through it, visit Abrigo’s CARES Act and Paycheck Protection Program Resources page, and register for Friday’s webinar, “ SBA Lending: What’s Going On and How Abrigo Can Help. ” .

How To 195

How To Lending Illinois System 195

South State Correspondent

OCTOBER 4, 2023

You can’t get ten triple-digit project ROIs in a row in lending, credit, mortgage, wealth, insurance, or several other areas. You likely can’t measure your ROI because you have not invested in marketing enough to manage it. Treasury Management: This is our favorite campaign. Marketing can.

Marketing 195

Marketing Taxes Training Management 195

Abrigo

FEBRUARY 5, 2021

You might also like this webinar: "Detecting PPP Fraud: Optimizing Your AML Solution". Even after redoing this certification, borrowers may then still be declined on the same application due to another incorrect validation rule (for instance, an Applicant Tax ID issue),” the letter said. Lending & Credit Risk. SBA Lending.

Fraud 195

Fraud Lending Taxes Regulation 195

Abrigo

SEPTEMBER 20, 2023

Join Abrigo for a webinar discussing risk assessments' role in compliance. How financial institutions can prevent losses from 1st-party fraud Learn strong approaches to identifying, preventing, and detecting 1st-party fraud that will keep your AML program on top of fraud trends.

Fraud 195

Fraud Trends Cards Software 195

Abrigo

SEPTEMBER 29, 2017

She knows this credit well because she has managed it for two years and talks to the CFO regularly. If the financials were imported via automation such as Sageworks Electronic Tax Return Reader , the analyst should check that she chose the correct time periods to include in the analysis. What should she do? Check the inputs.

Analysis 150

Analysis Tools Risk Management Examples 150

PYMNTS

MARCH 1, 2018

However, the business lending process is bogged down with manual paperwork that can take as long as 25 hours for SMBs to prepare and submit. Brennan said that more complete financials can transform an FI’s lending process and facilitate better business relationships. That’s why a group of forensic accountants set out to found Validis.

Data 101

Data Lending Taxes Innovation 101

MyBankTracker

SEPTEMBER 10, 2020

And unlike other investing sites, they charge $0 management fees. And it can help to diversify your portfolio to manage risk. 0 management fees. REITs offer the tax benefits of owning property without having to play landlord. Are Managed Portfolios an Option? Open to both accredited and nonaccredited investors. $0

Taxes 52

Taxes Online Management Examples 52

Filene

APRIL 4, 2016

JOB Program microfinance lending - Kingsville Community Federal Credit Union. The JOB Program is a microfinance lending initiative to help members start their own small businesses. Non-Citizen Lending for immigrant borrowers - Point West Credit Union. The program has provided $2.1 million in loans to non-citizen borrowers.

Lending 28

Lending Community Data Washington 28