Marketing Risk Management Taxes Webinar 
Abrigo
DECEMBER 18, 2023
You might also like this webinar on credit department housekeeping. Takeaway 2 Advisors recommend that financial institutions look behind some of the headlines and examine their own markets before ruling out CRE altogether. They explained adopting a more nuanced approach during a recent Abrigo webinar for bankers.
Abrigo
MARCH 13, 2024
No, it’s the current situation in the commercial real estate (CRE) market tied to the threat that distressed and problem CRE loans pose to investors, banks and credit unions, and the economy at large. The bank or credit union can even lose the collateral (in the event of a tax deed sale or casualty event with no insurance coverage).
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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?
Abrigo
SEPTEMBER 5, 2023
You might also like these on-demand webinars on tackling common credit risk questions. Takeaway 2 A credit exception should be specific, have a well-defined risk justification, and include details on clearing it. and property tax payments. These circumstances are recognized and are not considered exceptions.
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. Strengthen your risk rating system.
Abrigo
MARCH 10, 2017
Professional liability claims against CPAs for valuations aren’t as frequent as claims made against accountants for tax-related services, but valuation-related claims tend to involve larger dollar amounts, according to John Raspante, director of risk management for the North American Professional Liability Insurance Agency LLC, or NAPLIA.
Abrigo
MARCH 18, 2016
Your marketplace, if you want to look at strategic valuations, is open to about everyone who has a business, so there’s a huge market,” McDaniel said during a recent webinar hosted by Sageworks. Listen to the replay of the Sageworks webinar here: “ Teaching your clients to treat their business like an investment.”
Expert insights. Personalized for you.
221 
Let's personalize your content