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2 events,
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IRA Year End Wrap Up
IRA Year End Wrap Up
Webinar | Recorded December 12, 2024 | 90-minutes | $199 During this all-day class, we will get ready for the year end wrap up. We have many new parts of the Secure Act 2.0. Check your death distributions, rollovers, transfers and distributions before we click over to a new year. Learn how common mistakes can…
$199.00
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Conducting a BSA Audit
Conducting a BSA Audit
Webinar | Recorded December 12, 2024 | 90-minutes | $199 Our BSA/OFAC audit is a line of defense before the regulators arrive at your institution. The more well developed the audit is the less likely of a finding when the regulators come to call. During this webinar we will review the FFIEC exam manual procedures…
$199.00