Financial institutions have long been the payments engines for their customers. However, with heightened competition and the advent of new non-bank entries into the marketplace, financial institutions have been playing more defense than offense. It is now time to go from playing 'not to lose' to using the implied trust and the customer experience to reverse the trend, get back lost customers,and retain existing ones.
Join us for 90 minutes to learn how to put the powerful sensitivity tools of Microsoft Excel to work in your models. Learn the top 20 best practices of solid model design, development and delivery. Seasoned financial analyst, Miles Hutchinson, will show you how to unlock the power of scroll bars and spinners, goal seek, one and two-input data tables and scenario manager in your models. He will provide you with samples of the tools demonstrated during the webinar along with complete instructions for creating and using each of these tools.
At the completion of this course you will have the tools necessary to evaluate the W9 and prepare a Form 1099-MISC with all the blocks properly completed. This course will cover not only these common mistakes but make suggestions regarding the contents of each Block on the Form 1099-MISC.
ACH Returns can be complicated and requires attention to detail. In the ACH network, for years, returns have been sent- typically with financial institutions processing exception items on Day 2 why not change that now in the new Same Day ACH environment? There are many opportunities with the extra settlement windows for exception processing to change (if the RDFI wants to)- this session will identify the options and it's up to the participant whether they will utilize the option or not.