Fundamental Banking of the Medical, Legal and Accounting Professional

Do you know what your business banking customers are looking for in a financial services organization? BAI conducted a survey of business owners to find out. Join us for this complimentary BAI webinar to gain actionable insights that will help you make smart business decisions in the year ahead.

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements. Borrowing base certificates and other documentation topics will also be discussed. We'll also present collateral documentation checklists for intangible personal property such as instruments, investments, and deposit accounts, as well as aircraft, boats & vessels and motor vehicles. Checklists give lenders the ability to quickly and effectively review collateral documentation for acceptability and focus on the proper questions to be asked and answered related to each document and type of collateral.

Tax Technology Enables High-Performance Properly structuring data for tax provision From enhancing compliance to optimizing data to elevating strategy, the latest innovations in corporate income tax technology deliver both timely and accurate tax returns and the opportunity to provide highly strategic tax support. Download our w

Factor-based investing techniques have become popular among equity investors, due to their potential to generate higher risk-adjusted-returns.[1] Stock portfolio selection usually requires a trade-off between performance and risk and can be influenced by multiple investment preferences and constraints. Join us in this webinar as our experts dive into credit ratings’ scores & factors, the building blocks that create the final credit score, and explore the following: What can credit ratings’ underlying scores and factors tell us about the relative strengths of issuers with similar ratings? How can we identify factors that may generate a potential alpha signal from the underlying components of S&P Global Ratings’ Corporate issuer credit ratings (ICRs)? Is it possible to construct a portfolio with higher risk-adjusted returns than the S&P 500 Index using Financial Risk and Business Risk scores? How to hunt for opportunities in the speculative-grade stocks using the Financial Risk and Business Risk scores?