The Fundamentals of Hyperautomation and Composability in Finance

Everything a commercial loan officer should know about the core commercial loan documentation package, including perfecting security interests on commercial collateral, loan agreements, signature requirements, loan closings and more. This fast-paced seminar will focus on the purpose, use and content of the six core commercial loan documents: the promissory note, the loan agreement, the security agreement, the guaranty, the letter of credit and the subordination/intercreditor agreement. It will provide relevant, up-to-date and practical information to help commercial lending personnel.

Take an in-depth look at how taxes are handled in eMoney, including new features added for the Tax Cuts and Jobs Act, and discover new ways to customize your tax options and create compelling simulations. This course specifically highlights taxation within the eMoney financial planning platform. Course Objectives Review the assumptions that will affect your client’s projections Learn best practices on entering the facts to achieve your desired results Go through a detailed breakdown of Tax Events Ledger and Income Tax Reports Discover how to deploy and accurately account for income tax strategies Avoid common trouble shooting errors and review some helpful resources to assist you in putting your client’s plans together

Increased competition in financial statement audits made public accounting firms more concerned with keeping clients happy and retaining that relationship while maintaining profits. As a result, many accounting firms are doing more with less staff while company management needs to meet bank covenants or bonus promises. In prosperous times it isn’t an issue, but when the company faces a slow period, greed can cross ethical boundaries.

While change has become a constant from a business, regulatory, and technology perspective, the need for finance leaders to transform their teams and processes has never been greater. With the right transformation strategy, the opportunity exists to modernize your systems, drive innovation, and create a more agile finance team.