- Dr.Schell.PhD -
MORTGAGE ACCOUNTING BASICS
Learn about financial statement structure, loan funding, and loan sale journal entry, identify net funding warehouse line, escrow liability accounting, and more...
ADVANCED MORTGAGE ACCOUNTING
Learn about hedge accounting, IRLC fair value measurements, short position analysis, derivative asset revenue distortion, branch profitability assessment, ASC815, 820, 825, 860, and more...
Learn how to create a firm's Vision, Mission, Values, statement, implement SWOT, identify and Objectives, and measure strategic plan implementation, and more...
TECHNOLOGY TRANSITION & LOS CONVERSION
Learn how to identify user requirements, document an RFP structure, select a vendor, implement a conversion plan, measure staff buy-in, implement a post-conversion assessment, and more...
Certified Public Accountant (CPA)
Continuing Professional Education (CPE)
Helping CPAs and anyone wanting to learn
Determine the proficiency of the accounting process
Determine effectiveness of the hedge process. Provide training to understand the results.
WORKFLOW DESIGN & COLLABORATION
Evaluate staff structure and create workflow design for all positions
- Balancing -
integration and differentiation,
control and creativity,
allocating decision-making rights.
Support the identification of best solution, and direct the implementation effort.