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Regulation E - The Basics and Error Resolution
Donna K. Olheiser
LIVE : June 18 , 2026 01:00 PM EST
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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Form W9 & 1099s
Jason Dinesen
Recorded Duration : 90 Minutes
Banking and Financial Services > Accounting and Taxation

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well-known presenter of continuing education courses. 

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Understanding Fed Gov't ACH Processing
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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Due Diligence Steps for Form 1099
Jason Dinesen
Recorded Duration : 60 Minutes
Banking and Financial Services > Accounting and Taxation

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well-known presenter of continuing education courses. 

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Understanding NACHA Rules Changes
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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New Rules on Processing Unauthorized Returns
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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Basics of The Bank Secrecy Act
Donna K. Olheiser
Recorded Duration : 90 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic...

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Cash Flow Statement versus Income Statement
Dr. Trish Petak
Recorded Duration : 60 Minutes
Banking and Financial Services > Accounting and Taxation

Dr. Trish Petak earned her Doctor of Business Administration and while she's a successful associate professor of business and accounting, she's...

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BSA Reporting Requirements
Recorded Duration : 60 Minutes
Banking and Financial Services > Banking and Financial Services Industry
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BSA Important Issues: New Mandates, Requirements, and Recommendations
Kenneth Barden
Recorded Duration : 60 Minutes
Banking and Financial Services > Banking and Financial Services Industry

Kenneth Barden is an attorney and a seasoned Compliance and Regulatory Specialist. He is a Certified Anti-Money Laundering Specialist (CAMS) an...

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Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts
Gary Cokins
Recorded Duration : 60 Minutes
Banking and Financial Services > Accounting and Taxation
9. Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He i...
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