| Operations |
| Supervisory Secrets & Skills |
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Tuesday, May 25th, 2010 This "nuts-and-bolts" workshop is crammed with dozens of "field tested" techniques to put you on the path to supervisory success. |
| Opening New Accounts II |
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Wednesday, May 19th, 2010 Opening New Accounts is a critical process in your financial institution. Make sure your employees have the necessary skills.
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| Analyzing Financial Statements |
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Thursday, May 13th, 2010 One of the more challenging aspects of lending is analyzing personal financial statements and tax returns. Make sure your employees have the necessary skills. |
| Opening New Accounts I |
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Thursday, May 13th, 2010 Opening New Accounts is a critical process in your financial institution. Make sure your employees have the necessary skills.
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| Break Out of the Box: Differentiate Your Financial Institution From Everybody Else |
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Thursday, May 6th, 2010 In this webinar, you'll find new approaches to competing as one-of-one, the only market situation aside from being the lowest cost financial institution that generates an attractive return.
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| Home Valuation Code of Conduct |
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Wednesday, May 5th, 2010 This webinar will give an overview of the new regulations, their impact on lenders, and the latest updates to the Code.
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| Managing a Financial Institution Branch |
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Wednesday, April 28th, 2010 The how-to approach offers suggestions for branch offices to produce better results.
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| Construction Lending |
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Tuesday, April 27th, 2010 This webinar will explain the construction lending function from start to finish. |
| Contingency Funding Plan - Does Your Plan Make The Grade? |
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Thursday, April 15th, 2010 This webinar is designed to review the historic look at Liquidity from the regulator viewpoint and describe the enhanced techniques now required for banking.
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| You're Fired: Employee Termination |
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Thursday, April 15th, 2010 Learn what you should and should not do - before, during and after the termination occurs. |
| Introduction to Residential Mortgage Underwriting |
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Thursday, April 8th, 2010 In the current business climate, sound underwriting practices are critical, and this class is an excellent overview to the Underwriting step. |
| Surviving 2010 - NPA Reduction, Liquidity, and Capital |
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Thursday, April 1st, 2010 Please join us for this look at today's survival techniques. This webinar is designed to address several important concepts. |
| Electronic Transactions, Overdraft Fees and the Electronic Funds Transfer Act-What Every Financial Institution Needs to Know |
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Thursday, April 1st, 2010 Make sure to attend this important webinar to learn more about the Electronic Funds Transfer Act and Regulation E.
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| Compliance and Legal Implications with Social Networking and Media |
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Tuesday, March 23rd, 2010 We'll talk about the challenges that should be addressed when considering social media as a customer service tool within your institution, as well as giving you the awareness as to how to handle these issues now and in the future.
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| Right of Setoff |
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Thursday, March 18th, 2010 Do you know when a right of setoff is allowed and when it isn't? Do you know if your financial institution has a statutory or contractual right of setoff? Do you understand the financial risks of using your setoff rights incorrectly? If you don't know the answers to these questions, make sure to attend this valuable webinar. |
| What to Do When a Customer Dies |
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Tuesday, March 16th, 2010 This two-hour webinar will walk you through the complicated process of dealing with a customer's death, both on the deposit and loan side; as well as the unique issues of doing business with the decedent's estate. |
| Detecting Counterfeit Checks, On-Line Scams, Money Orders & More |
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Recorded
Thursday, March 11th, 2010 Fraud prevention requires you to keep abreast of the newest scams, and this webinar will provide valuable prevention steps for your institution. |
| Safe Deposit Compliance & Legal - 2010 Update |
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Recorded
Tuesday, March 9th, 2010 Answers to your most frequently asked compliance and legal questions on SAR, BSA, USA PATRIOT ACT & Other Regulations and how they affect the Safe Deposit area. |
| Finding Organic Revenue Growth In 2010-Session 2 |
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Recorded
Thursday, March 4th, 2010 The topic addressed in part two of this two-part series is thinking differently about what a sales culture really is.
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| TIN Compliance - US Citizen vs. Resident Alien vs. Nonresident Alien |
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Recorded
Wednesday, February 24th, 2010 In this two hour Webinar, you will learn the difference between government-issued taxpayer identification numbers including who applies for which TIN and how they are issued.
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| Power of Attorney & Living Trust Documents |
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Recorded
Tuesday, February 16th, 2010 This two hour presentation is designed to provide financial institution personnel with the best practices that can be used in dealing with these complex legal documents.
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| Finding Organic Revenue Growth In 2010-Session 1 |
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Recorded
Thursday, February 11th, 2010 The topic addressed in part one of this two-part series is thinking differently about business & relationship development.
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| Train the Trainer |
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Recorded
Wednesday, February 10th, 2010 A webinar for professionals expected to succeed at training others.
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| Appraisal Review for Residential Mortgage Decisions |
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Recorded
Tuesday, February 9th, 2010 This webinar will give you an understanding of reviewing appraisals.
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| Notary Public |
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Recorded
Tuesday, February 2nd, 2010 This two hour webinar is designed to provide notaries with the best practices for dealing with issues that are unique to the financial industry.
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| Safe Deposit the Fundamentals - 2010 Update |
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Recorded
Thursday, January 14th, 2010 This seminar covers the "nuts and bolts" of day-to-day operating procedures in your safe deposit area. |
| CIP: What is Fact? What is Myth? |
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Recorded
Tuesday, January 12th, 2010 This webinar will go in depth and clear up any confusions concerning your financial institution's CIP Program. |
| Check Holds |
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Recorded
Thursday, December 3rd, 2009 This webinar on checks and holds focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transactions accounts under Regulation CC.
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| Home Equity Lines of Credit |
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Recorded
Wednesday, December 2nd, 2009 This class will give a great overview of all the aspects of a HELOC.
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| IRS Information Reporting: 1098s, 1099s, and TIN Compliance |
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Recorded
Tuesday, December 1st, 2009 It's that time of the year again when thoughts turn to IRS reporting issues and the myriad rules to follow and forms to complete.
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| What to Do When a Customer Dies |
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Recorded
Thursday, November 19th, 2009 This two-hour webinar will walk you through the complicated process of dealing with a customer's death, both on the deposit and loan side; as well as the unique issues of doing business with the decedent's estate.
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| Safe Deposit Compliance & Legal - 2009 Update |
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Recorded
Tuesday, November 17th, 2009 Answers to your most frequently asked compliance and legal questions on SAR, BSA, USA PATRIOT ACT & Other Regulations and how they affect the Safe Deposit area.
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| Analyzing Financial Statements |
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Recorded
Thursday, November 12th, 2009 One of the more challenging aspects of lending is analyzing personal financial statements and tax returns. Make sure your employees have the necessary skills.
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| Professional Life Skills: Projecting an Image that Wows |
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Recorded
Thursday, November 5th, 2009 A workshop designed to enhance reputation.
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| Opening Trust, Fiduciary and Minor Accounts--Documentation and Compliance Requirements |
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Recorded
Thursday, November 5th, 2009 This two hour webinar will delve into the responsibilities of collecting the correct documentation, titling the account correctly, choosing the correct ownership and allowing proper access to the account.
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| Loan Origination |
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Recorded
Wednesday, November 4th, 2009 This is an excellent class for those new to taking in Residential Loans, or those who wish to increase their knowledge.
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| Detecting Counterfeit Checks, On-Line Scams, Money Orders & More |
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Recorded
Thursday, October 22nd, 2009 Fraud prevention requires you to keep abreast of the newest scams, and this webinar will provide valuable prevention steps for your institution.
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| Power of Attorney & Living Trust Documents |
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Recorded
Tuesday, October 6th, 2009 This two hour presentation is designed to provide financial institution personnel with the legal and compliance guidance they need to know in order to work with these complex legal documents.
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| Opening New Accounts II |
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Recorded
Thursday, October 1st, 2009 Opening New Accounts is a critical process in your financial institution. Make sure your employees have the necessary skills.
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| These People Drive Me Crazy |
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Recorded
Thursday, September 17th, 2009 This program will provide you with excellent coaching tactics on dealing with the challenging people issues that frequent the workplace.
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| Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, ETC. |
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Recorded
Thursday, September 17th, 2009 By attending this webinar, you will learn how to effectively deal with these documents and the parties who serve them upon you.
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| Paper Checks, Remote Deposit Capture, ACH & Electronic Transfers: What Law Applies & Who is Liable? |
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Recorded
Wednesday, September 16th, 2009 This session will explain which law applies and the financial institution's liability under various types of paper and electronic transactions.
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| Safe Deposit |
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Recorded
Tuesday, September 15th, 2009 This seminar covers the "nuts and bolts" of day-to-day operating procedures in your safe deposit area.
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| FDIC Insurance: What Your Customers Want to Know |
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Recorded
Thursday, September 10th, 2009 Make sure to attend this "Hot Topic Series" Webinar to review the FDIC insurance coverage rules so that you are armed with the information you need to address depositor concerns.
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| Opening New Accounts I |
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Recorded
Thursday, September 3rd, 2009 Opening New Accounts is a critical process in your financial institution. Make sure your employees have the necessary skills.
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| Records Management and Retention: Can a Program be Comprehensive and Efficient at the Same Time? |
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Recorded
Thursday, August 27th, 2009 This webinar will show why effective and reliable records management must be part of your Compliance Program.
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| Appraisal Review for Residential Mortgage Decisions |
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Recorded
Wednesday, August 19th, 2009 This webinar will give you an understanding of reviewing appraisals.
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| Check Holds |
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Recorded
Tuesday, August 18th, 2009 This webinar on checks and holds focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transactions accounts under Regulation CC.
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| CARD Act Changes to Reg. Z: Do You Know How the First Stage (Effective 8/20/09) Affects Your Operations? |
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Recorded
Thursday, August 13th, 2009 The Credit Card Accountability Responsibility and Disclosure Act of 2009 (the CARD Act) makes even more changes to Reg. Z.
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| Legal Issues Involved in Collection |
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Recorded
Thursday, August 13th, 2009 This webcast seminar will address all legal issues involved in the collection process.
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| Overcoming Negativity on the Frontline |
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Recorded
Tuesday, August 4th, 2009 A workshop designed to aid in building right attitudes and choices on the frontline.
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| How to Create Effective Loan Policies |
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Recorded
Thursday, July 30th, 2009 This webcast seminar will help an institution create effective loan policies with special emphasis on the FDIC Manual of Examination Policies, the Interagency Guidelines for Real Estate Lending Policies, and the Interagency Guidelines Establishing Standards for Safety and Soundness. |
| Surviving The Perfect Storm - A Community Bank Primer For 2009 |
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Recorded
Thursday, July 23rd, 2009 Our session will describe the events leading up to this challenge then look at the ways banks are meeting this difficult environment through active management of Liquidity, Capital, and Loan Work-Outs.
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| Safe Deposit Security and Liability |
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Recorded
Tuesday, July 21st, 2009 This presentation provides a well-organized method of auditing your vault security before a catastrophe occurs. |
| Notary Public |
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Recorded
Thursday, July 16th, 2009 This two hour presentation is designed to provide financial institution personnel with the legal and compliance guidance they need to know in order to work with these complex legal documents.
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| How Will the Mortgage Disclosure Improvement Act (MDIA) Changes to Reg. Z Impact Your Mortgage Operations? |
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Recorded
Thursday, July 9th, 2009 Along with the Reg. Z changes that take effect this coming October, there are additional changes that come about earlier, as a result of the MDIA legislation.
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| Managing a Financial Institution Branch--Part 2 |
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Recorded
Wednesday, May 27th, 2009 How to conduct an audit on your competition, Managing Time, The 59 minute Meeting, & How to make effective Outside Sales Calls.
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| Fraudulent Cashier's Checks |
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Recorded
Wednesday, May 27th, 2009 In this webinar, you'll learn how to minimize fraudulent Cashier's Checks for your financial institution.
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| Bankruptcy Basics |
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Recorded
Thursday, May 7th, 2009 This webinar will discuss the steps your financial institution needs to take in the event that one of your customer's files bankruptcy.
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| Managing a Financial Institution Branch--Part 1 |
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Recorded
Tuesday, April 28th, 2009 Best Leadership Skills for Financial Institution Employees, The ART of being the Boss, How to Motivate Staff in an Economic recovery, & How to handle "problem" employees.
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| Ethics and Conflicts of Interest in Banking |
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Recorded
Wednesday, March 18th, 2009 This webinar will cover conflicts of interests, personal conduct and confidentiality.
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| Frontline Fundamentals |
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Recorded
Thursday, December 11th, 2008 This webinar will heighten awareness, teach techniques and provide information concerning selling, service delivery and compliance follow-through.
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| Opening Accounts for Non-Resident Aliens |
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Recorded
Thursday, November 6th, 2008 This session is a cost-effective way to train all frontline personnel who open accounts and for both the lending and deposit side of the bank on regulations and best practices when dealing with accounts for non-resident aliens.
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| FDIC Insurance: What Has Changed and What is the Same |
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Recorded
Wednesday, October 29th, 2008 Make sure to attend this “Hot Topic Series” Webinar to review the FDIC insurance coverage rules so that you are armed with the information you need to address depositor concerns.
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| Opening Consumer and Commercial Accounts--Understanding Which “Box” to Check on the Signature Card |
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Recorded
Tuesday, September 23rd, 2008 In this two hour webinar we will explore the options of account ownership and when to use each one.
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| Right of Setoff: When & How Can It Be Used? |
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Recorded
Wednesday, July 23rd, 2008 There are many questions about the Right of Setoff. This webinar answers those questions.
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| Opening Accounts for Non-Resident Aliens |
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Recorded
Thursday, May 22nd, 2008 This session is a cost-effective way to train all frontline personnel who open accounts and for both the lending and deposit side of the bank on regulations and best practices when dealing with accounts for non-resident aliens.
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| Managing a Highly Successful Branch |
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Recorded
Tuesday, January 15th, 2008 This webinar will help you in building a business plan for your branch, managing difficult employee symptoms, and best practices.
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| The Role of the Director and the Need for Excellence in Governance |
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Recorded
Tuesday, September 18th, 2007 This webinar will focus on how Directors can perform their job efficiently and effectively.
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| Understanding Signature Cards & Account Agreements |
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Recorded
Wednesday, September 12th, 2007 This program is designed to help you break down and understand your signature card and account agreement. It will help you to understand and build better relations and understanding with your customers.
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| Suspicious Activity Reporting Hotspots |
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Recorded
Wednesday, August 29th, 2007 This webinar will discuss SAR's and your responsibilities with them.
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| Right of Setoff: When & How Can It Be Used? |
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Recorded
Tuesday, August 21st, 2007 There are many questions about the Right of Setoff. This webinar answers those questions.
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| BSA & The New Account Interview: CIP & CDD 2007 |
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Recorded
Wednesday, July 18th, 2007 This webinar will show your employees the correct way to conduct a New Account Interview. It will discuss BSA, Customer Identification Programs as well as Customer Due Diligence.
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| Understanding Signature Cards & Account Agreements |
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Recorded
Tuesday, February 20th, 2007 This program is designed to help you break down and understand your signature card and account agreement. It will help you to understand and build better relations and understanding with your customers.
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| Disaster Planning: How to Prepare |
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Recorded
Wednesday, January 17th, 2007 Along with hurricanes, earthquakes and tornados, the joint advisory issued by the federal bank regulators encouraged financial institutions to review the National Strategy for Pandemic Influenza to consider what actions may be appropriate for their particular situation, and whether such actions should be included in their event response and contingency strategies. Learn what you should do to prepare for a disaster. |
| Operational Risk Assessment |
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Recorded
Tuesday, December 5th, 2006 This webcast seminar will assist a financial institution in identifying, quantifying and managing its operational risk.
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| Essentials of Banking |
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Recorded
Wednesday, October 11th, 2006 You can be a more effective financial industry professional with an increased understanding of the way the varous banking functions interact.
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| Avian Flu, Hurricanes, Earthquakes: How to Prepare |
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Recorded
Wednesday, July 26th, 2006 Along with hurricanes, earthquakes and tornados, the joint advisory issued by the federal bank regulators encouraged financial institutions to review the National Strategy for Pandemic Influenza to consider what actions may be appropriate for their particular situation, and whether such actions should be included in their event response and contingency strategies. Learn what you should do to prepare for a disaster. |
| Overdraft Protection Programs: Risks & Rewards |
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Recorded
Thursday, June 8th, 2006 This session will give participants a thorough understanding of the differences between the various overdraft protection products available and the impact to your accountholders. |
| Running Effective Meetings |
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Recorded
Thursday, November 3rd, 2005 Meetings can and should be a great tool for an organization to help improve overall company performance. |