| Train the Trainer |
Tuesday, July 15th, 2008
A webinar for professionals expected to succeed at training others.
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| Fair Credit Reporting Act |
Tuesday, July 15th, 2008
This webinar covers all aspects of the Fair Credit Reporting Act, including FACT Act provisions and Federal Reserve and FTC regulations.
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| Microsoft Excel 2007: Tips & Tricks |
Wednesday, July 16th, 2008
This webinar will help you to maximize your productivity using Excel 2007 and show you some of the new features with the new release.
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| Advanced Microsoft Excel 2003/XP |
Wednesday, July 16th, 2008
This webinar will help you to maximize your productivity using Excel 2003/XP.
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| Safe Deposit Security and Liability |
Tuesday, July 22nd, 2008
This presentation provides a well-organized method of auditing your vault security before a catastrophe occurs.
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| Compliance Issues for the Deposit Area |
Tuesday, July 22nd, 2008
Learn the rules that govern the deposit area, where to find them, and about the requirements.
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| Notary Public |
Wednesday, July 23rd, 2008
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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| Right of Setoff: When & How Can It Be Used? |
Wednesday, July 23rd, 2008
There are many questions about the Right of Setoff. This webinar answers those questions.
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| Commercial Real Estate Lending Fundamentals - Part 1 |
Thursday, July 24th, 2008
This webinar will discuss the area of commercial real estate lending.
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| Health Savings Accounts: Advanced Topics on Maximizing the Benefits of an HSA |
Tuesday, August 5th, 2008
This 2-hour seminar offers analysis on some of the more advanced ideas on how to use HSA’s from a savings perspective and as a vehicle to pay for medical care.
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| Compliance Issues for Advertising & Marketing |
Tuesday, August 12th, 2008
Determining regulatory and legal requirements when marketing and advertising your institution’s products can be a difficult task. This session can help.
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| Common Compliance Violations |
Tuesday, August 12th, 2008
This webinar concentrates on frequent compliance violations - those rules that historically cause the most violations.
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| Managing a Highly Successful Branch |
Thursday, August 14th, 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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| 2008 Update - Safe Deposit the Fundamentals |
Tuesday, August 19th, 2008
This seminar covers the "nuts and bolts" of day-to-day operating procedures in your safe deposit area.
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| Check Holds |
Wednesday, August 20th, 2008
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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| Loans to Insiders |
Thursday, August 21st, 2008
This webinar will cover how financial institutions should properly handle loans to insiders and other insider transactions.
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| These People Drive Me Crazy |
Thursday, August 28th, 2008
This program will provide you with excellent coaching tactics on dealing with the challenging people issues that frequent the workplace.
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| Ethics and Conflicts of Interest |
Thursday, September 4th, 2008
This webinar will cover conflicts of interests, personal conduct and confidentiality.
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| Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, ETC. |
Tuesday, September 9th, 2008
By attending "Dealing With Subpoenas, Summonses, Garnishments & Tax Levies", you will learn how to effectively deal with these documents and the parties who serve them upon you.
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| Major Performance Factors of Selling |
Thursday, September 11th, 2008
This webinar will help you by focusing on how the major performance factors may be affecting your selling success.
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| Credit Reports, Credit Scores, & Compliance |
Wednesday, September 17th, 2008
This webinar will cover everything you need to know in order to stay compliant on credit.
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| Motivating & Managing the Teller Line |
Thursday, September 18th, 2008
This fast-paced, all inclusive workshop covers every aspect of succeeding at leading the tellers to excellence.
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| Opening Consumer and Commercial Accounts--Understanding Which “Box” to Check on the Signature Card |
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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| Compliance Issues for Consumer Lending |
Thursday, September 25th, 2008
In this webinar, we explore the range of rules and regulations that apply to consumer lending.
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| Compliance Issues for Commercial Lending |
Thursday, September 25th, 2008
In this webinar, we explore the range of rules and regulations that cover basic commercial lending.
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| Opening Trust, Fiduciary and Minor Accounts--Documentation and Compliance Requirements |
Tuesday, September 30th, 2008
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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| IRA Plan Types - What are the similarities and differences? |
Tuesday, September 30th, 2008
This two hour webinar will detail the most important aspects of each of the IRA plan types.
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| Rollovers and Transfers – Qualified Plans vs. IRAs |
Thursday, October 9th, 2008
Hot Topics include NEW Roth rollover rules and nonspouse beneficiary QP rollovers options.
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| IRA Beneficiary Designations and Distributions |
Wednesday, October 15th, 2008
This two hour webinar will explore the difference between the types of IRA beneficiaries and then delve further into the distribution side of the IRA funds.
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