| Webinar |
Presenter |
Topic Tags |
Thursday, February 2nd, 2012 - 1:30 pm This course is designed to introduce participants to the various types of NPOs and present appropriate methods of analyzing and lending to these types of entities. |
Jeffery Johnson |
Lending |
Thursday, February 2nd, 2012 - 10:00 am
These do's and don'ts may save your financial institution thousands of dollars in the future. |
Deborah Crawford |
Operations, Risk Management |
Tuesday, January 31st, 2012 - 10:00 am
This course is designed to assist financial institution employees in calculating cash flow utilizing the Universal Cash Flow Analysis method (UCA), which is used often by financial institutions to ... |
Jeffery Johnson |
Lending |
Thursday, January 26th, 2012 - 10:00 am
This webinar will help your organization develop a plan for success in the face of any disaster. |
Asaad Faquir |
Risk Management |
Wednesday, January 25th, 2012 - 1:30 pm
This webinar will go in depth and clear up any confusions concerning your financial institution's CIP Program. |
Terri D. Thomas |
Compliance, Operations |
Tuesday, January 24th, 2012 - 1:00 pm A monthly webinar series to help you keep up with changes and deadlines in the compliance area. |
Carl Pry |
Compliance |
Tuesday, January 24th, 2012 - 10:00 am
As the compliance environment changes and becomes more complex, you have
to stay on top of all the rules and regulations. This session can help. |
Carl Pry |
Compliance |
Monday, January 23rd, 2012 - 1:30 pm
This series of three webinars will provide a basic understanding of
corporate cash management needs and practices and what customers expect
from their financial institution's cash management se... |
Joseph Tinucci |
Operations |
Wednesday, January 18th, 2012 - 10:00 am
By attending this webinar, you will learn how to effectively deal with these documents and the parties who serve them upon you. |
Terri D. Thomas |
Compliance, Security, Operations, Auditing, Risk Management |
Tuesday, January 17th, 2012 - 1:30 pm
In this program we will look at the compliance tasks that must be
accomplished and how to ask these questions and handle the customer so
that everyone feels good at the end of the interview. |
Deborah Crawford |
Compliance, Operations |
Thursday, January 12th, 2012 - 1:30 pm
If you want to know the latest and greatest IRA changes, this annual update is a "must" attend. |
Patrice Konarik |
IRA |
Thursday, January 12th, 2012 - 10:00 am
Our topic for the webinar will focus on several simple steps to ensure a successful CRA exam outcome. |
Susan Costonis |
Compliance, Lending |
Wednesday, January 11th, 2012 - 1:30 pm
This webinar will heighten awareness, teach techniques and provide information concerning selling, service delivery and compliance follow-through. |
Janice Branch |
Teller |
Tuesday, January 10th, 2012 - 10:00 am
Learn the safe way to handle checks and be sure that you and your
financial institution can be protected from loss on the negotiable
instruments. |
Deborah Crawford |
Operations, Teller |
Thursday, January 5th, 2012 - 10:00 am
This webinar will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements. |
Vin DiCara |
Operations, Lending |
Thursday, December 22nd, 2011 - 10:00 am
This presentation explores some of the potential risks associated with the social media craze. |
Susan Orr |
Compliance, Risk Management |
Wednesday, December 21st, 2011 - 10:00 am
The purpose of this webinar is to expose the participant to the flow of
accounting from identifying economic events and how they are reported in
financial statements. |
Jeffery Johnson |
Lending |
Tuesday, December 20th, 2011 - 10:00 am
This webinar focuses on Reg CC and Check Fraud. |
Terri D. Thomas |
Operations, Risk Management, Teller |
Thursday, December 15th, 2011 - 10:00 am
This webinar will discuss everything you need to know pertaining to Letters of Credit.
|
Terri D. Thomas |
Operations, Lending |
Tuesday, December 13th, 2011 - 10:00 am
This IRA webinar will focus on forms, IRS Reporting, and common IRA mistakes. |
Patrice Konarik |
IRA, Auditing |
Thursday, December 8th, 2011 - 10:00 am Establish Correct Day to Day Procedures & Reduce Your Liability |
David P. McGuinn |
Security, Operations, Auditing, Risk Management |
Tuesday, December 6th, 2011 - 1:30 pm
This "nuts-and-bolts" workshop is crammed with dozens of "field tested" techniques to put you on the path to supervisory success. |
Margaret DeMarino |
Customer Service, Operations, Human Resources |
Tuesday, December 6th, 2011 - 10:00 am
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. |
Carl Pry |
Compliance, Operations, Auditing |
Thursday, December 1st, 2011 - 10:00 am
This program will examine the ways in which a proper and thorough loan monitoring and loan review process can help prevent loans from becoming unnecessary impediments to lending institutions. |
Vin DiCara |
Lending |
Wednesday, November 30th, 2011 - 10:00 am If you have customers, then this webinar is for you. Learn how Unfair or
Deceptive or Abusive Acts or Practices (UDAP) could apply to your bank. |
Susan Costonis |
Compliance, Risk Management |
Tuesday, November 22nd, 2011 - 10:00 am
Your HMDA-LAR data is the ground floor of a fair lending examination. This program explores ways to use HMDA data in various types of analysis's. |
Carl Pry |
Compliance, Lending |
Wednesday, November 16th, 2011 - 1:30 pm
This webinar will provide you with an instruction manual on how to create bridges to
better customer relationships, including a "repair kit" when
communication goes wrong. |
Margaret DeMarino |
Customer Service |
Tuesday, November 15th, 2011 - 10:00 am
This webinar will provide an update of the BSA and OFAC regulations, as well as a review of the common mistakes bankers make in attempting to comply with the complicated requirements. |
Terri D. Thomas |
Compliance, Teller |
Thursday, November 10th, 2011 - 10:00 am
We will review the various critical components of a good ALCO Policy and spend time looking at each issue that should be addressed therein. |
Karl Nelson |
Operations, Risk Management |
Wednesday, November 9th, 2011 - 1:30 pm
This highly motivating workshop continues to evolve as the premier teller workshop. |
Janice Branch |
Teller |
Tuesday, November 8th, 2011 - 1:30 pm
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 de... |
Terri D. Thomas |
Operations, Risk Management |
Thursday, November 3rd, 2011 - 10:00 am
This class will give a great overview of all the aspects of a HELOC.
|
J.T. Turner |
Lending |
Wednesday, November 2nd, 2011 - 1:30 pm
In this webinar we will go over the new language, ratings and requirements that impact the way the appraisal form is completed. |
J.T. Turner |
Compliance, Lending |
Wednesday, November 2nd, 2011 - 10:00 am
There are many types of business accounts with many different ways to do business at our financial institution's today. Understanding authority on the different types of business accounts may keep ... |
Deborah Crawford |
Security, Operations, Risk Management |
Tuesday, November 1st, 2011 - 10:00 am
The purpose of this course is to assist bankers in recognizing the early warning signs of a deteriorating loan. |
Jeffery Johnson |
Auditing, Lending, Risk Management |
Thursday, October 27th, 2011 - 10:00 am
Building on the knowledge you already have, in this session we will cover some of the more complicated areas of IRAs. |
Patrice Konarik |
IRA |
Tuesday, October 25th, 2011 - 10:00 am
Do you know the requirements? We'll go in-depth on the details of the appraisal and valuation process, from both the lender and appraiser side of the game, to provide a thorough understanding of wh... |
Carl Pry |
Compliance, Lending |
Thursday, October 20th, 2011 - 10:00 am
The core of the program will focus on policies and practices that all staff members can include in their daily routine that will enhance the safety and security issues at your financial institution... |
Jim Rechel |
Security, Teller |
Wednesday, October 19th, 2011 - 1:30 pm
This webinar will introduce bankers to a set of colorful checklists for consumer loans. |
Anne Lolley |
Compliance, Operations, Lending |
Thursday, October 13th, 2011 - 1:30 pm
The goal of this basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? |
Patrice Konarik |
IRA |
Thursday, October 13th, 2011 - 10:00 am
Attend this webinar to know more about the ins and outs of resolutions and authorizations. |
Terri D. Thomas |
Operations, Lending |
Wednesday, October 12th, 2011 - 1:30 pm
The webinar will give you new insight, practical pointers, and tips on
handling the most common, as well as the most difficult, supervisory
issues.
|
Margaret DeMarino |
Operations, Teller |
Tuesday, October 11th, 2011 - 10:00 am
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.
|
Terri D. Thomas |
Compliance, Operations, Lending, Risk Management |
Thursday, October 6th, 2011 - 10:00 am
The purpose of this course is to expose the participant to the five vital signs of any organization and the required ratios to identify them. |
Jeffery Johnson |
Lending, Risk Management |
Wednesday, October 5th, 2011 - 10:00 am
This session is an in-depth discussion of Regulation Z, where we will examine the details, including a focus on often-violated parts of the rule. |
Carl Pry |
Compliance, Lending |
Tuesday, October 4th, 2011 - 10:00 am
Aimed at the frontline staff, this program teaches participants how to excel at cross-selling and referrals while making the customer feel cared for.
|
Honey Shelton |
Sales, Teller |
Thursday, September 29th, 2011 - 10:00 am
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 t... |
Patrice Konarik |
Compliance, Operations |
Wednesday, September 28th, 2011 - 10:00 am
The webinar will cover the 2011 revisions and recently approved changes to the call report, as well as updates due to revisions in accounting standards, other areas of concern, and common errors ma... |
Ann Thomas |
Compliance, Operations, Auditing, Lending |
Wednesday, September 21st, 2011 - 10:00 am
You'll learn ways to plan ahead, prepare all year round, conduct insightful evaluations, and execute effective coaching and mentoring. |
Margaret DeMarino |
Human Resources |
Tuesday, September 20th, 2011 - 1:30 pm
This program reviews the key components of insurance but from a
different perspective and puts those new accounts procedures into a
different light. |
Deborah Crawford |
Risk Management |
Tuesday, September 20th, 2011 - 10:00 am
In this detailed two-hour webinar you will learn the difference between the account ownership choices. |
Patrice Konarik |
Compliance, Operations |
Monday, September 19th, 2011 - 1:30 pm
This webinar will focus primarily on the risks relating to social
networking, cloud computing, and mobile banking, capture, and payments
as well as suggest controls for mitigating the risks to ... |
Susan Orr |
Security, Risk Management |
Thursday, September 15th, 2011 - 10:00 am
Answers to Your "Most Frequently Asked" Legal and Security Questions |
David P. McGuinn |
Compliance, Security, Operations, Risk Management |
Wednesday, September 14th, 2011 - 1:30 pm
By attending this webinar, you will learn how to effectively deal with these documents and the parties who serve them upon you. |
Terri D. Thomas |
Compliance, Risk Management |
Tuesday, September 13th, 2011 - 1:30 pm
This webinar will give you an understanding of reviewing appraisals. |
J.T. Turner |
Operations, Lending |
Tuesday, September 13th, 2011 - 10:00 am
Invest in success and enroll today in this dynamic and highly motivating workshop. |
Honey Shelton |
Sales, Human Resources |
Thursday, September 8th, 2011 - 10:00 am
This webinar concentrates on frequent compliance violations - those rules that historically cause the most violations. |
Carl Pry |
Compliance |
Thursday, September 1st, 2011 - 10:00 am
The purpose of this course is to teach skills required to write an effective credit memorandum. |
Jeffery Johnson |
Lending |
Wednesday, August 31st, 2011 - 1:30 pm
The questions of who can endorse these types of checks and how they
should be endorsed will be addressed in this informative program. |
Deborah Crawford |
Compliance, Risk Management, Teller |
Tuesday, August 30th, 2011 - 1:30 pm
This course is power-packed with tips, techniques, and examples of how to communicate well in ways that get results. |
Margaret DeMarino |
Customer Service |
Monday, August 29th, 2011 - 10:00 am
This is part four of the four part webinar series designed for bankers who are new to call report preparation and also OTS bankers who will have to file a Call Report starting in 2012. |
Ann Thomas |
|
Thursday, August 25th, 2011 - 10:00 am
This course is designed to assist bankers in calculating cash flow
utilizing the Uniform Cash Flow Analysis (UCA) method and to provide
guidance in calculating Global Cash Flow Analysis. |
Jeffery Johnson |
Operations, Lending |
Wednesday, August 24th, 2011 - 10:00 am
This webcast seminar will address all legal issues involved in the collection process. |
Adam LaBoda |
Lending, Risk Management |
Tuesday, August 23rd, 2011 - 10:00 am
This presentation will provide an approach for developing an
enterprise-wide information security risk assessment and a framework
that can be adapted to the other numerous risk assessments now ... |
Susan Orr |
Security, Risk Management |
Monday, August 22nd, 2011 - 10:00 am
This is part three of the four part webinar series designed for bankers who are new to call report preparation and also OTS bankers who will have to file a Call Report starting in 2012. |
Ann Thomas |
|
Thursday, August 18th, 2011 - 10:00 am
Determining regulatory and legal requirements when marketing and advertising your institution's products can be a difficult task. This session can help. |
Carl Pry |
Compliance |
Wednesday, August 17th, 2011 - 10:00 am
This session will improve your staff's
understanding of credit scores and critical compliance points in order
to build a better loan portfolio. |
Greg Souther |
Operations, Lending, Risk Management |
Monday, August 15th, 2011 - 10:00 am
This is part two of the four part webinar series designed for bankers who are new to call report preparation and also OTS bankers who will have to file a Call Report starting in 2012. |
Ann Thomas |
|
Wednesday, August 10th, 2011 - 10:00 am
In this webinar, we'll discuss in detail the issues surrounding the rule, plus share valuable tips for effective compliance. |
Carl Pry |
Compliance, Operations, Auditing |
Tuesday, August 9th, 2011 - 10:00 am
This program will provide you with excellent self management techniques
and coaching tactics on dealing with the challenging people issues that
frequent the workplace. |
Honey Shelton |
Customer Service |
Monday, August 8th, 2011 - 10:00 am
This four part webinar is designed for bankers who are new to call report preparation and also OTS bankers who will have to file a Call Report starting in 2012. |
Ann Thomas |
Compliance, Auditing, Lending |
Thursday, August 4th, 2011 - 10:00 am
This webinar will reveal how sticky situations can actually be opportunities in
disguise. |
Margaret DeMarino |
Customer Service |