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Basics of Cash Management - Part 2

Monday, February 6th, 2012 - 1:30 pm

This is Part 2 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 ser...

Joseph Tinucci

Avoiding Safe Deposit Lawsuits

Tuesday, February 7th, 2012 - 10:00 am

2012 Update - What Caused Fourteen Current Disappearance Claims?

David P. McGuinn Security, Risk Management

Notary Public

Wednesday, February 8th, 2012 - 10:00 am

This two hour webinar is designed to provide notaries with the best practices for dealing with issues that are unique to the financial industry.

Terri D. Thomas Operations

Ten Things to Look For When Analyzing Balance Sheets

Thursday, February 9th, 2012 - 10:00 am

This program will examine ten important things that every analyst and loan officer should look for when evaluating the information contained in balance sheets.

Vin DiCara Operations, Lending

Basics of Cash Management - Part 3

Monday, February 13th, 2012 - 1:30 pm

This is Part 3 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 ser...

Joseph Tinucci

Start Coaching & Stop Hovering Over the Teller Line

Wednesday, February 15th, 2012 - 1:30 pm

This program will focus on teller performance management - it's the key to the teller becoming motivated and responsible.

Honey Shelton Customer Service, Sales, Teller

Robbery Prevention, Apprehension, and Recovery

Thursday, February 16th, 2012 - 1:30 pm

A former bank robber shares security insights during this webinar.

Troy Evans Security, Teller

BSA/AML & OFAC Compliance - Recent Developments and Examiner Emphasis

Tuesday, February 21st, 2012 - 10:00 am

We'll talk about where the risk areas are in these rules, and where examiners are criticizing institutions.

Carl Pry Compliance, Operations, Auditing, Risk Management

Compliance Perspectives: A Monthly Update

Tuesday, February 21st, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance

400,000 Reasons to get HMDA Reporting "right" in 2012!

Wednesday, February 22nd, 2012 - 10:00 am

If your bank is reporting HMDA data in 2012, listen to this seminar and learn the basics for accurate HMDA data collection.

Susan Costonis Compliance, Lending

Ten Things to Look For When Analyzing Profit and Loss Statements

Thursday, February 23rd, 2012 - 10:00 am

This program will examine ten important things that every analyst and loan officer should look for when evaluating the information contained in profit and loss statements.

Vin DiCara Operations, Lending

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Tuesday, February 28th, 2012 - 10:00 am

The webinar will cover the 2012 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 Operations, Auditing, Lending

Power of Attorney & Living Trust Documents

Wednesday, February 29th, 2012 - 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 Operations

SSN, EINs, and ITINs: Understanding our Job as a Withholding Agent

Thursday, March 1st, 2012 - 10:00 am

In this program we will review taxpayer identification numbers and W-9 and W-8BEN requirements.

Deborah Crawford Compliance, Operations, Risk Management

You're the New Supervisor!

Thursday, March 1st, 2012 - 1:30 pm

A positive, real-world approach for delivering extraordinary results.

Honey Shelton Customer Service, Operations, Sales

Bank Call Report Preparation for Beginners - Four Part Webinar

Monday, March 5th, 2012 - 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 Operations, Auditing, Lending

Avoiding Bank Liability in the Collection Process

Tuesday, March 6th, 2012 - 10:00 am

This webcast seminar will address all legal issues involved in the collection process.

Adam LaBoda Lending, Risk Management

What to Do When a Customer Dies

Wednesday, March 7th, 2012 - 10:00 am

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

Underwriting the New Uniform Dataset Appraisal Requirements

Thursday, March 8th, 2012 - 10:00 am

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 Operations, Lending

Officer Calling: Prospecting, Preparing, & Presentation

Tuesday, March 13th, 2012 - 10:00 am

The course provides practical ideas on enhancing the calling process by focusing on every aspect of the process from preparing for the call to handling objections to closing the sale and retaining ...

Jeffery Johnson Sales

The Federal Benefit Payments Garnishment Requirements - Doing It Right

Wednesday, March 14th, 2012 - 1:30 pm

On February 23, 2011, several federal agencies issued an Interim Final Rule to protect certain federal benefit payments from garnishment actions.  Attend this webinar to learn about this rule....

Terri D. Thomas Compliance, Operations, Risk Management

The 10 Must-Have Skills for Customer Service Success

Thursday, March 15th, 2012 - 10:00 am

Today, more than ever before, good customer service is vital to the success of any institution.

Janice Branch Customer Service, Sales

Updates on Reg Z and RESPA Rules, With a Focus on the CFPB and New Requirements

Tuesday, March 20th, 2012 - 10:00 am

This session will serve as a review of the major trouble points encountered by mortgage lenders, as well as an update on things heard from mortgage lenders and regulators alike.

Carl Pry Compliance, Lending

Compliance Perspectives: A Monthly Update

Tuesday, March 20th, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance

Right of Setoff

Wednesday, March 21st, 2012 - 10:00 am

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...

Terri D. Thomas Compliance, Operations, Lending

Overdraft Fees: New Impact for Financial Institutions

Thursday, March 22nd, 2012 - 10:00 am

This session will give participants a thorough understanding of the differences between the various overdraft protection products available, and how recent regulatory actions impact the offering ...

Terri D. Thomas Compliance, Operations

Understanding and Using Credit Scores, Adverse Action Notices, & FACTA Compliance

Wednesday, March 28th, 2012 - 1:30 pm

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 Lending

Health Savings Accounts

Thursday, March 29th, 2012 - 10:00 am

Whether you are now offering HSAs or are thinking about offering HSAs, this webinar will give you the information you need to make sure you are setting the accounts up correctly and performing the ...

Patrice Konarik Operations

Opening Deposit Accounts for Limited Liability Companies: Documentation and Procedures

Wednesday, April 4th, 2012 - 10:00 am

In this program learn how to open, document, change signers and handle the paperwork on these amazing accounts.

Deborah Crawford Operations

Improving Your Sales Ability on the Frontline

Wednesday, April 4th, 2012 - 1:30 pm

This webinar will teach you how to implement skills, strategies and standards that will raise the bar when it comes to cross-selling outcomes.

Honey Shelton Operations, Sales, Teller

How to Properly Handle, Drill, Secure and Report Safe Deposit Box Past Dues and Unclaimed Property

Thursday, April 5th, 2012 - 10:00 am

Answers to your most frequently asked safe deposit compliance questions.

David P. McGuinn Compliance, Operations, Auditing, Risk Management

Construction Lending

Wednesday, April 11th, 2012 - 10:00 am

This webinar will explain the construction lending function from start to finish.

Adam LaBoda Lending

Call Report - Lending Schedules for Banks

Thursday, April 12th, 2012 - 10:00 am

This webinar will help you learn the classification priority for reporting loan information correctly.

Ann Thomas Auditing, Lending

Flood Insurance: Compliance Issues and Enforcement Topics that Continue to Plague Lenders

Tuesday, April 17th, 2012 - 10:00 am
We'll concentrate on some of the more vexing issues in flood compliance, such as monitoring, contents coverage, and the ever-present condo problem, by talking through sample scenarios and explaining b...
Carl Pry Compliance, Lending

Compliance Perspectives: A Monthly Update

Tuesday, April 17th, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance

Can We Count on You? How to Excel on the Job!

Wednesday, April 18th, 2012 - 10:00 am

Invest in excelling on the job, it's your livelihood, your future and is your most important investment.

Honey Shelton Customer Service, Sales

Marketing for Mortgage Originators

Thursday, April 19th, 2012 - 10:00 am

This webinar is designed to share marketing ideas specifically designed for loan originators, to help them better promote themselves, their products and their company.

J.T. Turner Lending

Compliance Perspectives: A Monthly Update

Tuesday, May 15th, 2012 - 1:00 pm

A monthly webinar series to help you keep up with changes and deadlines in the compliance area.

Carl Pry Compliance
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