All Upcoming Events for BankWebinars

Nailing Your Job of Head Teller

Presented by Photo of Janice Branch Janice Branch
Tuesday, January 15th, 2019 - 1:30 pm Central Time Zone

This program is for head tellers and managers dedicated to developing a dynamic team.

Related Topics: Management/Employee Development

Smart Social Media

Presented by Photo of J.T. Turner J.T. Turner
Wednesday, January 16th, 2019 - 10:00 am Central Time Zone

One simple post can destroy years of building trust and goodwill!

Related Topics: Human Resources, Risk Management/Legal

Social Security Basics

Presented by Photo of Allen McLellan Allen McLellan
Wednesday, January 16th, 2019 - 1:30 pm Central Time Zone

This webinar is an introduction to the basic rules that govern Social Security.

Related Topics: Risk Management/Legal

Compliance 101: Rules for Consumer & Mortgage Lenders

Presented by Photo of Susan Costonis Susan Costonis
Thursday, January 17th, 2019 - 10:00 am Central Time Zone

We’ll review “what’s old, what’s new, and what’s to come”.

Related Topics: Compliance, Lending

Beneficial Ownership: Where Are We Now?

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, January 17th, 2019 - 1:30 pm Central Time Zone

This program will point out common errors and the still unresolved and unanswered questions for beneficial ownership.

Related Topics: Compliance, BSA

Employment Compliance Priorities for 2019

Presented by Photo of Steven Greene Steven Greene
Friday, January 18th, 2019 - 10:00 am Central Time Zone

This session is designed to update human resource professionals regarding developments and proposals that have unfolded from the Trump administration, particularly new obligations announced during ... More →

Related Topics: Compliance, Human Resources

Top 10 Most Frequent Flood Issues

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, January 22nd, 2019 - 10:00 am Central Time Zone

This two-hour webinar explains the top ten issues financial institutions face regarding flood insurance.

Related Topics: Compliance, Lending

CRE Appraisals: Appraisal Components, Approaches to Value and Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, January 22nd, 2019 - 1:30 pm Central Time Zone

Fundamental principles and features and CRE appraisals are covered.

Related Topics: Lending

Health Savings Accounts

Presented by Photo of Patrice Konarik Patrice Konarik
Wednesday, January 23rd, 2019 - 10:00 am Central Time Zone

Whether you are now offering HSAs or are thinking about offering HSAs, this 2 hour extremely informative webinar will give you the information you need to make sure you are setting the accounts up ... More →

Related Topics: Risk Management/Legal

Basics of Real Estate Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, January 23rd, 2019 - 1:30 pm Central Time Zone

Receive an overview of real estate loan documentation requirements, regulatory compliance issues, loan administration issues and best practices.

Related Topics: Compliance, Lending

Is Your Organization Financially Fit?

Presented by Photo of Joe Saari Joe Saari
Thursday, January 24th, 2019 - 10:00 am Central Time Zone

Learn how improving the financial know-how of your employees and customers can provide a triple benefit to your bottom-line.

Related Topics: Management/Employee Development

ESIGN and UETA for Deposits

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, January 24th, 2019 - 1:30 pm Central Time Zone

In this program, learn the 15 hot spots that can keep you out of trouble with consumers and regulators in 2019.

Related Topics: Deposit Accounts

Escrows

Presented by Photo of Carl Pry Carl Pry
Friday, January 25th, 2019 - 10:00 am Central Time Zone

In this webinar we’ll discuss the mechanics of establishing and maintaining escrow accounts, as well as in what situations escrows must be maintained.

Related Topics: Compliance, Lending, Risk Management/Legal

Accounting Essentials for Banks

Presented by Photo of Eileen Iles Eileen Iles
Monday, January 28th, 2019 - 1:30 pm Central Time Zone

Understanding how Banks account for financial transactions, compile basic financial statements and communicate their financial information.

Related Topics: Reporting

When to Coach? When to Supervise?

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, January 29th, 2019 - 10:00 am Central Time Zone

This webinar will encourage you to be prepared to be effective both as a coach and as a supervisor. How are they different? How are they alike?

Related Topics: Human Resources, Management/Employee Development

Strategic Planning for Financial Institutions - It's All About Your Strategy!

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, January 29th, 2019 - 1:30 pm Central Time Zone

Your bank is unique so your Strategic Plan should be unique as well.

Related Topics: Risk Management/Legal, Executive

Reviewing Residential Appraisals for Mortgage Decisions

Presented by Photo of J.T. Turner J.T. Turner
Wednesday, January 30th, 2019 - 10:00 am Central Time Zone

This webinar will give you an understanding of reviewing appraisals.

Related Topics: Lending

Advertising Compliance

Presented by Photo of David Dickinson David Dickinson
Wednesday, January 30th, 2019 - 1:30 pm Central Time Zone

Learn how to comply with advertising requirements in various regulations.

Related Topics: Compliance

Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, January 31st, 2019 - 10:00 am Central Time Zone

Learn how to deal effectively with these documents and the parties who serve them upon you.

Related Topics: Risk Management/Legal

HMDA

Presented by Photo of Carl Pry Carl Pry
Thursday, January 31st, 2019 - 1:30 pm Central Time Zone

We’ll discuss the current state of HMDA in this session and get some of your questions answered.

Related Topics: Compliance, Lending

Writing an Effective Credit Memorandum

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, February 1st, 2019 - 10:00 am Central Time Zone

Learn skills required to write an effective credit memorandum.

Related Topics: Lending

Advanced Cash Flow Analysis

Presented by Photo of David Osburn David Osburn
Monday, February 4th, 2019 - 1:30 pm Central Time Zone

This webinar will explore multiple models of both business and personal(business... More →

Related Topics: Lending

Fair Lending - Do Your Lenders Know the Requirements?

Presented by Photo of Jack Holzknecht Jack Holzknecht
Tuesday, February 5th, 2019 - 10:00 am Central Time Zone

This information packed seminar provides a refresher on the basic concepts of fair lending.

Related Topics: Compliance, Lending

TRID

Presented by Photo of Carl Pry Carl Pry
Tuesday, February 5th, 2019 - 1:30 pm Central Time Zone

This webinar is intended to review and discuss many of the major issues lenders are facing with TRID, including the recent changes, black hole, and some continued unresolved questions and how to de... More →

Related Topics: Compliance, Lending, TRID

Introduction to Internal Audit

Presented by Photo of Eileen Iles Eileen Iles
Wednesday, February 6th, 2019 - 10:00 am Central Time Zone

This program will discuss the changing role of internal audit and how internal audit may add value in today’s complex banking environment.

Related Topics: Auditing

Opening New Accounts Part I: Personal/Consumer Accounts

Presented by Photo of Suzie Jones Suzie Jones
Wednesday, February 6th, 2019 - 1:30 pm Central Time Zone

This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening Personal and Consumer Accounts.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening New Accounts - 3-Part Series

Presented by Photo of Suzie Jones Suzie Jones
Wednesday, February 6th, 2019 - 1:30 pm Central Time Zone

This is a three-part series to be held on February 6, 13, and 19th.

Related Topics: Risk Management/Legal, Deposit Accounts

Call Report Update Seminar & Video Webcast

Presented by Photo of Ann Thomas Ann Thomas
Thursday, February 7th, 2019 - 9:00 am Central Time Zone

Attend this Call Report Update Seminar via Live Streaming Video!

Related Topics: Reporting

Preparing a New Manager for Success

Presented by Photo of Honey Shelton Honey Shelton
Thursday, February 7th, 2019 - 10:00 am Central Time Zone

A manager onboarding program includes skills that an employee needs the minute he or she becomes a manager. This online seminar will explore what not to do as well as creative success strategies.More →

Related Topics: Human Resources, Management/Employee Development

Alert! Regulation CC Proposed Changes

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 7th, 2019 - 1:30 pm Central Time Zone

Learn what is involved before we move to the final version of Regulation CC.

Related Topics: Compliance, Deposit Accounts

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

Presented by Photo of Ann Thomas Ann Thomas
Friday, February 8th, 2019 - 10:00 am Central Time Zone

The webinar will cover the latest revisions, including the November and September, 2018 proposed changes to March, 2019.

Related Topics: Compliance, Risk Management/Legal

CRE Appraisals: Regulations and the Review Process

Presented by Photo of Richard Hamm Richard Hamm
Monday, February 11th, 2019 - 1:30 pm Central Time Zone

This session will cover the key issues from the December 2010 Interagency Appraisal and Evaluation Guidelines, the October 2018 Frequently Asked Questions on the Appraisal Regulations and the Inter... More →

Related Topics: Lending

What to Do When a Customer Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, February 12th, 2019 - 10:00 am Central Time Zone

We'll walk you through the complicated process of dealing with a customer's death - both on the deposit side and the loan side.

Related Topics: Risk Management/Legal

CRA Nuts & Bolts - Five Steps to Pass the Exam

Presented by Photo of Susan Costonis Susan Costonis
Tuesday, February 12th, 2019 - 1:30 pm Central Time Zone

We will review the steps required to establish your case and demonstrate why your CRA program qualifies for a "Satisfactory" or possibly "Outstanding" rating.

Related Topics: Compliance

Loan Documentation: Top 10 Mistakes and How to Avoid Them

Presented by Photo of Robin Russell Robin Russell
Wednesday, February 13th, 2019 - 10:00 am Central Time Zone

Learn the "right thing to do" and avoid frequent exceptions and mistakes.

Related Topics: Lending

Opening New Accounts Part II: Business Accounts

Presented by Photo of Suzie Jones Suzie Jones
Wednesday, February 13th, 2019 - 1:30 pm Central Time Zone

This two hour Webinar examines not only the documentation requirements on business entities available in most states but provides clarity on how to identify who has authority to open and transact o... More →

Related Topics: Risk Management/Legal, Deposit Accounts

Problem Loan Identification

Presented by Photo of Tom Carlin Tom Carlin
Thursday, February 14th, 2019 - 10:00 am Central Time Zone

This course is designed to sharpen the ability of participants to recognize potential problem loans early and identify appropriate solutions once they surface.

Related Topics: Lending

8 Steps to Improve Cross-Selling

Presented by Photo of Janice Branch Janice Branch
Thursday, February 14th, 2019 - 1:30 pm Central Time Zone

This program will help you with ways to elevate cross-selling results.

Related Topics: Sales, Human Resources

Writing Effective Business Reports

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, February 15th, 2019 - 10:00 am Central Time Zone

Writing across multiple industries and disciplines in an ever-evolving marketplace demands efficient techniques for reporting to a wide audience with contrasting concerns.

Related Topics: Management/Employee Development, Human Resources

Responsibilities of the Information Security Officer

Presented by Photo of Chad Knutson Chad Knutson
Tuesday, February 19th, 2019 - 10:00 am Central Time Zone

We will review various regulatory guidance that outlines ISO responsibilities and reporting structures. Additionally, various educational paths that can help develop your skills in the future.

Related Topics: Risk Management/Legal

Opening New Accounts Part III: Trust and Fiduciary

Presented by Photo of Suzie Jones Suzie Jones
Tuesday, February 19th, 2019 - 1:30 pm Central Time Zone

This two hour webinar will delve into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to Trust, Fid... More →

Related Topics: Risk Management/Legal, Deposit Accounts

Top 25 Safe Deposit Compliance Issues

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, February 20th, 2019 - 10:00 am Central Time Zone

During this webinar, you will receive current information about all of these issues and an in-depth explanation about how they impact on your financial institution and your safe deposit box renters... More →

Related Topics: Risk Management/Legal, Safe Deposit

BSA Emerging Issues 2019

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, February 20th, 2019 - 1:30 pm Central Time Zone

2019 brings new and emerging BSA issues to the forefront for examinations.

Related Topics: BSA

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Thursday, February 21st, 2019 - 10:00 am Central Time Zone

Learn in-depth details of the appraisal and valuation process, from both the lender and appraiser side of the game.

Related Topics: Compliance, Lending

Legal Issues of Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 21st, 2019 - 1:30 pm Central Time Zone

Learn about many legal aspects of checks, and the compliance issues of Reg CC and BSA. This webinar will serve as the annual training requirement for both these regulations.

Related Topics: Risk Management/Legal, Deposit Accounts

ACH Rule Changes: What's New in 2019

Presented by Photo of Kate Cole Kate Cole
Friday, February 22nd, 2019 - 10:00 am Central Time Zone

Attend this webinar to make sure that you are compliant with the ACH Rules.

Related Topics: Compliance

Excel Explained: Minimize Spreadsheet Errors

Presented by Photo of David Ringstrom David Ringstrom
Monday, February 25th, 2019 - 1:30 pm Central Time Zone

Learn a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets.

Related Topics: Computer Skills

Opening Minor Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, February 26th, 2019 - 10:00 am Central Time Zone

Learn how to answer your adult accountholders' questions on how to set up accounts for grandchildren, for college, and other reasons to set up minor accounts.

Related Topics: Risk Management/Legal, Deposit Accounts

Onboarding Your New Hire

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, February 26th, 2019 - 1:30 pm Central Time Zone

Learn how to excel at new employee onboarding.

Related Topics: Human Resources, Management/Employee Development

TRID for Beginners

Presented by Photo of Jerod Moyer Jerod Moyer
Wednesday, February 27th, 2019 - 10:00 am Central Time Zone

This two-hour webinar is being developed and designed at an introductory/beginner level for applicable consumer real estate loan officers, processors, compliance and audit personnel.

Related Topics: Lending, TRID

W-9, W-8BEN and W-8BEN-E Forms and Info

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, February 27th, 2019 - 1:30 pm Central Time Zone

During this program, we will do a line-by-line review of the W-9 and W-8BEN forms and the subsequent tax reporting to the IRS.

Related Topics: Deposit Accounts, Reporting

Federal Benefit Payments Garnishment Requirements

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, February 28th, 2019 - 10:00 am Central Time Zone

The final rule not only supersedes state laws pertaining to how financial institutions process garnishments, but will also apply to state tax levies and warrants.

Related Topics: Compliance, Risk Management/Legal

Alert! Prepaid Accounts Final Rule Effective April 1, 2019

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, February 28th, 2019 - 1:30 pm Central Time Zone

During this webinar, you will receive a compliance checklist and a comprehensive look at the rule. Sample policy and procedure language will also be provided.

Related Topics: Deposit Accounts

Letters of Credit

Presented by Photo of Robin Russell Robin Russell
Friday, March 1st, 2019 - 10:00 am Central Time Zone

Whether your bank issues letters of credit, accepts letters of credit or takes liens on letter of credit rights, this program is for you.

Related Topics: Lending, Risk Management/Legal

ACH Origination and Same Day Entries

Presented by Photo of Kate Cole Kate Cole
Tuesday, March 5th, 2019 - 10:00 am Central Time Zone

Join us and learn how to decipher the SEC codes, how the products work and what your warranties are.

Related Topics: Risk Management/Legal

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, March 5th, 2019 - 1:30 pm Central Time Zone

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services.

Related Topics: Sales, Executive

Quarterly Compliance Briefing: Spring 2019

Presented by Photo of Carl Pry Carl Pry
Wednesday, March 6th, 2019 - 10:00 am Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Quarterly Compliance Briefing: 4-Part Series (2019)

Presented by Photo of Carl Pry Carl Pry
Wednesday, March 6th, 2019 - 10:00 am Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Commercial Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Wednesday, March 6th, 2019 - 1:30 pm Central Time Zone

Receive an overview of the key steps involved in effectively administering commercial construction loans.

Related Topics: Lending

Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't

Presented by Photo of Vin DiCara Vin DiCara
Thursday, March 7th, 2019 - 10:00 am Central Time Zone

Learn what forms and schedules in personal tax returns you should pay attention to and what you should ignore.

Related Topics: Lending

Consumer Real Estate Loans

Presented by Photo of Anne Lolley Anne Lolley
Thursday, March 7th, 2019 - 1:30 pm Central Time Zone

This webinar will be particularly helpful to bankers wanting to offer consumer real-estate loans for the first time.

Related Topics: Lending

Business Plans That Get Results

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, March 8th, 2019 - 10:00 am Central Time Zone

Business Plans That Get Results guides you through the process of composing a business plan for audiences either internal or external to your company.

Related Topics: Management/Employee Development

Advanced Tax Return Analysis

Presented by Photo of David Osburn David Osburn
Monday, March 11th, 2019 - 1:30 pm Central Time Zone

Learn advanced tax return concepts and related analyses to help you work more effectively with your bank's business customers.

Related Topics: Lending

Basic Underwriting

Presented by Photo of J.T. Turner J.T. Turner
Tuesday, March 12th, 2019 - 1:30 pm Central Time Zone

This class will give an excellent overview of the components of risk an underwriter considers in reviewing a loan.

Related Topics: Lending

RESPA - Those Pesky Section 8 Violations

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, March 13th, 2019 - 10:00 am Central Time Zone

This program reviews the RESPA/Regulation X rules that prohibit unearned fees and kickbacks and many of the recent consent decrees brokered by the CFPB.

Related Topics: Compliance, Lending

E-Sign for Lending and Critical E-Sign Implementation Issues

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, March 13th, 2019 - 1:30 pm Central Time Zone

What steps must be followed to be in compliance with E-Sign? What NEW steps should be taken to verify the customer’s identity in view of an increased risk of identity theft?

Related Topics: Compliance, Risk Management/Legal, Deposit Accounts

FFIEC Information Security Handbook Review

Presented by Photo of Jon Waldman Jon Waldman
Thursday, March 14th, 2019 - 10:00 am Central Time Zone

In September 2016, the FFEIC completely rewrote the Information Security Handbook. The Handbook represents an integration of concepts from Cybersecurity Guidance, Management Guidance, and other ele... More →

Related Topics: Risk Management/Legal

Annual Deposit Regulation Training for Frontline

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 14th, 2019 - 1:30 pm Central Time Zone

During the webinar, each regulation will spotlight the front line issues and how to handle them.

Related Topics: Compliance, Deposit Accounts

Protecting Your Salaried-Exempt Status

Presented by Photo of Bob Gregg Bob Gregg
Friday, March 15th, 2019 - 10:00 am Central Time Zone

Learn how to avoid mistakes and land mines under the Department of Labor FLSA rule.

Related Topics: Human Resources

Handling Deceased Deposit Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Monday, March 18th, 2019 - 1:30 pm Central Time Zone

Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when a customer dies.

Related Topics: Compliance, Lending

Right of Setoff

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, March 19th, 2019 - 10:00 am Central Time Zone

The risks of using the "Right of Setoff" process incorrectly can be costly to your financial institution. Learn how to use this process correctly.

Related Topics: Compliance, Risk Management/Legal

Auditing HMDA

Presented by Photo of David Dickinson David Dickinson
Wednesday, March 20th, 2019 - 10:00 am Central Time Zone

This webinar will help you look at your HMDA data from an auditor’s perspective.

Related Topics: Compliance, Auditing

For Banking RMs: How Top Producing Bankers Prospect for Business

Presented by Photo of Alex Cole Alex Cole
Wednesday, March 20th, 2019 - 1:30 pm Central Time Zone

Become more effective at the early steps in the sales process so you can shorten the sales cycle, eliminate stalls and "think it overs" at the closing table, and close more business.

Related Topics: Sales

Legal Liabilities when Check Fraud Occurs

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, March 21st, 2019 - 10:00 am Central Time Zone

Learn best practices for spotting and stopping fraud losses.

Related Topics: Risk Management/Legal, Deposit Accounts

Managing a Successful Call Center

Presented by Photo of Janice Branch Janice Branch
Thursday, March 21st, 2019 - 1:30 pm Central Time Zone

This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively.

Related Topics: Management/Employee Development

Call Report - Lending Schedules for Banks

Presented by Photo of Ann Thomas Ann Thomas
Friday, March 22nd, 2019 - 10:00 am Central Time Zone

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

Related Topics: Reporting

Residential Construction Lending

Presented by Photo of Richard Hamm Richard Hamm
Monday, March 25th, 2019 - 1:30 pm Central Time Zone

Receive an overview of the major issues involved in consumer or residential construction lending.

Related Topics: Lending

Writing Teller Training and Procedures

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, March 26th, 2019 - 1:30 pm Central Time Zone

Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline.

Related Topics: Human Resources, Management/Employee Development

Opening Accounts for Nonresident Aliens

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, March 27th, 2019 - 10:00 am Central Time Zone

It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with.

Related Topics: Compliance, Deposit Accounts

Best-Ever Compliance Checklists for Commercial Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, March 27th, 2019 - 1:30 pm Central Time Zone

This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide bankers through those traps and ensure compliance.

Related Topics: Compliance, Lending

Open-Ended Lines of Credit - Compliance Issues

Presented by Photo of Carl Pry Carl Pry
Thursday, March 28th, 2019 - 10:00 am Central Time Zone

This webinar will focus on the personal/overdraft lines and HELOC requirements.

Related Topics: Compliance, Lending

Foreign Remittances

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, March 28th, 2019 - 1:30 pm Central Time Zone

This webinar will cover the requirements for providers under Regulation E.

Related Topics: Compliance, Deposit Accounts

Ratio Analysis to Determine Financial Strength

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, March 29th, 2019 - 10:00 am Central Time Zone

Learn the five vital signs of any organization and the ratios required to identify them.

Related Topics: Lending

Basic Cash Flow Analysis

Presented by Photo of Jeffery Johnson Jeffery Johnson
Monday, April 1st, 2019 - 1:30 pm Central Time Zone

Learn how to calculate cash flow using the Universal Cash Flow Analysis method (UCA).

Related Topics: Lending

Core Management Skills

Presented by Photo of J.T. Turner J.T. Turner
Tuesday, April 2nd, 2019 - 10:00 am Central Time Zone

Get an excellent overview of key skills all good managers need to function at their best.

Related Topics: Human Resources

Lie Detection

Presented by Photo of J.T. Turner J.T. Turner
Wednesday, April 3rd, 2019 - 1:30 pm Central Time Zone

In this webinar, Lie Detection expert J.T. Turner will guide you through various skills you can use to detect when you are being lied to and give you suggestions for finding the truth.

Related Topics: Human Resources, Risk Management/Legal

Successful Workout Strategies for Problem Loans

Presented by Photo of Linda Larger Linda Larger
Thursday, April 4th, 2019 - 10:00 am Central Time Zone

This webinar is designed to provide the participant with a disciplined strategy for approaching the loan when it reaches the workout situation.

Related Topics: Lending

Lending to Municipalities

Presented by Photo of Robin Russell Robin Russell
Monday, April 8th, 2019 - 1:30 pm Central Time Zone

We will discuss credit services for municipalities and other local government organizations.

Related Topics: Lending

Business Writing for Financial Professionals

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, April 9th, 2019 - 1:30 pm Central Time Zone

This webinar provides a systematic, top-down approach to business-writing situations that includes the key principles of focused, thorough, organized, and articulate financial documents.

Related Topics: Risk Management/Legal, Management/Employee Development

Marketing & Advertising Compliance

Presented by Photo of Carl Pry Carl Pry
Wednesday, April 10th, 2019 - 10:00 am Central Time Zone

As the compliance environment becomes more complex, your marketing department must stay on top of all the rules and regulations. This session can help.

Related Topics: Compliance, Risk Management/Legal

Reg E Compliance - Five Best Practices for Handling Disputes

Presented by Photo of Susan Costonis Susan Costonis
Thursday, April 11th, 2019 - 10:00 am Central Time Zone

Our topic for the webinar will focus on several simple steps to handle Reg E customer disputes and inquiries.

Related Topics: Compliance, Risk Management/Legal, Deposit Accounts

Preventing Violence in the Workplace

Presented by Photo of Bob Gregg Bob Gregg
Thursday, April 11th, 2019 - 1:30 pm Central Time Zone

Learn about legal and practical issues related to workplace violence, including the ADA Direct Threat standards. We'll also address policies and best practices.

Related Topics: Human Resources, Risk Management/Legal

Excel Explained: Creating Interactive Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Friday, April 12th, 2019 - 10:00 am Central Time Zone

When you attend this live presentation, you’ll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

Related Topics: Computer Skills

Commercial & Business Lending Basics for Support Personnel

Presented by Photo of Richard Hamm Richard Hamm
Monday, April 15th, 2019 - 1:30 pm Central Time Zone

This webinar is designed to take the "mystery" out of the commercial lending process and the confusing terminology often used by lenders.

Related Topics: Lending

Flood Insurance Compliance

Presented by Photo of Jerod Moyer Jerod Moyer
Tuesday, April 16th, 2019 - 10:00 am Central Time Zone

Join us for a webinar covering the flood insurance compliance HOT SPOTS.

Related Topics: Compliance, Lending, Risk Management/Legal

Regulation O - Lending to Insiders

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, April 17th, 2019 - 10:00 am Central Time Zone

This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation.

Related Topics: Compliance, Lending

Escrow Accounts Compliance

Presented by Photo of David Dickinson David Dickinson
Thursday, April 18th, 2019 - 10:00 am Central Time Zone

This webinar will cover the latest requirements, guidance, best practices and compliance hot spots.

Related Topics: Compliance, Lending

Loan Structuring Basics

Presented by Photo of Tom Carlin Tom Carlin
Thursday, April 18th, 2019 - 1:30 pm Central Time Zone

The principal goal of this course is to enable you to appropriately structure credit exposures, matching loan type, terms and conditions to the borrower’s identified primary and secondary loan repa... More →

Related Topics: Lending

Vault Security & Disaster Recovery Essentials

Presented by Photo of David P. McGuinn David P. McGuinn
Tuesday, April 23rd, 2019 - 10:00 am Central Time Zone

Whether you have 50 boxes or 5,000, this presentation provides a realistic and well-organized method of reviewing and auditing your procedures before a catastrophe occurs.

Related Topics: Risk Management/Legal, Safe Deposit

Opening Fiduciary Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, April 23rd, 2019 - 1:30 pm Central Time Zone

We will cover the documents needed, the signature set up and managing fiduciary money.

Related Topics: Compliance, Lending

Developing and Organizing an Effective Remote Deposit Capture Program (RDC)

Presented by Photo of Susan Orr Susan Orr
Wednesday, April 24th, 2019 - 10:00 am Central Time Zone

We'll outline the detailed information you should add to your documents and processes to support a thorough due diligence, risk assessment, and annual oversight of your customers.

Related Topics: Risk Management/Legal

Creating the Right ERM Program for YOUR Community Bank

Presented by Photo of Marci Malzahn Marci Malzahn
Wednesday, April 24th, 2019 - 1:30 pm Central Time Zone

You will learn how to put your program together using all the parts you already have in your bank.

Related Topics: Risk Management/Legal, Executive

Mortgage Origination Compliance: Part 1

Presented by Photo of Carl Pry Carl Pry
Thursday, April 25th, 2019 - 10:00 am Central Time Zone

In Part 1 of this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Related Topics: Compliance, Lending

BSA Series: 10 Examination Hot Spots

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, April 25th, 2019 - 1:30 pm Central Time Zone

We will look at the top exam issues for 2018 and focus on avoiding the mishaps of poor planning on your examination.

Related Topics: Compliance, BSA

OFAC: Can We Comply?

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 14th, 2019 - 10:00 am Central Time Zone

In today’s shifting political landscape, the questions is can we comply?

Related Topics: Compliance

The Power of Storytelling

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, June 4th, 2019 - 1:30 pm Central Time Zone

This webinar offers you practical insights into the time-honored tradition of storytelling.

Related Topics: Management/Employee Development

Quarterly Compliance Briefing: Summer 2019

Presented by Photo of Carl Pry Carl Pry
Tuesday, June 18th, 2019 - 1:30 pm Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Records Management and Retention

Presented by Photo of Carl Pry Carl Pry
Thursday, June 27th, 2019 - 1:30 pm Central Time Zone

Records management is the point of convergence of these resources, which is why effective and reliable records management must be part of your Compliance Program.

Related Topics: Compliance, Risk Management/Legal

Feedback and Coaching

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, September 10th, 2019 - 1:30 pm Central Time Zone

This webinar covers the need to cultivate real relationships with those you coach, practical standards to assess them by, effective ways of offering feedback, and helpful proactive follow-up activi... More →

Related Topics: Management/Employee Development

Thirty (30) Steps to Audit Your Safe Deposit Area

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, September 18th, 2019 - 10:00 am Central Time Zone

This webinar covers the “nuts and bolts” and the important steps that must be followed to audit your entire safe deposit function.

Related Topics: Risk Management/Legal, Safe Deposit

Quarterly Compliance Briefing: Fall 2019

Presented by Photo of Carl Pry Carl Pry
Tuesday, September 24th, 2019 - 10:00 am Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Communicating with Executives

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, October 1st, 2019 - 1:30 pm Central Time Zone

You will get insights in what to give executives when interacting with them in any communication mode—and how to respond when they approach you.

Related Topics: Management/Employee Development

Poor Box Drilling Creates Lawsuits

Presented by Photo of David P. McGuinn David P. McGuinn
Tuesday, October 29th, 2019 - 10:00 am Central Time Zone

During this webinar, you will receive current information, step by step procedures and an in-depth explanation about how to handle these issues and how they impact on your financial institution and... More →

Related Topics: Risk Management/Legal, Safe Deposit

Performance Appraisals That Work

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, November 1st, 2019 - 10:00 am Central Time Zone

This webinar shows you how to plan, draft and review appraisals to align with your organizational mission and objectives.

Related Topics: Human Resources, Management/Employee Development

Quarterly Compliance Briefing: Winter 2019

Presented by Photo of Carl Pry Carl Pry
Tuesday, December 10th, 2019 - 10:00 am Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

Top Fifty (50) "Most Important" Safe Deposit Procedures

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, December 12th, 2019 - 10:00 am Central Time Zone

This webinar covers the “nuts and bolts” and the recommended day-to-day operating procedures for your institution.

Related Topics: Risk Management/Legal, Safe Deposit

Using Principles of Critical Thinking

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, December 13th, 2019 - 10:00 am Central Time Zone

This webinar mines the fields of science, medicine, law, politics, philosophy, literature, education, and business to give you workable communication models that will expand your intellectual toolb... More →

Related Topics: Management/Employee Development