Presented by Carl Pry
Monday, March 29th, 2021 - 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
Presented by Bob Gregg
Friday, April 16th, 2021 - 10:00 am Central Time Zone
The laws are changing fast! What is “appropriate” work appearance? Do you have the right to tell employees what to wear? How much can an employer dictate styles of dress, hair, perfume or jewelr... More →
Related Topics: Human Resources
Presented by Richard Hamm
Monday, April 19th, 2021 - 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
Presented by Jerod Moyer
Tuesday, April 20th, 2021 - 10:00 am Central Time Zone
This webinar will dissect the regulatory requirements and examiner expectations related to overdrafts in plain English.
Related Topics: Compliance, Lending
Presented by Shane Daniel
Tuesday, April 20th, 2021 - 1:30 pm Central Time Zone
This session reviews these 25 controls, as well as practical solutions your institution can use to implement these controls. We will also discuss the next steps beyond the assessment to provide a c... More →
Related Topics: Risk Management/Legal
Presented by Kristen Tatlock
Wednesday, April 21st, 2021 - 10:00 am Central Time Zone
This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.
Related Topics: Compliance, Risk Management/Legal
Presented by Kristen Tatlock
Wednesday, April 21st, 2021 - 10:00 am Central Time Zone
This session is designed to provide a new compliance officer with tools to help make the transition on their new role easier; it can also provide long-term compliance o... More →
Related Topics: Compliance, Risk Management/Legal
Presented by Jack Holzknecht
Wednesday, April 21st, 2021 - 1:30 pm Central Time Zone
This two-hour webinar explains the top ten issues financial institutions face regarding flood insurance.
Related Topics: Compliance, Lending
Presented by Terri D. Thomas
Thursday, April 22nd, 2021 - 10:00 am Central Time Zone
This webinar will provide attendees information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.
Related Topics: Risk Management/Legal, Deposit Accounts
Presented by Carl Pry
Thursday, April 22nd, 2021 - 1:30 pm Central Time Zone
This webinar will deal with the ins and outs of making changes to loans of all types. We’ll discuss the compliance and legal requirements, operational challenges, and impacts to borrowers, guaranto... More →
Related Topics: Compliance, Lending
Presented by Kristen Tatlock
Friday, April 23rd, 2021 - 10:00 am Central Time Zone
This session will provide new BSA Compliance Officers with information on the laws and rules, as well as guidance on resources that can help make their jobs easier.
Related Topics: Compliance, Risk Management/Legal
Presented by Susan Costonis
Monday, April 26th, 2021 - 1:30 pm Central Time Zone
Writing a dynamic CRA context report can show examiners not only that your financial institution understands the community demonstrate why your CRA program qualifies for a "Satisfactory" or possibl... More →
Related Topics: Compliance, Lending
Presented by Kristen Tatlock
Tuesday, April 27th, 2021 - 10:00 am Central Time Zone
This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.
Related Topics: Compliance, Risk Management/Legal
Presented by Deborah Crawford
Tuesday, April 27th, 2021 - 1:30 pm Central Time Zone
This catch-all program will be helpful to make sure we have not missed anything so far in 2021. Checklists and summaries will help you manage these complex areas affecting our customers.
Related Topics: Deposit Accounts
Presented by Robin Russell
Wednesday, April 28th, 2021 - 10:00 am Central Time Zone
This program will cover guidelines for the Bank in a workout situation, including the documentation to consider before, during and after negotiations take place with borrowers and guarantors.
Related Topics: Lending
Presented by Heather Legge
Wednesday, April 28th, 2021 - 1:30 pm Central Time Zone
Everyone appreciates exceptional customer service, but most people struggle in situations when it really matters. These essential techniques make memorable, positive customer experiences easy and e... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Carl Pry
Thursday, April 29th, 2021 - 1:30 pm Central Time Zone
In this webinar we’ll discuss these many requirements and provide you with a comprehensive grasp of the issues involved.
Related Topics: Compliance, Lending
Presented by Susan Orr
Friday, April 30th, 2021 - 10:00 am Central Time Zone
Having an Incident Response Plan isn't a suggestion, it is a requirement. Security breaches are inevitable, does your Plan provide a framework to guide you in responding effectively and timely?
Related Topics: Risk Management/Legal, Compliance
Presented by Jack Holzknecht
Monday, May 3rd, 2021 - 1:30 pm Central Time Zone
This program provides a review of both parts of the final rule. Regulation F applies to debt collectors. The rules apply directly to financial institutions if the institution is collecting a debt o... More →
Related Topics: Compliance, Lending
Presented by Jerod Moyer
Tuesday, May 4th, 2021 - 10:00 am Central Time Zone
This webinar will dissect the regulatory requirements and examiner expectations related to Fair Lending in plain English.
Related Topics: Compliance, Lending, Risk Management/Legal
Presented by Susan Orr
Tuesday, May 4th, 2021 - 1:30 pm Central Time Zone
Join us as we outline the detailed information you should consider adding to your documents and processes to support a thorough due diligence, risk assessment, and annual oversight of your customer... More →
Related Topics: Risk Management/Legal
Presented by David Ringstrom
Wednesday, May 5th, 2021 - 10:00 am Central Time Zone
This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete.
Related Topics: Computer Skills
Presented by Anne Lolley
Wednesday, May 5th, 2021 - 1:30 pm Central Time Zone
In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.
Related Topics: Lending, Compliance
Presented by Terri D. Thomas
Thursday, May 6th, 2021 - 10:00 am Central Time Zone
This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions.
Related Topics: Risk Management/Legal
Presented by Janice Branch
Thursday, May 6th, 2021 - 1:30 pm Central Time Zone
This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.
Related Topics: Management/Employee Development
Presented by Cynthia Dopjera
Thursday, May 6th, 2021 - 1:30 pm Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Presented by Cynthia Dopjera
Thursday, May 6th, 2021 - 1:30 pm Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Presented by Jeffery Johnson
Friday, May 7th, 2021 - 10:00 am Central Time Zone
This course will cover the major lending risks related to this type of financing and discusses how a bank can prudently manage these risks by exposing participants to the appropriate methods of ana... More →
Related Topics: Lending
Presented by David Osburn
Monday, May 10th, 2021 - 1:30 pm Central Time Zone
Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!
Related Topics: Lending
Presented by Cynthia Dopjera
Tuesday, May 11th, 2021 - 10:00 am Central Time Zone
This webinar will help you learn the classification priority for reporting loan information correctly.
Related Topics: Lending, Reporting
Presented by Jon Waldman
Tuesday, May 11th, 2021 - 1:30 pm Central Time Zone
Join us to recap the statistics related to ransomware and learn how to prepare for this growing threat.
Related Topics: Risk Management/Legal
Presented by Cynthia Dopjera
Thursday, May 13th, 2021 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Presented by Richard Hamm
Thursday, May 13th, 2021 - 1:30 pm Central Time Zone
This program covers the key variables and concepts for determining CRE cash flow and transaction-level stress-testing.
Related Topics: Lending
Presented by Robin Russell
Friday, May 14th, 2021 - 10:00 am Central Time Zone
Gain a thorough understanding of Participation Agreements.
Related Topics: Lending
Presented by Richard Hamm
Monday, May 17th, 2021 - 1:30 pm Central Time Zone
This program provides an overview of the key differences among and performance factors of the major CRE property types, issues with commercial lease features and key non-financial or qualitative ri... More →
Related Topics: Lending
Presented by Deborah Crawford
Tuesday, May 18th, 2021 - 1:30 pm Central Time Zone
During this program, we will look at the checks and all the questions you get asked every day. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do... More →
Related Topics: Compliance, Lending
Presented by Deborah Crawford
Wednesday, May 19th, 2021 - 10:00 am Central Time Zone
Your financial institution is full of customers who require many types of services. The BSA exam identifies many services and customers as high risk for money laundering.
Related Topics: BSA, Compliance
Presented by Jack Holzknecht
Wednesday, May 19th, 2021 - 1:30 pm Central Time Zone
This program provides the information needed to assure proper credit is given for CD activities thereby assuring a higher rating and limiting the additional burden of a lower rating.
Related Topics: Compliance, Lending
Presented by Cynthia Dopjera
Thursday, May 20th, 2021 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Presented by Deborah Crawford
Thursday, May 20th, 2021 - 1:00 pm Central Time Zone
In this webinar, we’ll share tips for measuring the success of your training programs in order to prove the ROI.
Related Topics: Compliance, Human Resources, Management/Employee Development, Risk Management, Auditing, Risk Management/Legal, BSA, Reporting, Auditing/Reporting, COVID-19
Presented by Marci Malzahn
Thursday, May 20th, 2021 - 1:30 pm Central Time Zone
In this webinar you will learn strategies to avoid losing your top talent, and how to establish a simple yet successful Talent Management Program, which in turn integrates into your Strategic Plan.... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Michael Christians
Friday, May 21st, 2021 - 10:00 am Central Time Zone
The Credit Card Accountability, Responsibility and Disclosure (CARD) Act of 2009 added a number of disclosure, underwriting and servicing requirements to Regulation Z specific to credit card accoun... More →
Related Topics: Compliance, Lending
Presented by Dan Fischer
Monday, May 24th, 2021 - 1:30 pm Central Time Zone
We will take you through the Top 10 ideas that you must address to increase your sales success.
Related Topics: Sales
Presented by Dawn Kincaid
Tuesday, May 25th, 2021 - 10:00 am Central Time Zone
In this session we will review instances where institutions have failed to comply with Reg E or misapplied the regulation and provide you with best practices and tools to avoid a similar fate. More →
Related Topics: Compliance, Deposit Accounts
Presented by Deborah Crawford
Tuesday, May 25th, 2021 - 1:30 pm Central Time Zone
This webinar is an orientation for those of you who have joined our industry. We will look at the federal reserve system, the regulations, regulators and how banks make money. The basic branch syst... More →
Related Topics: Compliance, Lending
Presented by Deborah Crawford
Wednesday, May 26th, 2021 - 10:00 am Central Time Zone
During the webinar, each regulation will be discussed spotlighting the front line issues and how to handle them. This webinar will help your staff determine if we are in a regulation and if so to d... More →
Related Topics: Compliance, Lending
Presented by Deborah Crawford & Jack Holzknecht
Wednesday, May 26th, 2021 - 10:00 am Central Time Zone
This is a two-part series on basic compliance regulations to be held on May 26th and June 22nd.
Related Topics: Compliance, Lending
Presented by Kate Cole
Thursday, May 27th, 2021 - 10:00 am Central Time Zone
This session is designed for those that are new to operations and those that want to confirm they really understand ACH.
Related Topics: Risk Management/Legal
Presented by Jeff Spann
Thursday, May 27th, 2021 - 1:30 pm Central Time Zone
This discussion will highlight the advancements in cybercrime and social engineering that are targeting our people resources.
Related Topics: Risk Management/Legal
Presented by Cynthia Dopjera
Friday, May 28th, 2021 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Presented by Vicki Kraai
Tuesday, June 1st, 2021 - 10:00 am Central Time Zone
What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an after thought as it is the new hires first impression of the company they are goin... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Deborah Crawford
Tuesday, June 1st, 2021 - 1:30 pm Central Time Zone
A line-by-line look at the new AML Act of 2020 passed in 2021 beneficial ownership requirements and definitions. We will compare the definitions, the exemptions and the exclusions in the two sets o... More →
Related Topics: Compliance, BSA
Presented by Deborah Crawford
Wednesday, June 2nd, 2021 - 10:00 am Central Time Zone
During this program we will cover all the compliance issues for opening deposit accounts online.
Related Topics: Compliance, Risk Management/Legal, Deposit Accounts
Presented by Dawn Kincaid
Wednesday, June 2nd, 2021 - 1:30 pm Central Time Zone
Don’t miss this jam-packed session where we will review best practices, procedures and provide tools to strengthen your UDAAP compliance program!
Related Topics: Compliance, Deposit Accounts
Presented by Cynthia Dopjera
Thursday, June 3rd, 2021 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Presented by David Osburn
Monday, June 7th, 2021 - 1:30 pm Central Time Zone
This webinar will cover the basics of how to craft an effective commercial loan write-up.
Related Topics: Lending
Presented by Karen Butcher
Tuesday, June 8th, 2021 - 10:00 am Central Time Zone
Join Karen Butcher, coach and trainer with InterAction Training, on how relationships can impact our happiness to the point of building or destroying job satisfaction, as she helps you become an ex... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Deborah Crawford
Tuesday, June 8th, 2021 - 1:30 pm Central Time Zone
We will help you set up a framework to begin your new job and organize the sections of the BSA exam manual and law so you will know how to begin.
Related Topics: BSA
Presented by Carl Pry
Wednesday, June 9th, 2021 - 10:00 am 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
Presented by David Ringstrom
Wednesday, June 9th, 2021 - 1:30 pm Central Time Zone
In this comprehensive presentation, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting, conditional formatting to highlight HR requirements, ... More →
Related Topics: Computer Skills
Presented by Bob Gregg
Thursday, June 10th, 2021 - 10:00 am Central Time Zone
This program provides information not just on what records you should keep and for how long, but on the several underlying and even more important issues of record creation, storage, and the DON’TS... More →
Related Topics: Human Resources
Presented by Marci Malzahn
Thursday, June 10th, 2021 - 10:00 am Central Time Zone
This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessment... More →
Related Topics: Risk Management/Legal, Executive
Presented by Susan Orr
Friday, June 11th, 2021 - 10:00 am Central Time Zone
Who should really be the Information Security Officer? What does it mean to be the Information Security Officer today?
Related Topics: Risk Management/Legal
Presented by Charlie Kelly
Tuesday, June 15th, 2021 - 10:00 am Central Time Zone
This session will give financial institutions a peek inside how one systems selection consultant organizes the selection process, from the initial gap analysis through RFP, vendor scoring, and ulti... More →
Related Topics: Risk Management/Legal, Executive
Presented by Rachelle Humiston
Tuesday, June 15th, 2021 - 1:30 pm Central Time Zone
Over the past year, your team has been in a state of flux with the weekly, and sometimes daily, challenges from the pandemic. Many branches opened with skeleton crews while their counterparts worke... More →
Related Topics: Executive
Presented by Robin Russell
Wednesday, June 16th, 2021 - 10:00 am Central Time Zone
Learn about agricultural collateral, risk management, loan documentation, loan administration and loan monitoring.
Related Topics: Lending, Risk Management/Legal
Presented by Kate Murphy, Jeff Sustarsic, and Kristen McClellan
Wednesday, June 16th, 2021 - 10:00 am Central Time Zone
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
Related Topics: Compliance, Risk Management/Legal
Presented by Robin Russell
Wednesday, June 16th, 2021 - 1:30 pm Central Time Zone
This webinar focuses on the many aspects of equipment lease financing, from structure and documentation to monitoring and administration.
Related Topics: Lending
Presented by Terri D. Thomas
Thursday, June 17th, 2021 - 10:00 am Central Time Zone
The webinar provides attendees with the dos and don'ts of being a Notary Public.
Related Topics: Risk Management/Legal, Management/Employee Development
Presented by Cynthia Dopjera
Thursday, June 17th, 2021 - 1:30 pm Central Time Zone
This Call Report Update webinar will include coverage of new reporting requirements effective for June 30, 2020, changes resulting from applicable sections of the CARES Act, and the regulatory agen... More →
Related Topics: Reporting
Presented by Michael Christians
Friday, June 18th, 2021 - 10:00 am Central Time Zone
In this Back to Basics installment, we'll cover the requirements imposed upon your financial institution by the Currency and Foreign Transactions Reporting Act of 1970, also known as the Bank Secre... More →
Related Topics: Compliance, Lending, BSA
Presented by Jack Holzknecht
Tuesday, June 22nd, 2021 - 1:30 pm Central Time Zone
This two-hour program covers the basic requirements of each covered regulation.
Related Topics: Compliance, Lending
Presented by David P. McGuinn
Wednesday, June 23rd, 2021 - 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
Presented by Carl Pry
Wednesday, June 23rd, 2021 - 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
Presented by Jerod Moyer
Thursday, June 24th, 2021 - 10:00 am Central Time Zone
This webinar will take a look at hot spot areas related to TRID. Learn what examiners are citing as well as other common errors in plain English.
Related Topics: Compliance, Lending, TRID, Compliance
Presented by Jennifer Mirus
Thursday, June 24th, 2021 - 1:30 pm Central Time Zone
This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal p... More →
Related Topics: Human Resources, Management/Employee Development
Presented by Jeffery Johnson
Friday, June 25th, 2021 - 10:00 am Central Time Zone
Many problems can occur during construction that can leave lenders highly exposed unless they are underwritten properly.
Related Topics: Lending
Presented by Melissa Marvin
Monday, June 28th, 2021 - 1:30 pm Central Time Zone
Customer service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our client facing employees.
Related Topics: Human Resources, Management/Employee Development
Presented by Vicki Kraai
Tuesday, June 29th, 2021 - 1:30 pm Central Time Zone
1 in 5 workers have experienced discrimination or unfair treatment at work. In today's workplace environment, organizations need to face a reality gap and realize more work needs to be done in this... More →
Related Topics: Human Resources, Management/Employee Development
Presented by David Dickinson
Thursday, July 1st, 2021 - 10:00 am Central Time Zone
This webinar will give you a clear understanding of how to set up and maintain compliant escrow accounts in plain English.
Related Topics: Compliance, Lending
Presented by Deborah Crawford
Tuesday, July 6th, 2021 - 10:00 am Central Time Zone
Be proactive. Ignoring the industry won’t help your organization. You need policy and procedures even if you decide not to bank marijuana and hemp customers.
Related Topics: Compliance, Lending
Presented by Mike Blanchard & Matt Brei
Tuesday, July 6th, 2021 - 1:30 pm Central Time Zone
We focus on the key elements that make up the total compensation package: base salaries, annual incentives, long-term incentives, benefits and perquisites. The session provides an educational overv... More →
Related Topics: Human Resources
Presented by Anne Lolley
Thursday, July 8th, 2021 - 1:30 pm Central Time Zone
These colorful and easy-to-use checklists are designed to chronologically lead lenders and processors through the various lending compliance requirements.
Related Topics: Compliance, Lending
Presented by Robb Rempel
Tuesday, July 13th, 2021 - 10:00 am Central Time Zone
As an industry, client data shows we have an average life cycle with consumers and businesses of almost 10 years. Given this loyalty factor, what needs to happen to attract significantly more reta... More →
Related Topics: Executive, Human Resources
Presented by David P. McGuinn
Wednesday, July 14th, 2021 - 10:00 am Central Time Zone
Regardless of the size of your safe deposit operation, this presentation provides a realistic and well-organized method of reviewing your procedures before a lawsuit occurs.
Related Topics: Risk Management/Legal, Safe Deposit
Presented by Jack Holzknecht
Wednesday, July 14th, 2021 - 1:30 pm Central Time Zone
This two-hour webinar provides insight into the murky areas of HMDA which may result in the failure to report the appropriate loans on the LAR or errors in reported data fields.
Related Topics: Compliance, Lending
Presented by Bob Gregg
Thursday, July 15th, 2021 - 10:00 am Central Time Zone
Please join Bob Gregg as he examines the key considerations for requiring that employees sign a non-compete agreement, factors that will impact whether an agreement can be enforced, and alternative... More →
Related Topics: Human Resources
Presented by Janice Branch
Thursday, July 15th, 2021 - 1:30 pm Central Time Zone
Call centers create a competitive advantage for organizations that know how to create them well and train their agents to know what to say, what not to say, and how to sell while maximizing product... More →
Related Topics: Management/Employee Development
Presented by Deborah Crawford
Tuesday, July 20th, 2021 - 10:00 am Central Time Zone
There are many questions, such as can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to give the hold whil... More →
Related Topics: Compliance, Lending
Presented by Jeffery Johnson
Tuesday, July 20th, 2021 - 1:30 pm Central Time Zone
Attending this webinar will enable you to recognize a true TDR so that regulator reporting is accurate and to know how to manage them from an lending and accounting perspective.
Related Topics: Lending, Management/Employee Development
Presented by Matthew Urban
Wednesday, July 21st, 2021 - 1:30 pm Central Time Zone
This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.
Related Topics: Compliance, Deposit Accounts, Lending
Presented by Terri D. Thomas
Thursday, July 22nd, 2021 - 10:00 am Central Time Zone
This webinar focuses on the deposit and loan issues that arise when a customer dies.
Related Topics: Risk Management/Legal
Presented by Michael Christians
Friday, July 23rd, 2021 - 10:00 am Central Time Zone
Join Regulatory Compliance Counsel Michael Christians for this informative 90-minute webinar which explores the requirements of the FDCPA.
Related Topics: Compliance, Risk Management/Legal
Presented by J. Branch Walton
Tuesday, July 27th, 2021 - 10:00 am Central Time Zone
This session covers steps to prepare employees and managers to respond appropriately should an active shooter incident occur. It covers concepts endorsed by the US Department of Homeland Security a... More →
Related Topics: Risk Management/Legal, Management/Employee Development
Presented by Deborah Crawford
Tuesday, July 27th, 2021 - 1:30 pm Central Time Zone
During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).
Related Topics: Deposit Accounts, Compliance
Presented by Charlie Kelly
Wednesday, July 28th, 2021 - 10:00 am Central Time Zone
Join us to learn 10 techniques that a top negotiator uses to improve his position when negotiating core vendors for his clients.
Related Topics: Risk Management/Legal, Executive
Presented by David Dickinson
Thursday, July 29th, 2021 - 9:00 am Central Time Zone
This webcast will cover everything you need to know about complying with HMDA.
Related Topics: Compliance, Risk Management/Legal, Auditing, Lending, Risk Management
Presented by Philip Vassallo
Thursday, July 29th, 2021 - 1:30 pm Central Time Zone
Attending "Masterful Time Management" will give you the knowledge to understand the traps that compromise efficiency and the skills to develop an excellent plan to lead a productive personal and pr... More →
Related Topics: Auditing, Management/Employee Development
Presented by Deborah Crawford
Tuesday, August 3rd, 2021 - 10:00 am Central Time Zone
This program will look at power of attorney “dos and don’ts” and how to prevent your institution from making costly mistakes in handling these high-risk documents.
Related Topics: Compliance, Deposit Accounts
Presented by David Ringstrom
Wednesday, August 11th, 2021 - 10:00 am Central Time Zone
In this webinar, we will discuss a number of techniques you can use to quickly sift through large amounts of data and stave off information overload.
Related Topics: Computer Skills
Presented by Deborah Crawford
Tuesday, August 17th, 2021 - 1:30 pm Central Time Zone
An effective testing program is paramount to your compliance management system.
Related Topics: Compliance, Auditing, BSA
Presented by Deborah Crawford
Tuesday, August 24th, 2021 - 10:00 am Central Time Zone
This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trusts and account holder situations change. We will look at state specific issues including LDPS o... More →
Related Topics: Deposit Accounts, BSA
Presented by Dan Fischer
Thursday, September 2nd, 2021 - 1:30 pm Central Time Zone
There are consistent behaviors and habits that successful relationship managers use day in and day out, year after year to achieve their goals.
Related Topics: Sales, Management/Employee Development
Presented by Carl Pry
Thursday, September 9th, 2021 - 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
Presented by David Ringstrom
Tuesday, September 14th, 2021 - 10:00 am Central Time Zone
In this illuminating session, Excel expert David Ringstrom, CPA, shares techniques you can use to verify the integrity of even the most complicated Excel workbooks./p>
Related Topics: Computer Skills
Presented by Mike Blanchard & Matt Brei
Tuesday, September 21st, 2021 - 1:30 pm Central Time Zone
This webinar focuses on performance-based compensation approaches that community and regional banks should consider to attract and motivate staff level employees and officers. In this webinar we d... More →
Related Topics: Human Resources
Presented by Matthew Urban
Thursday, September 30th, 2021 - 1:30 pm Central Time Zone
During this informative 90 minute presentation, there will be a wide ranging discussion of topics faced by all lenders engaging in the world of consumer collections.
Related Topics: Compliance, Lending
Presented by Philip Vassallo
Monday, October 4th, 2021 - 1:30 pm Central Time Zone
You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.
Related Topics: Auditing, Management/Employee Development
Presented by David Ringstrom
Wednesday, October 27th, 2021 - 10:00 am Central Time Zone
In this comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how many Excel functions and features can be used to create adaptable and easy-to-maintain budget spreadsheets.
Related Topics: Computer Skills
Presented by Dan Fischer
Thursday, October 28th, 2021 - 1:30 pm Central Time Zone
A Probability Scorecard is like the yard markers on a football field. The yard markers give you a clear, definitive look at how much ground has to be covered before you score points; or in the case... More →
Related Topics: Sales, Management/Employee Development
Presented by David Ringstrom
Thursday, November 4th, 2021 - 1:30 pm Central Time Zone
Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative session.
Related Topics: Computer Skills
Presented by Matthew Urban
Wednesday, December 1st, 2021 - 10:00 am Central Time Zone
This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.
Related Topics: Compliance, Deposit Accounts, Lending
Presented by Dan Fischer
Friday, December 3rd, 2021 - 10:00 am Central Time Zone
Participants will learn a process you can adopt immediately with hiring tools that will take the guesswork out of hiring bankers who are also salespeople - those who can and will sell successfully ... More →
Related Topics: Sales, Management/Employee Development
Presented by Carl Pry
Wednesday, December 15th, 2021 - 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
Presented by David Ringstrom
Friday, December 17th, 2021 - 10:00 am Central Time Zone
If you’ve never worked with Excel spreadsheets or haven’t in several years, this webinar is designed just for you.
Related Topics: Computer Skills
Presented by Mike Blanchard & Matt Brei
Wednesday, December 22nd, 2021 - 10:00 am Central Time Zone
In this session, we will discuss director compensation and benefit trends. A general breakdown of the various components included in director compensation packages will be provided.
Related Topics: Human Resources