All Upcoming Events for BankWebinars

Strengthen Your Core - 2 Part Series

Presented by Vince Carone
Wednesday, July 21st, 2021 - 10:00 am Central Time Zone

This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effective... More →

Related Topics: Human Resources, Sales

10 Things to Know Before Your Next Core Negotiation

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

Strengthen Your Core - Part 2

Presented by Vince Carone
Wednesday, July 28th, 2021 - 10:00 am Central Time Zone

This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effective... More →

Related Topics: Human Resources, Sales

HMDA A-Z Seminar OnDemand with Live Streaming

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

CRA Nuts & Bolts - Five Steps to Pass the Exam

Presented by Susan Costonis
Thursday, July 29th, 2021 - 10:00 am 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

Masterful Time 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

CRE Appraisals: Components, Approaches to Value & Cap Rates

Presented by Richard Hamm
Monday, August 2nd, 2021 - 1:30 pm Central Time Zone

This program provides an overview of the key components of CRE appraisals and where bankers can find important information to assist in underwriting and understanding the sustainability of cash flo... More →

Related Topics: Lending

Do’s and Don’ts on Power of Attorney Documents

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

Writing an Effective Credit Memorandum

Presented by Jeffery Johnson
Tuesday, August 3rd, 2021 - 1:30 pm Central Time Zone

Learn skills required to write an effective credit memorandum.

Related Topics: Lending

Total TRID Training - Four Part Series

Presented by Jack Holzknecht
Wednesday, August 4th, 2021 - 10:00 am Central Time Zone

This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →

Related Topics: Compliance, Lending, TRID

Total TRID Training - Part I

Presented by Jack Holzknecht
Wednesday, August 4th, 2021 - 10:00 am Central Time Zone

This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →

Related Topics: Compliance, Lending, TRID

Consumer Real Estate Loans

Presented by Anne Lolley
Wednesday, August 4th, 2021 - 1:30 pm Central Time Zone

In this webinar, Anne will guide lenders and processors through a simple real-estate loan and explain the current compliance rules.

Related Topics: Lending

Advertising Compliance

Presented by David Dickinson
Thursday, August 5th, 2021 - 10:00 am Central Time Zone

Advertising presents a unique challenge when it comes to regulatory compliance. This is due to the fact that you often have to deal with many different regulations at one time. This webinar will wa... More →

Related Topics: Compliance, Auditing

Total TRID Training - Part II

Presented by Jack Holzknecht
Thursday, August 5th, 2021 - 10:00 am Central Time Zone

This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →

Related Topics: Compliance, Lending, TRID

Banking Cannabis Businesses: FinCEN Guidance, Due Diligence Policies and Procedures and Risk Management

Presented by Dawn Kincaid
Thursday, August 5th, 2021 - 1:30 pm Central Time Zone

Join us as we take the stigma out of banking cannabis-related businesses, and help you prepare your policies, procedures and best practices.

Related Topics: Compliance, Deposit Accounts, BSA

Total TRID Training - Part III

Presented by Jack Holzknecht
Friday, August 6th, 2021 - 10:00 am Central Time Zone

This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →

Related Topics: Compliance, Lending, TRID

SSAE18, SOC 1, SOC 2 - What Do I Need?

Presented by Shane Daniel
Monday, August 9th, 2021 - 1:30 pm Central Time Zone

We will explore the different types of SOC reports provided by vendors and highlight the best items that should be requested from vendors.

Related Topics: Risk Management/Legal

(FREE) Designing Rich & Significant Learning Experiences

Presented by Honey Shelton
Tuesday, August 10th, 2021 - 10:00 am Central Time Zone

Register now for this complimentary 30-minute webinar, lead by one of the country’s top trainers, Honey Shelton. You will learn the key components to significant learning experiences and get a ... More →

Related Topics: Human Resources, Management/Employee Development

Total TRID Training - Part IV

Presented by Jack Holzknecht
Tuesday, August 10th, 2021 - 10:00 am Central Time Zone

This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →

Related Topics: Compliance, Lending, TRID

Open-Ended Lines of Credit - Compliance Issues

Presented by Carl Pry
Tuesday, August 10th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Compliance, Lending

Excel: Filtering and Slicing Data

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

When to Coach? When to Supervise?

Presented by Karen Butcher
Wednesday, August 11th, 2021 - 1:30 pm 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

Protecting Your Salaried-Exempt Status

Presented by Bob Gregg
Thursday, August 12th, 2021 - 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

Servicemember Issues: The Military Lending Act & SCRA

Presented by Carl Pry
Thursday, August 12th, 2021 - 1:30 pm Central Time Zone

The Servicemembers Civil Relief Act (SCRA) is the most well-known. But there are other considerations, such as fair lending and even UDAAP.

Related Topics: Compliance, Lending

Reg E Compliance - Five Best Practices for Handling Disputes

Presented by Susan Costonis
Friday, August 13th, 2021 - 10:00 am Central Time Zone

We will review the steps required to handle disputes and inquiries and the time frames for resolving a claim for an unauthorized transaction.

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

Strategic Loan Pricing

Presented by Richard Hamm
Monday, August 16th, 2021 - 1:30 pm Central Time Zone

This session will cover seven strategic concepts. Along the way, we will demonstrate how to measure loan profitability and calculate the required rate of return on a loan. We'll discuss how to use ... More →

Related Topics: Lending

The Right of Setoff

Presented by Terri D. Thomas
Tuesday, August 17th, 2021 - 10:00 am Central Time Zone

The Right of Setoff is a complicated, but very effective tool for collecting debts owed to a bank. Learn the best practices and dangers that can arise when using the power.

Related Topics: Compliance, Risk Management/Legal

Auditing BSA - New Chapter Revisions

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

ACH Origination for Lenders and Cash Management

Presented by Kate Cole
Wednesday, August 18th, 2021 - 10:00 am Central Time Zone

If ACH is a product that you are selling or want to sell, then this is a webinar for you.

Related Topics: Risk Management/Legal, Deposit Accounts

E-Sign for Lending - Challenges and Solutions

Presented by Susan Costonis
Wednesday, August 18th, 2021 - 1:30 pm Central Time Zone

This session will explain the intersection of E-SIGN and cybersecurity while providing valuable tips for educating consumers and identifying fraud.

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

Bank Accounting for Beginners - 4 Part Series

Presented by Cynthia Dopjera
Thursday, August 19th, 2021 - 10:00 am Central Time Zone

Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Related Topics: Reporting

Bank Accounting for Beginners - Part 1

Presented by Cynthia Dopjera
Thursday, August 19th, 2021 - 10:00 am Central Time Zone

Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Related Topics: Reporting

Bank Accounting for Beginners - Part 2

Presented by Cynthia Dopjera
Friday, August 20th, 2021 - 10:00 am Central Time Zone

Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Related Topics: Reporting

Advanced Financial Statement Analysis

Presented by David Osburn
Monday, August 23rd, 2021 - 1:30 pm Central Time Zone

Attend this proactive webinar and learn a “comprehensive approach” to financial statement analysis.

Related Topics: Lending

2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming

Presented by Patrice Konarik
Tuesday, August 24th, 2021 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

IRA Basic Issues Seminar OnDemand with Live Streaming

Presented by Patrice Konarik
Tuesday, August 24th, 2021 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

Opening Trust Accounts

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

Bank Accounting for Beginners - Part 3

Presented by Cynthia Dopjera
Tuesday, August 24th, 2021 - 1:30 pm Central Time Zone

Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Related Topics: Reporting

IRA Advanced Issues Seminar OnDemand with Live Streaming

Presented by Patrice Konarik
Wednesday, August 25th, 2021 - 9:00 am Central Time Zone

Attend this comprehensive IRA Seminar via Live Streaming Video!

New FFIEC AIO Handbook - Regulatory Expectations

Presented by Susan Orr
Wednesday, August 25th, 2021 - 10:00 am Central Time Zone

The new AIO Booklet was developed to reflect the changing technological environment and increasing need for security and resilience. This webinar will include an overview of the new booklet and ex... More →

Related Topics: Risk Management/Legal, Technology/Security

Violence and Situational Awareness in Your Institution

Presented by Carol Dodgen
Wednesday, August 25th, 2021 - 1:30 pm Central Time Zone

In this session, we will learn where our greatest threats come from, how to reduce risk, and skills for dealing with danger.

Related Topics: Risk Management/Legal, Technology/Security

Uniform Commercial Code: How to Perfect Secured Transactions

Presented by Jeffery Johnson
Thursday, August 26th, 2021 - 10:00 am Central Time Zone

Learn how to document, close and record secured transactions covered by the Uniform Commercial Code.

Related Topics: Compliance, Lending

Vendor Management - How Does Model Risk Fit In?

Presented by Marci Malzahn
Thursday, August 26th, 2021 - 1:30 pm Central Time Zone

You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program.

Related Topics: Risk Management/Legal, Executive

Bank Accounting for Beginners - Part 4

Presented by Cynthia Dopjera
Friday, August 27th, 2021 - 10:00 am Central Time Zone

Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.

Related Topics: Reporting

Credit Analysis Basics - What are the 5 Cs of Credit?

Presented by David Osburn
Monday, August 30th, 2021 - 1:30 pm Central Time Zone

Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character!

Related Topics: Lending

10 Practices To Create and Present Engaging Training

Presented by Heather Legge
Tuesday, August 31st, 2021 - 10:00 am Central Time Zone

Learn 10 attention-grabbing techniques to design and deliver training that sparks engagement.

Related Topics: Human Resources, Management/Employee Development

De-Risking Customers - Where Are We?

Presented by Deborah Crawford
Tuesday, August 31st, 2021 - 1:30 pm Central Time Zone

If you have ever said “We don’t bank ____”. You may be guilty of de-risking.

Related Topics: Compliance, Lending

Residential Construction Lending

Presented by Richard Hamm
Wednesday, September 1st, 2021 - 10:00 am Central Time Zone

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

Related Topics: Lending

Serve Well, Sell Right at the Branch

Presented by Janice Branch
Wednesday, September 1st, 2021 - 1:30 pm Central Time Zone

Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic location... More →

Related Topics: Management/Employee Development, Sales

7 Habits of High Performing Banking Teams

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

Mapping Multi-Tiered Business Accounts

Presented by Deborah Crawford
Tuesday, September 7th, 2021 - 10:00 am Central Time Zone

Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.

Best-Ever Compliance Checklists for Commercial Loans

Presented by Anne Lolley
Tuesday, September 7th, 2021 - 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

You’ve Been Served: Best Practices in Processing Subpoenas, Garnishments and IRS Tax Levies

Presented by Terri D. Thomas
Wednesday, September 8th, 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

Quarterly Compliance Briefing: Fall 2021

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.

Advanced Cash Flow Analysis

Presented by David Osburn
Monday, September 13th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Excel Explained: Auditing Spreadsheets

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

Writing Marijuana and Hemp Policy

Presented by Deborah Crawford
Tuesday, September 14th, 2021 - 1:30 pm Central Time Zone

Are you in or are you out? Either way, it is time to write your pot policy.

Related Topics: Compliance, Lending

Today’s Ransomware Threat – Don’t Lose Your Data (And Your Business)

Presented by Jon Waldman
Wednesday, September 15th, 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

The Continued Evolution of HMDA

Presented by Michael Christians
Friday, September 17th, 2021 - 10:00 am Central Time Zone

The Home Mortgage Disclosure Act, implemented by Regulation C, assists in the identification of possible discriminatory lending patterns through the use of loan level data. Any HMDA-reportable inst... More →

Related Topics: Compliance, Risk Management/Legal

Accounting Basics

Presented by David Osburn
Monday, September 20th, 2021 - 1:30 pm Central Time Zone

The webinar will include several “hands-on” examples to reinforce the accounting concepts.

Related Topics: Lending

Being Strategic with Base Compensation for Non-Executive Positions

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

ACH Exceptions: What Are They and How Do You Handle Them?

Presented by Kate Cole
Wednesday, September 22nd, 2021 - 10:00 am Central Time Zone

What is an ACH exception and how do you handle it when it occurs?

Related Topics: Compliance, Risk Management/Legal

CRA - Review and Update

Presented by Jack Holzknecht
Wednesday, September 22nd, 2021 - 1:30 pm Central Time Zone

It has been years since the federal bank regulatory agencies have overhauled the Community Reinvestment Act (CRA) regulations. Right now, major revisions are unfolding, but in awkward manner.

Related Topics: Compliance, Lending

TRID for Beginners

Presented by Jerod Moyer
Thursday, September 23rd, 2021 - 10:00 am Central Time Zone

This webinar will take a look at TRID from a beginner’s perspective. This is a great opportunity for you and your team to learn the basics.

Related Topics: Lending, TRID, Compliance

Officer Calling: Prospecting, Preparing & Presentation

Presented by Jeffery Johnson
Friday, September 24th, 2021 - 10:00 am Central Time Zone

Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.

Commercial Construction Lending

Presented by Richard Hamm
Monday, September 27th, 2021 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Mortgage Servicing Compliance

Presented by Carl Pry
Tuesday, September 28th, 2021 - 10:00 am Central Time Zone

In a sense, servicing consumer mortgage loans has always been a bit of the "wild west" of compliance, meaning there was little in the way of rules and regulations.

Related Topics: Compliance, Lending

Work Appearance, Dress Codes and Employer's Liability for Being Out of Fashion

Presented by Bob Gregg
Thursday, September 30th, 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

Consumer Collections 101

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

TRID: All About Construction Loans

Presented by Jerod Moyer
Friday, October 1st, 2021 - 10:00 am Central Time Zone

This webinar will walk you through the ins and outs of completing the Loan Estimate and Closing Disclosure for construction loans, in plain English.

Related Topics: Lending, TRID, Compliance

Signature Card Danger Zones

Presented by Deborah Crawford
Monday, October 4th, 2021 - 1:30 pm Central Time Zone

This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up. You man train as many individuals as you like for... More →

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

Audit Report Writing

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

Legal Essentials for Lenders

Presented by Robin Russell
Wednesday, October 6th, 2021 - 10:00 am Central Time Zone

This program covers important legal issues and concepts which must be understood and consistently applied to avoid litigation and better serve customers.

Related Topics: Lending, Risk Management/Legal

Federal Benefit Payments Garnishment Requirements

Presented by Terri D. Thomas
Thursday, October 7th, 2021 - 10:00 am Central Time Zone

This webinar provides participants with the federal rules that are applicable when processing garnishments on accounts receiving federal benefit payments.

Related Topics: Compliance, Risk Management/Legal

Marketing & Advertising Compliance - Two Part Series

Presented by Carl Pry
Wednesday, October 13th, 2021 - 1:30 pm Central Time Zone

This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →

Related Topics: Compliance, Risk Management/Legal

Marketing & Advertising Compliance - Part 1

Presented by Carl Pry
Wednesday, October 13th, 2021 - 1:30 pm Central Time Zone

This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →

Related Topics: Compliance, Risk Management/Legal

All About Flood Insurance Compliance Requirements OnDemand with Live Streaming

Presented by Jerod Moyer
Tuesday, October 19th, 2021 - 9:00 am Central Time Zone

Flood insurance compliance can be complicated and it’s easy to get into hot water with your examiners. Let us set you on the right path!

Related Topics: Compliance, Auditing, Lending

Ability to Repay/Qualified Mortgages Review and Update

Presented by Jack Holzknecht
Wednesday, October 20th, 2021 - 1:30 pm Central Time Zone

This program explains the changes resulting from the recent final rules that amend the ability to repay and qualified mortgage options contained in 12 CFR 1026.43.

Related Topics: Compliance, Lending, Risk Management/Legal

Legal Liabilities when Check Fraud Occurs

Presented by Terri D. Thomas
Thursday, October 21st, 2021 - 10:00 am Central Time Zone

This webinar provides attendees with an overview of the laws that control loss allocation when check fraud occurs.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening Complex New Accounts: 2-Part Series

Presented by Suzie Jones
Tuesday, October 26th, 2021 - 1:30 pm Central Time Zone

This is a two-part series to be held on October 26th and 28th.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening Complex New Accounts Part I: Business Accounts

Presented by Suzie Jones
Tuesday, October 26th, 2021 - 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

Excel Explained: Budget Spreadsheets

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

Opening Complex New Accounts Part II: Trust and Fiduciary

Presented by Suzie Jones
Thursday, October 28th, 2021 - 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

Using an Effective Selling System to “Score” Your Prospects

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

Marketing & Advertising Compliance - Part 2

Presented by Carl Pry
Friday, October 29th, 2021 - 10:00 am Central Time Zone

This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →

Related Topics: Compliance, Risk Management/Legal

Excel Explained: Charts

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

Regulation O - Lending to Insiders

Presented by Jack Holzknecht
Wednesday, November 17th, 2021 - 1:30 pm Central Time Zone

This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation. The program and the materials have been updated to include ... More →

Related Topics: Compliance, Lending

Most Common TRID Issues

Presented by Carl Pry
Thursday, November 18th, 2021 - 1:30 pm Central Time Zone

Our goal is to ensure you understand where the TRID rules can create uncertainty and risk, and insulate your institution as much as possible from noncompliance.

Related Topics: Compliance, Lending

Employment Records and How to Keep Them

Presented by Bob Gregg
Friday, November 19th, 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

FCRA Compliance: E-Oscar and Metro2

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

Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans

Presented by Jerod Moyer
Thursday, December 2nd, 2021 - 10:00 am Central Time Zone

This webinar will walk you through the compliance maze related to Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans.

Related Topics: Compliance, Lending

Dealing with Appraisals: Regulations and Requirements

Presented by Carl Pry
Thursday, December 2nd, 2021 - 1:30 pm 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

How to Hire Bankers Who Will Sell More

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

IRS Information Reporting: Rules and Forms

Presented by Carl Pry
Wednesday, December 8th, 2021 - 1:30 pm Central Time Zone

Learn about the many forms financial institutions must report, with an emphasis on when and exactly what to report.

Related Topics: Compliance, Risk Management/Legal, Reporting

Regulation E: Errors & Disputes

Presented by David Dickinson
Thursday, December 9th, 2021 - 10:00 am Central Time Zone

This webinar will dissect the Regulation E error resolution requirements in plain English.

Related Topics: Compliance, Lending

Quarterly Compliance Briefing: Winter 2021

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.

Excel Explained: Introduction to Spreadsheets

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

Untangling the Web of Fee Disclosures

Presented by Jack Holzknecht
Tuesday, December 21st, 2021 - 1:30 pm Central Time Zone

Upon completion of the program, participants understand that improper fee disclosure may result in violations. This program provides the information needed to fully understand the rules and to avoi... More →

Related Topics: Compliance, Lending

Director Compensation and Compensation Committee Best Practices

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

All Upcoming Events for BankWebinars

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