All Upcoming Events for BankWebinars

IRAs: 4 Part Series

Presented by Patrice Konarik
Thursday, September 2nd, 2021 - 10:00 am Central Time Zone

Everything you need to know about IRAs in a four part webinar series.

Call Reports: Loan Coding, Risk Weighting Loans and Reporting Unfunded Commitments – 2-Part Series

Presented by Cynthia Dopjera
Tuesday, October 5th, 2021 - 1:30 pm Central Time Zone

This 2-part webinar will focus on loan information reportable in the Call Report which provides critical information for bank management and regulators.

Related Topics: Lending, Reporting

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

Loan Participations: What You Should Know

Presented by Jeffery Johnson
Thursday, October 14th, 2021 - 10:00 am Central Time Zone

Learn the basic requirements for successful loan participations or syndications.

Related Topics: Lending

Advanced Tax Return Analysis

Presented by David Osburn
Monday, October 18th, 2021 - 1:30 pm Central Time Zone

This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

Related Topics: Lending

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

HR Basics for Supervisors

Presented by Jennifer Mirus
Tuesday, October 19th, 2021 - 10:00 am 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

Intermediate Bank Accounting: 4-Part Series

Presented by Cynthia Dopjera
Tuesday, October 19th, 2021 - 1:30 pm Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Intermediate Bank Accounting: Part I

Presented by Cynthia Dopjera
Tuesday, October 19th, 2021 - 1:30 pm Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Advanced Commercial Loan Documentation

Presented by Robin Russell
Wednesday, October 20th, 2021 - 10:00 am Central Time Zone

Everything a commercial loan officer should know about the core commercial loan documentation package.

Related Topics: Lending, Risk Management/Legal

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

Wire Transfer Compliance

Presented by Dawn Kincaid
Thursday, October 21st, 2021 - 10:00 am Central Time Zone

In this session we will cover the regulatory requirements for both domestic and international wires, provide sample audit procedures and discuss how to identify and react to possible wire fraud att... More →

Related Topics: BSA, Compliance, Risk Management/Legal

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Presented by Marci Malzahn
Thursday, October 21st, 2021 - 1:30 pm Central Time Zone

During this basic course, we will review the primary Treasury Management products and services that are available in the market.

Intermediate Bank Accounting: Part II

Presented by Cynthia Dopjera
Friday, October 22nd, 2021 - 10:00 am Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

Loan Structure, Documentation, and Compliance Training

Presented by David Osburn
Monday, October 25th, 2021 - 1:30 pm Central Time Zone

Attend this proactive webinar and receive a thorough overview of commercial lending requirements from a “loan” structure, documentation, and compliance perspective.

Related Topics: Lending, Compliance

Diversity and Inclusion: Leveraging Your AAP Data and Insights

Presented by Steven Greene
Tuesday, October 26th, 2021 - 10:00 am Central Time Zone

This session will identify and discuss AAP analyses and data which supply the specifics necessary to establish an effective D&I Program and just as importantly to monitor progress.

Related Topics: Compliance, Human Resources, Risk Management/Legal

Intermediate Bank Accounting: Part III

Presented by Cynthia Dopjera
Tuesday, October 26th, 2021 - 10:00 am Central Time Zone

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

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.

Testing Your Information Security Program in 2021

Presented by Cody Delzer
Wednesday, October 27th, 2021 - 1:30 pm Central Time Zone

Are you testing your ISP because you have to, or are you testing your ISP because you really want to protect your institution and your customer’s data from a cyber attack?

Related Topics: Risk Management/Legal

IRAs Part 4 - Auditing Your IRA Files

Presented by Patrice Konarik
Thursday, October 28th, 2021 - 10:00 am Central Time Zone

After we have absorbed all the basic rules, it’s time to check everything we – and those who came before us – have done to the IRA files.

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

Intermediate Bank Accounting: Part IV

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

Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP, along with the concept behind audit assertions, internal controls... More →

Related Topics: Reporting

CRE Lending: Cash Flow Analysis & Cap Rates

Presented by Richard Hamm
Monday, November 1st, 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

Marketing & Advertising Compliance - Part 2

Presented by Carl Pry
Tuesday, November 2nd, 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

BSA & OFAC Hot Topics 2021

Presented by Deborah Crawford
Tuesday, November 2nd, 2021 - 1:30 pm Central Time Zone

CTRs, Baselines, Exemptions, Beneficial Ownership—What keeps you awake at night?

Related Topics: Compliance, BSA

Branch Controls and Accountability

Presented by Molly Stull
Wednesday, November 3rd, 2021 - 10:00 am Central Time Zone

Maintaining a strong internal control structure is key to keeping your financial institution strong and your employees honest.

Related Topics: Auditing, Risk Management/Legal

15 Reasons Training Doesn’t Stick

Presented by Vicki Kraai
Wednesday, November 3rd, 2021 - 10:00 am Central Time Zone

Join one of the country’s premier train the trainer instructors on how to get the most return on your training investment by staying in the right lane when you want to turnaround or prevent perform... More →

Related Topics: Human Resources, Management/Employee Development

3-Part Series for New Bank Compliance Officers

Presented by Kristen Tatlock
Wednesday, November 3rd, 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

Compliance 101 for New Compliance Officers

Presented by Kristen Tatlock
Wednesday, November 3rd, 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

Seven Habits of Effective Credit Administration in Commercial Banks

Presented by Jeffery Johnson
Thursday, November 4th, 2021 - 10:00 am Central Time Zone

This course will address the factors you need to know to make a positive difference in the credit administration at your bank.

Related Topics: Lending

Writing Effective SAR Narratives

Presented by Kristen Tatlock
Thursday, November 4th, 2021 - 10:00 am Central Time Zone

This session will discuss the importance of the SAR narrative and how to write narratives that tell the story in an efficient and effective way.

Related Topics: Compliance, BSA

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.

BSA 101 for New BSA Compliance Officers

Presented by Kristen Tatlock
Friday, November 5th, 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

CRE Lending: Property Types, Lease Structures and Other Non-Financial Risks

Presented by Richard Hamm
Monday, November 8th, 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

Checks - Endorsements, Fraud and Compliance Issues

Presented by Deborah Crawford
Tuesday, November 9th, 2021 - 10:00 am Central Time Zone

This program will look at who has the right to endorse the back of a check, and where is proper endorsement placement.

Related Topics: Compliance, Deposit Accounts, Lending

Conducting a Compliance Audit/Review

Presented by Kristen Tatlock
Wednesday, November 10th, 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

CTRs: Line-by-Line

Presented by Deborah Crawford
Friday, November 12th, 2021 - 10:00 am Central Time Zone

The webinar will go line by line through the CTR.

Related Topics: Compliance, Deposit Accounts

Assessing Environmental Risks in Commercial Real Estate Lending

Presented by Robin Russell
Friday, November 12th, 2021 - 10:00 am Central Time Zone

This webinar will cover the environmental aspects of the OCC’s risk management guidelines for commercial real estate lending as well as their practical implications for your bank.

Related Topics: Risk Management/Legal

Lending 101

Presented by Anne Lolley
Monday, November 15th, 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

A Banker’s Guide to Powers of Attorney

Presented by Terri D. Thomas
Tuesday, November 16th, 2021 - 10:00 am Central Time Zone

This webinar will provide attendees with the best practices and pitfalls of dealing with power of attorney documents.

Related Topics: Risk Management/Legal, Compliance

BSA: Is Your Customer Hiding Money?

Presented by Deborah Crawford
Tuesday, November 16th, 2021 - 1:30 pm Central Time Zone

During this program, we will look at the professionals who help the criminal enterprise.

Related Topics: Compliance, BSA

Customer Service vs. Customer Experience

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

Financial institutions looking for ways to increase the relationship with the customer know that the success of the relationship is in the hands of the people who wait on and assist customers every... More →

Related Topics: Management/Employee Development

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

Every Manager Builds a Brand, What's Yours?

Presented by Honey Shelton
Thursday, November 18th, 2021 - 10:00 am Central Time Zone

Join us for this engaging 90-minute webinar with a presenter that has a reputation for sparking attention and motivation. Honey Shelton CEO of SBS CyberSecurity will offer strategies on how to eval... More →

Related Topics: Human Resources, Management/Employee Development

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

Compliance Responsibilities in Foreclosures – What are the Expectations Now?

Presented by Carl Pry
Friday, November 19th, 2021 - 10:00 am Central Time Zone

This webinar will discuss those requirements and provide guidance on the proper steps to follow to ensure you understand all the requirements when considering or initiating a foreclosure action.More →

Related Topics: Compliance, Lending, Risk Management/Legal

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 →

Commercial and Industrial (C&I) Lending in Today’s Competitive Market

Presented by David Osburn
Monday, November 22nd, 2021 - 1:30 pm Central Time Zone

An overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, equipment financing and their typical structure.

Related Topics: Lending

Robbery: Basics and Beyond

Presented by Carol Dodgen
Monday, November 29th, 2021 - 1:30 pm Central Time Zone

As the work environment has shifted, what do we need to know to keep our branches and our people safe?

Related Topics: Risk Management/Legal

E-Sign for Lending - Challenges and Solutions

Presented by Susan Costonis
Tuesday, November 30th, 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

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

Managing a Successful Call Center

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

There are three key factors that must be present in order to deliver on an exceptional Call Center experience for members. The Call Center must employ effective people, have effective internal proc... More →

Related Topics: Management/Employee Development

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

Commercial & Business Lending Basics for Support Personnel

Presented by Richard Hamm
Monday, December 6th, 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

Understanding Revocable and Irrevocable Trust Documents

Presented by Terri D. Thomas
Tuesday, December 7th, 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

Overdraft Programs - The Danger Zones

Presented by Deborah Crawford
Tuesday, December 7th, 2021 - 1:30 pm Central Time Zone

It’s 2021 and the examiners are expected next month. Will your financial institution pass the test?

Related Topics: Compliance, Deposit Accounts

Handling Legal Documents - POAs, Trusts, Estates and Guardianships

Presented by Deborah Crawford
Wednesday, December 8th, 2021 - 10:00 am Central Time Zone

During this program we will look at the high risk involved in fiduciary accounts and the legal documents that come with them.

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

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

Residential Construction Lending

Presented by Jeffery Johnson
Friday, December 10th, 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

Commercial Real Estate Lending in Today’s Economy

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

This webinar will begin with a review of “commercial real estate” including types of properties and demand/supply in the “current” market.

Related Topics: Lending

Notary Public

Presented by Terri D. Thomas
Tuesday, December 14th, 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

Deposit Regulation Update

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

We will cover all the 2021 changes to deposit accounts and recap what needs to be done this year.

BSA Year End Round Up

Presented by Deborah Crawford
Wednesday, December 15th, 2021 - 10:00 am Central Time Zone

What is new and what is pending? This program will bring 2021 into focus for those of you managing BSA and all its parts.

Related Topics: Compliance, BSA

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.

Coaching Skills Bootcamp

Presented by Karen Butcher
Thursday, December 16th, 2021 - 1:30 pm Central Time Zone

On-purpose coaching techniques for meaningful results.

Related Topics: Human Resources, Management/Employee Development

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.

Outsourced Third Party Risk Management Program

Presented by Susan Orr
Monday, December 20th, 2021 - 1:30 pm Central Time Zone

Outsourced Third Party (Vendor) Risk Management is a top priority with the regulators. Therefore, ensuring your Program is not only going to be effective but also meet with their expectations needs... More →

Related Topics: Risk Management/Legal, Compliance, Technology/Security

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.

All Upcoming Events for BankWebinars

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