All Upcoming Events for BankWebinars

Opening Accounts for Nonprofits & Charities

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 2nd, 2017 - 10:00 am Central Time Zone

Learn how to set-up these different nonprofit organizations, associations and corporations.

Related Topics: Risk Management/Legal, Deposit Accounts

Lending 101

Presented by Photo of Anne Lolley Anne Lolley
Tuesday, May 2nd, 2017 - 1:30 pm Central Time Zone

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.

Related Topics: Lending

Consumer Compliance Rating System Program - 2017 Update

Presented by Photo of Don Blaine Don Blaine
Wednesday, May 3rd, 2017 - 10:00 am Central Time Zone

We will address all three main categories - "Board and Management Oversight", "Compliance Program" and "Violations of Law and Consumer Harm" - along with each of those categories 19 subcomponents.<... More →

Related Topics: Compliance

Understanding Commercial Loan Documents

Presented by Photo of Robin Russell Robin Russell
Wednesday, May 3rd, 2017 - 1:30 pm Central Time Zone

The instructor will lead participants through all sections of the various required loan documents.

Related Topics: Lending

Top 10 Missing FFIEC Cybersecurity Assessment Controls

Presented by Photo of Chad Knutson Chad Knutson
Thursday, May 4th, 2017 - 10:00 am Central Time Zone

We will discuss the expectations within the FFIEC Retail Payments Booklet.

Related Topics: Risk Management/Legal

Coaching Tellers to Excellence

Presented by Photo of Honey Shelton Honey Shelton
Thursday, May 4th, 2017 - 1:30 pm Central Time Zone

You will see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

Related Topics: Management/Employee Development

Bank Call Report Preparation for Beginners - Five Part Series

Presented by Photo of Ann Thomas Ann Thomas
Friday, May 5th, 2017 - 10:00 am Central Time Zone

For bankers new to call report preparation, we'll cover basic reporting requirements, schedules, maturity and repricing, Basel III risk based capital, and more.

Related Topics: Reporting

Federal Compliance School OnDemand with Live Streaming

Presented by Photo of Carl Pry Carl Pry
Monday, May 8th, 2017 - 8:00 am Central Time Zone

Attend this Federal Compliance School via Live Streaming Video!

Related Topics: Compliance

Officer Calling: Prospecting, Preparing & Presentation

Presented by Photo of Jeffery Johnson Jeffery Johnson
Monday, May 8th, 2017 - 1:30 pm 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.

Related Topics: Sales

Customer Identification Programs and Customer Due Diligence: 2017 Update

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 9th, 2017 - 10:00 am Central Time Zone

This program will look line-by-line at the regulations and point out avenues of change to explore in 2017.

Related Topics: Compliance, BSA

Fair Lending Hot Topics in 2017 - What's On the Horizon?

Presented by Photo of Susan Costonis Susan Costonis
Tuesday, May 9th, 2017 - 1:30 pm Central Time Zone

How will your regulator evaluate Fair Lending compliance in the next exam?

Related Topics: Compliance, Lending

Call Reports: RC-C Loan Coding and Related RC-R Reporting

Presented by Photo of Ann Thomas Ann Thomas
Wednesday, May 10th, 2017 - 10:00 am Central Time Zone

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

Related Topics: Reporting

Providing Accurate and Timely Adverse Action Notices

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, May 10th, 2017 - 1:30 pm Central Time Zone

This webinar reviews the requirements and covers common violations and provides solutions.

Related Topics: Compliance, Lending

Controlling the Risks of Power of Attorney Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, May 11th, 2017 - 10:00 am Central Time Zone

This two-hour presentation will provide financial institution personnel with best practices to use when dealing with these complex legal documents.

Related Topics: Risk Management/Legal, Risk Management

Problem Loan Workout in Today's Market

Presented by Photo of David Osburn David Osburn
Monday, May 15th, 2017 - 1:30 pm Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending, Risk Management/Legal

Living Trust Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, May 16th, 2017 - 10:00 am Central Time Zone

This two-hour presentation will provide financial institution personnel with best practices to use in dealing with these complex legal documents.

Related Topics: Risk Management/Legal, Risk Management

Basic Underwriting

Presented by Photo of J.T. Turner J.T. Turner
Wednesday, May 17th, 2017 - 10:00 am 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

Escrow Account Compliance

Presented by Photo of David Dickinson David Dickinson
Thursday, May 18th, 2017 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Lending

Commercial Real Estate Lending: Cash Flow Analysis & Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Thursday, May 18th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

Commercial Real Estate Lending Series

Presented by Photo of Richard Hamm Richard Hamm
Thursday, May 18th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

For Salespeople: Learn How Top Producing Bankers Prospect for Business

Presented by Photo of Jack Kasel Jack Kasel
Monday, May 22nd, 2017 - 12:00 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

Regulation DD (Truth in Savings): Common Errors

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, May 23rd, 2017 - 10:00 am Central Time Zone

A comprehensive review of Truth In Savings and all the errors that can cause a financial institution to have a UDAAP issue or issues.

Related Topics: Risk Management/Legal, Deposit Accounts

Records Management and Retention

Presented by Photo of Carl Pry Carl Pry
Tuesday, May 23rd, 2017 - 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

Military Lending Act Essentials

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, May 24th, 2017 - 10:00 am Central Time Zone

This webinar reviews the requirements and covers common violations and provides solutions.

Related Topics: Compliance, Lending

Regulatory Pressure on Third Party Management

Presented by Photo of Chad Knutson Chad Knutson
Thursday, May 25th, 2017 - 10:00 am Central Time Zone

We will explore best practices for Vendor Management, Third Party Risk Management, and Customer Risk Management.

Related Topics: Risk Management/Legal

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, May 25th, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Writing an Effective Credit Memorandum

Presented by Photo of Jeffery Johnson Jeffery Johnson
Monday, June 5th, 2017 - 1:30 pm Central Time Zone

Learn skills required to write an effective credit memorandum.

Related Topics: Lending

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, June 6th, 2017 - 10:00 am Central Time Zone

Notaries and others will learn best practices for dealing with issues unique to the financial industry.

Related Topics: Risk Management/Legal

Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, June 6th, 2017 - 1:30 pm Central Time Zone

This webinar will take you through a step-by-step process to develop three key Risk Assessments you must have as critical components of your ERM Program.

Related Topics: Risk Management/Legal

Prepaid Accounts - The New Rule

Presented by Photo of Don Blaine Don Blaine
Wednesday, June 7th, 2017 - 10:00 am Central Time Zone

This two-hour webinar will address all requirements of the new rule which primarily becomes effective on October 1, 2017.

Related Topics: Compliance, Deposit Accounts

Basics of Real Estate Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, June 7th, 2017 - 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

Writing New Accounts Procedures with New CDD

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 8th, 2017 - 10:00 am Central Time Zone

We will take the core document from deposit accounts documentation and set up a working document so that you can tailor your procedures into the framework we will provide.

Related Topics: Risk Management/Legal, Deposit Accounts

Introduction to Consumer Lending

Presented by Photo of David Osburn David Osburn
Monday, June 12th, 2017 - 1:30 pm Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending

Call Center Representative Training

Presented by Photo of J.T. Turner J.T. Turner
Tuesday, June 13th, 2017 - 10:00 am Central Time Zone

This webinar will focus on the customer service aspects of Call Centers.

Related Topics: Sales, Management/Employee Development

Protecting Your Salaried-Exempt Status

Presented by Photo of Bob Gregg Bob Gregg
Wednesday, June 14th, 2017 - 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

Managing Your ACH Risk - ACH Risk Management & Compliance Series Part 1

Presented by Photo of Kate Cole Kate Cole
Wednesday, June 14th, 2017 - 1:30 pm Central Time Zone

This webinar is designed to help you understand the risks associated with the ACH and how to help mitigate those risks.

Related Topics: Compliance, Risk Management/Legal

ACH Risk Management & Compliance - Two Part Series

Presented by Photo of Kate Cole Kate Cole
Wednesday, June 14th, 2017 - 1:30 pm Central Time Zone

This webinar series is designed to help you understand the risks associated with the ACH and how to help mitigate those risks.

Related Topics: Compliance, Risk Management/Legal

ACH Compliance - ACH Risk Management & Compliance Series Part 2

Presented by Photo of Kate Cole Kate Cole
Friday, June 16th, 2017 - 10:00 am Central Time Zone

We will help you understand the compliance requirements associated with processing ACH entries on a day-to-day basis.

Related Topics: Compliance, Risk Management/Legal

Excel Explained: Pivot Tables Part 1

Presented by Photo of David Ringstrom David Ringstrom
Monday, June 19th, 2017 - 1:30 pm Central Time Zone

Learn the basics of using Excel pivot tables.

Related Topics: Computer Skills

Excel Explained: Pivot Tables - Two-Part Series

Presented by Photo of David Ringstrom David Ringstrom
Monday, June 19th, 2017 - 1:30 pm Central Time Zone

Practitioners will benefit from learning how to use Excel pivot tables to create accurate reports and manipulate data.

Related Topics: Computer Skills

Marketing & Advertising Compliance

Presented by Photo of Carl Pry Carl Pry
Tuesday, June 20th, 2017 - 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

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

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, June 20th, 2017 - 1:30 pm Central Time Zone

During this program we will do a line-by-line review of the new forms and the subsequent tax reporting to the IRS.

Related Topics: Deposit Accounts, Reporting

Regulations X and Z - 2017 Revised Servicing Rules

Presented by Photo of Kelly M. Owsley & Jack Holzknecht Kelly M. Owsley & Jack Holzknecht
Wednesday, June 21st, 2017 - 10:00 am Central Time Zone

This webinar explains each revision and clarifies what steps each institution must take to assure compliance.

Related Topics: Compliance, Lending

Critical E-Sign Implementation Issues for Lending

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, June 21st, 2017 - 1:30 pm Central Time Zone

What steps must be followed to be in compliance with E-Sign?

Related Topics: Compliance, Lending, Risk Management/Legal

Legal Issues of Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 22nd, 2017 - 10:00 am 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, Management/Employee Development, Deposit Accounts

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, June 22nd, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

FinTech Trends

Presented by Photo of Chad Knutson Chad Knutson
Friday, June 23rd, 2017 - 10:00 am Central Time Zone

We will explore current and emerging threats that target mobile devices and FinTech solutions.

Related Topics: Auditing/Reporting, Risk Management, Technology/Security

Excel Explained: Pivot Tables Part 2

Presented by Photo of David Ringstrom David Ringstrom
Monday, June 26th, 2017 - 1:30 pm Central Time Zone

Learn how to push the boundaries of pivot tables.

Related Topics: Computer Skills

HMDA Data Collection & Reporting Requirements for 2018

Presented by Photo of David Dickinson David Dickinson
Tuesday, June 27th, 2017 - 10:00 am Central Time Zone

We'll cover the upcoming HMDA changes and deliver plain English interpretations and guidance.

Related Topics: Compliance, Lending

Commercial Real Estate Lending: Property Types, Lease Structures and Other Non-Financial Risks

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, June 27th, 2017 - 1:30 pm Central Time Zone

Learn to assess the important qualitative or non-financial factors that influence CRE performance over time.

Related Topics: Lending

Handling Accounts, Checks and IRS Reporting at Death

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 28th, 2017 - 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: Risk Management/Legal, Deposit Accounts

Accounting Essentials for Banks

Presented by Photo of Eileen Iles Eileen Iles
Thursday, June 29th, 2017 - 10:00 am Central Time Zone

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

Related Topics: Reporting

Auditing Your Bank Secrecy Act Program

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 29th, 2017 - 1:30 pm Central Time Zone

This program is a must to stay current on BSA issues.

Related Topics: BSA

Opening Minor Accounts

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, July 12th, 2017 - 1:30 pm 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

Small Creditor Revisions, ATR & QM Requirements

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, July 13th, 2017 - 10:00 am Central Time Zone

Learn about the Small Creditor criteria and how they affect your Ability to Repay (ATR), Qualified Mortgage (QM) and Higher-Priced Mortgage Loan (HPML) requirements.

Related Topics: Compliance, Lending

Vital Check and Deposit Issues - A Deeper Dive

Presented by Photo of Deborah Crawford Deborah Crawford
Friday, July 14th, 2017 - 10:00 am Central Time Zone

You will receive the 10 Simple Rules to Handle Checks that can save you worry, litigation and money.

Related Topics: Deposit Accounts, Management/Employee Development

ATM Cashout Scam

Presented by Photo of Chad Knutson Chad Knutson
Thursday, July 20th, 2017 - 10:00 am Central Time Zone

Learn how to properly integrate ATM security into your risk assessment program.

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

Advanced Commercial Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, July 26th, 2017 - 1:30 pm Central Time Zone

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

Related Topics: Risk Management/Legal, Lending

Audit Report Writing

Presented by Photo of Philip  Vassallo Philip Vassallo
Thursday, July 27th, 2017 - 10:00 am Central Time Zone

You'll receive excellent resources that you can continually turn to during intense, complex audit engagements.

Related Topics: Auditing, Management/Employee Development

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, July 27th, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Advanced Cash Flow Analysis

Presented by Photo of David Osburn David Osburn
Monday, August 7th, 2017 - 1:30 pm Central Time Zone

Learn a “five-step” analysis plan that will clarify and “unify” this often confusing financial subject.

Related Topics: Lending

Excel Explained: Budget Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, August 9th, 2017 - 10:00 am Central Time Zone

Participants will learn how to create resilient and dynamic budget spreadsheets in this valuable webinar.

Related Topics: Computer Skills

Applicants and Applications

Presented by Photo of David Dickinson David Dickinson
Thursday, August 17th, 2017 - 10:00 am Central Time Zone

Join us for this two-hour Applicants and Applications compliance webinar.

Related Topics: Lending

Understanding Real Estate Loan Documents

Presented by Photo of Robin Russell Robin Russell
Wednesday, August 23rd, 2017 - 1:30 pm Central Time Zone

Gain understanding of all sections of required real estate loan documents

Related Topics: Compliance, Risk Management/Legal, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, August 24th, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Regulation B - Joint Intent

Presented by Photo of David Dickinson David Dickinson
Thursday, September 21st, 2017 - 10:00 am Central Time Zone

Join this Regulation B - Joint Intent compliance webinar to learn the who, what, when, where and how’s of documenting an applicant’s intent to be a joint applicant.

Related Topics: Compliance, Lending

Oil & Gas Lending: Structuring & Restructuring

Presented by Photo of Robin Russell Robin Russell
Friday, September 22nd, 2017 - 10:00 am Central Time Zone

A must for any bank that has loans or is considering loaning against oil & gas assets.

Related Topics: Compliance, Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, September 28th, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Excel Explained: Filtering and Formatting Data

Presented by Photo of David Ringstrom David Ringstrom
Friday, October 13th, 2017 - 10:00 am Central Time Zone

In this helpful session, Excel expert David Ringstrom, CPA, shares various ways you can streamline filtering tasks.

Related Topics: Computer Skills

Basic Secured Loan Documentation

Presented by Photo of Robin Russell Robin Russell
Wednesday, October 18th, 2017 - 1:30 pm Central Time Zone

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

Related Topics: Lending

Lien Perfection: Business Collateral

Presented by Photo of Robin Russell Robin Russell
Thursday, October 19th, 2017 - 1:30 pm Central Time Zone

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.

Related Topics: Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, October 26th, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Loan Participations for Community Banks: Risks & Rewards

Presented by Photo of Robin Russell Robin Russell
Thursday, November 9th, 2017 - 1:30 pm Central Time Zone

Gain a thorough understanding of Participation Agreements.

Related Topics: Lending

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, November 16th, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance

Excel Explained: Managing Large Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Monday, November 27th, 2017 - 1:30 pm Central Time Zone

We will demonstrate a number of ways you can manage large spreadsheets with aplomb.

Related Topics: Computer Skills

Agricultural Loan Documentation & Administration

Presented by Photo of Robin Russell Robin Russell
Friday, December 8th, 2017 - 10:00 am Central Time Zone

Learn about agricultural collateral, risk management, loan documentation, loan administration and loan monitoring.

Related Topics: Risk Management/Legal, Lending

Excel Explained: Introduction to Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, December 12th, 2017 - 1:30 pm Central Time Zone

Learn the basics of Excel spreadsheets, getting the knowledge needed to create functional spreadsheets and manipulate large lists of data.

Related Topics: Computer Skills

Compliance Perspectives: A Monthly Update

Presented by Photo of Carl Pry Carl Pry
Thursday, December 21st, 2017 - 1:00 pm Central Time Zone

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

Related Topics: Compliance