All Upcoming Events for BankWebinars
Vendor Management 2020
Presented by 
Jon Waldman
Friday, June 5th, 2020 - 10:00 am Central Time Zone
The fundamentals of compliance-based Vendor Management have been around since 2004’s FFIEC Outsourcing of Technology Services booklet was released. While VM has evolved a bit over the years, the pr... More →
Related Topics: Risk Management
Weekly Compliance Updates for Uncertain Times - June - Four Part Series
Presented by 
Carl Pry
Friday, June 5th, 2020 - 1:30 pm Central Time Zone
This webinar series is intended to keep you current with timely updates and insights each week.
Related Topics: Compliance, Lending, COVID-19
Weekly Compliance Updates for Uncertain Times - June 5th
Presented by Carl Pry
Friday, June 5th, 2020 - 1:30 pm Central Time Zone
This webinar series is intended to keep you current with timely updates and insights each week.
Related Topics: Compliance, Lending, COVID-19
How to Craft an Effective Commercial Loan Write-Up
Presented by 
David Osburn
Monday, June 8th, 2020 - 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
Understanding Revocable and Irrevocable Trust Documents
Presented by 
Terri D. Thomas
Tuesday, June 9th, 2020 - 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
Onboarding Your New Hire
Presented by 
Honey Shelton
Tuesday, June 9th, 2020 - 1:30 pm Central Time Zone
Learn how to excel at new employee onboarding.
Related Topics: Human Resources, Management/Employee Development
What Does the FDIC and CSBS INTREx Entail?
Presented by 
Susan Orr
Wednesday, June 10th, 2020 - 10:00 am Central Time Zone
While the FDIC and State Banking Departments have been using INTREx for several years, you may still be wondering what the process entails and why was it necessary for a new work program. In this ... More →
Related Topics: Risk Management/Legal
Masterful Time Management
Presented by 
Philip Vassallo
Wednesday, June 10th, 2020 - 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
Notary Public
Presented by Terri D. Thomas
Thursday, June 11th, 2020 - 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
Income Opportunities: Near-prime Consumer Loan Takeout Programs
Presented by 
Tyler DuBusky & Kelly Riddle
Thursday, June 11th, 2020 - 1:30 pm Central Time Zone
Instead of denying your customers’ applications, learn how you can approve them with a second look takeout partner. You can better serve your customers, retain zero credit risk and still keep all ... More →
Related Topics: Management/Employee Development, Lending
Weekly Compliance Updates for Uncertain Times - June 12th
Presented by Carl Pry
Friday, June 12th, 2020 - 1:30 pm Central Time Zone
This webinar series is intended to keep you current with timely updates and insights each week.
Related Topics: Compliance, Lending, COVID-19
CRE Lending: Property Types, Lease Structures and Other Non-Financial Risks
Presented by 
Richard Hamm
Monday, June 15th, 2020 - 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
Records Management and Retention
Presented by Carl Pry
Tuesday, June 16th, 2020 - 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
Strategies for Succession Planning and Talent Management
Presented by 
Marci Malzahn
Tuesday, June 16th, 2020 - 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
Addressing Threats of Violence (Prevention, Action & Cautions)
Presented by 
Bob Gregg
Wednesday, June 17th, 2020 - 10:00 am Central Time Zone
Learn about legal and practical issues related to workplace violence, including the ADA Direct Threat standards. We'll also address policies and best practices.
Related Topics: Human Resources, Risk Management/Legal
Collecting Government Monitoring Information (GMI) Under Regulation B
Presented by 
David Dickinson
Wednesday, June 17th, 2020 - 10:00 am Central Time Zone
On July 1, 2020, the HMDA threshold for closed-end loans will increase from the 25 to 100. This means if you originated less than 100 closed-end loans in either of the prior two years (2019 or 2018... More →
Related Topics: Compliance, Lending
Remote Banking – What Are the Compliance Requirements?
Presented by Carl Pry
Wednesday, June 17th, 2020 - 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
Excel Explained: Pivot Tables 101
Presented by 
David Ringstrom
Thursday, June 18th, 2020 - 1:30 pm Central Time Zone
Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation.
Related Topics: Computer Skills
Ag Lending Compliance
Presented by 
Molly Stull
Friday, June 19th, 2020 - 10:00 am Central Time Zone
This webinar will address the regulatory compliance rules and regulations that are applicable to agriculture loans and ag related exemptions.
Related Topics: Compliance, Lending
Weekly Compliance Updates for Uncertain Times - June 19th
Presented by Carl Pry
Friday, June 19th, 2020 - 1:30 pm Central Time Zone
This webinar series is intended to keep you current with timely updates and insights each week.
Related Topics: Compliance, Lending, COVID-19
What You Need to Know About Today's Ransomware Attacks
Presented by Jon Waldman
Monday, June 22nd, 2020 - 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
Today's Information Security Officer: Roles and Responsibilities
Presented by Susan Orr
Tuesday, June 23rd, 2020 - 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
Auditing Your Signature Cards
Presented by 
Deborah Crawford
Tuesday, June 23rd, 2020 - 1:30 pm Central Time Zone
Auditing the legal ownership, documents, and signatory authority on your accounts is probably one of the most important things you can do.
Related Topics: Compliance, Risk Management/Legal, Deposit Accounts
HMDA Hot Spots
Presented by David Dickinson
Wednesday, June 24th, 2020 - 10:00 am Central Time Zone
This webinar will cover the areas of HMDA compliance that cause banks the most problems.
Related Topics: Compliance, Lending
New BSA Officer Training
Presented by Deborah Crawford
Wednesday, June 24th, 2020 - 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
Total TRID Training - Part I
Presented by 
Jack Holzknecht
Thursday, June 25th, 2020 - 10:00 am Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Total TRID Training - Four Part Series
Presented by Jack Holzknecht
Thursday, June 25th, 2020 - 10:00 am Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Handling Deceased Accounts and Checks
Presented by Deborah Crawford
Thursday, June 25th, 2020 - 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
Residential Construction Lending
Presented by 
Jeffery Johnson
Friday, June 26th, 2020 - 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
Weekly Compliance Updates for Uncertain Times - June 26th
Presented by Carl Pry
Friday, June 26th, 2020 - 1:30 pm Central Time Zone
This webinar series is intended to keep you current with timely updates and insights each week.
Related Topics: Compliance, Lending, COVID-19
CRE Appraisals: Components, Approaches to Value & Cap Rates
Presented by Richard Hamm
Monday, June 29th, 2020 - 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
15 Behaviors That Make Working With You Difficult
Presented by Honey Shelton
Tuesday, June 30th, 2020 - 10:00 am Central Time Zone
We will discuss workplace relationships and best practices on how to reduce tension and friction on the job by evaluating yourself and 15 recognizable workplace behaviors.
Related Topics: Human Resources, Management/Employee Development
Total TRID Training - Part II
Presented by Jack Holzknecht
Tuesday, June 30th, 2020 - 1:30 pm Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Branch Reopening: Let's Discuss the Plan to Safely Open the Doors!
Presented by Molly Stull
Wednesday, July 1st, 2020 - 10:00 am Central Time Zone
There are numerous things to consider before reopening your lobbies. Join us as we discuss topics that should be included in your reopening plan to ensure the safety of your customers, employees a... More →
Related Topics: Compliance, Risk Management/Legal
Total TRID Training - Part III
Presented by Jack Holzknecht
Monday, July 6th, 2020 - 1:30 pm Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
Presented by Terri D. Thomas
Tuesday, July 7th, 2020 - 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
Best-Ever Compliance Checklists for Consumer Loans
Presented by 
Anne Lolley
Tuesday, July 7th, 2020 - 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
Escrow Accounts Compliance
Presented by David Dickinson
Wednesday, July 8th, 2020 - 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
Increasing Fee Income without Raising Fees
Presented by 
Bryan Easley
Wednesday, July 8th, 2020 - 1:30 pm Central Time Zone
Many financial institutions are raising their fees – should you?
Related Topics: Executive
BSA: CIP and CDD Update
Presented by Deborah Crawford
Thursday, July 9th, 2020 - 1:30 pm Central Time Zone
This program will look line-by-line at the regulation and point out avenues of change to explore in 2020.
Related Topics: Risk Management/Legal, BSA
Branch Manager Best Practices
Presented by Honey Shelton
Friday, July 10th, 2020 - 10:00 am Central Time Zone
Learn how to build a team and coach them to success.
Related Topics: Human Resources, Management/Employee Development
Total TRID Training - Part IV
Presented by Jack Holzknecht
Friday, July 10th, 2020 - 10:00 am Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Introduction to Commercial Lending
Presented by David Osburn
Monday, July 13th, 2020 - 1:30 pm Central Time Zone
This webinar covers the basics of Commercial Lending and is a must for all new commercial lenders and/or those individuals who want to explore this vital discipline!
Related Topics: Lending
Online Account Opening
Presented by Deborah Crawford
Tuesday, July 14th, 2020 - 1:30 pm 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
What to Do When a Customer Dies
Presented by Terri D. Thomas
Wednesday, July 15th, 2020 - 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
Pros and Cons of Social Media Use by Institutions and Their Employees
Presented by Susan Orr
Wednesday, July 15th, 2020 - 1:30 pm Central Time Zone
Let’s face it, Social Media is here to stay. More and more businesses and institutions are getting on board and while there are benefits there are also risks with its use. It is very important f... More →
Related Topics: Compliance, Risk Management/Legal
Checks - Endorsements, Fraud and Compliance Issues
Presented by Deborah Crawford
Thursday, July 16th, 2020 - 1:30 pm 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
Lending to Churches & Other Religious Institutions
Presented by Jeffery Johnson
Monday, July 20th, 2020 - 1:30 pm Central Time Zone
This course will cover the major church lending risks and discusses how a bank can prudently manage these risks by exposing participants to the appropriate methods of analyzing and lending to Relig... More →
Related Topics: Lending
Beyond Reg H: Thinking Outside of the Box
Presented by 
Randall Phillips
Tuesday, July 21st, 2020 - 10:00 am Central Time Zone
There's more to security than Reg H.
Related Topics: Technology/Security, Risk Management
Rise of Fintech in Consumer Loans: Threat or Opportunity?
Presented by Tyler DuBusky & Kelly Riddle
Tuesday, July 21st, 2020 - 1:30 pm Central Time Zone
In this webinar, you will learn how to identify the right avenues of cooperation and navigate potential pitfalls in developing strategic partnerships with fintech consumer loan originators that wil... More →
Related Topics: Management/Employee Development, Lending
The Fair Debt Collection Practices Act: Then and Now
Presented by 
Michael Christians
Wednesday, July 22nd, 2020 - 10:00 am Central Time Zone
Join Regulatory Compliance Counsel Michael Christians for this informative 90-minute session on the FDCPA, then and now.
Related Topics: Compliance, Risk Management/Legal
25 Overdraft Privilege Issues and How to Avoid them
Presented by Deborah Crawford
Wednesday, July 22nd, 2020 - 1:30 pm Central Time Zone
It’s 2020 and your examiners are due at your financial institution next month. Will your bank pass the test?
Related Topics: Compliance
Executive Total Compensation – Strategies to Motivate and Incent
Presented by 
Mike Blanchard & Matt Brei
Thursday, July 23rd, 2020 - 10:00 am 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
25 Questions Customers Ask About Business Accounts
Presented by Deborah Crawford
Thursday, July 23rd, 2020 - 1:30 pm Central Time Zone
This program will address 25 different questions your account holders might ask on their business accounts and the correct answers.
Related Topics: Deposit Accounts, BSA
SSAE18, SOC 1, SOC 2 - What Do I Need?
Presented by Jon Waldman
Friday, July 24th, 2020 - 10:00 am 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
CRE Appraisals: Regulations and the Review Process
Presented by Richard Hamm
Monday, July 27th, 2020 - 1:30 pm Central Time Zone
This session will cover the key issues from the December 2010 Interagency Appraisal and Evaluation Guidelines, the October 2018 Frequently Asked Questions on the Appraisal Regulations and the Inter... More →
Related Topics: Lending
Opening Minor Accounts
Presented by Deborah Crawford
Tuesday, July 28th, 2020 - 1:30 pm Central Time Zone
In this program, we will review the basic legal ownerships you may offer for your minor customers.
Related Topics: Risk Management/Legal, Deposit Accounts
Secrets to Being a Great Call Center Agent
Presented by 
Janice Branch
Thursday, July 30th, 2020 - 10:00 am 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
ACH Origination for Lenders and Cash Management
Presented by 
Kate Cole
Tuesday, August 4th, 2020 - 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
Advertising Compliance
Presented by David Dickinson
Wednesday, August 5th, 2020 - 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 ... More →
Related Topics: Compliance, Auditing
Financial Fraud in the COVID-19 World
Presented by Kate Cole
Monday, August 10th, 2020 - 1:30 pm Central Time Zone
The world is constantly changing but one thing remains the same, fraudsters! While social distancing will help keep you physically healthy, but it does not help when we talk about financial fraud.<... More →
Related Topics: Risk Management/Legal, Compliance
Job-Specific BSA Training for Lending Department
Presented by 
Dawn Kincaid
Tuesday, August 11th, 2020 - 10:00 am Central Time Zone
This session will detail BSA/AML rule components, including red flags for mortgage and commercial loan fraud, CIP documentation, CDD rules-including documenting beneficial ownership, OFAC screening... More →
Related Topics: Lending, BSA
New Technology: Cash Recyclers, Pod Banking & ITMs
Presented by 
Arvin Clar
Tuesday, August 11th, 2020 - 1:30 pm Central Time Zone
A session on new banking technologies and their effect on bank security.
Related Topics: Risk Management/Legal, Technology/Security
Excel Explained: Speed Tips
Presented by David Ringstrom
Friday, August 14th, 2020 - 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
Strategic Loan Pricing
Presented by Richard Hamm
Monday, August 17th, 2020 - 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
Implementing the Revised URLA: Here are the Details!
Presented by Molly Stull
Wednesday, August 19th, 2020 - 1:30 pm Central Time Zone
Join us as we work through the numerous changes to the five sections of the redesigned Uniform Residential Loan Application (URLA).
Related Topics: Compliance, Lending
Director Compensation and Compensation Committee Best Practices
Presented by Mike Blanchard & Matt Brei
Thursday, August 20th, 2020 - 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
Advanced Financial Statement Analysis
Presented by David Osburn
Monday, August 24th, 2020 - 1:30 pm Central Time Zone
Attend this proactive webinar and learn a “comprehensive approach” to financial statement analysis.
Related Topics: Lending
Current Status of the Ability-to-Repay/Qualified Mortgage Rules
Presented by Jack Holzknecht
Tuesday, August 25th, 2020 - 10:00 am Central Time Zone
This two-hour webinar provides a comprehensive review of all the ATR options, including the existing and new QM options. The new EGRRCPA rules receive special attention. The program helps you decid... More →
Related Topics: Compliance, Lending, Risk Management/Legal
ACH Exception Processing
Presented by Kate Cole
Wednesday, August 26th, 2020 - 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
Excel Explained: Automating Financial Statements
Presented by David Ringstrom
Wednesday, September 2nd, 2020 - 1:30 pm Central Time Zone
In this insightful session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on a single worksheet.
Related Topics: Computer Skills
Shattered Myths of Banking
Presented by 
David Carlson
Thursday, September 3rd, 2020 - 10:00 am Central Time Zone
Banking has more customer data than any other industry. As a result, we have access to information regarding how and where customers spend their money.
Related Topics: Executive
Audit Report Writing
Presented by Philip Vassallo
Wednesday, September 9th, 2020 - 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
Quarterly Compliance Briefing: Fall 2020
Presented by Carl Pry
Thursday, September 10th, 2020 - 10:00 am Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
Create Engaging Conversations in the Branch of the Future
Presented by 
Alex Cole
Thursday, September 17th, 2020 - 1:30 pm Central Time Zone
Participants will learn the CARE program, a 4-step sales approach for your branch personnel that will help them improve their relationship building skills.
Related Topics: Sales, Management/Employee Development
Being Strategic with Base Compensation for Non-Executive Positions
Presented by Mike Blanchard & Matt Brei
Thursday, October 1st, 2020 - 10:00 am 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
Performing Your ACH Audit and Tips for Your ACH Risk Assessment
Presented by Kate Cole
Wednesday, October 7th, 2020 - 10:00 am Central Time Zone
Join us to learn the difference between an ACH assessment and an audit, what you're looking for when completing both and how to avoid common mistakes and violations.
Related Topics: Auditing, Risk Management/Legal
Excel: Filtering and Slicing Data
Presented by David Ringstrom
Thursday, October 15th, 2020 - 1:30 pm 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
Excel Explained: Charts
Presented by David Ringstrom
Wednesday, November 4th, 2020 - 10:00 am 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
The 5 Keys to Coaching for Bank Managers
Presented by Alex Cole
Thursday, November 5th, 2020 - 10:00 am Central Time Zone
In this webinar, sales coaches will learn the five critical steps that you must master and execute in order to get the best effort and results out of your salespeople.
Related Topics: Sales, Management/Employee Development
Quarterly Compliance Briefing: Winter 2020
Presented by Carl Pry
Thursday, December 3rd, 2020 - 10:00 am Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
Excel 101: Introduction to Spreadsheets
Presented by David Ringstrom
Tuesday, December 8th, 2020 - 1:30 pm 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