All Upcoming Events for BankWebinars

Call Center Representative Training

Presented by Photo of J.T. Turner J.T. Turner
Monday, May 20th, 2019 - 1:30 pm Central Time Zone

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

Related Topics: Sales, Management/Employee Development

BSA/AML for Lenders

Presented by Photo of Carl Pry Carl Pry
Tuesday, May 21st, 2019 - 10:00 am Central Time Zone

This two-hour program will assist your bank in determining whether your BSA Compliance Program adequately includes controls, such as training, policies and procedures, monitoring, etc for loan prod... More →

Related Topics: Lending, BSA

Developing a Strong Enterprise-Wide Risk Assessment for Your ERM Program

Presented by Photo of Marci Malzahn Marci Malzahn
Tuesday, May 21st, 2019 - 1:30 pm Central Time Zone

This webinar will take you through a step-by-step process to develop Risk Assessments to address key areas of your institution.

Related Topics: Risk Management/Legal, Executive

Third Party and Fourth Party Management

Presented by Photo of Jon Waldman Jon Waldman
Wednesday, May 22nd, 2019 - 10:00 am Central Time Zone

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

Related Topics: Risk Management/Legal

High Touch Coaching in a High-Tech World

Presented by Photo of Mark Trinkle Mark Trinkle
Wednesday, May 22nd, 2019 - 1:30 pm Central Time Zone

This workshop will provide a framework to help sales managers deliver high touch coaching to grow relationships and revenue in this high-tech world.

Related Topics: Sales, Management/Employee Development

Bank Call Report Preparation for Beginners - Part 3

Presented by Photo of Ann Thomas Ann Thomas
Thursday, May 23rd, 2019 - 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

CRE Lending: Cash Flow Analysis & Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Thursday, May 23rd, 2019 - 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

You're the New Supervisor! Fasten Your Seat Belt!

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, May 28th, 2019 - 10:00 am Central Time Zone

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

Related Topics: Human Resources, Management/Employee Development

For Bank Managers: Hire Your Next Banking Sales Superstar

Presented by Photo of Alex Cole Alex Cole
Tuesday, May 28th, 2019 - 1:30 pm Central Time Zone

This webinar will provide you with a proven process for searching, interviewing, hiring and on-boarding bankers who will be successful salespeople.

Related Topics: Sales, Management/Employee Development

Living Trust Documents

Presented by Photo of Terri D. Thomas Terri D. Thomas
Wednesday, May 29th, 2019 - 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

Audit Report Writing

Presented by Photo of Philip  Vassallo Philip Vassallo
Wednesday, May 29th, 2019 - 1:30 pm 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

Bank Call Report Preparation for Beginners - Part 4

Presented by Photo of Ann Thomas Ann Thomas
Thursday, May 30th, 2019 - 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

CECL Methodology: The New Accounting Standard

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, May 30th, 2019 - 1:30 pm Central Time Zone

This program is designed to review the elements and thought process in establishing and maintaining an adequate ALLL level under the new regulatory guidance referred to as CECL.

Related Topics: Lending, Risk Management/Legal

FDIC INTREx Work Program

Presented by Photo of Susan Orr Susan Orr
Friday, May 31st, 2019 - 10:00 am Central Time Zone

First the Regulators rolled out the Cyber Assessment Tool (CAT), then one year later the FDIC released its new Information Technology Risk Examination Program - or InTREx for short.

Related Topics: Risk Management/Legal

Key Ratios

Presented by Photo of Vin DiCara Vin DiCara
Monday, June 3rd, 2019 - 1:30 pm Central Time Zone

This program will examine commonly used ratios to determine what they mean and what they tell us about a business.

Related Topics: Lending

25 Baseline Controls Banks Struggle to Implement

Presented by Photo of Jon Waldman Jon Waldman
Tuesday, June 4th, 2019 - 10:00 am Central Time Zone

We have identified the top 25 most common baseline controls not implemented by financial institutions.

Related Topics: Risk Management/Legal

The Power of Storytelling

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, June 4th, 2019 - 1:30 pm Central Time Zone

This webinar offers you practical insights into the time-honored tradition of storytelling.

Related Topics: Management/Employee Development

ACH Origination for Lenders and Cash Management

Presented by Photo of Kate Cole Kate Cole
Wednesday, June 5th, 2019 - 10:00 am Central Time Zone

In this session we will explain why you need to be compliant with the ACH Rules and the ramifications if you are not.

Related Topics: Risk Management/Legal

Excel Explained: Pivot Tables 101

Presented by Photo of David Ringstrom David Ringstrom
Wednesday, June 5th, 2019 - 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

Secrets to Being a Great Call Center Agent

Presented by Photo of Janice Branch Janice Branch
Thursday, June 6th, 2019 - 10:00 am Central Time Zone

Call Centers create a competitive advantage for organizations that learn to create them well and train their agents to know what to say, what not to say, and how to sell while maximizing productivi... More →

Related Topics: Management/Employee Development

Bank Call Report Preparation for Beginners - Part 5

Presented by Photo of Ann Thomas Ann Thomas
Thursday, June 6th, 2019 - 1:30 pm 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

Preventing Violence in the Workplace

Presented by Photo of Bob Gregg Bob Gregg
Friday, June 7th, 2019 - 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

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

Presented by Photo of Richard Hamm Richard Hamm
Monday, June 10th, 2019 - 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

Notary Public

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, June 11th, 2019 - 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

Upside Down Thinking on Efficiency - Do You Have Your Priorities Backwards?

Presented by Photo of David Carlson David Carlson
Tuesday, June 11th, 2019 - 1:30 pm Central Time Zone

Once a financial institution can no longer materially improve its efficiency ratio by further reducing costs, what’s next?

Related Topics: Executive

What Banks are Doing to Streamline Commercial Lending

Presented by Photo of Timothy Reimink and Nicholas Moore Timothy Reimink and Nicholas Moore
Wednesday, June 12th, 2019 - 10:00 am Central Time Zone

This presentation will describe what Crowe sees banks doing to streamline commercial lending.

Related Topics: Lending

Loan Structure, Documentation and Compliance

Presented by Photo of David Osburn David Osburn
Wednesday, June 12th, 2019 - 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

Being Strategic with Base Compensation for Non-Executive Positions

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Thursday, June 13th, 2019 - 10:00 am Central Time Zone

Our focus in this session is helping HR professionals sort through some of the compensation related challenges they may encounter outside of the executive level.

Related Topics: Human Resources

Indirect Lending

Presented by Photo of Bruce Hull Bruce Hull
Thursday, June 13th, 2019 - 1:30 pm Central Time Zone

Do you have controls in place to adequately monitor your indirect loan program?

Related Topics: Lending

Evaluating Financial Projections

Presented by Photo of Vin DiCara Vin DiCara
Monday, June 17th, 2019 - 1:30 pm Central Time Zone

Developing financial projections are an excellent exercise for a business to pursue since this requires a business owner to think about the future and to develop a plan for achieving its future goa... More →

Related Topics: Lending

Improving Employee Performance in Everyday Work Situations & Reviews

Presented by Photo of Ross Blake Ross Blake
Tuesday, June 18th, 2019 - 10:00 am Central Time Zone

Learn how to give employees feedback to gain their cooperation to improve performance.

Related Topics: Human Resources, Management/Employee Development

Quarterly Compliance Briefing: Summer 2019

Presented by Photo of Carl Pry Carl Pry
Tuesday, June 18th, 2019 - 1:30 pm Central Time Zone

A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Related Topics: Compliance

BSA: Professional Money Laundering Businesses

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 19th, 2019 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Risk Management/Legal, BSA

Environmental Risk Assessment in Commercial Real Estate Lending

Presented by Photo of Robin Russell Robin Russell
Wednesday, June 19th, 2019 - 1:30 pm 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

HMDA Advanced Lessons

Presented by Photo of David Dickinson David Dickinson
Thursday, June 20th, 2019 - 10:00 am Central Time Zone

David will provide understanding into the data fields that are giving banks the most headaches and help navigate a path to a higher level of HMDA understanding.

Related Topics: Compliance, Lending

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

Presented by Photo of Marci Malzahn Marci Malzahn
Thursday, June 20th, 2019 - 1:30 pm Central Time Zone

You will walk away with practical tools and examples you can implement in your organization immediately.

Related Topics: Risk Management/Legal, Executive

Residential Construction Lending

Presented by Photo of Jeffery Johnson Jeffery Johnson
Friday, June 21st, 2019 - 10:00 am Central Time Zone

Many problems can occur during construction that can leave lenders highly exposed unless they are unwritten properly.

Related Topics: Lending

Business, Industry and Management Risk Assessment

Presented by Photo of Tom Carlin Tom Carlin
Monday, June 24th, 2019 - 1:30 pm Central Time Zone

This course is designed help participants integrate the analysis of risks associated with the industry, business and management of the company into the overall credit underwriting process.

Related Topics: Risk Management/Legal, Management/Employee Development

15 Reasons Training Doesn’t Stick

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, June 25th, 2019 - 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

Signature Card Danger Zones

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, June 25th, 2019 - 1:30 pm Central Time Zone

This is a "must attend" webinar to learn about risks, liability and losses that can occur due to signature card contracts and, most importantly, how to avoid these issues!

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

Common Pitfalls of ARM Disclosures

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, June 26th, 2019 - 10:00 am Central Time Zone

This two-hour program explains how to avoid problems when developing, maintaining and auditing ARM disclosures.

Related Topics: Compliance, Lending

Do’s and Don’ts on Checks

Presented by Photo of Deborah Crawford Deborah Crawford
Wednesday, June 26th, 2019 - 1:30 pm Central Time Zone

Learn the safe way to handle checks and be sure that you and your financial institution can be protected from loss on the negotiable instruments.

Related Topics: Compliance, Lending

Records Management and Retention

Presented by Photo of Carl Pry Carl Pry
Thursday, June 27th, 2019 - 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

Human Trafficking and Human Smuggling

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, June 27th, 2019 - 1:30 pm Central Time Zone

Learn what the differences in these two crimes are and how we can detect these criminals in the banking system.

Related Topics: Lending, Risk Management/Legal

Role of the Information Security Officer

Presented by Photo of Susan Orr Susan Orr
Friday, June 28th, 2019 - 10:00 am Central Time Zone

When it comes to information and cyber security the responsibility falls at several levels including the Board of Directors and Senior Management.

Related Topics: Risk Management/Legal

6 Steps of an IT Audit Program

Presented by Photo of Chad Knutson Chad Knutson
Monday, July 8th, 2019 - 1:30 pm Central Time Zone

This session will examine in more detail how the IT Audit Program integrates with the Information Security Program.

Related Topics: Risk Management/Legal

Dealing with Dysfunctional Teams

Presented by Photo of Janice Branch Janice Branch
Tuesday, July 9th, 2019 - 10:00 am Central Time Zone

Join one of the industry’s top trainers and learn how to excel at building teams that take your company where it wants to go.

Related Topics: Human Resources, Management/Employee Development

CRE Appraisals: Appraisal Components, Approaches to Value and Cap Rates

Presented by Photo of Richard Hamm Richard Hamm
Tuesday, July 9th, 2019 - 1:30 pm Central Time Zone

Fundamental principles and features and CRE appraisals are covered.

Related Topics: Lending

Executive Total Compensation – Strategies to Motivate and Incent

Presented by Photo of Mike Blanchard & Matt Brei Mike Blanchard & Matt Brei
Wednesday, July 10th, 2019 - 10:00 am Central Time Zone

This will focus on the primary elements of the executive total compensation package and how these elements can be utilized to motivate and incentivize members of the senior leadership team to effec... More →

Related Topics: Human Resources

Best-Ever Compliance Checklists for Consumer Loans

Presented by Photo of Anne Lolley Anne Lolley
Wednesday, July 10th, 2019 - 1:30 pm Central Time Zone

Colorful easy-to-use checklists lead lenders and processors through the various compliance requirements.

Related Topics: Compliance, Lending

Lending to Local Government Units

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, July 11th, 2019 - 10:00 am Central Time Zone

Learn the major credit factors to examine to predict the repayment capability of a municipality or other governmental unit.

Related Topics: Compliance, Lending

Flood Insurance: Compliance Issues

Presented by Photo of Carl Pry Carl Pry
Thursday, July 11th, 2019 - 1:30 pm Central Time Zone

We'll concentrate on some of the more vexing current issues in flood compliance by talking through sample scenarios and explaining best practices in keeping your portfolio covered.

Related Topics: Compliance, Lending

UDAAP: An Acronym You NEED To Know!

Presented by Photo of Michael Christians Michael Christians
Friday, July 12th, 2019 - 10:00 am Central Time Zone

We’ll take a look at guidance issued by the CFPB that discusses UDAAP risk related to credit card promotional offers and debt collection practices.

Related Topics: Risk Management/Legal, Lending

ATM Jackpotting and Unlimited Operations

Presented by Photo of Chad Knutson Chad Knutson
Monday, July 15th, 2019 - 1:30 pm Central Time Zone

This session is intended to ensure that ATM security has moved up on your radar and been properly integrated into your risk assessment program.

Related Topics: Risk Management/Legal

Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.

Presented by Photo of Terri D. Thomas Terri D. Thomas
Tuesday, July 16th, 2019 - 10:00 am Central Time Zone

Learn how to deal effectively with these documents and the parties who serve them upon you.

Related Topics: Risk Management/Legal

New BSA Officer Training

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, July 16th, 2019 - 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

Implementing the Revised Uniform Residential Mortgage Loan Application

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, July 17th, 2019 - 10:00 am Central Time Zone

This program provides comprehensive coverage of the revision process and the content of the revised URMLA and related documents.

Related Topics: Compliance, Lending

Introduction to Commercial Lending

Presented by Photo of David Osburn David Osburn
Wednesday, July 17th, 2019 - 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

Limited Liability Companies: Do's and Don'ts

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, July 18th, 2019 - 1:30 pm Central Time Zone

Learn how to open, document, change signers, and handle the paperwork on these interesting accounts.

Related Topics: Deposit Accounts

Uniform Commercial Code Rules: How to Comply to Attach and Perfect Secured Transactions

Presented by Photo of Jeffery Johnson Jeffery Johnson
Monday, July 22nd, 2019 - 1:30 pm Central Time Zone

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

Related Topics: Compliance, Lending

CRA Nuts & Bolts - Five Steps to Pass the Exam

Presented by Photo of Susan Costonis Susan Costonis
Tuesday, July 23rd, 2019 - 10:00 am Central Time Zone

We will review the steps required to establish your case and demonstrate why your CRA program qualifies for a "Satisfactory" or possibly "Outstanding" rating.

Related Topics: Compliance

10 Overdraft Privilege Hotspots Including Regulations, Lawsuits & Guidance

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, July 23rd, 2019 - 1:30 pm Central Time Zone

We will take a look at litigation, federal laws, state law issues and other ODP “hotspots” in this regulatory environment.

Related Topics: Compliance

Fair Lending

Presented by Photo of Jerod Moyer Jerod Moyer
Thursday, July 25th, 2019 - 10:00 am Central Time Zone

Join us for a two-hour webinar dissecting the compliance requirements related to Fair Lending.

Related Topics: Compliance, Lending, Risk Management/Legal

Online Deposit Account Opening

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, July 25th, 2019 - 1:30 pm Central Time Zone

How to comply with all the new account opening procedures using the online mechanism, and meet examiner expectations and scrutiny.

Related Topics: Compliance, Risk Management/Legal

Analyzing the Balance Sheet and Income Statement

Presented by Photo of Tom Carlin Tom Carlin
Friday, July 26th, 2019 - 10:00 am Central Time Zone

The principal goal of this course is to enable you to analyze the balance sheet and income statement.

Related Topics: Risk Management/Legal, Lending

CRE Appraisals: Regulations and the Review Process

Presented by Photo of Richard Hamm Richard Hamm
Monday, July 29th, 2019 - 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

Business Development for All Responsible Parties

Presented by Photo of Honey Shelton Honey Shelton
Tuesday, July 30th, 2019 - 10:00 am Central Time Zone

This online seminar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships.

Related Topics: Human Resources, Management/Employee Development

Writing High-Impact Executive Summaries

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, July 30th, 2019 - 1:30 pm Central Time Zone

Learn how to create and critique memorable, results-driven executive summaries.

Related Topics: Sales, Human Resources

Untangling the Web of Fee Disclosures

Presented by Photo of Jack Holzknecht Jack Holzknecht
Wednesday, July 31st, 2019 - 10:00 am Central Time Zone

This webinar will help you untangle the intricacies of numerous fee disclosure requirements.

Related Topics: Compliance, Lending

Accounts Receivable and Inventory Financing

Presented by Photo of Jeffery Johnson Jeffery Johnson
Thursday, August 1st, 2019 - 10:00 am Central Time Zone

This course will cover Accounts Receivable and Inventory Financing risks, and present how a bank can prudently manage these risks.

Related Topics: Lending

Unclaimed Property Compliance for Financial Institutions

Presented by Photo of Maggie Young, Michael Unger, and Zach Robbins Maggie Young, Michael Unger, and Zach Robbins
Friday, August 2nd, 2019 - 10:00 am Central Time Zone

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

Related Topics: Compliance, Risk Management/Legal

Excel Explained: Budget Spreadsheets

Presented by Photo of David Ringstrom David Ringstrom
Tuesday, August 6th, 2019 - 1:30 pm Central Time Zone

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

Related Topics: Computer Skills

Creating Effective Anti-Harassment Policies and Process

Presented by Photo of Bob Gregg Bob Gregg
Wednesday, August 7th, 2019 - 10:00 am Central Time Zone

This presentation covers the necessary ingredients of an effective harassment policy.

Related Topics: Human Resources, Risk Management/Legal

Deposit Compliance Issues

Presented by Photo of Deborah Crawford Deborah Crawford
Thursday, August 8th, 2019 - 1:30 pm Central Time Zone

During this program we will cover some of the major issues that affect the compliance of your financial institution from these regulations.

Related Topics: Compliance

ACH Exception Processing

Presented by Photo of Kate Cole Kate Cole
Friday, August 9th, 2019 - 10:00 am Central Time Zone

There is an exception to many rules, including ACH.

Related Topics: Compliance, Risk Management/Legal

Call Report - Lending Schedules for Banks

Presented by Photo of Ann Thomas Ann Thomas
Tuesday, August 13th, 2019 - 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 Jack Holzknecht Jack Holzknecht
Wednesday, August 14th, 2019 - 10:00 am Central Time Zone

This webinar covers the proper and timely handling of denial notices in accordance with ECOA/Regulation B and FCRA.

Related Topics: Compliance, Lending

Marketing & Advertising Compliance

Presented by Photo of Carl Pry Carl Pry
Wednesday, August 14th, 2019 - 1:30 pm 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

Compliance Management

Presented by Photo of David Dickinson David Dickinson
Thursday, August 15th, 2019 - 10:00 am Central Time Zone

Join us for a two-hour webinar on Compliance Management. All banks should have an effective Compliance Management System.

Related Topics: Compliance, Risk Management/Legal

How to Analyze the Purchase of an Existing Business

Presented by Photo of Vin DiCara Vin DiCara
Monday, August 19th, 2019 - 1:30 pm Central Time Zone

Lenders will gain a greater understanding and comfort level with the methodologies to use for analyzing these types of borrowing requests.

Related Topics: Lending

Endorsements - Consumers, Businesses and Fiduciaries

Presented by Photo of Deborah Crawford Deborah Crawford
Tuesday, August 20th, 2019 - 1:30 pm Central Time Zone

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

Related Topics: Compliance, Lending

The ACH Audit & Risk Assessment: What You Need to Know

Presented by Photo of Kate Cole Kate Cole
Wednesday, August 21st, 2019 - 10:00 am Central Time Zone

Spend two hours with an ACH Auditor and hear what she looks for when performing the ACH Audit and ACH Risk Assessment.

Related Topics: Auditing, Risk Management/Legal

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

Presented by Photo of Jon Waldman Jon Waldman
Wednesday, August 21st, 2019 - 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

Driving Results with Your Bank’s Data

Presented by Photo of David Carlson David Carlson
Thursday, August 22nd, 2019 - 10:00 am Central Time Zone

During this session, we will explore specific and actionable strategies to use internal data to grow core customers, increase core deposits, and deepen customer relationships.

Related Topics: Executive

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

Presented by Photo of Deborah Crawford Deborah Crawford
Monday, August 26th, 2019 - 1:30 pm Central Time Zone

During this program, we will do a line-by-line review of the W-9 and W-8BEN forms and the subsequent tax reporting to the IRS.

Related Topics: Deposit Accounts, Reporting

Writing Effective Email

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, August 27th, 2019 - 1:30 pm Central Time Zone

Learn how to write and respond to emails efficiently and accurately, get remedies for problematic messages, and leave with guidelines for managing emails.

Related Topics: Computer Skills, Management/Employee Development

Compliance Rules for Commercial Loans Secured by Real Estate

Presented by Photo of Susan Costonis Susan Costonis
Wednesday, August 28th, 2019 - 1:30 pm Central Time Zone

Join this webinar to understand the application process and the requirements of applicable regulations in terms that are easy to understand.

Related Topics: Compliance, Lending

What to Do When a Customer Dies

Presented by Photo of Terri D. Thomas Terri D. Thomas
Thursday, August 29th, 2019 - 10:00 am Central Time Zone

We'll walk you through the complicated process of dealing with a customer's death - both on the deposit side and the loan side.

Related Topics: Risk Management/Legal

Dealing with Appraisals: Regulations and Requirements

Presented by Photo of Carl Pry Carl Pry
Thursday, August 29th, 2019 - 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

Feedback and Coaching

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, September 10th, 2019 - 1:30 pm Central Time Zone

This webinar covers the need to cultivate real relationships with those you coach, practical standards to assess them by, effective ways of offering feedback, and helpful proactive follow-up activi... More →

Related Topics: Management/Employee Development

Thirty (30) Steps to Audit Your Safe Deposit Area

Presented by Photo of David P. McGuinn David P. McGuinn
Wednesday, September 18th, 2019 - 10:00 am Central Time Zone

This webinar covers the “nuts and bolts” and the important steps that must be followed to audit your entire safe deposit function.

Related Topics: Risk Management/Legal, Safe Deposit

Quarterly Compliance Briefing: Fall 2019

Presented by Photo of Carl Pry Carl Pry
Tuesday, September 24th, 2019 - 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

Communicating with Executives

Presented by Photo of Philip  Vassallo Philip Vassallo
Tuesday, October 1st, 2019 - 1:30 pm Central Time Zone

You will get insights in what to give executives when interacting with them in any communication mode—and how to respond when they approach you.

Related Topics: Management/Employee Development

Poor Box Drilling Creates Lawsuits

Presented by Photo of David P. McGuinn David P. McGuinn
Tuesday, October 29th, 2019 - 10:00 am Central Time Zone

During this webinar, you will receive current information, step by step procedures and an in-depth explanation about how to handle these issues and how they impact on your financial institution and... More →

Related Topics: Risk Management/Legal, Safe Deposit

Performance Appraisals That Work

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, November 1st, 2019 - 10:00 am Central Time Zone

This webinar shows you how to plan, draft and review appraisals to align with your organizational mission and objectives.

Related Topics: Human Resources, Management/Employee Development

Quarterly Compliance Briefing: Winter 2019

Presented by Photo of Carl Pry Carl Pry
Tuesday, December 10th, 2019 - 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

Top Fifty (50) "Most Important" Safe Deposit Procedures

Presented by Photo of David P. McGuinn David P. McGuinn
Thursday, December 12th, 2019 - 10:00 am Central Time Zone

This webinar covers the “nuts and bolts” and the recommended day-to-day operating procedures for your institution.

Related Topics: Risk Management/Legal, Safe Deposit

Using Principles of Critical Thinking

Presented by Photo of Philip  Vassallo Philip Vassallo
Friday, December 13th, 2019 - 10:00 am Central Time Zone

This webinar mines the fields of science, medicine, law, politics, philosophy, literature, education, and business to give you workable communication models that will expand your intellectual toolb... More →

Related Topics: Management/Employee Development