All Upcoming Events for BankWebinars

Privacy of Consumer Financial Information

Presented by Michael Christians
Thursday, January 23rd, 2020 - 10:00 am Central Time Zone

During this 90-minute session, participants will learn about the privacy requirements imposed upon their financial institution by both Regulation P and the Right to Financial Privacy Act.

Related Topics: Compliance, Risk Management/Legal

Writing Teller Training and Procedures

Presented by Deborah Crawford
Thursday, January 23rd, 2020 - 1:30 pm Central Time Zone

Join us for an overview on writing teller training and procedures. They go hand in hand with success at the frontline.

Related Topics: Human Resources, Management/Employee Development

Update! Nonresident Aliens: Interest Reporting, CIP and CDD

Presented by Deborah Crawford
Friday, January 24th, 2020 - 10:00 am Central Time Zone

Nonresident Alien interest reporting for 2020 has begun. Do you have your Foreign Taxpayer Identifications Numbers, Completed W-8BENs?

Related Topics: Compliance, Deposit Accounts

Incident Response - Plan to Fail

Presented by Buzz Hillestad
Monday, January 27th, 2020 - 1:30 pm Central Time Zone

In this session, core steps required for most incidents will be highlighted and specialized components for DDOS, malware, ransomware, CATO, and unauthorized access incident types will be examined.... More →

Related Topics: Risk Management/Legal

A Deep Dive into E-Oscar Reporting - A Look at Common Scenarios and Approaches

Presented by Gina Lowdermilk
Monday, January 27th, 2020 - 1:30 pm Central Time Zone

This webinar goes beyond the basics of E-Oscar. The next step is becoming familiarized with common E-Oscar scenarios and understanding how to approach them.

Related Topics: Compliance, Deposit Accounts, Lending

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

Presented by Terri D. Thomas
Tuesday, January 28th, 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

Creating the Right ERM Program for YOUR Community Bank

Presented by Marci Malzahn
Tuesday, January 28th, 2020 - 1:30 pm Central Time Zone

Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you!

Related Topics: Risk Management/Legal, Executive

FTC Endorsement Guides

Presented by Jack Holzknecht
Wednesday, January 29th, 2020 - 10:00 am Central Time Zone

Endorsements can come from your customers, experts, and celebrities. Problems can result from unsupported claims and failure to include required disclosures, among others.

Related Topics: Compliance, Risk Management/Legal

W-9 Deposit Account Set Up and Interest Reporting—B Notices and Back Up Withholding

Presented by Deborah Crawford
Wednesday, January 29th, 2020 - 1:30 pm Central Time Zone

We will look at the name control match process, the IRS CP2100 process, how your institution may begin back up withholding, and many other issues. Learn how to get the forms right at new accounts s... More →

Related Topics: Deposit Accounts, Reporting

Nailing Your Job of Head Teller

Presented by Janice Branch
Thursday, January 30th, 2020 - 10:00 am Central Time Zone

Fresh ideas that will help any head teller boost productivity, enhance communication, and improve teaming relationships.

Related Topics: Management/Employee Development

Escrows

Presented by Carl Pry
Thursday, January 30th, 2020 - 1:30 pm Central Time Zone

In this webinar we’ll discuss the mechanics of establishing and maintaining escrow accounts, as well as in what situations escrows must be maintained.

Related Topics: Compliance, Lending, Risk Management/Legal

Health Savings Accounts - Clarifying the Rules

Presented by Patrice Konarik
Friday, January 31st, 2020 - 10:00 am Central Time Zone

Whether you are currently offering HSAs to your client base or are 'on the fence', this detailed webinar will make you feel more informed and comfortable with the definition on your duties.

Related Topics: Risk Management/Legal

Troubled Debt Restructuring

Presented by Jeffery Johnson
Monday, February 3rd, 2020 - 1:30 pm Central Time Zone

Attending this webinar will enable you to recognize a true TDR so that regulator reporting is accurate and to know how to manage them from an lending and accounting perspective.

Related Topics: Lending, Management/Employee Development

2020 Deposit Regulatory Update and Review Seminar OnDemand with Live Streaming

Presented by Deborah Crawford
Tuesday, February 4th, 2020 - 9:00 am Central Time Zone

Attend this live streaming event to learn about the regulatory changes affecting the deposit side of your financial institution in 2020.

Related Topics: Compliance, BSA, Deposit Accounts

2 Day Annual Deposit and BSA Update and Review Seminar OnDemand with Live Streaming

Presented by Deborah Crawford
Tuesday, February 4th, 2020 - 9:00 am Central Time Zone

Attend this live streaming event on the 2020 Deposit and BSA Updates.

Related Topics: BSA, Deposit Accounts

E-Sign for Lending - Challenges and Solutions

Presented by Susan Costonis
Tuesday, February 4th, 2020 - 10:00 am Central Time Zone

What steps must be followed to be in compliance with E-Sign? What NEW steps should be taken to verify the customer’s identity in view of an increased risk of identity theft?

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

Loan Documentation: Top 10 Mistakes and How to Avoid Them

Presented by Robin Russell
Tuesday, February 4th, 2020 - 1:30 pm Central Time Zone

Learn the "right thing to do" and avoid frequent exceptions and mistakes.

Related Topics: Lending

BSA Officer and Staff Annual Update and Review Seminar OnDemand with Live Streaming

Presented by Deborah Crawford
Wednesday, February 5th, 2020 - 9:00 am Central Time Zone

Attend this live streaming event to get your annual training for the BSA staff and teams at your financial institution.

Related Topics: Compliance, BSA, Deposit Accounts

Letters of Credit

Presented by Robin Russell
Wednesday, February 5th, 2020 - 10:00 am Central Time Zone

Whether your bank issues letters of credit, accepts letters of credit or takes liens on letter of credit rights, this program is for you.

Related Topics: Lending, Risk Management/Legal

Opening New Accounts Part I: Personal/Consumer Accounts

Presented by Suzie Jones
Wednesday, February 5th, 2020 - 1:30 pm Central Time Zone

This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening Personal and Consumer Accounts.

Related Topics: Risk Management/Legal, Deposit Accounts

Opening New Accounts - 3-Part Series

Presented by Suzie Jones
Wednesday, February 5th, 2020 - 1:30 pm Central Time Zone

This is a three-part series to be held on February 6, 13, and 19th.

Related Topics: Risk Management/Legal, Deposit Accounts

HR Basics for Supervisors

Presented by Jennifer Mirus
Thursday, February 6th, 2020 - 10:00 am Central Time Zone

This webinar will provide your managers with a solid foundation of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal blunders.

Related Topics: Human Resources, Management/Employee Development

State of HMDA in 2020

Presented by Carl Pry
Thursday, February 6th, 2020 - 1:30 pm Central Time Zone

We’ll discuss the current state of HMDA so close to submission in this session and get some of your questions answered.

Related Topics: Compliance, Lending

Are You Determined to Lead an Exceptional Branch?

Presented by Honey Shelton
Thursday, February 6th, 2020 - 1:30 pm Central Time Zone

This real-world webinar looks at what an exceptional branch looks like and how to obtain that coveted status.

Related Topics: Human Resources, Management/Employee Development

Annual BSA Training for the Frontline

Presented by Deborah Crawford
Friday, February 7th, 2020 - 10:00 am Central Time Zone

his is a look at all the key components of BSA from the frontline point of view including new Customer Due Diligence (CDD) rules and their impact on our policy and procedures.

Related Topics: Compliance, Deposit Accounts

Introduction to Consumer Lending

Presented by David Osburn
Monday, February 10th, 2020 - 1:30 pm Central Time Zone

The webinar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit - cap... More →

Related Topics: Lending

Managing Your Managed Service Provider

Presented by Jon Waldman
Tuesday, February 11th, 2020 - 10:00 am Central Time Zone

How can you make sure your Managed Service Provider is truly benefitting you and helping you protect your institution and your customers’ data?

Related Topics: Risk Management/Legal, Compliance

Online Account Opening

Presented by Deborah Crawford
Tuesday, February 11th, 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

CBD Oil and Your Bank: The Good, the Bad and the Ugly

Presented by Deborah Crawford
Wednesday, February 12th, 2020 - 10:00 am Central Time Zone

This webinar will look at the state statutes and discuss what your financial institution’s path may be for banking CBD Oil businesses.

Related Topics: Compliance, BSA, Deposit Accounts

Opening New Accounts Part II: Business Accounts

Presented by Suzie Jones
Wednesday, February 12th, 2020 - 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

The Right of Setoff

Presented by Terri D. Thomas
Thursday, February 13th, 2020 - 10:00 am Central Time Zone

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

Related Topics: Compliance, Risk Management/Legal

Legal Issues on Deposit Accounts: From Birth to Death

Presented by Deborah Crawford
Thursday, February 13th, 2020 - 1:30 pm Central Time Zone

During this program we will focus on legal issues of account ownership from the time someone is born till the time the account holder dies.

Related Topics: Compliance, Lending

Call Report Updates

Presented by Cynthia Dopjera
Friday, February 14th, 2020 - 10:00 am Central Time Zone

This webinar will provide updates and training for experienced preparers and reviewers and will include coverage of new and complex issues impacting the Call Report preparation.

Related Topics: Compliance, Risk Management/Legal, Reporting

10 Things to Know Before Your Next Core Negotiation

Presented by Charlie Kelly
Tuesday, February 18th, 2020 - 10:00 am Central Time Zone

We discuss the internal motivators at the vendor that can help improve your position and reduce the number of cycles it takes to negotiate better contracts.

Related Topics: Risk Management/Legal, Executive

Marketing & Advertising Compliance

Presented by Carl Pry
Tuesday, February 18th, 2020 - 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

CRE Appraisals: Regulations and the Review Process

Presented by Richard Hamm
Tuesday, February 18th, 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

The Four Cs of Exceptional Supervision

Presented by Honey Shelton
Wednesday, February 19th, 2020 - 10:00 am Central Time Zone

This program will ramp up your leadership skills and address critical supervisory issues necessary to becoming an excellent manager.

Related Topics: Human Resources, Management/Employee Development

Opening New Accounts Part III: Trust and Fiduciary

Presented by Suzie Jones
Wednesday, February 19th, 2020 - 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

ACH Rule Changes: What's New in 2020

Presented by Kate Cole
Thursday, February 20th, 2020 - 10:00 am Central Time Zone

Attend this webinar to make sure that you are compliant with the ACH Rules.

Related Topics: Compliance, Risk Management/Legal

Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

Presented by Marci Malzahn
Thursday, February 20th, 2020 - 1:30 pm Central Time Zone

In this webinar, we will do a quick review of Enterprise Risk Management and the three phases. Then we will explain the characteristics of strong risk assessments and will provide several examples ... More →

Related Topics: Risk Management/Legal, Executive

IRA Update - Catching Up with the Latest Changes

Presented by Patrice Konarik
Friday, February 21st, 2020 - 10:00 am Central Time Zone

During this critical IRA Update Webinar, we will detail the slightly good and very not-so-good changes that will apply to IRAs effective January 1, 2020 – including faster payouts for IRA nonspouse... More →

Ratio Analysis to Determine Financial Strength

Presented by Jeffery Johnson
Friday, February 21st, 2020 - 10:00 am Central Time Zone

Learn the five vital signs of any organization and the ratios required to identify them.

Related Topics: Lending

Regulation CC - The Expedited Funds Availability Act

Presented by Michael Christians
Monday, February 24th, 2020 - 1:30 pm Central Time Zone

As financial institutions prepare for upcoming changes to Regulation CC in July 2020, now is the perfect time for a refresher on the requirements of the Expedited Funds Availability Act.

Related Topics: Compliance, Risk Management/Legal

Top 10 Most Frequent Flood Issues

Presented by Jack Holzknecht
Tuesday, February 25th, 2020 - 10:00 am Central Time Zone

This two-hour webinar explains the top ten issues financial institutions face regarding flood insurance. Participants receive a detailed manual that serves as a handbook long after the program is c... More →

Related Topics: Compliance, Lending

FFIEC Information Security Handbook Review

Presented by Jon Waldman
Tuesday, February 25th, 2020 - 1:30 pm Central Time Zone

In September 2016, the FFIEC completely rewrote the Information Security Handbook. The Handbook represents an integration of concepts from Cybersecurity Guidance, Management Guidance, and other ele... More →

Related Topics: Risk Management/Legal

Advanced TRID Compliance

Presented by Jerod Moyer
Wednesday, February 26th, 2020 - 10:00 am Central Time Zone

This webinar will take a look at the TRID from an advanced perspective. Take your TRID compliance to the next level.

Related Topics: Compliance, Lending, TRID, Compliance

Excel Explained: Minimize Spreadsheet Errors

Presented by David Ringstrom
Wednesday, February 26th, 2020 - 1:30 pm Central Time Zone

Learn a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets.

Related Topics: Computer Skills

8 Steps to Improve Cross-Selling

Presented by Janice Branch
Thursday, February 27th, 2020 - 10:00 am Central Time Zone

This program will help you with ways to elevate cross-selling results.

Related Topics: Sales, Human Resources

Federal Benefit Payments Garnishment Requirements

Presented by Terri D. Thomas
Thursday, February 27th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Compliance, Risk Management/Legal

Teller Compliance Issues: CTRs, Reg CC and UCC 3 and 4

Presented by Deborah Crawford
Friday, February 28th, 2020 - 10:00 am Central Time Zone

This webinar focuses on the legal issues of checks outlined in signature cards under the uniform commercial code and the holds used on transaction accounts under Regulation CC.

Related Topics: Compliance

Best-Ever Compliance Checklists for Commercial Loans

Presented by Anne Lolley
Monday, March 2nd, 2020 - 1:30 pm Central Time Zone

This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide bankers through those traps and ensure compliance.

Related Topics: Compliance, Lending

Protecting Your Salaried-Exempt Status

Presented by Bob Gregg
Tuesday, March 3rd, 2020 - 10:00 am Central Time Zone

Learn how to avoid mistakes and land mines under the Department of Labor FLSA rule.

Quarterly Compliance Briefing: Spring 2020

Presented by Carl Pry
Tuesday, March 3rd, 2020 - 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

Quarterly Compliance Briefing: 4-Part Series (2020)

Presented by Carl Pry
Tuesday, March 3rd, 2020 - 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

Audit Report Writing

Presented by Philip Vassallo
Tuesday, March 3rd, 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

The UCC for Lenders

Presented by Robin Russell
Wednesday, March 4th, 2020 - 1:30 pm Central Time Zone

This program is a comprehensive Uniform Commercial Code (UCC) secured lending program for persons new to banking and is also recommended as a refresher.

Related Topics: Lending

Lending to Municipalities

Presented by Robin Russell
Thursday, March 5th, 2020 - 10:00 am Central Time Zone

We will discuss credit services for municipalities and other local government organizations.

Related Topics: Lending

Dealing with Appraisals: Regulations and Requirements

Presented by Carl Pry
Thursday, March 5th, 2020 - 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

Advanced Collection Tools Vital in Today’s Economy

Presented by David Osburn
Monday, March 9th, 2020 - 1:30 pm Central Time Zone

Attend this webinar to learn how to better collect “problem loans” and protect the rights of the bank in today’s market!

Related Topics: Lending

Responsibilities of the Information Security Officer

Presented by Chad Knutson
Tuesday, March 10th, 2020 - 10:00 am Central Time Zone

We will review various regulatory guidance that outlines ISO responsibilities and reporting structures. Additionally, various educational paths that can help develop your skills in the future.

Related Topics: Risk Management/Legal

ACH Origination and Same Day Entries

Presented by Kate Cole
Wednesday, March 11th, 2020 - 10:00 am Central Time Zone

Join us and learn how to decipher the SEC codes, how the products work and what your warranties are.

Related Topics: Risk Management/Legal

10 Hot BSA Exam Issues

Presented by Deborah Crawford
Wednesday, March 11th, 2020 - 1:30 pm Central Time Zone

During this webinar we will look at the examination hot spots for 2020.

New Rules Regarding IRA Beneficiary Payouts

Presented by Patrice Konarik
Thursday, March 12th, 2020 - 10:00 am Central Time Zone

The SECURE Act effective January 1, 2020 had the most substantial changes to beneficiary payouts since 2002. And they are not necessarily in favor of the beneficiary.

Regulation E: The Electronic Fund Transfers Act

Presented by Michael Christians
Friday, March 13th, 2020 - 10:00 am Central Time Zone

As consumers continue their shift to a nearly all-digital platform for conducting personal financial transactions, a thorough understanding of Regulation E and the Electronic Fund Transfers Act is ... More →

Related Topics: Compliance, Risk Management/Legal

Commercial Construction Lending

Presented by Richard Hamm
Monday, March 16th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Loan Denials & Other Adverse Action Notices

Presented by David Dickinson
Tuesday, March 17th, 2020 - 10:00 am Central Time Zone

This webinar will cover the compliance requirements and best practices for Adverse Action Notices under the Equal Credit Opportunity Act (ECOA) and Fair Credit Reporting Act (FCRA).

Related Topics: Compliance, Lending, Auditing

What to Do When a Customer Dies

Presented by Terri D. Thomas
Tuesday, March 17th, 2020 - 1:30 pm Central Time Zone

This webinar focuses on the deposit and loan issues that arise when a customer dies.

Related Topics: Risk Management/Legal

Legal Liabilities when Check Fraud Occurs

Presented by Terri D. Thomas
Wednesday, March 18th, 2020 - 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

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

Presented by Honey Shelton
Wednesday, March 18th, 2020 - 1:30 pm 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

Top 25 Safe Deposit Compliance Issues

Presented by David P. McGuinn
Friday, March 20th, 2020 - 10:00 am Central Time Zone

During this webinar, you will receive current information about all of these issues and an in-depth explanation about how they impact on your financial institution and your safe deposit box renters... More →

Related Topics: Risk Management/Legal, Safe Deposit

Residential Construction Lending

Presented by Richard Hamm
Monday, March 23rd, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

2020 Fair Lending - Do Your Lenders Know the Requirements?

Presented by Jack Holzknecht
Tuesday, March 24th, 2020 - 10:00 am Central Time Zone

This information packed seminar provides a refresher on the basic concepts of fair lending.

Related Topics: Compliance, Lending

CTRs: Line by Line

Presented by Deborah Crawford
Tuesday, March 24th, 2020 - 1:30 pm Central Time Zone

The webinar will go line by line through the CTR. You will learn how to avoid pitfalls and common errors.

Related Topics: Compliance, Deposit Accounts

Consumer Real Estate Loans

Presented by Anne Lolley
Wednesday, March 25th, 2020 - 1:30 pm Central Time Zone

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

Related Topics: Lending

Mapping Multi-Tiered Business Accounts

Presented by Deborah Crawford
Thursday, March 26th, 2020 - 1:30 pm Central Time Zone

This program will focus on different structures and common errors.

Call Report - Lending Schedules for Banks

Presented by Cynthia Dopjera
Friday, March 27th, 2020 - 10:00 am Central Time Zone

This webinar will help you learn the classification priority for reporting loan information correctly and will provide detailed information related to various loan reporting requirements.

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

Presented by Marci Malzahn
Monday, March 30th, 2020 - 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

Basic Cash Flow Analysis

Presented by Jeffery Johnson
Tuesday, March 31st, 2020 - 1:30 pm Central Time Zone

Learn how to calculate cash flow using the Universal Cash Flow Analysis method (UCA).

Related Topics: Lending

No Foolin’ - This is How Top Producers Prospect for Business

Presented by Alex Cole
Wednesday, April 1st, 2020 - 1:30 pm Central Time Zone

Learn how to gain introductions from your advocates. When done effectively, this will have more impact on your business than any other prospecting strategy.

Excel Explained: Creating Interactive Spreadsheets

Presented by David Ringstrom
Wednesday, April 8th, 2020 - 10:00 am Central Time Zone

When you attend this live presentation, you’ll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.

Related Topics: Computer Skills

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

Presented by Marci Malzahn
Thursday, April 9th, 2020 - 1:30 pm Central Time Zone

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits.

Introduction to ACH: The Basics

Presented by Kate Cole
Friday, May 8th, 2020 - 10:00 am Central Time Zone

This session is designed for those that are new to operations and those that want to confirm they really understand ACH.

Related Topics: Risk Management/Legal

How to Hire Your Next Sales Superstar

Presented by Alex Cole
Wednesday, May 20th, 2020 - 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

Quarterly Compliance Briefing: Summer 2020

Presented by Carl Pry
Thursday, June 4th, 2020 - 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

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

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

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

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

Quarterly Compliance Briefing: Fall 2020

Presented by Carl Pry
Tuesday, September 1st, 2020 - 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

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

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

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

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

All Upcoming Events for BankWebinars

Error Condition Detected