All Upcoming Events for BankWebinars
Compliance Regulations: Lending and Deposit Basics - 2 Part Series
Presented by 
Deborah Crawford & Jack Holzknecht
Wednesday, May 26th, 2021 - 10:00 am Central Time Zone
This is a two-part series on basic compliance regulations to be held on May 26th and June 22nd.
Related Topics: Compliance, Lending
All Access Pass During the Month of June!
Presented by 
Tuesday, June 1st, 2021 - 8:00 am Central Time Zone
Gain access to a month’s worth of live webinars for just $795! June is a perfect time to explore the variety and depth of topics you can choose from to complement your compliance training program.<... More →
Related Topics: Human Resources, Management/Employee Development, Compliance, IRAs, Auditing, Sales, Lending, Computer Skills, Risk Management/Legal, BSA, Deposit Accounts, Executive, Reporting, Safe Deposit, TRID, Auditing/Reporting, Risk Management, Technology/Security, COVID-19
Lending Regulations - The Basics
Presented by 
Jack Holzknecht
Tuesday, June 22nd, 2021 - 1:30 pm Central Time Zone
This two-hour program covers the basic requirements of each covered regulation.
Related Topics: Compliance, Lending
CRE Lending: Cash Flow, Cap Rates and Other Factors Seminar OnDemand with Live Streaming
Presented by 
Richard Hamm
Wednesday, June 23rd, 2021 - 9:00 am Central Time Zone
This program demonstrates the key variables and concepts for determining CRE cash flow, plus primary analytical techniques such as transaction-level stress-testing.
Related Topics: Lending
2 Day Commercial Real Estate Seminar OnDemand with Live Streaming
Presented by Richard Hamm
Wednesday, June 23rd, 2021 - 9:00 am Central Time Zone
This program demonstrates the key variables and concepts for determining CRE cash flow, plus primary analytical techniques such as transaction-level stress-testing.
Related Topics: Lending
Quarterly Compliance Briefing: Summer 2021
Presented by 
Carl Pry
Wednesday, June 23rd, 2021 - 1:30 pm Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
CRE Appraisals: Reviewing & Interpreting Seminar OnDemand with Live Streaming
Presented by Richard Hamm
Thursday, June 24th, 2021 - 9:00 am Central Time Zone
This program covers the major issues of the entire appraisal process, including a brief review of selecting and engaging a qualified appraiser, but focuses more on reviewing the report for integrat... More →
Related Topics: Lending
TRID Hot Spots
Presented by 
Jerod Moyer
Thursday, June 24th, 2021 - 10:00 am Central Time Zone
This webinar will take a look at hot spot areas related to TRID. Learn what examiners are citing as well as other common errors in plain English.
Related Topics: Compliance, Lending, TRID, Compliance
HR Basics for Supervisors
Presented by 
Jennifer Mirus
Thursday, June 24th, 2021 - 1:30 pm Central Time Zone
This webinar will provide your managers with a valuable and easy to understand overview of key HR concepts and laws, and will give them practical information and tools they can use to avoid legal p... More →
Related Topics: Human Resources, Management/Employee Development
Residential Construction Lending
Presented by 
Jeffery Johnson
Friday, June 25th, 2021 - 10:00 am Central Time Zone
Many problems can occur during construction that can leave lenders highly exposed unless they are underwritten properly.
Related Topics: Lending
Proactive Relationship Customer Service
Presented by 
Melissa Marvin
Monday, June 28th, 2021 - 1:30 pm Central Time Zone
Customer service is personal. Excelling at moving from ordinary to extraordinary is key in being proactive in how we coach our client facing employees.
Related Topics: Human Resources, Management/Employee Development
Walking a Tight Rope: Loan Requests for Insiders
Presented by 
Molly Stull
Tuesday, June 29th, 2021 - 10:00 am Central Time Zone
This session is designed to review the requirements of the regulation, best practices, and to discuss recent enforcement actions against board and senior management positions. It is imperative that... More →
Related Topics: Compliance, Auditing
Diversity & Inclusion in the Workplace
Presented by 
Vicki Kraai
Tuesday, June 29th, 2021 - 1:30 pm Central Time Zone
1 in 5 workers have experienced discrimination or unfair treatment at work. In today's workplace environment, organizations need to face a reality gap and realize more work needs to be done in this... More →
Related Topics: Human Resources, Management/Employee Development
Small Business Lending in a Post-COVID World
Presented by Carl Pry
Wednesday, June 30th, 2021 - 10:00 am Central Time Zone
In this webinar, we’ll go into detail about compliance standards in small business lending. We’ll discuss the wrap-up and any residual activities from the Payroll Protection Program (PPP).
Related Topics: Compliance, Lending, COVID-19
CAMELS Rating - Understanding the Components
Presented by Molly Stull
Wednesday, June 30th, 2021 - 1:30 pm Central Time Zone
The CAMELS rating system is the foundation for every safety and soundness exam. This webinar will address compliance considerations, examiner hot spots, and maintaining safe and sound financial pe... More →
Related Topics: Risk Management/Legal, Executive
Escrow Accounts Compliance
Presented by 
David Dickinson
Thursday, July 1st, 2021 - 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
Alert! Marijuana and Hemp Accounts - Policy, Procedure and CIP
Presented by 
Deborah Crawford
Tuesday, July 6th, 2021 - 10:00 am Central Time Zone
Be proactive. Ignoring the industry won’t help your organization. You need policy and procedures even if you decide not to bank marijuana and hemp customers.
Related Topics: Compliance, Lending
Executive Total Compensation – Strategies to Motivate and Incent
Presented by 
Mike Blanchard & Matt Brei
Tuesday, July 6th, 2021 - 1:30 pm 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
Fair Lending: New Emphasis in 2021 and What It Means to Your Institution
Presented by Carl Pry
Wednesday, July 7th, 2021 - 10:00 am Central Time Zone
This program will help you to understand the extent and particulars of new legislation and regulation, including Regulation B (ECOA), the Fair Housing Act (FHA), and guidance the regulatory agencie... More →
Related Topics: Compliance, Lending
Problem Loan Workout in Today's Market
Presented by 
David Osburn
Wednesday, July 7th, 2021 - 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
Call Reporting on Loan Related Items - Two Part Series
Presented by 
Cynthia Dopjera
Thursday, July 8th, 2021 - 10:00 am Central Time Zone
The Call Report has been subject to many changes over the course of 2020 and 2021 with continued impact by economic, accounting and regulatory changes. Our recent challenges related to the economic... More →
Related Topics: Reporting
Call Reporting on Loan Related Items - Part 1
Presented by Cynthia Dopjera
Thursday, July 8th, 2021 - 10:00 am Central Time Zone
The Call Report has been subject to many changes over the course of 2020 and 2021 with continued impact by economic, accounting and regulatory changes. Our recent challenges related to the economic... More →
Related Topics: Reporting
Best-Ever Compliance Checklists for Consumer Loans
Presented by 
Anne Lolley
Thursday, July 8th, 2021 - 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
Call Reporting on Loan Related Items - Part 2
Presented by Cynthia Dopjera
Friday, July 9th, 2021 - 10:00 am Central Time Zone
The Call Report has been subject to many changes over the course of 2020 and 2021 with continued impact by economic, accounting and regulatory changes. Our recent challenges related to the economic... More →
Related Topics: Reporting
Introduction to Commercial Lending
Presented by David Osburn
Monday, July 12th, 2021 - 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
The Loyalty Factor: Translating Relationships into Non-Interest Income
Presented by 
Robb Rempel
Tuesday, July 13th, 2021 - 10:00 am Central Time Zone
As an industry, client data shows we have an average life cycle with consumers and businesses of almost 10 years. Given this loyalty factor, what needs to happen to attract significantly more reta... More →
Related Topics: Executive, Human Resources
Opening Fiduciary Accounts
Presented by Deborah Crawford
Tuesday, July 13th, 2021 - 1:30 pm Central Time Zone
During this program we will review the set-up, documentation and legal issues involved in these high- risk accounts.
Related Topics: Compliance, Lending
Top 15 Issues with HMDA
Presented by Jack Holzknecht
Wednesday, July 14th, 2021 - 1:30 pm Central Time Zone
This two-hour webinar provides insight into the murky areas of HMDA which may result in the failure to report the appropriate loans on the LAR or errors in reported data fields.
Related Topics: Compliance, Lending
Non-Compete Agreements and Restrictive Covenants: Protecting Your Organization
Presented by 
Bob Gregg
Thursday, July 15th, 2021 - 10:00 am Central Time Zone
Please join Bob Gregg as he examines the key considerations for requiring that employees sign a non-compete agreement, factors that will impact whether an agreement can be enforced, and alternative... More →
Related Topics: Human Resources
Secrets to Being a Great Call Center Agent
Presented by 
Janice Branch
Thursday, July 15th, 2021 - 1:30 pm 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
Branch Manager Best Practices
Presented by Vicki Kraai
Friday, July 16th, 2021 - 10:00 am Central Time Zone
Learn how to build a team and coach them to success.
Related Topics: Human Resources, Management/Employee Development
Regulation CC: Holds
Presented by Deborah Crawford
Tuesday, July 20th, 2021 - 10:00 am Central Time Zone
There are many questions, such as can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to give the hold whil... More →
Related Topics: Compliance, Lending
Troubled Debt Restructuring
Presented by Jeffery Johnson
Tuesday, July 20th, 2021 - 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
What Directors Need to Know About Cybersecurity
Presented by 
Cody Delzer
Wednesday, July 21st, 2021 - 10:00 am Central Time Zone
So what do the Board of Directors and Executives need to most understand information and cyber security? How can the Board improve its oversight of its own ISP? Let’s discuss.
Related Topics: Risk Management/Legal, Technology/Security
Strengthen Your Core - 2 Part Series
Presented by 
Vince Carone
Wednesday, July 21st, 2021 - 10:00 am Central Time Zone
This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effective... More →
Related Topics: Human Resources, Sales
Strengthen Your Core - Part 1
Presented by Vince Carone
Wednesday, July 21st, 2021 - 10:00 am Central Time Zone
This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effective... More →
Related Topics: Human Resources, Sales
FCRA Compliance: E-Oscar and Metro2
Presented by 
Matthew Urban
Wednesday, July 21st, 2021 - 1:30 pm Central Time Zone
This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.
Related Topics: Compliance, Deposit Accounts, Lending
What to Do When a Customer Dies
Presented by 
Terri D. Thomas
Thursday, July 22nd, 2021 - 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
Flood Insurance: Compliance Issues and Hot Spots
Presented by Carl Pry
Thursday, July 22nd, 2021 - 1:30 pm Central Time Zone
We'll concentrate on some of the more vexing current issues in flood compliance, such as monitoring, contents coverage, and the ever-present condo problem, by talking through sample scenarios and e... More →
Related Topics: Compliance, Lending
An FDCPA for the 21st Century
Presented by 
Michael Christians
Friday, July 23rd, 2021 - 10:00 am Central Time Zone
Join Regulatory Compliance Counsel Michael Christians for this informative 90-minute webinar which explores the requirements of the FDCPA.
Related Topics: Compliance, Risk Management/Legal
CRE Appraisals: Regulations and the Review Process
Presented by Richard Hamm
Monday, July 26th, 2021 - 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 Active Shooter: Are You Prepared to Respond?
Presented by 
J. Branch Walton
Tuesday, July 27th, 2021 - 10:00 am Central Time Zone
This session covers steps to prepare employees and managers to respond appropriately should an active shooter incident occur. It covers concepts endorsed by the US Department of Homeland Security a... More →
Related Topics: Risk Management/Legal, Management/Employee Development
Opening LLC Accounts
Presented by Deborah Crawford
Tuesday, July 27th, 2021 - 1:30 pm Central Time Zone
During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).
Related Topics: Deposit Accounts, Compliance
10 Things to Know Before Your Next Core Negotiation
Presented by 
Charlie Kelly
Wednesday, July 28th, 2021 - 10:00 am Central Time Zone
Join us to learn 10 techniques that a top negotiator uses to improve his position when negotiating core vendors for his clients.
Related Topics: Risk Management/Legal, Executive
Strengthen Your Core - Part 2
Presented by Vince Carone
Wednesday, July 28th, 2021 - 10:00 am Central Time Zone
This series is focused on strengthening your core soft skills in an effort to prepare you for the most common day-to-day situations. You’ll walk out with a blueprint on how to communicate effective... More →
Related Topics: Human Resources, Sales
HMDA A-Z Seminar OnDemand with Live Streaming
Presented by David Dickinson
Thursday, July 29th, 2021 - 9:00 am Central Time Zone
This webcast will cover everything you need to know about complying with HMDA.
Related Topics: Compliance, Risk Management/Legal, Auditing, Lending, Risk Management
CRA Nuts & Bolts - Five Steps to Pass the Exam
Presented by 
Susan Costonis
Thursday, July 29th, 2021 - 10:00 am Central Time Zone
Writing a dynamic CRA context report can show examiners not only that your financial institution understands the community demonstrate why your CRA program qualifies for a "Satisfactory" or possibl... More →
Related Topics: Compliance, Lending
Masterful Time Management
Presented by 
Philip Vassallo
Thursday, July 29th, 2021 - 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
CRE Appraisals: Components, Approaches to Value & Cap Rates
Presented by Richard Hamm
Monday, August 2nd, 2021 - 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
Do’s and Don’ts on Power of Attorney Documents
Presented by Deborah Crawford
Tuesday, August 3rd, 2021 - 10:00 am Central Time Zone
This program will look at power of attorney “dos and don’ts” and how to prevent your institution from making costly mistakes in handling these high-risk documents.
Related Topics: Compliance, Deposit Accounts
Writing an Effective Credit Memorandum
Presented by Jeffery Johnson
Tuesday, August 3rd, 2021 - 1:30 pm Central Time Zone
Learn skills required to write an effective credit memorandum.
Related Topics: Lending
Total TRID Training - Four Part Series
Presented by Jack Holzknecht
Wednesday, August 4th, 2021 - 10:00 am Central Time Zone
This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →
Related Topics: Compliance, Lending, TRID
Total TRID Training - Part I
Presented by Jack Holzknecht
Wednesday, August 4th, 2021 - 10:00 am Central Time Zone
This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →
Related Topics: Compliance, Lending, TRID
Consumer Real Estate Loans
Presented by Anne Lolley
Wednesday, August 4th, 2021 - 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
Advertising Compliance
Presented by David Dickinson
Thursday, August 5th, 2021 - 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 wa... More →
Related Topics: Compliance, Auditing
Total TRID Training - Part II
Presented by Jack Holzknecht
Thursday, August 5th, 2021 - 10:00 am Central Time Zone
This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →
Related Topics: Compliance, Lending, TRID
Banking Cannabis Businesses: FinCEN Guidance, Due Diligence Policies and Procedures and Risk Management
Presented by 
Dawn Kincaid
Thursday, August 5th, 2021 - 1:30 pm Central Time Zone
Join us as we take the stigma out of banking cannabis-related businesses, and help you prepare your policies, procedures and best practices.
Related Topics: Compliance, Deposit Accounts, BSA
Total TRID Training - Part III
Presented by Jack Holzknecht
Friday, August 6th, 2021 - 10:00 am Central Time Zone
This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →
Related Topics: Compliance, Lending, TRID
Total TRID Training - Part IV
Presented by Jack Holzknecht
Tuesday, August 10th, 2021 - 10:00 am Central Time Zone
This four-part program provides a very comprehensive review of the TRID rules, the Loan Estimate (LE), and the Closing Disclosure (CD). Whether you are new to TRID or a veteran seeking a review of ... More →
Related Topics: Compliance, Lending, TRID
Open-Ended Lines of Credit - Compliance Issues
Presented by Carl Pry
Tuesday, August 10th, 2021 - 1:30 pm Central Time Zone
This webinar will focus on the personal/overdraft lines and HELOC requirements.
Related Topics: Compliance, Lending
Excel: Filtering and Slicing Data
Presented by 
David Ringstrom
Wednesday, August 11th, 2021 - 10:00 am 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
Protecting Your Salaried-Exempt Status
Presented by Bob Gregg
Thursday, August 12th, 2021 - 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
Servicemember Issues: The Military Lending Act & SCRA
Presented by Carl Pry
Thursday, August 12th, 2021 - 1:30 pm Central Time Zone
The Servicemembers Civil Relief Act (SCRA) is the most well-known. But there are other considerations, such as fair lending and even UDAAP.
Related Topics: Compliance, Lending
Strategic Loan Pricing
Presented by Richard Hamm
Monday, August 16th, 2021 - 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
The Right of Setoff
Presented by Terri D. Thomas
Tuesday, August 17th, 2021 - 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
Auditing BSA - New Chapter Revisions
Presented by Deborah Crawford
Tuesday, August 17th, 2021 - 1:30 pm Central Time Zone
An effective testing program is paramount to your compliance management system.
Related Topics: Compliance, Auditing, BSA
Advanced Financial Statement Analysis
Presented by David Osburn
Monday, August 23rd, 2021 - 1:30 pm Central Time Zone
Attend this proactive webinar and learn a “comprehensive approach” to financial statement analysis.
Related Topics: Lending
Opening Trust Accounts
Presented by Deborah Crawford
Tuesday, August 24th, 2021 - 10:00 am Central Time Zone
This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trusts and account holder situations change. We will look at state specific issues including LDPS o... More →
Related Topics: Deposit Accounts, BSA
Credit Analysis Basics
Presented by David Osburn
Monday, August 30th, 2021 - 1:30 pm Central Time Zone
Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit - capacity, capital, collateral, conditions, and character!
Related Topics: Lending
10 Practices To Create and Present Engaging Training
Presented by 
Heather Legge
Tuesday, August 31st, 2021 - 10:00 am Central Time Zone
Learn 10 attention-grabbing techniques to design and deliver training that sparks engagement.
Related Topics: Human Resources, Management/Employee Development
De-Risking Customers - Where Are We?
Presented by Deborah Crawford
Tuesday, August 31st, 2021 - 1:30 pm Central Time Zone
If you have ever said “We don’t bank ____”. You may be guilty of de-risking.
Related Topics: Compliance, Lending
Serve Well, Sell Right at the Branch
Presented by Janice Branch
Wednesday, September 1st, 2021 - 1:30 pm Central Time Zone
Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic location... More →
Related Topics: Management/Employee Development, Sales
7 Habits of High Performing Banking Teams
Presented by 
Dan Fischer
Thursday, September 2nd, 2021 - 1:30 pm Central Time Zone
There are consistent behaviors and habits that successful relationship managers use day in and day out, year after year to achieve their goals.
Related Topics: Sales, Management/Employee Development
Mapping Multi-Tiered Business Accounts
Presented by Deborah Crawford
Tuesday, September 7th, 2021 - 10:00 am Central Time Zone
Today’s business structure environment is very complex. You will open many types of business accounts with multiple layers of ownership.
Related Topics: Lending, BSA
Quarterly Compliance Briefing: Fall 2021
Presented by Carl Pry
Thursday, September 9th, 2021 - 1:30 pm Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
Excel Explained: Auditing Spreadsheets
Presented by David Ringstrom
Tuesday, September 14th, 2021 - 10:00 am Central Time Zone
In this illuminating session, Excel expert David Ringstrom, CPA, shares techniques you can use to verify the integrity of even the most complicated Excel workbooks./p>
Related Topics: Computer Skills
Writing Marijuana and Hemp Policy
Presented by Deborah Crawford
Tuesday, September 14th, 2021 - 1:30 pm Central Time Zone
Are you in or are you out? Either way, it is time to write your pot policy.
Related Topics: Compliance, Lending
The Continued Evolution of HMDA
Presented by Michael Christians
Friday, September 17th, 2021 - 10:00 am Central Time Zone
The Home Mortgage Disclosure Act, implemented by Regulation C, assists in the identification of possible discriminatory lending patterns through the use of loan level data. Any HMDA-reportable inst... More →
Related Topics: Compliance, Risk Management/Legal
Being Strategic with Base Compensation for Non-Executive Positions
Presented by Mike Blanchard & Matt Brei
Tuesday, September 21st, 2021 - 1:30 pm 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
CRA - Review and Update
Presented by Jack Holzknecht
Wednesday, September 22nd, 2021 - 1:30 pm Central Time Zone
It has been years since the federal bank regulatory agencies have overhauled the Community Reinvestment Act (CRA) regulations. Right now, major revisions are unfolding, but in awkward manner.
Related Topics: Compliance, Lending
TRID for Beginners
Presented by Jerod Moyer
Thursday, September 23rd, 2021 - 10:00 am Central Time Zone
This webinar will take a look at TRID from a beginner’s perspective. This is a great opportunity for you and your team to learn the basics.
Related Topics: Lending, TRID, Compliance
Mortgage Servicing Compliance
Presented by Carl Pry
Tuesday, September 28th, 2021 - 10:00 am Central Time Zone
In a sense, servicing consumer mortgage loans has always been a bit of the "wild west" of compliance, meaning there was little in the way of rules and regulations.
Related Topics: Compliance, Lending
Work Appearance, Dress Codes and Employer's Liability for Being Out of Fashion
Presented by Bob Gregg
Thursday, September 30th, 2021 - 10:00 am Central Time Zone
The laws are changing fast! What is “appropriate” work appearance? Do you have the right to tell employees what to wear? How much can an employer dictate styles of dress, hair, perfume or jewelr... More →
Related Topics: Human Resources
Consumer Collections 101
Presented by Matthew Urban
Thursday, September 30th, 2021 - 1:30 pm Central Time Zone
During this informative 90 minute presentation, there will be a wide ranging discussion of topics faced by all lenders engaging in the world of consumer collections.
Related Topics: Compliance, Lending
Signature Card Danger Zones
Presented by Deborah Crawford
Monday, October 4th, 2021 - 1:30 pm Central Time Zone
This webinar is a cost effective way to train those who open new accounts on the potential liability of signature cards that are improperly set up. You man train as many individuals as you like for... More →
Related Topics: Compliance, Risk Management/Legal, Deposit Accounts
Audit Report Writing
Presented by Philip Vassallo
Monday, October 4th, 2021 - 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
Marketing & Advertising Compliance - Two Part Series
Presented by Carl Pry
Wednesday, October 13th, 2021 - 1:30 pm Central Time Zone
This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →
Related Topics: Compliance, Risk Management/Legal
Marketing & Advertising Compliance - Part 1
Presented by Carl Pry
Wednesday, October 13th, 2021 - 1:30 pm Central Time Zone
This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →
Related Topics: Compliance, Risk Management/Legal
Excel Explained: Budget Spreadsheets
Presented by David Ringstrom
Wednesday, October 27th, 2021 - 10:00 am Central Time Zone
In this comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how many Excel functions and features can be used to create adaptable and easy-to-maintain budget spreadsheets.
Related Topics: Computer Skills
Using an Effective Selling System to “Score” Your Prospects
Presented by Dan Fischer
Thursday, October 28th, 2021 - 1:30 pm Central Time Zone
A Probability Scorecard is like the yard markers on a football field. The yard markers give you a clear, definitive look at how much ground has to be covered before you score points; or in the case... More →
Related Topics: Sales, Management/Employee Development
Marketing & Advertising Compliance - Part 2
Presented by Carl Pry
Friday, October 29th, 2021 - 10:00 am Central Time Zone
This is a two-part webinar series that covers the comprehensive landscape of marketing and advertising compliance requirements. In these webinars we’ll provide many examples of how the rules apply ... More →
Related Topics: Compliance, Risk Management/Legal
Excel Explained: Charts
Presented by David Ringstrom
Thursday, November 4th, 2021 - 1:30 pm Central Time Zone
Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative session.
Related Topics: Computer Skills
Most Common TRID Issues
Presented by Carl Pry
Thursday, November 18th, 2021 - 1:30 pm Central Time Zone
Our goal is to ensure you understand where the TRID rules can create uncertainty and risk, and insulate your institution as much as possible from noncompliance.
Related Topics: Compliance, Lending
Employment Records and How to Keep Them
Presented by Bob Gregg
Friday, November 19th, 2021 - 10:00 am Central Time Zone
This program provides information not just on what records you should keep and for how long, but on the several underlying and even more important issues of record creation, storage, and the DON’TS... More →
Related Topics: Human Resources
FCRA Compliance: E-Oscar and Metro2
Presented by Matthew Urban
Wednesday, December 1st, 2021 - 10:00 am Central Time Zone
This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.
Related Topics: Compliance, Deposit Accounts, Lending
Dealing with Appraisals: Regulations and Requirements
Presented by Carl Pry
Thursday, December 2nd, 2021 - 1:30 pm Central Time Zone
Learn in-depth details of the appraisal and valuation process, from both the lender and appraiser side of the game.
Related Topics: Compliance, Lending
How to Hire Bankers Who Will Sell More
Presented by Dan Fischer
Friday, December 3rd, 2021 - 10:00 am Central Time Zone
Participants will learn a process you can adopt immediately with hiring tools that will take the guesswork out of hiring bankers who are also salespeople - those who can and will sell successfully ... More →
Related Topics: Sales, Management/Employee Development
IRS Information Reporting: Rules and Forms
Presented by Carl Pry
Wednesday, December 8th, 2021 - 1:30 pm Central Time Zone
Learn about the many forms financial institutions must report, with an emphasis on when and exactly what to report.
Related Topics: Compliance, Risk Management/Legal, Reporting
Quarterly Compliance Briefing: Winter 2021
Presented by Carl Pry
Wednesday, December 15th, 2021 - 1:30 pm Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
Excel Explained: Introduction to Spreadsheets
Presented by David Ringstrom
Friday, December 17th, 2021 - 10:00 am Central Time Zone
If you’ve never worked with Excel spreadsheets or haven’t in several years, this webinar is designed just for you.
Related Topics: Computer Skills
Director Compensation and Compensation Committee Best Practices
Presented by Mike Blanchard & Matt Brei
Wednesday, December 22nd, 2021 - 10:00 am Central Time Zone
In this session, we will discuss director compensation and benefit trends. A general breakdown of the various components included in director compensation packages will be provided.
Related Topics: Human Resources