All Upcoming Events for BankWebinars
Total TRID Training - Four Part Series
Presented by 
Jack Holzknecht
Thursday, June 25th, 2020 - 10:00 am Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Total TRID Training - Part III
Presented by Jack Holzknecht
Monday, July 6th, 2020 - 1:30 pm Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
Presented by 
Terri D. Thomas
Tuesday, July 7th, 2020 - 10:00 am Central Time Zone
This webinar will provide attendees with the best practices and red flags for dealing with the various legal documents served upon financial institutions.
Related Topics: Risk Management/Legal
Best-Ever Compliance Checklists for Consumer Loans
Presented by 
Anne Lolley
Tuesday, July 7th, 2020 - 1:30 pm Central Time Zone
These colorful and easy-to-use checklists are designed to chronologically lead lenders and processors through the various lending compliance requirements.
Related Topics: Compliance, Lending
Escrow Accounts Compliance
Presented by 
David Dickinson
Wednesday, July 8th, 2020 - 10:00 am Central Time Zone
This webinar will give you a clear understanding of how to set up and maintain compliant escrow accounts in Plain English.
Related Topics: Compliance, Lending
Increasing Fee Income without Raising Fees
Presented by 
Bryan Easley
Wednesday, July 8th, 2020 - 1:30 pm Central Time Zone
Many financial institutions are raising their fees – should you?
Related Topics: Executive
BSA: CIP and CDD Update
Presented by 
Deborah Crawford
Thursday, July 9th, 2020 - 1:30 pm Central Time Zone
This program will look line-by-line at the regulation and point out avenues of change to explore in 2020.
Related Topics: Risk Management/Legal, BSA
Branch Manager Best Practices
Presented by 
Honey Shelton
Friday, July 10th, 2020 - 10:00 am Central Time Zone
Learn how to build a team and coach them to success.
Related Topics: Human Resources, Management/Employee Development
Total TRID Training - Part IV
Presented by Jack Holzknecht
Friday, July 10th, 2020 - 10:00 am Central Time Zone
This four-part program provides the information needed to master the TRID rules.
Related Topics: Compliance, Lending, TRID
Introduction to Commercial Lending
Presented by 
David Osburn
Monday, July 13th, 2020 - 1:30 pm Central Time Zone
This webinar covers the basics of Commercial Lending and is a must for all new commercial lenders and/or those individuals who want to explore this vital discipline!
Related Topics: Lending
Marketing & Advertising Compliance - Two Part Series
Presented by 
Carl Pry
Tuesday, July 14th, 2020 - 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
Marketing & Advertising Compliance - Part 1
Presented by Carl Pry
Tuesday, July 14th, 2020 - 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
Online Account Opening
Presented by Deborah Crawford
Tuesday, July 14th, 2020 - 1:30 pm Central Time Zone
During this program we will cover all the compliance issues for opening deposit accounts online.
Related Topics: Compliance, Risk Management/Legal, Deposit Accounts
What to Do When a Customer Dies
Presented by Terri D. Thomas
Wednesday, July 15th, 2020 - 10:00 am Central Time Zone
This webinar focuses on the deposit and loan issues that arise when a customer dies.
Related Topics: Risk Management/Legal
Pros and Cons of Social Media Use by Institutions and Their Employees
Presented by 
Susan Orr
Wednesday, July 15th, 2020 - 1:30 pm Central Time Zone
Let’s face it, Social Media is here to stay. More and more businesses and institutions are getting on board and while there are benefits there are also risks with its use. It is very important f... More →
Related Topics: Compliance, Risk Management/Legal
The Most Common Compliance Violations and How to Avoid Them
Presented by Carl Pry
Thursday, July 16th, 2020 - 10:00 am Central Time Zone
This program will help you to understand the extent and particulars of Regulation B, the Fair Housing Act (FHA), and guidance the regulatory agencies (including the CFPB) have introduced recently.<... More →
Related Topics: Compliance
Checks - Endorsements, Fraud and Compliance Issues
Presented by Deborah Crawford
Thursday, July 16th, 2020 - 1:30 pm Central Time Zone
This program will look at who has the right to endorse the back of a check, and where is proper endorsement placement.
Related Topics: Compliance, Deposit Accounts, Lending
Marketing & Advertising Compliance - Part 2
Presented by Carl Pry
Friday, July 17th, 2020 - 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
Lending to Churches & Other Religious Institutions
Presented by 
Jeffery Johnson
Monday, July 20th, 2020 - 1:30 pm Central Time Zone
This course will cover the major church lending risks and discusses how a bank can prudently manage these risks by exposing participants to the appropriate methods of analyzing and lending to Relig... More →
Related Topics: Lending
Beyond Reg H: Thinking Outside of the Box
Presented by 
Randall Phillips
Tuesday, July 21st, 2020 - 10:00 am Central Time Zone
There's more to security than Reg H.
Related Topics: Technology/Security, Risk Management
Rise of Fintech in Consumer Loans: Threat or Opportunity?
Presented by 
Tyler DuBusky & Kelly Riddle
Tuesday, July 21st, 2020 - 1:30 pm Central Time Zone
In this webinar, you will learn how to identify the right avenues of cooperation and navigate potential pitfalls in developing strategic partnerships with fintech consumer loan originators that wil... More →
Related Topics: Management/Employee Development, Lending
The Fair Debt Collection Practices Act: Then and Now
Presented by 
Michael Christians
Wednesday, July 22nd, 2020 - 10:00 am Central Time Zone
Join Regulatory Compliance Counsel Michael Christians for this informative 90-minute session on the FDCPA, then and now.
Related Topics: Compliance, Risk Management/Legal
25 Overdraft Privilege Issues and How to Avoid them
Presented by Deborah Crawford
Wednesday, July 22nd, 2020 - 1:30 pm Central Time Zone
It’s 2020 and your examiners are due at your financial institution next month. Will your bank pass the test?
Related Topics: Compliance
Executive Total Compensation – Strategies to Motivate and Incent
Presented by 
Mike Blanchard & Matt Brei
Thursday, July 23rd, 2020 - 10:00 am Central Time Zone
We focus on the key elements that make up the total compensation package: base salaries, annual incentives, long-term incentives, benefits and perquisites. The session provides an educational overv... More →
Related Topics: Human Resources
25 Questions Customers Ask About Business Accounts
Presented by Deborah Crawford
Thursday, July 23rd, 2020 - 1:30 pm Central Time Zone
This program will address 25 different questions your account holders might ask on their business accounts and the correct answers.
Related Topics: Deposit Accounts, BSA
SSAE18, SOC 1, SOC 2 - What Do I Need?
Presented by 
Jon Waldman
Friday, July 24th, 2020 - 10:00 am Central Time Zone
We will explore the different types of SOC reports provided by vendors and highlight the best items that should be requested from vendors.
Related Topics: Risk Management/Legal
CRE Appraisals: Regulations and the Review Process
Presented by 
Richard Hamm
Monday, July 27th, 2020 - 1:30 pm Central Time Zone
This session will cover the key issues from the December 2010 Interagency Appraisal and Evaluation Guidelines, the October 2018 Frequently Asked Questions on the Appraisal Regulations and the Inter... More →
Related Topics: Lending
Working Remotely - Prepare for the New Normal
Presented by 
Bob Gregg
Tuesday, July 28th, 2020 - 10:00 am Central Time Zone
After the COVID-19 seclusions, will “the workplace return to normal?” In some ways, probably not!
Related Topics: Human Resources, Risk Management/Legal, COVID-19
Opening Minor Accounts
Presented by Deborah Crawford
Tuesday, July 28th, 2020 - 1:30 pm Central Time Zone
In this program, we will review the basic legal ownerships you may offer for your minor customers.
Related Topics: Risk Management/Legal, Deposit Accounts
IRAs and the CARES Act - 2.0
Presented by 
Patrice Konarik
Wednesday, July 29th, 2020 - 10:00 am Central Time Zone
Alert!! The CARES Act that was signed into law on March 27, 2020 had had several time-sensitive changes regarding IRA distributions and rollovers. You and your customers should be aware of these.More →
Related Topics: IRAs, COVID-19
Improving Employee Performance in Everyday Work Situations & Reviews
Presented by 
Ross Blake
Wednesday, July 29th, 2020 - 1:30 pm Central Time Zone
Learn how to give employees feedback to gain their cooperation to improve performance.
Related Topics: Human Resources, Management/Employee Development
Secrets to Being a Great Call Center Agent
Presented by 
Janice Branch
Thursday, July 30th, 2020 - 10:00 am Central Time Zone
Call centers create a competitive advantage for organizations that know how to create them well and train their agents to know what to say, what not to say, and how to sell while maximizing product... More →
Related Topics: Management/Employee Development
Flood Rules for Commercial Real Estate
Presented by 
Susan Costonis
Thursday, July 30th, 2020 - 1:30 pm Central Time Zone
Will your Flood Insurance program pass the next compliance exam? The flood insurance regulations have been around since 1996, yet examiners continue to cite numerous violations and order civil mon... More →
Related Topics: Compliance, Lending
Bank Accounting for Beginners - 3 Part Series
Presented by 
Cynthia Dopjera
Friday, July 31st, 2020 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Bank Accounting for Beginners - Part 1
Presented by Cynthia Dopjera
Friday, July 31st, 2020 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
UCC Rules: How to Comply to Attach and Perfect Secured Transactions
Presented by Jeffery Johnson
Monday, August 3rd, 2020 - 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
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
Bank Accounting for Beginners - Part 2
Presented by Cynthia Dopjera
Tuesday, August 4th, 2020 - 1:30 pm Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
Advertising Compliance
Presented by David Dickinson
Wednesday, August 5th, 2020 - 10:00 am Central Time Zone
Advertising presents a unique challenge when it comes to regulatory compliance. This is due to the fact that you often have to deal with many different regulations at one time. This webinar will ... More →
Related Topics: Compliance, Auditing
Opening Accounts for Nonprofits, Charity, Benefit and Associations
Presented by Deborah Crawford
Wednesday, August 5th, 2020 - 1:30 pm Central Time Zone
This program is a must for those who open accounts for community, civic and fund raising organizations.
Related Topics: Deposit Accounts
Bank Accounting for Beginners - Part 3
Presented by Cynthia Dopjera
Thursday, August 6th, 2020 - 10:00 am Central Time Zone
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Related Topics: Reporting
ESIGN and UETA for Deposits
Presented by Deborah Crawford
Thursday, August 6th, 2020 - 1:30 pm Central Time Zone
In this program, learn the 15 hot spots that can keep you out of trouble with consumers and regulators in 2019.
Related Topics: Deposit Accounts
Fair Lending: Overview and New Developments
Presented by Carl Pry
Friday, August 7th, 2020 - 10:00 am Central Time Zone
This program will help you to understand the extent and particulars of Regulation B, the Fair Housing Act (FHA), and guidance the regulatory agencies (including the CFPB) have introduced recently.<... More →
Related Topics: Compliance, Lending
Financial Fraud in the COVID-19 World
Presented by Kate Cole
Monday, August 10th, 2020 - 1:30 pm Central Time Zone
The world is constantly changing but one thing remains the same, fraudsters! While social distancing will help keep you physically healthy, but it does not help when we talk about financial fraud.<... More →
Related Topics: Risk Management/Legal, Compliance
Job-Specific BSA Training for Lending Department
Presented by 
Dawn Kincaid
Tuesday, August 11th, 2020 - 10:00 am Central Time Zone
This session will detail BSA/AML rule components, including red flags for mortgage and commercial loan fraud, CIP documentation, CDD rules-including documenting beneficial ownership, OFAC screening... More →
Related Topics: Lending, BSA
New Technology: Cash Recyclers, Pod Banking & ITMs
Presented by 
Arvin Clar
Tuesday, August 11th, 2020 - 1:30 pm Central Time Zone
A session on new banking technologies and their effect on bank security.
Related Topics: Risk Management/Legal, Technology/Security
Auditing Your Anti-Harassment Policy
Presented by Bob Gregg
Wednesday, August 12th, 2020 - 10:00 am Central Time Zone
This presentation covers the necessary ingredients of an effective harassment policy. A policy must go beyond paper. This program gives practical advice on implementing the policy.
Related Topics: Human Resources, Risk Management/Legal
Cannabis Update: Marijuana and Hemp
Presented by Deborah Crawford
Thursday, August 13th, 2020 - 1:30 pm Central Time Zone
Don’t miss this program. It is a must for those in the states and those who are pending. We will cover pending or final federal legislation.
Related Topics: Compliance, Lending
Excel Explained: Speed Tips
Presented by 
David Ringstrom
Friday, August 14th, 2020 - 10:00 am Central Time Zone
This enlightening webcast presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete.
Related Topics: Computer Skills
Strategic Loan Pricing
Presented by Richard Hamm
Monday, August 17th, 2020 - 1:30 pm Central Time Zone
This session will cover seven strategic concepts. Along the way, we will demonstrate how to measure loan profitability and calculate the required rate of return on a loan. We'll discuss how to use ... More →
Related Topics: Lending
When to Coach? When to Supervise?
Presented by Honey Shelton
Tuesday, August 18th, 2020 - 1:30 pm Central Time Zone
This webinar will encourage you to be prepared to be effective both as a coach and as a supervisor. How are they different? How are they alike?
Related Topics: Human Resources, Management/Employee Development
Implementing the Revised URLA: Here are the Details!
Presented by 
Molly Stull
Wednesday, August 19th, 2020 - 1:30 pm Central Time Zone
Join us as we work through the numerous changes to the five sections of the redesigned Uniform Residential Loan Application (URLA).
Related Topics: Compliance, Lending
Director Compensation and Compensation Committee Best Practices
Presented by Mike Blanchard & Matt Brei
Thursday, August 20th, 2020 - 10:00 am Central Time Zone
In this session, we will discuss director compensation and benefit trends. A general breakdown of the various components included in director compensation packages will be provided.
Related Topics: Human Resources
Digital Forensics & Incident Response
Presented by 
Buzz Hillestad
Friday, August 21st, 2020 - 10:00 am Central Time Zone
In this session we will explore possible threats that we should be prepared for and how to build a program to protect against them.
Related Topics: Risk Management/Legal
Advanced Financial Statement Analysis
Presented by David Osburn
Monday, August 24th, 2020 - 1:30 pm Central Time Zone
Attend this proactive webinar and learn a “comprehensive approach” to financial statement analysis.
Related Topics: Lending
Current Status of the Ability-to-Repay/Qualified Mortgage Rules
Presented by Jack Holzknecht
Tuesday, August 25th, 2020 - 10:00 am Central Time Zone
This two-hour webinar provides a comprehensive review of all the ATR options, including the existing and new QM options. The new EGRRCPA rules receive special attention. The program helps you decid... More →
Related Topics: Compliance, Lending, Risk Management/Legal
Vendor Management - How Model Risk Fits In
Presented by 
Marci Malzahn
Tuesday, August 25th, 2020 - 1:30 pm Central Time Zone
You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program.
Related Topics: Risk Management/Legal, Executive
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
It’s Just Math! Accounting for Bank Income Taxes for Beginners
Presented by Cynthia Dopjera
Wednesday, August 26th, 2020 - 1:30 pm Central Time Zone
Designed for bankers new to accounting for income taxes, and those seeking a refresher course on the basic accounting concepts underlying the recording of income taxes, to include determination of ... More →
Related Topics: Reporting
An Introduction to Fiduciary Accounts
Presented by Michael Christians
Thursday, August 27th, 2020 - 10:00 am Central Time Zone
Fiduciary accounts (e.g. trusts, estates, guardianships, etc.) can present some unique challenges for new accounts personnel. What forms do I need? What do these terms even mean?
Related Topics: Compliance, Risk Management/Legal
BSA Emerging Issues - Impact of COVID on Transaction Monitoring
Presented by Deborah Crawford
Thursday, August 27th, 2020 - 1:30 pm Central Time Zone
2019 brings new and emerging BSA issues to the forefront for examinations.
Related Topics: BSA
Power of Attorney Documents - How to Prevent Loss
Presented by Deborah Crawford
Friday, August 28th, 2020 - 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
Excel Explained: Automating Financial Statements
Presented by David Ringstrom
Wednesday, September 2nd, 2020 - 1:30 pm Central Time Zone
In this insightful session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on a single worksheet.
Related Topics: Computer Skills
Shattered Myths of Banking
Presented by 
David Carlson
Thursday, September 3rd, 2020 - 10:00 am Central Time Zone
Banking has more customer data than any other industry. As a result, we have access to information regarding how and where customers spend their money.
Related Topics: Executive
Federal Benefit Payments Garnishment Requirements
Presented by Terri D. Thomas
Tuesday, September 8th, 2020 - 10:00 am 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
3rd Quarter Deposit Regulation Update
Presented by Deborah Crawford
Tuesday, September 8th, 2020 - 1:30 pm Central Time Zone
Where are we in the 3rd quarter?
Related Topics: Deposit Accounts
Loan Participations for Community Banks: Risks & Rewards
Presented by 
Robin Russell
Wednesday, September 9th, 2020 - 10:00 am Central Time Zone
Gain a thorough understanding of Participation Agreements.
Related Topics: Lending
Audit Report Writing
Presented by 
Philip Vassallo
Wednesday, September 9th, 2020 - 1:30 pm Central Time Zone
You will leave this webinar with excellent resources that you can continually turn to during intense, complex audit engagements.
Related Topics: Auditing, Management/Employee Development
Quarterly Compliance Briefing: Fall 2020
Presented by Carl Pry
Thursday, September 10th, 2020 - 10:00 am Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
Violence in Your Workplace: Prevention & Response
Presented by 
Carol Dodgen
Thursday, September 10th, 2020 - 1:30 pm Central Time Zone
This session will benefit you not only in your work life, but your personal life as well. Have you ever thought how you would react in a robbery? A violent confrontation? An active shooter situatio... More →
Related Topics: Human Resources, Risk Management/Legal
Understanding TIL Disclosures for Non-TRID Loans
Presented by Jack Holzknecht
Tuesday, September 15th, 2020 - 10:00 am Central Time Zone
This two-hour program provides a comprehensive review of the disclosure rules for closed-end credit transaction that are not secured by real property. Whether you are new to this section of Regulat... More →
Related Topics: Compliance, Lending
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
TRID for Beginners
Presented by 
Jerod Moyer
Wednesday, September 23rd, 2020 - 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
The Right of Setoff
Presented by Terri D. Thomas
Tuesday, September 29th, 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
Being Strategic with Base Compensation for Non-Executive Positions
Presented by Mike Blanchard & Matt Brei
Thursday, October 1st, 2020 - 10:00 am Central Time Zone
This webinar focuses on performance-based compensation approaches that community and regional banks should consider to attract and motivate staff level employees and officers. In this webinar we d... More →
Related Topics: Human Resources
Performing Your ACH Audit and Tips for Your ACH Risk Assessment
Presented by Kate Cole
Wednesday, October 7th, 2020 - 10:00 am Central Time Zone
Join us to learn the difference between an ACH assessment and an audit, what you're looking for when completing both and how to avoid common mistakes and violations.
Related Topics: Auditing, Risk Management/Legal
Excel: Filtering and Slicing Data
Presented by David Ringstrom
Thursday, October 15th, 2020 - 1:30 pm Central Time Zone
In this webinar, we will discuss a number of techniques you can use to quickly sift through large amounts of data and stave off information overload.
Related Topics: Computer Skills
Excel Explained: Charts
Presented by David Ringstrom
Wednesday, November 4th, 2020 - 10:00 am Central Time Zone
Excel expert David Ringstrom, CPA, shares a variety of tricks and techniques you can use to create and automate Excel charts in this informative session.
Related Topics: Computer Skills
The 5 Keys to Coaching for Bank Managers
Presented by Alex Cole
Thursday, November 5th, 2020 - 10:00 am Central Time Zone
In this webinar, sales coaches will learn the five critical steps that you must master and execute in order to get the best effort and results out of your salespeople.
Related Topics: Sales, Management/Employee Development
Quarterly Compliance Briefing: Winter 2020
Presented by Carl Pry
Thursday, December 3rd, 2020 - 10:00 am Central Time Zone
A quarterly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.
Related Topics: Compliance
Excel 101: Introduction to Spreadsheets
Presented by David Ringstrom
Tuesday, December 8th, 2020 - 1:30 pm Central Time Zone
If you’ve never worked with Excel spreadsheets or haven’t in several years, this webinar is designed just for you.
Related Topics: Computer Skills