All Upcoming Events for BankWebinars
10 Practices To Create and Present Engaging Training
Presented by 
Honey Shelton and Maarten Cappaert
Monday, September 28th, 2020 - 1:30 pm Central Time Zone
Learn 10 attention-grabbing techniques to design and deliver training that sparks engagement.
Related Topics: Human Resources, Management/Employee Development
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
Opening Trust Accounts
Presented by 
Deborah Crawford
Tuesday, September 29th, 2020 - 1:30 pm 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
FFIEC Business Continuity Management Booklet Updates
Presented by 
Cole Ponto
Wednesday, September 30th, 2020 - 10:00 am Central Time Zone
This webinar will give you a good starting point at understanding the new areas of focus and how to navigate the first 49 pages of expectations.
Related Topics: Risk Management/Legal
HR Basics for Supervisors
Presented by 
Jennifer Mirus
Wednesday, September 30th, 2020 - 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
BSA/AML & OFAC Compliance: Two Part Series
Presented by 
Carl Pry
Thursday, October 1st, 2020 - 10:00 am Central Time Zone
In these two sessions, we'll talk about where the risk areas are and where examiners are criticizing institutions. Your comprehensive program must be continually updated, and we'll make sure you ha... More →
Related Topics: Compliance, Risk Management/Legal
BSA/AML & OFAC Compliance - Part I
Presented by Carl Pry
Thursday, October 1st, 2020 - 10:00 am Central Time Zone
In Part 1, we'll discuss the Bank Secrecy Act provisions in general, including program requirements, risk assessments, CTRs, SARs, and the Beneficial Owner provisions, among other things.
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
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
Presented by Terri D. Thomas
Thursday, October 1st, 2020 - 1:30 pm 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
CFPB Takes Action to Help Employers Develop Emergency Savings Programs
Presented by Deborah Crawford
Friday, October 2nd, 2020 - 10:00 am Central Time Zone
During this webinar we will explore the new Autosave program developed by the CFPB.
Related Topics: Compliance, Deposit Accounts
Loan Documentation 101: Basic Secured Loan Documentation
Presented by 
Robin Russell
Monday, October 5th, 2020 - 1:30 pm Central Time Zone
Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.
Related Topics: Lending
Loan Documentation 101: Two Part Series
Presented by Robin Russell
Monday, October 5th, 2020 - 1:30 pm Central Time Zone
This is a two-part series. The prices below are including both sessions. Each session can also be attended individually.
Related Topics: Lending
Complete HMDA Training Seminar OnDemand with Live Streaming
Presented by 
David Dickinson
Tuesday, October 6th, 2020 - 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
Loan Documentation 101: Lien Perfection, Business Collateral
Presented by Robin Russell
Tuesday, October 6th, 2020 - 10:00 am Central Time Zone
Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements.
Related Topics: Lending
Serve Well, Sell Right at the Branch
Presented by 
Janice Branch
Tuesday, October 6th, 2020 - 1:30 pm Central Time Zone
This webinar helps you gain insight of how you can engage your staff and elevate results at the branch.
Related Topics: Management/Employee Development, Sales
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
TRID for Construction Loans
Presented by 
Jerod Moyer
Thursday, October 8th, 2020 - 1:30 pm Central Time Zone
This webinar will walk you through the ins and outs of completing the Loan Estimate and Closing Disclosure for construction loans, in plain English.
Related Topics: Lending, TRID, Compliance
Poor Box Drilling Creates Lawsuits
Presented by 
David P. McGuinn
Friday, October 9th, 2020 - 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
Officer Calling: Prospecting, Preparing & Presentation
Presented by 
Jeffery Johnson
Friday, October 9th, 2020 - 10:00 am Central Time Zone
Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.
Related Topics: Sales, Lending
How to Lead Successfully in a Complex, Uncertain Workplace - A Resilience Bootcamp
Presented by 
Sandy Asch
Tuesday, October 13th, 2020 - 10:00 am Central Time Zone
JUST IN TIME! Build the skills and strength you need to lead effectively through the demands and stress of Q4 including continued COVID concerns, elections, holidays, and flu season and set yoursel... More →
Related Topics: Human Resources, COVID-19
How to Lead Successfully in a Complex, Uncertain Workplace - Part 1
Presented by Sandy Asch
Tuesday, October 13th, 2020 - 10:00 am Central Time Zone
JUST IN TIME! Build the skills and strength you need to lead effectively through the demands and stress of Q4 including continued COVID concerns, elections, holidays, and flu season and set yoursel... More →
Related Topics: Human Resources, COVID-19
Customer Due Diligence Update
Presented by Deborah Crawford
Tuesday, October 13th, 2020 - 1:30 pm Central Time Zone
During this webinar we will exam the new FAQs and how they may impact the new account opening processes. We will also look at the common errors on beneficial ownership certification and maintenance... More →
Related Topics: Risk Management/Legal, BSA
The Four Cs of Exceptional Supervision
Presented by 
Vicki Kraai
Wednesday, October 14th, 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 team leader.
Related Topics: Human Resources, Management/Employee Development
W9, W-8BEN and W-8BENE for Deposit Accounts
Presented by Deborah Crawford
Wednesday, October 14th, 2020 - 1:30 pm Central Time Zone
During this program we will do a line-by-line review of the forms and the subsequent tax reporting to the IRS.
Related Topics: Deposit Accounts, Reporting
How to Lead Successfully in a Complex, Uncertain Workplace - Part 2
Presented by Sandy Asch
Thursday, October 15th, 2020 - 10:00 am Central Time Zone
JUST IN TIME! Build the skills and strength you need to lead effectively through the demands and stress of Q4 including continued COVID concerns, elections, holidays, and flu season and set yoursel... More →
Related Topics: Human Resources, COVID-19
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
Outsourced Third Party Risk Management Program
Presented by 
Susan Orr
Friday, October 16th, 2020 - 10:00 am Central Time Zone
Outsourced Third Party (Vendor) Risk Management is a top priority with the regulators. Therefore, ensuring your Program is not only going to be effective but also meet with their expectations needs... More →
Related Topics: Risk Management/Legal, Compliance, Technology/Security
Advanced Tax Return Analysis
Presented by 
David Osburn
Monday, October 19th, 2020 - 1:30 pm Central Time Zone
This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.
Related Topics: Lending
FLSA: Beyond the Basics
Presented by 
Bob Gregg
Tuesday, October 20th, 2020 - 10:00 am Central Time Zone
Learn the current HOT TOPICS and avoid problem practices and pitfalls. Plus learn how to protect your organization and yourself from liability. Learn how to navigate the swamp.
Related Topics: Human Resources
3-Part Series for New Bank Compliance Officers
Presented by 
Kristen Tatlock
Tuesday, October 20th, 2020 - 1:30 pm Central Time Zone
This 3-part series is designed as an introduction to compliance, BSA, and auditing for New Compliance Officers.
Related Topics: Compliance, Risk Management/Legal
Compliance 101 for New Compliance Officers
Presented by Kristen Tatlock
Tuesday, October 20th, 2020 - 1:30 pm Central Time Zone
This session is designed to provide a new compliance officer with tools to help make the transition on their new role easier; it can also provide long-term compliance o... More →
Related Topics: Compliance, Risk Management/Legal
Common Pitfalls of ARM Disclosures
Presented by 
Jack Holzknecht
Wednesday, October 21st, 2020 - 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
BSA/AML & OFAC Compliance - Part II
Presented by Carl Pry
Wednesday, October 21st, 2020 - 1:30 pm Central Time Zone
In Part 2, we’ll discuss the Customer Identification Program (CIP) rules, other BSA reporting, including funds transfer recordkeeping, PEPs, pouch rules, and the Office of Foreign Asset Control (OF... More →
Related Topics: Compliance, Risk Management/Legal
IRAs Part 3 - Distributions and Beneficiary Payouts
Presented by 
Patrice Konarik
Thursday, October 22nd, 2020 - 10:00 am Central Time Zone
On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we've had to IRAs since 2002. In addition, the life expectancy tables are being updated for ... More →
Related Topics: IRAs, Compliance
How to Lead Successfully in a Complex, Uncertain Workplace - Part 3
Presented by Sandy Asch
Thursday, October 22nd, 2020 - 10:00 am Central Time Zone
JUST IN TIME! Build the skills and strength you need to lead effectively through the demands and stress of Q4 including continued COVID concerns, elections, holidays, and flu season and set yoursel... More →
Related Topics: Human Resources, COVID-19
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
Presented by 
Marci Malzahn
Thursday, October 22nd, 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.
Related Topics: Sales, Executive
Reporting Critical Information Security
Presented by 
Chad Knutson
Friday, October 23rd, 2020 - 10:00 am Central Time Zone
What do you need to report upstream to help the Board and Executives understand your ISP and risk? Let’s dive in.
Related Topics: Risk Management/Legal
Commercial & Business Lending Basics for Support Personnel
Presented by 
Richard Hamm
Monday, October 26th, 2020 - 1:30 pm Central Time Zone
This webinar is designed to take the "mystery" out of the commercial lending process and the confusing terminology often used by lenders.
Related Topics: Lending
Developing BSA Training
Presented by Deborah Crawford
Tuesday, October 27th, 2020 - 1:30 pm Central Time Zone
During this program you will learn how to build a BSA training program appropriate for each group of employees in your organization.
Related Topics: Compliance, BSA
15 Reasons Training Doesn’t Stick
Presented by Vicki Kraai
Wednesday, October 28th, 2020 - 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
SAR Decision Making
Presented by Deborah Crawford
Wednesday, October 28th, 2020 - 1:30 pm Central Time Zone
This program includes a review of the SAR and its data fields.
Related Topics: Compliance, BSA
Flood Insurance Compliance
Presented by Jerod Moyer
Thursday, October 29th, 2020 - 10:00 am Central Time Zone
Flood insurance compliance can be complicated and it’s easy to get into hot water with your examiners. Let us set you on the right path!
Related Topics: Compliance, Lending, Risk Management/Legal
IRAs Part 4 - How to Audit Your IRA Files
Presented by Patrice Konarik
Friday, October 30th, 2020 - 10:00 am Central Time Zone
Now that you've been dropped into the IRA department without training, how do you know what to keep and what to toss as far as IRA documents go? Add on to that, your bank just purchased another in... More →
Related Topics: Compliance, IRAs
BSA 101 for New BSA Compliance Officers
Presented by Kristen Tatlock
Monday, November 2nd, 2020 - 1:30 pm Central Time Zone
This session will provide new BSA Compliance Officers with information on the laws and rules, as well as guidance on resources that can help make their jobs easier.
Related Topics: Compliance, Risk Management/Legal
Technical Skills for Your Tellers
Presented by Deborah Crawford
Tuesday, November 3rd, 2020 - 1:30 pm Central Time Zone
oday’s program will take a look at procedures for the teller. What needs to go into the procedures? What needs to stay out? Who should write the procedures and what is the purpose?
Related Topics: Compliance, Management/Employee Development
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
Opening and Managing Court Ordered Accounts
Presented by Deborah Crawford
Wednesday, November 4th, 2020 - 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. You will learn how to style these accounts and get the signature card perfect ev... More →
Related Topics: Compliance, Deposit Accounts
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
Top Five Compliance Issues for Commercial Lenders
Presented by 
Susan Costonis
Thursday, November 5th, 2020 - 1:30 pm Central Time Zone
Real-life examples are used to explain how applicable regulations apply during the commercial loan application process.
Related Topics: Compliance, Lending
Legal Essentials for Lenders
Presented by Robin Russell
Friday, November 6th, 2020 - 10:00 am Central Time Zone
This program covers important legal issues and concepts which must be understood and consistently applied to avoid litigation and better serve customers.
Related Topics: Lending, Risk Management/Legal
CRE Lending: Cash Flow Analysis & Cap Rates
Presented by Richard Hamm
Monday, November 9th, 2020 - 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
Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans
Presented by Jerod Moyer
Tuesday, November 10th, 2020 - 10:00 am Central Time Zone
This webinar will walk you through the compliance maze related to Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans.
Related Topics: Compliance, Lending
Writing New Account Procedures
Presented by Deborah Crawford
Tuesday, November 10th, 2020 - 1:30 pm Central Time Zone
During this webinar, we will take the core document from deposit accounts documentation and set up a working document so that you can tailor your procedures into the framework we will provide.
Related Topics: Compliance, Risk Management/Legal
Reg E Compliance - Five Best Practices for Handling Disputes
Presented by Susan Costonis
Thursday, November 12th, 2020 - 1:30 pm Central Time Zone
We will review the steps required to handle disputes and inquiries and the time frames for resolving a claim for an unauthorized transaction.
Related Topics: Compliance, Risk Management/Legal, Deposit Accounts
Accounts Receivable and Inventory Financing
Presented by Jeffery Johnson
Friday, November 13th, 2020 - 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
Advanced Commercial Loan Documentation
Presented by Robin Russell
Monday, November 16th, 2020 - 1:30 pm Central Time Zone
Everything a commercial loan officer should know about the core commercial loan documentation package.
Related Topics: Lending, Risk Management/Legal
Compliance for Commercial Lenders
Presented by 
Jack Holzknecht and Robin Cooper
Tuesday, November 17th, 2020 - 10:00 am Central Time Zone
This two-hour program identifies the major compliance regulations that apply to commercial transactions and reviews particular issues from each of those regulations that cause problems for commerci... More →
Related Topics: Compliance, Lending
Beneficial Ownership: Where Are We Now?
Presented by Deborah Crawford
Tuesday, November 17th, 2020 - 1:30 pm Central Time Zone
In this program, we will update you on beneficial ownership in 2020.
Related Topics: Compliance, BSA
Introduction to Conducting a Compliance Audit/Review for New Compliance Officers
Presented by Kristen Tatlock
Wednesday, November 18th, 2020 - 10:00 am Central Time Zone
This webinar will provide an overview of the tools and resources available for conducting a compliance review as well as areas to review and questions to ask.
Related Topics: Compliance, Risk Management/Legal
Legal Liabilities when Check Fraud Occurs
Presented by Terri D. Thomas
Thursday, November 19th, 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
Top Fifty (50) "Most Important" Safe Deposit Procedures
Presented by David P. McGuinn
Friday, November 20th, 2020 - 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
Commercial and Industrial (C&I) Lending in Today’s Competitive Market
Presented by David Osburn
Monday, November 23rd, 2020 - 1:30 pm Central Time Zone
An overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, equipment financing and their typical structure.
Related Topics: Lending
Dealing with Appraisals: Regulations and Requirements
Presented by Carl Pry
Tuesday, November 24th, 2020 - 10:00 am 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
Lending 101
Presented by 
Anne Lolley
Tuesday, November 24th, 2020 - 1:30 pm Central Time Zone
In this unique webinar, Anne Lolley will provide an overview of federal compliance laws.
Related Topics: Lending, Compliance
Phishing 101: How Employees Are Targets
Presented by 
Jon Waldman
Monday, November 30th, 2020 - 1:30 pm Central Time Zone
This discussion will highlight the advancements in cybercrime and social engineering that are targeting our people resources. Best practices will be discussed for processes necessary to improve the... More →
Related Topics: Technology/Security, Risk Management/Legal
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
E-Sign for Lending - Challenges and Solutions
Presented by Susan Costonis
Tuesday, December 8th, 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
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
Opening Accounts for Nonresident Aliens
Presented by Deborah Crawford
Thursday, December 10th, 2020 - 1:30 pm Central Time Zone
It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with.
Related Topics: Compliance, Deposit Accounts
Coaching Skills Bootcamp
Presented by Vicki Kraai
Friday, December 11th, 2020 - 10:00 am Central Time Zone
On-purpose coaching techniques for meaningful results.
Related Topics: Human Resources, Management/Employee Development