All Upcoming Events for BankWebinars
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
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
SSAE18, SOC 1, SOC 2 - What Do I Need?
Presented by 
Shane Daniel
Monday, August 9th, 2021 - 1:30 pm Central Time Zone
We will explore the different types of SOC reports provided by vendors and highlight the best items that should be requested from vendors.
Related Topics: Risk Management/Legal
(FREE) Designing Rich & Significant Learning Experiences
Presented by 
Honey Shelton
Tuesday, August 10th, 2021 - 10:00 am Central Time Zone
Register now for this complimentary 30-minute webinar, lead by one of the country’s top trainers, Honey Shelton. You will learn the key components to significant learning experiences and get a ... More →
Related Topics: Human Resources, Management/Employee Development
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
When to Coach? When to Supervise?
Presented by 
Karen Butcher
Wednesday, August 11th, 2021 - 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
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
Reg E Compliance - Five Best Practices for Handling Disputes
Presented by Susan Costonis
Friday, August 13th, 2021 - 10:00 am 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
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
ACH Origination for Lenders and Cash Management
Presented by 
Kate Cole
Wednesday, August 18th, 2021 - 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, Deposit Accounts
E-Sign for Lending - Challenges and Solutions
Presented by Susan Costonis
Wednesday, August 18th, 2021 - 1:30 pm Central Time Zone
This session will explain the intersection of E-SIGN and cybersecurity while providing valuable tips for educating consumers and identifying fraud.
Related Topics: Compliance, Risk Management/Legal, Deposit Accounts
Bank Accounting for Beginners - 4 Part Series
Presented by 
Cynthia Dopjera
Thursday, August 19th, 2021 - 10:00 am Central Time Zone
Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.
Related Topics: Reporting
Bank Accounting for Beginners - Part 1
Presented by Cynthia Dopjera
Thursday, August 19th, 2021 - 10:00 am Central Time Zone
Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.
Related Topics: Reporting
Bank Accounting for Beginners - Part 2
Presented by Cynthia Dopjera
Friday, August 20th, 2021 - 10:00 am Central Time Zone
Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.
Related Topics: Reporting
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
2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming
Presented by 
Patrice Konarik
Tuesday, August 24th, 2021 - 9:00 am Central Time Zone
Attend this comprehensive IRA Seminar via Live Streaming Video!
Related Topics: IRAs
IRA Basic Issues Seminar OnDemand with Live Streaming
Presented by Patrice Konarik
Tuesday, August 24th, 2021 - 9:00 am Central Time Zone
Attend this comprehensive IRA Seminar via Live Streaming Video!
Related Topics: IRAs
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
Bank Accounting for Beginners - Part 3
Presented by Cynthia Dopjera
Tuesday, August 24th, 2021 - 1:30 pm Central Time Zone
Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.
Related Topics: Reporting
IRA Advanced Issues Seminar OnDemand with Live Streaming
Presented by Patrice Konarik
Wednesday, August 25th, 2021 - 9:00 am Central Time Zone
Attend this comprehensive IRA Seminar via Live Streaming Video!
Related Topics: IRAs
New FFIEC Architecture, Infrastructure, and Operations Booklet
Presented by 
Susan Orr
Wednesday, August 25th, 2021 - 10:00 am Central Time Zone
The new AIO Booklet was developed to reflect the changing technological environment and increasing need for security and resilience. This webinar will include an overview of the new booklet and ex... More →
Related Topics: Risk Management/Legal, Technology/Security
Violence and Situational Awareness
Presented by 
Carol Dodgen
Wednesday, August 25th, 2021 - 1:30 pm Central Time Zone
In this session, we will learn where our greatest threats come from, how to reduce risk, and skills for dealing with danger.
Related Topics: Risk Management/Legal, Technology/Security
UCC Rules: How to Comply to Attach and Perfect Secured Transactions
Presented by Jeffery Johnson
Thursday, August 26th, 2021 - 10:00 am Central Time Zone
Learn how to document, close and record secured transactions covered by the Uniform Commercial Code.
Related Topics: Compliance, Lending
Vendor Management - How Model Risk Fits In
Presented by 
Marci Malzahn
Thursday, August 26th, 2021 - 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
Bank Accounting for Beginners - Part 4
Presented by Cynthia Dopjera
Friday, August 27th, 2021 - 10:00 am Central Time Zone
Designed for bankers new to the accounting department and those seeking a refresher course on the basic accounting concepts targeted for the activities of a financial institution.
Related Topics: Reporting
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
Residential Construction Lending
Presented by Richard Hamm
Wednesday, September 1st, 2021 - 10:00 am Central Time Zone
Receive an overview of the major issues involved in consumer or residential construction lending.
Related Topics: 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
Best-Ever Compliance Checklists for Commercial Loans
Presented by Anne Lolley
Tuesday, September 7th, 2021 - 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
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc.
Presented by Terri D. Thomas
Wednesday, September 8th, 2021 - 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
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
Advanced Cash Flow Analysis
Presented by David Osburn
Monday, September 13th, 2021 - 1:30 pm Central Time Zone
This webinar will explore multiple models of both business and personal(business... More →
Related Topics: Lending
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
Today’s Ransomware Threat – Don’t Lose Your Data (And Your Business)
Presented by 
Jon Waldman
Wednesday, September 15th, 2021 - 1:30 pm Central Time Zone
Join us to recap the statistics related to ransomware and learn how to prepare for this growing threat.
Related Topics: Risk Management/Legal
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
Accounting Basics
Presented by David Osburn
Monday, September 20th, 2021 - 1:30 pm Central Time Zone
The webinar will include several “hands-on” examples to reinforce the accounting concepts.
Related Topics: Lending
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
ACH Exception Processing
Presented by Kate Cole
Wednesday, September 22nd, 2021 - 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
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
Officer Calling: Prospecting, Preparing & Presentation
Presented by Jeffery Johnson
Friday, September 24th, 2021 - 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
Commercial Construction Lending
Presented by Richard Hamm
Monday, September 27th, 2021 - 1:30 pm Central Time Zone
Receive an overview of the key steps involved in effectively administering commercial construction loans.
Related Topics: Lending
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
TRID: All About Construction Loans
Presented by Jerod Moyer
Friday, October 1st, 2021 - 10:00 am 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
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
Legal Essentials for Lenders
Presented by 
Robin Russell
Wednesday, October 6th, 2021 - 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
Federal Benefit Payments Garnishment Requirements
Presented by Terri D. Thomas
Thursday, October 7th, 2021 - 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
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
All About Flood Insurance Compliance Requirements OnDemand with Live Streaming
Presented by Jerod Moyer
Tuesday, October 19th, 2021 - 9:00 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, Auditing, Lending
Ability to Repay/Qualified Mortgages Review and Update
Presented by Jack Holzknecht
Wednesday, October 20th, 2021 - 1:30 pm Central Time Zone
This program explains the changes resulting from the recent final rules that amend the ability to repay and qualified mortgage options contained in 12 CFR 1026.43.
Related Topics: Compliance, Lending, Risk Management/Legal
Legal Liabilities when Check Fraud Occurs
Presented by Terri D. Thomas
Thursday, October 21st, 2021 - 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
Opening Complex New Accounts: 2-Part Series
Presented by 
Suzie Jones
Tuesday, October 26th, 2021 - 1:30 pm Central Time Zone
This is a two-part series to be held on October 26th and 28th.
Related Topics: Risk Management/Legal, Deposit Accounts
Opening Complex New Accounts Part I: Business Accounts
Presented by Suzie Jones
Tuesday, October 26th, 2021 - 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
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
Opening Complex New Accounts Part II: Trust and Fiduciary
Presented by Suzie Jones
Thursday, October 28th, 2021 - 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
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
Regulation O - Lending to Insiders
Presented by Jack Holzknecht
Wednesday, November 17th, 2021 - 1:30 pm Central Time Zone
This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation. The program and the materials have been updated to include ... More →
Related Topics: Compliance, Lending
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
Ability to Repay, Qualified Mortgage, High Cost & Higher-Priced Mortgage Loans
Presented by Jerod Moyer
Thursday, December 2nd, 2021 - 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
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
Regulation E: Errors & Disputes
Presented by David Dickinson
Thursday, December 9th, 2021 - 10:00 am Central Time Zone
This webinar will dissect the Regulation E error resolution requirements in plain English.
Related Topics: Compliance, Lending
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
Untangling the Web of Fee Disclosures
Presented by Jack Holzknecht
Tuesday, December 21st, 2021 - 1:30 pm Central Time Zone
Upon completion of the program, participants understand that improper fee disclosure may result in violations. This program provides the information needed to fully understand the rules and to avoi... More →
Related Topics: Compliance, Lending
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