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Bank Call Report Preparation for Beginners - ...

Upcoming
  • Thu, May 05, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,209.00

Bank Call Report Preparation for Beginners - 5 Part Series

Upcoming
  • Thu, May 05, 2022
  • Presented by Cynthia Dopjera

Accounting/Finance, Audit, Reporting

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.

Writing and Updating Your BSA Policy

Upcoming
  • Fri, May 20, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Writing and Updating Your BSA Policy

Upcoming
  • Fri, May 20, 2022
  • Presented by Deborah Crawford

BSA, Compliance, Risk Management

It’s 2022 and may be time to update your policy and procedures for BSA. We introduced the fifth pillar and beneficial ownership in 2018. So where are you now? Do you need to add cannabis? Add the new CTR Changes?

Loan Participations for Community Banks

Upcoming
  • Mon, May 23, 2022
  • Presented by Robin Russell
Robin Russell
$279.00

Loan Participations for Community Banks

Upcoming
  • Mon, May 23, 2022
  • Presented by Robin Russell

Lending, Risk Management/Legal

Gain a thorough understanding of Participation Agreements.


Understanding Commercial Real Estate Loan Doc...

Upcoming
  • Tue, May 24, 2022
  • Presented by Robin Russell
Robin Russell
$279.00

Understanding Commercial Real Estate Loan Documents

Upcoming
  • Tue, May 24, 2022
  • Presented by Robin Russell

Compliance, Lending, Risk Management/Legal

Gain understanding of all sections of required real estate loan documents.

Opening Accounts for Nonresident Aliens

Upcoming
  • Tue, May 24, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Opening Accounts for Nonresident Aliens

Upcoming
  • Tue, May 24, 2022
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with.

20 Legal Account Ownerships

Upcoming
  • Wed, May 25, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

20 Legal Account Ownerships

Upcoming
  • Wed, May 25, 2022
  • Presented by Deborah Crawford

Deposit Accounts, Deposit Operations

This program is an A-Z on account ownership and documentation. We will go from single party accounts to the more complex type of business accounts. It is a must for anyone who opens or manages the new account functions.


CRA Nuts & Bolts - Five Steps to Pass the Exam

Upcoming
  • Wed, May 25, 2022
  • Presented by Susan Costonis
Susan Costonis
$279.00

CRA Nuts & Bolts - Five Steps to Pass the Exam

Upcoming
  • Wed, May 25, 2022
  • Presented by Susan Costonis

Compliance, Consumer Lending

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 possibly "Outstanding" rating credit needs, but that you are effectively meeting the needs in the assessment areas you serve. We will review the steps required to establish your case and tips for managing the exam.

Remote Banking: What Are the Compliance Requi...

Upcoming
  • Thu, May 26, 2022
  • Presented by Carl Pry
Carl Pry
$279.00

Remote Banking: What Are the Compliance Requirements?

Upcoming
  • Thu, May 26, 2022
  • Presented by Carl Pry

Compliance, Lending

In this webinar, we’ll discuss these many requirements and provide you with a comprehensive grasp of the issues involved.

Leverage Your Clients and COIs for Introductions

Upcoming
  • Fri, May 27, 2022
  • Presented by Dan Fischer
Dan Fischer
$279.00

Leverage Your Clients and COIs for Introductions

Upcoming
  • Fri, May 27, 2022
  • Presented by Dan Fischer

Management/Employee Development, Sales, Sales & Marketing

Do you need an effective, easy and repeatable process for turning your current, happy clients into your personal advocates for building new relationships?

 

Fulfill your bank training needs with webinars

We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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