Webinars

Where are we in the 3rd quarter? We will cover all the 2023 changes to deposit accounts and recap what needs to be done this year.

In this session we will review the regulatory guidance in detail. In addition, we will discuss best practices for disclosures, fees, accountholder education, and marketing of your overdraft program. We will also review Overdraft Program issues identified through consumer complaints, examinations, and enforcement actions and provide recommendations for you to avoid similar mistakes.

Your account holder passed away and the family is grieving. Yet, in the midst of all the grieving and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death.

Welcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging products offered. It seems like there are so many rules to follow - and they constantly change. How can we keep up?

Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.

Join us for a crucial and timely discussion on the ever-changing landscape of overdraft programs in the financial industry. Discover the latest regulatory expectations and how financial institutions are adapting to keep up. Don't miss this opportunity to learn about the future of overdraft program management and stay ahead of the game. 

This webinar will dissect the Regulation E error resolution requirements in plain English.

Learn about the unique risk cashier's checks pose to banks and the best practices for limiting losses when processing these transactions.

This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!