Webinars

Digital assets may not be part of your institution’s plan, but that doesn’t mean your customers are not participating in this arena. As millions of Americans engage in digital assets, financial institutions must understand the risks, red flags, and examiner expectations. Join us as we explain the digital asset terminology and current guidance and expectations.

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

An overview of Fair Lending Regulations and best practices for bank staff in customer facing positions.

Are you ready to achieve remarkable results and take your bank team from good to great? Imagine the incredible impact you could make with just a 5-10% improvement in performance. In this webinar, we will provide you with a proven 3-step approach to help your producers focus their efforts and develop their expertise for their targeted markets. You'll gain invaluable insights and practical strategies to help you cultivate a motivational mindset that will drive your team's success.

Documenting an Information Security Program (ISP) is an important step in protecting your organization from cyber threats, but it’s only as good as controls that are actually implemented.

Trainers and other leaders will enjoy this tactical and practical session chock full of facilitating and coaching suggestions which can be applied immediately in a variety of situations.

Every company, regardless of industry, is trying to figure out how to attract and retain the right talent. Organizations are also striving to achieve their goals and fulfill their vision described in their strategic plan. But how do you achieve all—attracting and retaining talent while achieving your objectives and fulfilling your vision? Marci Malzahn shares how succession planning fits into your Talent Management Program. She also gives you strategies and ideas on how to integrate your Talent Management Program with your company’s Strategic Plan.

During the Biden Administration, it has become clear that enforcement of fair lending laws is a high priority. Enforcement actions are not limited to just one or two key issues; there is a broad assault on fair lending issues. Federal fair lending enforcement actions against financial institutions continue to happen and are a big risk to any financial institution, regardless of size or complexity. It often involves a financial institution's CRA program.

In an effort to provide one-stop, efficient service to accountholders many institutions have transformed the traditional role of teller into universal banker. In this session, we will prepare staff members for these responsibilities and review compliance requirements they will need to know to succeed.