Webinars

The new world of instant payments is changing what your institution needs to do to stay in compliance. Led by the Payments Professor, this session is your compass for navigating the complex world of FedNow® instant payments.

This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last four years have produced the most substantial changes to IRAs in over 20 years. What's the latest?

This informative webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

This informative webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

It's 2022 and your examiners are due at your financial institution next month. Will your bank pass the test?

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

Why do we make handling checks so hard? These simple do's and don'ts will keep your financial institution from losing money and creating chaos in the back office.

So you think you know the difference between an IRA Rollover vs. IRA Transfer vs. QP Direct and Indirect Rollover? The “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS - which can result in unnecessary letters and bills to the customers.