Whether you are opening a new IRA plan, contributing to an existing plan, moving a plan, or taking an IRA distribution, it always seems like there are too many forms that need to be completed and filed. Then comes the insecurity about using the right forms and/or checking the correct boxes on the forms for the IRA transaction that we are trying to finish.

Create learning experiences that truly resonate – no gimmicks, no overwhelm, just practical, high-impact techniques that work in the real world of bank and credit union training.

As models play an increasingly critical role in credit, ALM, CECL, fair lending, and BSA/AML, community banks must manage model risk with confidence. This interactive workshop simplifies regulatory expectations and provides real-world strategies for building a right-sized, effective MRM program.

Do you find it difficult to decipher which call report loan code to use? Unsure where specific loan income belongs? If you have ever found yourself second-guessing your Call Report lending entries, then this is the workshop for you!