In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.
Training
IRAs
In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
Welcome to the world of IRAs. To be honest, these retirement accounts can be one of the most challenging products offered by the financial institution. There are so many rules to follow, and they constantly change. How can we keep up?
This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.
After making major changes to Beneficiary Payouts in 2020, the IRS realized they left out a big part of the regulations that were in place prior to 2020. To fix this, they released the Proposed Regulations in 2022 to plug up the loopholes. There were several years of discussions about the Proposed Regulations and they were finalized in 2024, effective for 2025. Some banks did not get the "memo" and there are beneficiaries now who should be taking 'death distributions' that were not aware of the rule changes.
The Trump Accounts were established as part of the OBBB legislation, which was signed into law in 2025. These accounts are set to take effect in July 2026 and are designed to provide children with a valuable financial foundation as they reach legal adulthood. While the basic structure and benefits of the Trump Accounts have been outlined, there are still important questions that need to be addressed regarding the details and implementation of the program.
Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.
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.
