Webinars

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

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.

Your March 31, 2023 Call Report will require new line items to be completed due to the Implementation of ASU 2016-13 and Accounting Standard Codification Topic No. 326 that is effective on January 1, 2023 for all calendar year institutions. This webinar will assist Call Report preparers, reviewers or auditors understand the various schedules and line items impacted by CECL reporting requirements.

Another crazy year brings many changes to the IRA Universe. After waiting 2 1/2 long years, the Proposed Regulations that were released in February 2022 were finalized in July 2024. These new rules and clarifications bring many changes to beneficiary payouts beginning in 2025 that you must know about.

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.

Discover the latest trends and insights shaping employee training in financial services. This webinar, based on key findings from the 2025 State of Learning and Development report by OnCourse Learning, will explore evolving practices, priorities, and challenges in the industry.

On April 23, the Biden Administration released final regulations which significantly limit overtime exemptions for financial institutions. The regulations, effective July 1, raise the salary requirement to $43,888 per year. Then the required salary payment increases further to $58,656 effective January 1, 2025. That is a dramatic change to the current $35,568 requirement. The new regulations include other changes such as automatic salary updates, which will also create compliance obstacles.

In this webinar, we’ll go through the FDIC deposit insurance regulations in detail, so that customers’ questions can be answered accurately and they can make appropriate decisions for their situations. These rules impact how accounts are established as well as how they are maintained. This is a webinar appropriate not only for compliance professionals but also front-line staff that responds to the many questions customers have about the safety and security of their deposit funds. We’ll provide many examples to see how this all works, and also provide valuable resources so that insurance amounts can be calculated, and the rules detailed.

What does 2024 bring for beneficial ownership rules? We’ll discuss which businesses have to register on FinCEN’s BOSS portal, and unpack other important updates in this webinar.