In today’s ever changing business environment, bank leaders are faced with hard decisions on how to allocate the company’s resources and still make a profit. Will a focus on growth or operational efficiency create value for our clients and the institution's bottom line?
Webinars
Compliance with the TILA-RESPA Integrated Disclosures (TRID) rule is frustrating and elusive for many of us. Learn to reduce the risks of noncompliance as we explore TRID hot spots, gray areas and frequently-violated provisions.
Qualified mortgages have been around for years, but bankers don’t always have a clear understanding of these loans. Join us to learn the what, when and how of qualified mortgages, and add this type of loan to your toolbox.
This two-part webinar will cover the essentials for training your staff and the importance of establishing robust procedures and clear communication.
Learn about the unique risk cashier's checks pose to banks and the best practices for limiting losses when processing these transactions.
Real estate appraisal and evaluation continues to change, from additional regulatory requirements and exceptions to new rules to hot topics like racial bias. Ensure you understand what is required for appraisal and evaluation from both the lender and appraiser sides of the game.
This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows.
BREAKING NEWS!!! FIL 68-2023 published December 27, 2023. Be prepared for the June 30, 2024 revisions regarding loans to non-depository financial institutions, reporting on guaranteed structured financial products, and long-term debt. Join us as we discuss what's on the very near horizon!
The board secretary’s role goes far beyond “notetaker” at board meetings to being the chief organizer, ensuring compliance requirements are met, understanding governance issues, planning meetings, developing reports, and preserving corporate records. Get the information and tools you need for success in this role in 2024.
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.