Webinars

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Are you new to Call Report preparation? Or maybe you’re looking for a refresher to strengthen your skills? The Call Report doesn’t have to be overwhelming - this webinar series will make it simple, clear, and approachable!

Overdraft services continue to be a target for regulatory scrutiny in 2025 and financial institutions who’ve been cited can attest to the damage unchecked fee income practices can have on an organization. This 90-minute webinar provides an evaluative look into overdraft programs and the risks associated. You’ll come away with actionable best practices to avoid common pitfalls, potential fines, and reputational risks.

Whether your marketing promotions are digital, print, or televised, multiple compliance regulations strictly prescribe what can be said, the elements that should be included, and how they should be displayed.

If you think your institution is not utilizing artificial intelligence (AI), you’re very likely to be mistaken. AI-based technology has infiltrated the banking industry for years now. Every BSA transaction-monitoring software utilizes AI in some form, as do many credit underwriting systems. Are you aware of the extent of your institution’s use of these technologies? Have you identified the risks?

This series will provide the participant with an overview of the requirements under Accounting Standards Codification (ASC) No 740, Income Taxes, and the practical application to an institution’s financial statements. Exercises and exhibits illustrating common bank current and deferred tax accounting journal entries and period-end balances will be provided.

This high-impact session will help you overcome common leadership pitfalls and unlock time-saving strategies that enhance productivity.

How do you deliver value while creating amazing experiences for your depositors? Wow them with an exceptional service experience. Depositors who feel a connection to the people who wait on them feel valued.

Top-performing financial institutions are arming their people with a transformative approach to initiating distinctive relationships with their clients and prospects, building trust through meaningful conversations.