Training

Spend a full day learning about TRID from A to Z. This is a great way to expand your knowledge and take TRID compliance to the next level for your institution.

Flood insurance rules violations continue to cost institutions thousands of dollars every year! Join this webinar to develop a better understanding of these complex rules and help your institution remain in compliance.

Fair lending is a hot topic in 2024. Are you keeping up with changes that impact your institution? There are new ways of looking at lending patterns, activities, risks, and new expectations from the agencies. Join us to ensure your institution is ready for your next fair lending compliance examination.

The banking industry has long been familiar with technological upheavals, and generative AI stands as the most recent influential development. This presentation will highlight the top use cases for generative AI in banking and potential unintended consequences.

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.

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.

In this motivational talk, Marcia shares her successes and struggles as she navigated the financial services world as an immigrant and a woman leader. Find out why she’s so passionate about helping other women leaders succeed, and become inspired to lead with boldness and confidence.

In the ever-evolving world of finance, the Call Report undergoes constant change. Over recent years, we’ve adapted to extensive transformations and faced the impact of economic, accounting, and regulatory shifts. As we peer into the 2025 financial landscape, it’s crucial to acknowledge the journey and prepare for what lies ahead.

This webinar will deal with the ins and outs of making changes to loans of all types. We’ll discuss the compliance and legal requirements, operational challenges, and impacts to borrowers, guarantors, and other parties to the loan.