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134 results

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Mortgage Servicing Compliance Requirements and Updates - 2 Part Series

Upcoming
  • Mon, August 10, 2026
  • Presented by Carl Pry
  • Webinar
$549.00
An in-depth discussion of the legal and regulatory requirements of servicing consumer mortgage loans, including when loans are current as well as when the borrower is delinquent or in default.

Mortgage Servicing Compliance Requirements & Updates - Part 1

Upcoming
  • Mon, August 10, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
An in-depth discussion of the legal and regulatory requirements of servicing consumer mortgage loans, including when loans are current as well as when the borrower is delinquent or in default.

Advanced Cash Flow Analysis for Commercial & Industrial Borrowers

Upcoming
  • Mon, August 10, 2026
  • Presented by Jeffery Johnson
  • Webinar
$299.00
Understanding how to calculate and interpret cash flow is essential for successful bankers. This course is designed to assist bankers in calculating cash flow utilizing the Uniform Cash Analysis method (UCA), which is a more revealing analysis than the Traditional and EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) method often used by bankers.

2026 Annual IRA 2-Day Streaming

Upcoming
  • Tue, August 11, 2026
  • Presented by Patrice Konarik
  • Live Stream
$1,679.00
Mastering IRA administration starts with a back‑to‑basics approach—building a solid foundation before navigating the complexities of account management. Because regulations shift frequently, even seasoned professionals must regularly revisit essential principles to stay current and avoid the costly IRS notifications or tax consequences that stem from improper reporting. This session bridges that gap, progressing from foundational knowledge to advanced topics, including a detailed look at the latest payout options for IRA beneficiaries.

Part 1 IRAs: The Basic Essentials: All-Day Streaming

Upcoming
  • Tue, August 11, 2026
  • Presented by Patrice Konarik
  • Live Stream
$849.00
The only way to truly understand IRAs is to start at the beginning and build up your knowledge and expertise from there. Because IRAs change frequently, it is essential for everyone, regardless of their experience level, to revisit the basics regularly. This approach ensures a strong foundation and helps professionals stay current with new developments and regulations.

How to Obtain & Retain an Outstanding CRA Rating

Upcoming
  • Tue, August 11, 2026
  • Presented by Kimberly Boatwright
  • Webinar
$299.00
Every institution (small, intermediate small, or large) would like to obtain an Outstanding CRA rating, but less than 10% of all institutions actually achieve this distinction. To receive an Outstanding CRA rating an institution must do everything necessary to obtain a Satisfactory rating, plus more. This program focuses on the “plus more.”

Data Storytelling & AI: Turning Analytics Into Action for Financial Institutions

Upcoming
  • Tue, August 11, 2026
  • Presented by Driti Bafna
  • Webinar
$299.00
This webinar shows how banks and credit unions can turn complex analytics into clear, compelling stories that drive better decisions across the organization. Attendees will learn how AI and data storytelling work together to transform raw data into actionable insights leaders and teams can confidently use.

BSA: Detect and Reporting Illicit Activity Related to Illegal Aliens

Upcoming
  • Tue, August 11, 2026
  • Presented by Leslie Nicely, Deborah Crawford
  • Webinar
$299.00
The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued an Advisory urging financial institutions to be vigilant against risks presented by the unlawful employment of illegal aliens.

Part 2 IRAs: Beyond the Basics: All-Day Streaming

Upcoming
  • Wed, August 12, 2026
  • Presented by Patrice Konarik
  • Live Stream
$849.00
Once you have a solid grasp of the essential principles of IRA administration, it is important to progress to the more complex elements involved in managing these accounts. Navigating advanced IRA topics is critical, as improper handling or reporting of transactions can lead to IRS notifications and potential tax consequences for account holders. This session will also provide a detailed overview of payout options available to IRA beneficiaries, reflecting the updated regulations implemented last year.
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