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IRAs

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CECL Sensitivity Testing: From Forecast Shocks to Meaningful Reserve Insights

OnDemand
  • Recorded Fri, July 10, 2026
  • Presented by Justin Umscheid
  • Webinar
$299.00
This webinar focuses on practical CECL sensitivity testing techniques to help financial institutions understand how their models respond to changing economic forecasts. Attendees will learn how to select meaningful forecast adjustments and clearly interpret the resulting impact on the ECL reserve for stronger audit and regulatory support.

IRA Part 2

Upcoming
  • Tue, September 29, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00

You might think you know the difference between an IRA Rollover vs. an IRA Transfer vs. a QP Direct and Indirect Rollover. But the “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS, which can result in unnecessary letters and bills to the customers.

IRA Reporting to the IRS: Dodging the Pitfalls

OnDemand
  • Recorded Wed, February 18, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00

While the financial institution may be completing several forms when establishing IRA plans and documenting IRA transactions, there are only two forms that are submitted to the IRS to report the distribution and contribution activity: the 1099-R and the 5498.

IRA Part 1

Upcoming
  • Wed, September 16, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00

Welcome to the world of IRAs. To be honest, these retirement accounts can be one of the most challenging products offered by the financial institution. There are so many rules to follow, and they constantly change. How can we keep up?

2026 Annual IRA - 4 Part Series

Upcoming
  • Wed, September 16, 2026
  • Presented by Patrice Konarik
  • Webinar
$1,129.00

Gain the knowledge and confidence to navigate IRAs with this comprehensive four-part series covering account fundamentals, rollovers, distribution rules, and audit best practices.

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

OnDemand
  • Recorded 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.

Masterful Time Management

OnDemand

Beginner Friendly

  • Recorded Tue, August 25, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Attending Masterful Time Management will give you the knowledge to understand the traps that compromise efficiency and the skills to develop an excellent plan leading to a productive personal and professional life.

IRA Part 3

Upcoming
  • Wed, October 14, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last six years have produced the most substantial changes to IRAs in over 20 years. It is imperative that you know the difference between the “old rules” and the “new rules.”

IRA Part 4

Upcoming
  • Tue, October 20, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.
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