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87 results

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Controlling the Risks of Power of Attorney Do...

Upcoming
  • Tue, October 03, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Controlling the Risks of Power of Attorney Documents

Upcoming
  • Tue, October 03, 2023
  • Presented by Terri D. Thomas

Compliance, Risk Management/Legal

Are you ready to tackle the complexities of power of attorney documents with confidence? This session will equip you with the knowledge & insights you need to navigate even the most challenging situations with ease. This webinar does not examine the laws of any particular state.

20 Legal Ownerships of Accounts

Upcoming
  • Tue, October 03, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

20 Legal Ownerships of Accounts

Upcoming
  • Tue, October 03, 2023
  • Presented by Deborah Crawford

Customer Service, Deposit Accounts, Management/Employee Development

This program is an A-Z on account ownership and documentation.

Bi-Monthly Compliance Briefing - October

Upcoming
  • Wed, October 04, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

Bi-Monthly Compliance Briefing - October

Upcoming
  • Wed, October 04, 2023
  • Presented by Carl Pry

Compliance, General Compliance

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

Lending 101

Upcoming
  • Wed, October 04, 2023
  • Presented by Anne Lolley
Anne Lolley
$279.00

Lending 101

Upcoming
  • Wed, October 04, 2023
  • Presented by Anne Lolley

Compliance, Lending

In this unique webinar, Anne Lolley will provide an overview of federal compliance laws. This is a great training tool for newer lenders and processors, and the webinar will help even experienced bankers understand the source of the various requirements.

IRAs Part 2 - Rollovers and Transfers 2023

Upcoming
  • Thu, October 05, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 2 - Rollovers and Transfers 2023

Upcoming
  • Thu, October 05, 2023
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Two of the most misused and abused words in the IRA world are "Rollover" and "Transfer" when moving money from IRA to IRA and from a Qualified Employer Plan to an IRA. While you may think the words are interchangeable, how these movements are reported to the IRS is as different as night and day.

[Free Webinar] How to Build a Robust Security...

Upcoming
  • Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

[Free Webinar] How to Build a Robust Security Training Program

Upcoming
  • Thu, October 05, 2023
  • Presented by John Trest

Accounting/Reporting, Auditing, BSA, Collections, Commercial/Business Lending, Compliance, Computer Skills, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Human Resources, Information Technology/Security, IRAs, Lending, Lending Compliance, Management/Employee Development, Mortgage Lending, Reporting, Risk Management/Legal, Safe Deposit, Sales, Technology/Security, Teller, Transaction Compliance, Trusts

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

Demystifying Trusts: A Guide to Establishing ...

Upcoming
  • Tue, October 10, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Demystifying Trusts: A Guide to Establishing Deposit Account and Loans

Upcoming
  • Tue, October 10, 2023
  • Presented by Terri D. Thomas

Compliance, Customer Service, Deposit, Lending, Trusts

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

RC-C Loan Coding and RC-R Risk Weighting Loans

Upcoming
  • Tue, October 10, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

RC-C Loan Coding and RC-R Risk Weighting Loans

Upcoming
  • Tue, October 10, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Lending, Reporting

Loan information on the Call Report provides critical information for bank management and regulators. The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

Current Matters and Common Questions Impactin...

Upcoming
  • Wed, October 11, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert
Cynthia Dopjera
Andrea Lambert
$279.00

Current Matters and Common Questions Impacting the Call Report

Upcoming
  • Wed, October 11, 2023
  • Presented by Cynthia Dopjera, Andrea Lambert

Accounting/Reporting, Auditing, Lending, Reporting

This webinar will bring participants current with regulatory and accounting changes that impact the September 30, 2023, Call Report and provide answers to the most frequently asked questions during 2023.

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