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Business Writing for Financial Professionals

OnDemand

Beginner Friendly

  • Recorded Tue, March 03, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00

Write purposeful, thorough, organized, clear, and concise business messages using a proven method that ensures high quality.

Cash Flow Analysis Workshop - 4 Part Series

OnDemand

Beginner Friendly

  • Recorded Thu, April 30, 2026
  • Presented by Tom Carlin
  • Workshop
$1,700.00

This workshop is designed to teach the analytical process and decision-making techniques that you will need in order to make sound credit decisions through the application of cash flow analysis.

Consumer Lending Training Program

OnDemand

Beginner Friendly

  • Recorded Thu, July 23, 2026
  • Presented by Tom Carlin
  • Training Program
$1,850.00
This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.

Unlock the Secrets to Accurate Loan Reporting in Call Reports

OnDemand
  • Recorded Fri, April 11, 2025
  • Presented by Andrea Lambert
  • Webinar
$299.00

Loan reporting isn’t just a regulatory requirement – it’s the cornerstone of transparency, financial health, and informed decision-making.

Banking Military Personnel: Understanding the Requirements of SCRA & MLA

OnDemand
  • Recorded Wed, September 10, 2025
  • Presented by Dawn Kincaid
  • Webinar
$299.00

In May 2025, the CFPB announced it would keep its enforcement and supervision resources focused on pressing threats to consumers, particularly servicemembers and veterans. In this jam-packed session, we will review the details of each of these Acts and provide you with best practices for complying with the requirements.

CECL Analytics: Understanding the Power of Having Historical Data

OnDemand
  • Recorded Mon, March 24, 2025
  • Presented by Michael Umscheid
  • Webinar
$299.00

Strengthen your management’s analytics and board reports with the power of historical data created through CECL. Most institutions do not generally rethink management’s analytics and board reporting through time. With the adoption of CECL and the data available, every institution should create extensive and dynamic analytics of their asset portfolios.

Call Report Preparation - 2 Day Streaming

OnDemand
  • Recorded Fri, September 11, 2026
  • Presented by Andrea Lambert
  • Live Stream
$1,679.00
Your Blueprint for Call Report Mastery: Stay Ahead, Compliant and Confident Make the Most of Your Training - We want you to succeed! Bring your recent Call Report or print a blank FFIEC form for your institution to follow along. This hands-on approach ensures you leave with not just knowledge but the confidence to apply it effectively.

Excel Explained: Introduction to Spreadsheets Workshop part 2

OnDemand

Beginner Friendly

  • Recorded Thu, September 03, 2026
  • Presented by David Ringstrom
  • Workshop
$450.00
Part 2 builds on foundational skills with practical techniques that improve accuracy, efficiency, and workbook control. This interactive session focuses on working smarter with formulas, managing worksheets, and producing clean, professional output.

Maximizing Utilization of the SBA 7(a) Loan Guaranty Program and the Outsourcing Solution

OnDemand
  • Recorded Tue, September 12, 2023
  • Presented by Michael Ryan
  • Webinar
$179.00

Attend this webinar to learn how community banks can make safe, sound, secure, and profitable commercial loans in a challenging credit climate and uncertain economic environment.

 

Fulfill your bank training needs with webinars

We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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