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.
Training
Deposit
Your account holder passed away and the family is grieving. Yet, in the midst of all the grieving and honoring of a life, the legal and compliance clock is ticking. In most states, checks can be paid for 10 days after the date of death.
This webinar will dissect the Regulation E error resolution requirements in plain English.
Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.
The Call Report can feel intimidating. Pages of schedules. Endless instructions. High stakes. But it doesn’t have to be that way!
Stop feeling overwhelmed. Start feeling confident. And finally make the Call Report.
This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!
As a community financial institution, you want to make the account opening and loan application process as quick and easy for consumers as possible. Join us as we dive into how to meet E-SIGN requirements while making the deposit account and loan origination process convenient for your consumers.
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.
