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Consumer Collections 101

Upcoming
  • Mon, August 31, 2026
  • Presented by Matthew Urban
  • Webinar
$299.00
This presentation will discuss the brave new world of consumer collections and how best to navigate the current challenges facing lenders so that you can effectively resolve delinquent and charged off accounts.

AAP Test Prep: Strategies for Exam Day WORKSHOP

Upcoming
  • Tue, September 01, 2026
  • Presented by Kevin Olsen
  • Workshop
$450.00
Preparing for the AAP exam requires both knowledge and test-taking strategy. This session helps you build confidence for exam day by reviewing critical information and providing techniques to master taking the exam.

The Secrets to Regulatory Reporting in RC-R - 2 Part Workshop

Upcoming
  • Tue, September 01, 2026
  • Presented by Andrea Lambert
  • Workshop
$850.00

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

The Secrets to Regulatory Reporting in RC-R - Part 1

Upcoming
  • Tue, September 01, 2026
  • Presented by Andrea Lambert
  • Workshop
$450.00

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

Vendor Management: Agencies Raising Expectations, Plus Recent Developments

Upcoming
  • Wed, September 02, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
Dealing with vendors and other third parties brings with it many requirements and responsibilities on the part of the financial institution, especially in this day and age of artificial intelligence. We'll discuss how to best fulfill those responsibilities and effectively manage these relationships.

Excel Explained: Introduction to Spreadsheets Workshop 2 part

Upcoming

Beginner Friendly

  • Wed, September 02, 2026
  • Presented by David Ringstrom
  • Workshop
$850.00
Build your Excel skills from the ground up in this two-part series designed to boost confidence, accuracy, and efficiency. Start with hands-on fundamentals and essential techniques, then advance to smarter workflows using formulas, worksheet management, and professional formatting. Each session delivers practical, interactive guidance you can apply immediately to work more effectively in Excel.

Excel Explained: Introduction to Spreadsheets Workshop part 1

Upcoming

Beginner Friendly

  • Wed, September 02, 2026
  • Presented by David Ringstrom
  • Workshop
$450.00
Part 1 builds a strong foundation in Excel through hands-on practice and guided instruction. Designed for beginners and those refreshing core skills, this interactive session focuses on essential spreadsheet techniques you’ll use every day.

The Secrets to Regulatory Reporting in RC-R - Part 2

Upcoming
  • Wed, September 02, 2026
  • Presented by Andrea Lambert
  • Workshop
$450.00

Take the confusion out of capital ratios with this focused, two‑part webinar series designed to help you confidently navigate Schedule RC‑R and improve the accuracy of your Call Report reporting.

Teller Training - Part 3 - Reg CC

Upcoming

Beginner Friendly

  • Thu, September 03, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
Need help with training head tellers? This series is for you. We will tell you the why behind many of the things we do at the teller line. Many head tellers are teaching the next generation of tellers who will go on to manage our financial institutions in the future. You will learn the importance of cash handling, the legal issues behind checks, how to place holds, and many security and fraud procedures. Learn how to stay in compliance, minimize fraud and help new tellers at their jobs. This program will complete training requirements for: BSA, Regulation CC, and Security. You will receive Certificates of Attendance, a recording of all sessions, and a Teller Handbook.
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