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Controlling the Risks of Power of Attorney Documents

Upcoming
  • Thu, November 12, 2026
  • Presented by Terri Thomas
  • Webinar
$299.00
Are you ready to tackle the complexities of Power of Attorney documents with confidence? This session will equip you with the knowledge and insights to navigate even the most challenging situations with ease.

Most Common TRID Issues

Upcoming

Advanced

  • Tue, November 17, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
TRID has always been one of the most complicated rules out there, and there are many ways to violate the provisions. We'll go in-depth to explain what they are, as well as to provide solutions to keep you in compliance.

AI and the Future of Relationship Banking

Upcoming
  • Wed, November 18, 2026
  • Presented by Skip Willcox
  • Webinar
$299.00

Discover how financial institutions can use AI to reduce friction, improve service and support employees without sacrificing the judgment, accountability and personal relationships customers value.

Community Bank Internal Controls: The Ticket to Compliance - Part 1

Upcoming
  • Wed, November 04, 2026
  • Presented by Lauren Sparks
  • Webinar
$299.00
Learn how to build and evaluate effective compliance controls that strengthen your CMS and support examination readiness.

IRA Beneficiary Workshop

Upcoming

Beginner Friendly

  • Tue, December 08, 2026
  • Presented by Patrice Konarik
  • Workshop
$450.00
Beneficiary options have had significant changes in the last five years: more so than they’ve had in over 20 years. Imagine this scenario: Your customer dies and within a couple of weeks, three of the four beneficiaries come into the institution. One wants the money, one wants to move the money, and the other wants to leave it with your institution and take out as little as possible. None of them know where the fourth beneficiary is. What do you do now?

Demystifying Trusts: Establishing Deposit Accounts and Loans

Upcoming
  • Wed, November 18, 2026
  • Presented by Terri Thomas
  • Webinar
$299.00
This webinar will provide attendees with information on doing business with trusts, including best practices in establishing deposit account and loan relationships.

Loan Structuring Workshop Part 1

Upcoming

Advanced

  • Mon, November 16, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.

Loan Structuring Workshop Part 2

Upcoming

Advanced

  • Tue, November 17, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.

Loan Structuring Workshop 4-Part Series

Upcoming

Advanced

  • Mon, November 16, 2026
  • Presented by Tom Carlin
  • Workshop
$1,700.00
This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.
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