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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.

Appraisal Review Workshop

Upcoming

Intermediate

  • Thu, October 22, 2026
  • Presented by Dawn Kincaid
  • Workshop
$450.00
Appraisals are a key element of any loan decision as they truly depict the market valuation at the time of the loan. Accepting a discriminatory appraisal would increase your liability under FHA and ECOA, and cause consumer harm by limiting access to credit or increasing the costs of credit for your borrower.

Commercial Lending Training Program

Upcoming

Intermediate

  • Thu, October 08, 2026
  • Presented by Tom Carlin
  • Training Program
$1,850.00
How sound is your commercial lending training program and how do you manage it? This unique training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up.

Marketing and Advertising Compliance - 3 Part Series

Upcoming

Advanced

  • Tue, October 27, 2026
  • Presented by Carl Pry
  • Webinar
$829.00
3-part series on marketing and advertising legal and regulatory requirements impacting financial institutions - in-depth discussion of rules, best practices, and recommendations

Community Bank Internal Controls: The Ticket to Compliance - 2 Part Series

Upcoming
  • Wed, November 04, 2026
  • Presented by Lauren Sparks
  • Webinar
$549.00
Learn how to build and evaluate effective compliance controls that strengthen your CMS and support examination readiness.

Advanced Tax Return Analysis for Financial Professionals

Upcoming
  • Mon, October 05, 2026
  • Presented by David Osburn
  • Webinar
$299.00
This webinar will provide the financial professional with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

Appraisal Bias, Automated Valuation Models (AVMs), and Reconsiderations of Value (ROVs): How Should We Handle This?

Upcoming

Advanced

  • Thu, October 15, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
Is the process of ascertaining whether an appraisal or AVM is valid still important in the current regulatory environment? The short answer is yes, for several reasons. We'll explore the requirements and best practices in this area, and recommend a best way forward for lenders.

Excel Explained: XLOOKUP and Modern Lookup Techniques

Upcoming

Beginner Friendly

  • Wed, November 11, 2026
  • Presented by David Ringstrom
  • Webinar
$299.00

Excel Explained: XLOOKUP and Modern Lookup Techniques teaches you how to replace older lookup formulas with faster, more flexible solutions.

Learn how to fully leverage XLOOKUP in Excel 2021 and Microsoft 365 to eliminate errors, simplify formulas, and return more powerful results.

The Intersection of AI & Finance: Practical Applications for Financial Institutions

Upcoming

Beginner Friendly

  • Fri, April 02, 2027
  • Presented by Driti Bafna
  • Webinar
$299.00

This webinar provides a practical overview of how artificial intelligence is reshaping banking and credit union operations, from credit and fraud to member engagement and efficiency.

Attendees will gain a clear understanding of where AI is being used today, what’s coming next, and how to apply it responsibly within a regulated environment.

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