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New Accounts Study Part 4: Working through th...

Upcoming
  • Tue, February 07, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

New Accounts Study: A 4 Part Training

Upcoming
  • Thu, December 08, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$1,049.00

New Accounts Study: A 4 Part Training

Upcoming
  • Thu, December 08, 2022
  • Presented by Deborah Crawford

Compliance, Deposit, Deposit Accounts, Deposit Compliance, General Compliance

During this 4 part training, we will cover consumer accounts, fiduciary accounts, estate accounts, and business accounts.

2023 IRA Beneficiary Designations and Payouts

Upcoming
  • Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2023 IRA Beneficiary Designations and Payouts

Upcoming
  • Thu, March 09, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, General Compliance, IRAs, Reporting, Teller, Trusts

As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.


New Accounts Study Part 1: Consumer Accounts

OnDemand
  • Recorded Thu, December 08, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

New Accounts Study Part 1: Consumer Accounts

OnDemand
  • Recorded Thu, December 08, 2022
  • Presented by Deborah Crawford

Compliance, Deposit, Deposit Accounts, Deposit Compliance, General Compliance

During this session, we will look at the federal and state laws that underly our consumer accounts.

Overdrafts - Compliance and Risk Management E...

Upcoming
  • Fri, February 24, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

Overdrafts - Compliance and Risk Management Expectations

Upcoming
  • Fri, February 24, 2023
  • Presented by Carl Pry

Compliance, Deposit, Deposit Compliance, Lending, Lending Compliance

This session will discuss the dynamic nature of overdraft programs at financial institutions, including regulatory expectations. We'll also discuss what the future holds for how institutions may consider managing their programs.

New Supervisor Essentials

Upcoming
  • Mon, February 27, 2023
  • Presented by Karen Butcher
Karen Butcher
$279.00

New Supervisor Essentials

Upcoming
  • Mon, February 27, 2023
  • Presented by Karen Butcher

Customer Service, Deposit, Deposit Accounts, Human Resources, Management/Employee Development, Teller

What do you do when you were once a teammate and now you supervise the team? How do you juggle staffing, customer service, and pressing deadlines? Address your critical supervisory issues and become an extraordinary supervisor.


Teller School - 2 Part Series

Upcoming
  • Tue, February 21, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$509.00

Teller School - 2 Part Series

Upcoming
  • Tue, February 21, 2023
  • Presented by Deborah Crawford

Deposit, Deposit Accounts, Teller

During this two-part virtual class, we will learn many of the compliance, regulatory, and security issues necessary to be a successful Teller.

Avoiding Check Fraud Liability: From Preventi...

Upcoming
  • Tue, March 21, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

Avoiding Check Fraud Liability: From Prevention to Loss Allocation

Upcoming
  • Tue, March 21, 2023
  • Presented by Terri D. Thomas

Deposit, Risk Management/Legal, Teller

This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.

How to Create an Engaged Workforce

Upcoming
  • Mon, March 13, 2023
  • Presented by Karen Butcher
Karen Butcher
$279.00

How to Create an Engaged Workforce

Upcoming
  • Mon, March 13, 2023
  • Presented by Karen Butcher

Customer Service, Deposit, Human Resources, Management/Employee Development, Sales, Teller

What evidence do you have that your employees have a clear understanding of how their work aligns with your company goals and vision? Are they proud to be a member of your team, feel their skills and experience are fully utilized, and have everything they need to be successful in their role?

 

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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