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Navigating the FedNow Rules and Regulatory Co...

OnDemand
  • Recorded Wed, December 13, 2023
  • Presented by Kevin Olsen
Kevin Olsen
$279.00

Unlock the compliance keys to successful FedNow instant payments with the Payments Professor. Learn how to navigate the intricate web of the FedNow® Service Operating Rules, Circular 8, and Regulations J, E, and more, to gain an understanding of the rules and regulations that apply to FedNow® instant payments.

Opening New Accounts: Documentation and Compl...

OnDemand
  • Recorded Tue, November 08, 2022
  • Presented by Suzie Jones
Suzie Jones
$279.00

This two-hour webinar examines not only the documentation requirements on business entities available in most states but provides clarity on how to identify who has authority to open and transact on behalf of the entity.

Opening New Accounts: Documentation and Compl...

OnDemand
  • Recorded Wed, November 16, 2022
  • Presented by Suzie Jones
Suzie Jones
$279.00

This two-hour webinar will delve into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to Trust, Fiduciary and Minor accounts not only during lifetime but at the death of a signer as well.


Demystifying Trusts: A Guide to Establishing ...

OnDemand
  • Recorded Thu, April 20, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

Opening New Accounts Part II: Business Accounts

OnDemand
  • Recorded Wed, May 03, 2023
  • Presented by Suzie Jones
Suzie Jones
$279.00

This two-hour webinar examines the documentation requirements on business entities available in most states and clarifies how to identify who has the authority to open and transact on behalf of the entity.

Overdraft Programs: How to Prepare for Regula...

OnDemand
  • Recorded Fri, July 21, 2023
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

In this session we will review the regulatory guidance in detail. In addition, we will discuss best practices for disclosures, fees, accountholder education, and marketing of your overdraft program. We will also review Overdraft Program issues identified through consumer complaints, examinations, and enforcement actions and provide recommendations for you to avoid similar mistakes.


CTR Line by Line

OnDemand
  • Recorded Tue, May 16, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

We will thoroughly examine the Currency Transaction Report by breaking down each section in great detail.

Everything You Need to Know About Reg CC: Hol...

OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Dawn Kincaid
Dawn Kincaid
$279.00

Hold that check! But...wait, how long can we hold that check? What reasons do we give the accountholder for placing the hold? Can we place a hold on a business account? In this session, we will answer all of these questions and more.

Treasury Management: A Powerful Tool to Incre...

OnDemand
  • Recorded Thu, June 23, 2022
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management products and services to your business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these products services.

 

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