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Handling Accounts at Death

OnDemand

Beginner Friendly

  • Recorded Thu, January 15, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
When your account holder dies, many issues and questions arise. Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship, and other complex issues that can occur when an account holder is deceased.

Opening New Accounts Part I: Consumer Accounts

OnDemand
  • Recorded Mon, October 28, 2024
  • Presented by Matthew Dickinson
  • Webinar
$299.00

This two-hour workshop focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

Avoiding Check Fraud Liability: From Prevention to Loss Allocation

OnDemand

Beginner Friendly

  • Recorded Tue, March 17, 2026
  • Presented by Terri Thomas
  • Webinar
$299.00

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.

Fraudulent Cashier’s Checks - Best Practices for Avoiding Losses

OnDemand
  • Recorded Wed, March 20, 2024
  • Presented by Terri Thomas
  • Webinar
$299.00

Learn about the unique risk cashier's checks pose to banks and the best practices for limiting losses when processing these transactions.

Do’s and Don’ts on Checks

OnDemand
  • Recorded Tue, July 30, 2024
  • Presented by Deborah Crawford
  • Webinar
$299.00

Why do we make handling checks so hard? These simple do's and don'ts will keep your financial institution from losing money and creating chaos in the back office.

Health Savings Accounts: Financial Institution vs. Customer Responsibility

OnDemand
  • Recorded Thu, February 26, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00

Health savings accounts have been in existence for over 20 years now. In order to keep insurance premiums lower, many people are choosing to have a High Deductible Health Plan to minimize costs.

Coaching Effectiveness for Managers and Supervisors

OnDemand

Beginner Friendly

  • Recorded Thu, April 23, 2026
  • Presented by Janice Branch
  • Webinar
$299.00

This action packed, how-to webinar will explore why coaching skills are relevant and essential.  You will leave the webinar knowing what coaching is and when, where and how it is applied.  You will learn how to build positive, constructive relationships that result in a stronger commitment to improving performance.

Community Bank Internal Auditors Workshop - Part 1

OnDemand
  • Recorded Wed, July 22, 2026
  • Presented by Lauren Sparks
  • Workshop
$450.00
Community Bank Internal Auditors (IAs) function as the backbone for safety and soundness in the bank. Often the internal auditor is thrown into the position based on competency in another area of the bank. Here is the opportunity to make it all make sense!

Community Bank Internal Auditors Workshop - Part 2

OnDemand
  • Recorded Wed, July 29, 2026
  • Presented by Lauren Sparks
  • Workshop
$450.00
Community Bank Internal Auditors (IAs) function as the backbone for safety and soundness in the bank. Often the internal auditor is thrown into the position based on competency in another area of the bank. Here is the opportunity to make it all make sense!
 

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