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Officer Calling: Prospecting, Preparing & Pre...

OnDemand
  • Recorded Fri, September 24, 2021
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Officer Calling: Prospecting, Preparing & Presentation

OnDemand
  • Recorded Fri, September 24, 2021
  • Presented by Jeffery Johnson

Lending, Sales

Learn practical ideas for enhancing your calling process by focusing on every aspect from preparing for the call to handling objections, to closing the sale and retaining your customer.

Vendor Management - How Does Model Risk Fit In?

OnDemand
  • Recorded Thu, August 26, 2021
  • Presented by Marci Malzahn
Marci Malzahn
$279.00

Vendor Management - How Does Model Risk Fit In?

OnDemand
  • Recorded Thu, August 26, 2021
  • Presented by Marci Malzahn

Executive, Risk Management/Legal

You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program.

SSAE18, SOC 1, SOC 2 - What Do I Need?

OnDemand
  • Recorded Mon, August 09, 2021
  • Presented by Shane Daniel
Shane Daniel
$279.00

SSAE18, SOC 1, SOC 2 - What Do I Need?

OnDemand
  • Recorded Mon, August 09, 2021
  • Presented by Shane Daniel

Risk Management/Legal

We will explore the different types of SOC reports provided by vendors and highlight the best items that should be requested from vendors.


State of Cannabis Banking in 2021 – Is This t...

OnDemand
  • Recorded Thu, September 02, 2021
  • Presented by Carl Pry
Carl Pry
$279.00

New FedLine Security Requirements – What You ...

OnDemand
  • Recorded Wed, October 06, 2021
  • Presented by Chad Knutson
Chad Knutson
$279.00

Small Business Lending Data Collection

OnDemand
  • Recorded Fri, October 15, 2021
  • Presented by Jerod Moyer
Jerod Moyer
$279.00

Small Business Lending Data Collection

OnDemand
  • Recorded Fri, October 15, 2021
  • Presented by Jerod Moyer

Compliance, Lending

This webinar will look at the key issues of this newly proposed rule in plain English.


Bank Secrecy Act Updates – What Are the New E...

OnDemand
  • Recorded Wed, September 29, 2021
  • Presented by Carl Pry
Carl Pry
$279.00

Bank Secrecy Act Updates – What Are the New Expectations?

OnDemand
  • Recorded Wed, September 29, 2021
  • Presented by Carl Pry

BSA, Compliance, Lending

There is a lot going on – in this webinar we’ll cover the new requirements, talk about what’s coming and when, and provide recommendations on how to deal with things right now.

25 Tasks of the New Account Interview

OnDemand
  • Recorded Tue, September 21, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

25 Tasks of the New Account Interview

OnDemand
  • Recorded Tue, September 21, 2021
  • Presented by Deborah Crawford

Compliance, Deposit Accounts

This webinar will inform you about the deposit compliance rules and tasks your FI must follow and help you turn uncomfortable customer interviews into friendly and supportive conversations.

BSA Officer Update

OnDemand
  • Recorded Tue, October 05, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

BSA Officer Update

OnDemand
  • Recorded Tue, October 05, 2021
  • Presented by Deborah Crawford

BSA, Compliance

During this program we will cover everything a BSA officer needs to know to run a good program.

 

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