Webinars

Documenting an Information Security Program (ISP) is an important step in protecting your organization from cyber threats, but it’s only as good as controls that are actually implemented.

If ACH is a product that you are selling, or want to sell, and ACH is new to you, you’ll want to join us for this webinar.

Every company, regardless of industry, is trying to figure out how to attract and retain the right talent. Organizations are also striving to achieve their goals and fulfill their vision described in their strategic plan. But how do you achieve all—attracting and retaining talent while achieving your objectives and fulfilling your vision? Marci Malzahn shares how succession planning fits into your Talent Management Program. She also gives you strategies and ideas on how to integrate your Talent Management Program with your company’s Strategic Plan.

In an effort to provide one-stop, efficient service to accountholders many institutions have transformed the traditional role of teller into universal banker. In this session, we will prepare staff members for these responsibilities and review compliance requirements they will need to know to succeed.

In today's financial landscape, it is harder and harder to differentiate your products and organization from your competition. This course will help staff create greater demand for their products and services.

During this year-long webinar series, we will discuss the current environment, the recent enhancements to the ACH network and the rules that have been created or amended from Nacha. We'll also review recent changes to the ACH rules and discuss upcoming changes that might impact your organization or specifically, your role.

Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. This session will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. It will first show how to use Power Query to prep data for analysis in Excel or Power BI. It will then compare how you can summarize and present data both in Microsoft Excel and Power BI.

Complaint management focuses on resolving customer grievances, identifying areas of improvement, and developing better products or services. The training your employees receive is imperative for the success of both your customer support and customer service departments.

During this session, we will take the core document from deposit/share accounts handbook and set up a working document so that you can tailor your procedures into the framework we will provide.