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IRA Part 4

Upcoming
  • Tue, October 20, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.

BSA Reporting and Training for the Board

Upcoming
  • Wed, October 21, 2026
  • Presented by Dawn Kincaid
  • Webinar
$299.00
Ultimate responsibility for your BSA program rests with the Board. Our directors aren’t there though to oversee the day-to-day operations; therefore, they must rely on the information provided by the BSA Officer and management to make the strategic, risk-based decisions needed to keep your institution in compliance and avoid costly incidents of fraud. What’s more recent BSA enforcement actions have cited lack of board and management oversight as a significant violation.

W-9s and W-8BENs

Upcoming

Beginner Friendly

  • Thu, October 22, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
The FATCA rules affecting foreign financial institutions also affects US financial institutions and your job as a withholding agent. During this program we will do a line-by-line review of the forms and the subsequent tax reporting to the IRS.

Appraisal Review Workshop

Upcoming

Intermediate

  • Thu, October 22, 2026
  • Presented by Dawn Kincaid
  • Workshop
$450.00
Appraisals are a key element of any loan decision as they truly depict the market valuation at the time of the loan. Accepting a discriminatory appraisal would increase your liability under FHA and ECOA, and cause consumer harm by limiting access to credit or increasing the costs of credit for your borrower.

Excel Explained: Power Query for Everyday Data Cleanup

Upcoming

Beginner Friendly

  • Mon, October 26, 2026
  • Presented by David Ringstrom
  • Webinar
$299.00

Excel Explained: Power Query for Everyday Data Cleanup shows you how to transform messy, real-world data into clean, analysis-ready datasets—without complex formulas. Learn how to automate repetitive cleanup tasks and prepare data for reporting with confidence.

Community Banker Open Source Crypto Investigations - Part 2

Upcoming
  • Mon, October 26, 2026
  • Presented by Lauren Sparks, Bill Sparks
  • Webinar
$299.00
Cryptocurrency-related fraud is increasingly reaching community banks through account openings, ACH activity, wires, card transactions, peer-to-peer payments, and customer complaints. Bankers may recognize the warning signs but still struggle to determine what happened, where the funds moved, and what information can be developed using publicly available “open source” resources. Resources are needed to investigate beyond the bank walls.

Marketing and Advertising Compliance - 3 Part Series

Upcoming

Advanced

  • Tue, October 27, 2026
  • Presented by Carl Pry
  • Webinar
$829.00
3-part series on marketing and advertising legal and regulatory requirements impacting financial institutions - in-depth discussion of rules, best practices, and recommendations

Marketing and Advertising Compliance - Part 1

Upcoming

Advanced

  • Tue, October 27, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
3-part series on marketing and advertising legal and regulatory requirements impacting financial institutions - in-depth discussion of rules, best practices, and recommendations

Loan Documentation 101 - 2 Part Series

Upcoming

Beginner Friendly

  • Tue, October 27, 2026
  • Presented by Robin Russell
  • Webinar
$549.00
Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.
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