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Loan Structuring Workshop Part 2

Upcoming

Advanced

  • Tue, November 17, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.

AI and the Future of Relationship Banking

Upcoming
  • Wed, November 18, 2026
  • Presented by Skip Willcox
  • Webinar
$299.00

Discover how financial institutions can use AI to reduce friction, improve service and support employees without sacrificing the judgment, accountability and personal relationships customers value.

Demystifying Trusts: Establishing Deposit Accounts and Loans

Upcoming
  • Wed, November 18, 2026
  • Presented by Terri Thomas
  • Webinar
$299.00
This webinar will provide attendees with information on doing business with trusts, including best practices in establishing deposit account and loan relationships.

Community Bank Internal Controls: The Ticket to Compliance - Part 2

Upcoming
  • Wed, November 18, 2026
  • Presented by Lauren Sparks
  • Webinar
$299.00
Learn how to build and evaluate effective compliance controls that strengthen your CMS and support examination readiness.

Regulation CC for Staff

Upcoming

Intermediate

  • Thu, November 19, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
Regulation CC is the regulation governing the availability of funds for transaction accounts and the holds which financial institutions can place on checks. This regulation was passed in 1988 and continues to be one of the toughest compliance problems in financial institutions around the country.

Supervising the Teller Line

Upcoming

Intermediate

  • Thu, November 19, 2026
  • Presented by Janice Branch
  • Webinar
$299.00
Effective supervision is a key ingredient of any successful company. The supervisor plays a major role in providing staff with guidance and leadership to complete tasks accurately, serve customers efficiently and meet deadlines. Nowhere is supervision more important than on the frontline at your bank. Frontline staff are up front and center in assisting customers, as well as building and maintaining the reputation your bank has in your community. Frontline staff require a superior supervisor to deliver a top performance.

Loan Structuring Workshop Part 3

Upcoming

Advanced

  • Mon, November 23, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.

Loan Structuring Workshop Part 4

Upcoming

Advanced

  • Tue, November 24, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to enable you to appropriately structure commercial credit exposures in these very uncertain times by matching loan type, terms and conditions to the borrower’s needs while establishing primary and secondary sources of repayment for the bank as well as addressing underlying credit risks.

Understanding Dormant Accounts and the Escheatment Process

Upcoming

Beginner Friendly

  • Tue, December 01, 2026
  • Presented by Dawn Kincaid
  • Webinar
$299.00

Dormant accounts often take a backseat to more pressing compliance matters until that one time a year comes when you are required to report this inactivity and transfer any assets to your state through the escheatment process.

However, dormant accounts can present a significant risk to your institution and require increased monitoring and scrutiny.

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