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Credit Analysis Basics

Upcoming

Beginner Friendly

  • Mon, July 20, 2026
  • Presented by David Osburn
  • Webinar
$299.00

Attend this proactive webinar and learn how banks make lending decisions based on the five (5) C’s of credit—capacity, capital, collateral, conditions, and character!

Records Management

Upcoming
  • Tue, July 21, 2026
  • Presented by Carl Pry
  • Webinar
$299.00

A discussion of financial institutions’ responsibility to retain records: what to keep, in what form, and for how long. Also, how to effectively manage the appropriate compliance responsibilities.

Communicating with Executives

Upcoming

Intermediate

  • Tue, July 21, 2026
  • Presented by Philip Vassallo
  • Webinar
$299.00
Craft a structured approach to communicating to executives with confidence and credibility while respecting their time and adding value to their business.

Loan Participations: Risks and Rewards

Upcoming
  • Wed, July 22, 2026
  • Presented by Robin Russell
  • Webinar
$299.00
Loan participations can be beneficial to both the lead bank and the participants although they can also involve significant risks. Join us for this comprehensive overview of loan participations and their risks and rewards.

Community Bank Internal Auditors Workshop: A 2-Part Series

Upcoming
  • Wed, July 22, 2026
  • Presented by Lauren Sparks
  • Workshop
$850.00
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 1

Upcoming
  • 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!

10 Common Errors on Nonresident Alien Accounts (NRA)

Upcoming
  • Thu, July 23, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
If you are asking your customer, “Are you a US citizen?” at account opening, you might be asking the wrong question. A better question is, “Are you a US Person?”

Consumer Lending Training Program

Upcoming

Beginner Friendly

  • Thu, July 23, 2026
  • Presented by Tom Carlin
  • Training Program
$1,850.00
This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.

The 10 Must Have Skills for Customer Success

Upcoming

Beginner Friendly

  • Thu, July 23, 2026
  • Presented by Janice Branch
  • Webinar
$299.00
Today, more than ever before, good customer service is vital to the success of any institution. Research says that it takes 10 times the effort to keep a customer loyal to an institution today in comparison to the effort it takes to get them to choose to do business with the institution in the first place.
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