Accounting/Reporting, Auditing, Reporting
The webinar series will generally cover the Call Report in schedule order, however, grouping certain schedules based upon reporting content will be woven into the curriculum.
Commercial/Business Lending, Compliance, General Compliance, Lending, Lending Compliance, Mortgage Lending
Get ahead of the curve and ensure your financial institution is fully compliant with Fair Lending regulations! Join us for a must-see webinar on avoiding illegal discrimination and mitigating potential risks. Discover expert insights and practical tips to help you navigate the complex landscape of loan pricing and underwriting, and learn what your examiners will be looking for at your next exam. With compliance at the forefront of your operations, you can rest easy knowing your institution is well-prepared for any potential challenges.
Accounting/Reporting, Computer Skills
Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.
Compliance, Lending Compliance, Mortgage Lending
This webinar will discuss the requirements and provide guidance on the proper steps to follow to ensure you understand all the requirements when considering or initiating a foreclosure action.
Human Resources, Management/Employee Development
This webinar will teach you how to create a supportive learning culture and boost motivation, engagement, and success. Discover expert strategies for mastering the art of facilitation, and learn how to become a role model in your organization.
Auditing, Commercial/Business Lending, Compliance, Customer Service, Fraud, Information Technology/Security, Lending, Lending Compliance, Mortgage Lending
What steps must be followed to be in compliance with E-Sign? What steps should be taken to verify the customer’s identity in view of an increased risk of identity theft? This session will explain the intersection of E-SIGN and cybersecurity while providing valuable tips for educating consumers and identifying fraud.
Accounting/Reporting, Auditing, Commercial/Business Lending, Compliance, Lending, Lending Compliance, Management/Employee Development
Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?
Compliance, General Compliance, Human Resources, Management/Employee Development, Risk Management/Legal
The business case for Diversity, Equity and Inclusion (DEI) is stronger than ever. This webinar will provide bankers a comprehensive review of the moral, economic and financial rationale for strategic investments in DEI policies, practices and programs.
Information Technology/Security, Risk Management/Legal, Technology/Security
Who should really be the Information Security Officer? What does it mean to be the Information Security Officer today? When it comes to information and cyber security, the responsibility falls at several levels including the Board of Directors and Senior Management.
We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
