Webinars

Learn how to open approximately 30 types of legal ownerships. We will cover consumer accounts, business accounts, deceased accounts and nonprofits. We will review the tax reporting, documentation requirements and best practices in our industry.

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.

Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.

Your institution is unique so your strategic plan should be as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures. Therefore, your Strategic Plan must be a fluid document. The industry is impacted by many more forces, challenges, new competitors, and uncertainty is leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing, strategic plan to thrive and grow.

Federal regulators require institutions to maintain Emergency Preparedness Plans, such as Business Continuity, Disaster Recovery, and Pandemic Preparedness. These plans ensure continuity of the institution in the unlikely event a significant incident or disaster occurs. The consequences to a financial institution can be severe if proper disaster recovery and business continuity planning does not occur and continuity of business fails.

This presentation teaches you how to create resilient and easy-to-maintain budget spreadsheets. It will contrast assigning names to cells, which simplifies both formula writing and review. It will also cover spreadsheet navigation with the Table features, which offers similar benefits. You’ll learn how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.

Does your institution need to understand how to find and hire lenders and relationship managers who will be successful at building and growing relationships? This webinar provides the hiring tools you can use immediately to take the guesswork out of hiring RMs who can and will sell and grow relationships in our current competitive environment.

Maintaining a strong internal control structure is key to keeping your financial institution strong and your employees honest.

This webinar will help you untangle the intricacies of numerous fee disclosure requirements.