Webinars

Ready to enhance your expertise in loan-related Call Report Schedules? This two-part webinar is specifically designed for Call Report preparers, reviewers, and auditors who want to master the complexities of loan reporting. With a focus on accuracy, compliance, and efficiency, this series will provide the insights you need to ensure loan data is reported flawlessly.

This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!

This webinar focuses on the deposit and loan issues that arise when a customer dies.

This discussion will highlight the advancements in cybercrime and social engineering that are targeting our people resources. Best practices will be discussed for processes necessary to improve the weakest links in our institutions.

During this webinar we will break down the bill and do a section by section look at the money laundering piece and what it can mean to you.

In this session, core steps required for most incidents will be highlighted and specialized components for DDOS, malware, ransomware, CATO, and unauthorized access incident types will be examined.

This session will involve a detailed discussion of the material changes expected to be introduced during calendar year 2021.

We will explore best practices for Vendor Management, Third Party Risk Management, Fourth Party Management and Customer Risk Management.

This session will focus on the employment issues surrounding COVID management in the banking industry, as they now exist. We will discuss best practices and common approaches which have emerged across community banks.