Training

Ready to make Excel work harder for you? This webinar will empower you to use Excel more effectively, avoid Excel crises due to program crashes, and establish safety nets for your spreadsheets.

This webinar will provide an overview of the current market for bank mergers and acquisitions, the impacts that regulatory proposals will have on bank deals in the future, and what that means for bank employees.

Structuring credit facilities for short-term loans and lines of credit is more challenging for financial institutions compared to structuring long-term loans. This course is designed to demonstrate the factors required to consider in establishing the proper loan amount for short-term needs, and not rely solely upon a formula-driven approach. This is the essence of short-term loan structuring.

Your staff is required to have training on OFAC. In this program, we will learn what the OFAC program is all about.

This session will cover the critical topic of workplace violence – how to prevent it and what to do when confronted with it. Whether it's angry customers, disgruntled coworkers, or domestic violence that spills over into the workplace, we must be prepared to handle these volatile situations.

HOT OFF THE PRESS! The Consumer Financial Protection Bureau (CFPB) just announced the final rules for personal financial data rights established by the Consumer Financial Protection Act of 2010 (CFPA). The final rule requires financial services providers to make consumers’ data available upon request, defines obligations for third parties accessing consumers’ data, and promotes fair, open, and inclusive industry standards.

In the rapidly evolving landscape of B2B payments, financial institutions are under increasing pressure to modernize their payment strategies to meet the demands of today’s digital economy. This webinar will explore the latest trends and innovations in B2B payments, with a particular focus on the strategies financial institutions can employ to optimize their payment processes, integrate instant payments, and stay ahead in a competitive market.

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.

Tellers are often the first impression of a financial institution—and every transaction matters. Each day, tellers handle large sums of cash while balancing speed, accuracy, confidentiality, and customer service.