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Opening Accounts Training Program - 3 Part Series

Upcoming

Beginner Friendly

  • Fri, October 23, 2026
  • Presented by Matthew Dickinson
  • Webinar
$1,850.00

This comprehensive course is tailored to equip new account and customer service representatives with the essential tools, deep insights, and a clear understanding of the compliance and documentation requirements needed to excel in successfully opening new accounts.

Coaching EQ: Developing Emotionally Intelligent Leaders & Teams

OnDemand

Beginner Friendly

  • Recorded Tue, June 16, 2026
  • Presented by Vicki Kraai
  • Webinar
$299.00
Is your organization investing in Coaching EQ in the workplace to develop confident, connected and future-ready leaders?

Identifying Problem Loans & Workouts 4 - Part Workshop

Upcoming

Advanced

  • Fri, October 16, 2026
  • Presented by Tom Carlin
  • Workshop
$1,700.00
This workshop is designed to sharpen the ability of participants to recognize potential problem loans early, identify appropriate solutions once they surface and implement a workout action plan.

Appraisal Bias, Automated Valuation Models (AVMs), and Reconsiderations of Value (ROVs): How Should We Handle This?

OnDemand

Advanced

  • Recorded Thu, October 15, 2026
  • Presented by Carl Pry
  • Webinar
$299.00
Is the process of ascertaining whether an appraisal or AVM is valid still important in the current regulatory environment? The short answer is yes, for several reasons. We'll explore the requirements and best practices in this area, and recommend a best way forward for lenders.

2026 Branch Operations All-Day Streaming: Compliance, Security, and Operations Training

OnDemand
  • Recorded Tue, August 04, 2026
  • Presented by Leslie Nicely, Deborah Crawford
  • Live Stream
$849.00
During this program, we will look at many of the operational and compliance issues that happen in your branches.

Identifying Problem Loans & Workouts - Part 2

OnDemand

Advanced

  • Recorded Fri, October 02, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to sharpen the ability of participants to recognize potential problem loans early, identify appropriate solutions once they surface and implement a workout action plan.

Identifying Problem Loans & Workouts - Part 3

OnDemand

Advanced

  • Recorded Thu, October 15, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to sharpen the ability of participants to recognize potential problem loans early, identify appropriate solutions once they surface and implement a workout action plan.

Identifying Problem Loans & Workouts - Part 4

Upcoming

Advanced

  • Fri, October 16, 2026
  • Presented by Tom Carlin
  • Workshop
$450.00
This workshop is designed to sharpen the ability of participants to recognize potential problem loans early, identify appropriate solutions once they surface and implement a workout action plan.

New Accounts Study: A 4 Part Training

OnDemand
  • Recorded Tue, February 07, 2023
  • Presented by Deborah Crawford
  • Webinar
$1,049.00

During this 4 part training, we will cover consumer accounts, fiduciary accounts, estate accounts, and business accounts.

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