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Excel Explained: Building Better Budget Spreadsheets

OnDemand
  • Recorded Wed, November 20, 2024
  • Presented by David Ringstrom
  • Webinar
$299.00

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.

Managing Diversity & Inclusion in the Financial Services Industry

OnDemand
  • Recorded Thu, August 22, 2024
  • Presented by Vicki Kraai
  • Webinar
$299.00

One in five workers have experienced discrimination or unfair treatment at work. In today's workplace environment, organizations need to face a reality gap and realize more work needs to be done in this area.

How to Hire Superstars for Your Institution

OnDemand
  • Recorded Fri, October 04, 2024
  • Presented by Alex Cole-Murphy
  • Webinar
$299.00

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.

Call Report Loan Activities and Lending Schedules - 2 Part Series

OnDemand
  • Recorded Fri, February 21, 2025
  • Presented by Andrea Lambert
  • Webinar
$549.00

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.

CRE Lending Training Program

OnDemand
  • Recorded Mon, June 30, 2025
  • Presented by Tom Carlin
  • Training Program
$1,850.00

The CRE Lending Training Program provides bankers with a basic understanding of commercial real estate lending concepts and techniques. Participants learn a number of objectives throughout the program, from how to recognize the risks inherent in all areas of real estate lending, how to evaluate real estate loan repayment sources, construct a basic income property cash flow, and understand basic appraisal concepts, just to name a few.

Spotting Opportunities and Making Referrals

OnDemand
  • Recorded Wed, August 19, 2026
  • Presented by Janice Branch
  • Webinar
$299.00
Our best tool to keep depositors loyal to our institution is in deepening the relationship we have with depositors. Our institution has a vast array of products and services that many of our depositors need and want. How do they find out about these products and services? Certainly, our marketing team makes efforts to inform and communicate those offerings to depositors in the way of radio and TV ads, newspaper ads, and direct mail pieces. But will all their efforts—none are more effective than the institution’s frontline and call center employees interacting directly with the depositor.

Accounting Basics/Refresher for Financial Professionals

OnDemand

Beginner Friendly

  • Recorded Mon, September 28, 2026
  • Presented by David Osburn
  • Webinar
$299.00
This webinar will provide the banker with the “basics/ refresher” of accounting.

Legal Issues of Checks

OnDemand
  • Recorded Thu, October 01, 2026
  • Presented by Deborah Crawford
  • Webinar
$299.00
Having an understanding of endorsements and handling checks is crucial to making sound check cashing decisions. A check is a unique type of contract where ownership can be transferred by way of the endorsement on the back of the item.

Strategies for Recruiting and Retention - 2 Part Series

OnDemand
  • Recorded Thu, July 27, 2023
  • Presented by Vince Carone
  • Webinar
$509.00

In this 2-part series, you will gain a deep understanding of the significance of employer branding in the recruitment process. You will also discover effective strategies for attracting and retaining top talent in a competitive market.

 

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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.

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