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AI and Microsoft Excel

Upcoming
  • Tue, July 01, 2025
  • Presented by David Ringstrom
David Ringstrom
$299.00

Although AI seems like it is suddenly everywhere in our daily lives, AI has been part of Excel for 10+ years. In this webinar, we’ll discuss AI-powered features in Excel, and explore how to use ChatGPT to write and deconstruct formulas as well as automate repetitive tasks.

Navigating New RTP and FedNow Rules

Upcoming
  • Wed, July 30, 2025
  • Presented by Kevin Olsen
Kevin Olsen
$299.00

Join us as we dive into the new Real-Time Payments (RTP) rules effective June 16, 2025, and the latest FedNow updates. This session will break down critical changes, including On-Behalf-Of (OBO) payments, new rules interpretations for Requests for Payment (RFPs), and other key RTP rule updates.

Test Before You Test: AAP Exam Strategies Wor...

Upcoming
  • Thu, July 31, 2025
  • Presented by Kevin Olsen
Kevin Olsen
$450.00

This engaging, hands-on workshop is designed to help you master the AAP exam by breaking down the structure, exploring key topics, and practicing effective test-taking techniques. You’ll gain the knowledge and confidence needed to tackle even the toughest questions.


Encouraging the Next Generation of Women Leaders

Upcoming
  • Thu, July 24, 2025
  • Presented by Marci Malzahn
Marci Malzahn
$299.00

Join us for an inspiring session where Marcia shares her journey of triumph and leadership in the financial services world, breaking barriers as an immigrant and a woman leader.

Monthly and Quarterly Board Reporting for CECL

Upcoming
  • Thu, June 26, 2025
  • Presented by Michael Umscheid
Michael Umscheid
$299.00

CECL requires enhanced board reporting due to the forecasting and volatility inherent in modeling.

Executive Total Compensation: Strategies to M...

Upcoming
  • Tue, July 29, 2025
  • Presented by Mike Blanchard, Matt Brei
Mike Blanchard
Matt Brei
$299.00

We focus on the key elements that make up the total compensation package: base salaries, annual incentives, long-term incentives, benefits, and prerequisites. This session provides an educational overview of various compensation elements, focusing on current trends/best practices within community and regional institutions.


Mastering Participation Agreements: Unlocking...

Upcoming
  • Tue, June 24, 2025
  • Presented by Robin Russell
Robin Russell
$299.00

Discover the ultimate advantage for both the lead institution and participant institution, and learn how to mitigate risks to protect your interests. This is your chance to stay ahead of the competition and become an expert in Participation Agreements.

Small Bank Community Reinvestment Act (CRA) W...

Upcoming
  • Wed, July 09, 2025
  • Presented by Lauren Sparks
Lauren Sparks
$450.00

On October 24, 2023, the agencies issued a final rule that revised their regulations implementing the CRA. However, the Final Rule never took effect due to litigation challenging the rule. The agencies now plan to issue a proposal to rescind the 2023 CRA Final Rule, and seek public comment on reinstating the CRA framework that existed prior to the 2023 Final Rule. What does that mean for compliant programs for Small Banks under CRA?

Unclaimed Property Compliance for Financial I...

Upcoming
  • Wed, July 30, 2025
  • Presented by Zach Robbins, Grant Faustino
Zach Robbins
Grant Faustino
$299.00

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

 

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