On-purpose coaching techniques for meaningful results.
Webinars
This two-hour webinar provides insight into the murky areas of HMDA which may result in the failure to report the appropriate loans on the LAR or errors in reported data fields. Participants receive a detailed manual that serves as a handbook long after the program is completed.
During this program, we will update BSA Officers on the new and important issues for BSA in 2023.
The filing deadline is April 30, 2023 for the March 31, 2023 report date. Get your questions answered regarding how to report your CECL adoption in the Call Report.
The format for this webinar will be live streaming with 2 designated Q&A sessions.
This two-hour webinar explains the issues financial institutions face regarding flood insurance and the essentials needed to comply. Participants will receive a detailed manual that serves as a handbook long after the program is completed.
Since the Gramm-Leach-Bliley Act was passed in November of 1999, financial institutions in the US have been required to build and manage an Information Security Program, based on a risk assessment, that ensures the safety of confidential customer information.
Given the complex and volatile economic and industry environment, the role of the internal auditor is changing and expectations of internal audit by bank examiners, external auditors, management, and stakeholders are increasing. This program will discuss the definition of internal audit and the evolving role of the internal audit function within organizations.
Even though we’ve been living with the TILA-RESPA Integrated Disclosures (TRID) rule for over a decade now (believe it or not), compliance can be frustratingly elusive. The rules are so detailed and prescriptive that 100% accuracy is near impossible. Scrutiny of TRID disclosures is traditionally quite intense, plus when you consider the legal liability of inaccurate disclosure of the many fees, identifying the many hot spots of TRID becomes paramount.
Your financial institution’s most precious asset is its frontline. This program will take a look at training for the teller. What needs to go into the training? What needs to stay out? Who should write the training and procedures and what is the purpose?
Fulfill your bank training needs with webinars
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.
