Webinars

The way managers treat their team is subtly influenced by what they expect of them. What should you expect? How do you treat them? Learn how to build a team and coach them to success!

This two-hour webinar examines not only the documentation requirements on business entities available in most states, but also provides clarity on how to identify who has the authority to open and transact on behalf of the entity.

Learn the basic requirements for successful loan participations or syndications.

It’s been 27 years since the federal bank regulatory agencies overhauled the Community Reinvestment Act (CRA) regulations. On May 5, 2022, after several false starts over recent years, the agencies issued a proposal to strengthen and modernize regulations implementing the CRA. The proposal features several significant revisions and will likely become final in 2023.

This webinar focuses on the deposit and loan issues that arise when a customer dies.

Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.

This course is designed for bankers new to Call Report preparation, as well as those seeking a refresher course. This webinar series will primarily follow the structure of the Call Report, progressing through the schedules in order. However, to enhance the learning experience and better convey related reporting content, certain schedules will be grouped together within the curriculum. This approach ensures that attendees can grasp both the individual schedules and their interconnections, facilitating a comprehensive understanding of the reporting process.

Our upcoming 2-hour webinar is designed to equip participants with invaluable insights into the ever-changing regulatory and accounting landscape. We'll delve into recent shifts and explore proposed changes slated for implementation in 2024. Moreover, to ensure utmost relevance, any emerging regulatory matters will be seamlessly integrated into the agenda. This ensures that our training remains highly pertinent for the June 30, 2024, reporting period and going forward.

The agenda for this webinar includes coaching, confronting, and counseling your staff on how to build an individualized plan that reinforces positive performance and corrects poor performance. You will learn the importance of documenting coaching and follow through.