Webinars

Have you ever wondered why you do some of the things you do regarding ACH entries? Are you new to banking? Do you understand the risks around ACH Origination? If you are confused, then this class is for you!

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

It’s imperative that there are no leaks with your institution’s Flood Disaster Protection Act compliance program. Not only are FDPA civil money penalties frequently issued, but floods do occur across the country. Join us to ensure that your institution’s policies, procedures and training are adequately protecting the institution from flooding risk.

Do you charge junk fees? Maybe. The CFPB changed the guidelines, and some of your old practices will need to be updated to avoid unlawful overcharging of your customers.

Your institution has worked hard for the loan, and now it is critical to protect the collateral. In this webinar, learn about a cornerstone of all lending programs - how to properly secure collateral.

"Keeping up” is the most common training goal for compliance and lending personnel. The steady stream of new consumer laws and regulations is continuously supplemented by revisions. Often, compliance errors occur simply because the lender was unaware of the change.

The frontline is our eyes and ears on the ground. This includes tellers, new accounts, lenders, branch managers, and anyone who interacts with a customer. Give them the training and confidence they need to spot red flags and deal with other frontline issues.

How successful do you expect your tellers to be? How successful do they want to be? How big is the gap between what you want and what they deliver on?

This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.

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.