Webinars

During this program we will cover all the “hot” topics for 2025. Learn everything you need to update your operations area.

How many ways do we say no? And how do we do that while complying with at least 3 separate regulatory rules? (soon to be 4?) Join us for this special 2 and a half hour class and workshop for community bankers to explore the requirements and the processes for Adverse Action compliance.

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals.

This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

Fair lending is always in the regulatory spotlight. We continue to see violations and enforcement actions across the country. This seminar provides a thorough review of the basic tenets of Fair Lending and a review of recent cases and regulatory actions.

Special 1071 Discussion on the Final Rule
Fair lending continues to be a hot topic in 2023. The administration and leadership have been outspoken in their priorities and goals. This means new requirements and increased enforcement to monitor. Are you keeping up with all the changes that will impact your institution? It is more critical now than ever to ensure your fair lending program covers all the bases. There are new ways of looking at lending patterns, activities, risks, and new expectations from the agencies.

It seems like the question of the legality of banking cannabis businesses has gone on forever, but it is a complex topic. With the expanding legality on the state level (although of various degrees), is now the time for your institution to jump into the fray? This webinar will discuss the current state of affairs regarding cannabis banking, including hemp production.

In this 2-part webinar, we'll discuss all the relevant requirements and considerations in the origination process.

Call Centers create a competitive advantage for organizations, whether there are two or two hundred people answering calls. This webinar will help call center managers establish training and practice coaching techniques that ensure agents know how to effectively use the technology and are inspired to perform.