Webinars

With fed rates rising and our continued challenging business environment, bankers need to be skilled at asking the right questions and uncovering potential issues and problems so that rate is not a surprise or a negotiating struggle.

This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

It’s 2023 and your examiners are due at your financial institution next month. Will your financial institution pass the test?

After completing this course, the analyst will have a better understanding of why we calculate financial and credit ratios in certain ways rather than just relying upon following financial formulas to determine a financial result.

These colorful and easy-to-use checklists are designed to chronologically lead lenders and processors through the various lending compliance requirements.

Do you need help understanding the ACH Rule Book? If you are new to operations or just want to confirm you really understand ACH, this course is for you.

Getting started in compliance can be a daunting endeavor. Where to even start? What are the laws, regulations, and guidance that applies financial services? Where can I find all this information to better help me do my job?

Everything you need to know about IRAs in a four-part webinar series.

Are you seeking to gain an understanding about how operational activities interface with the accounting and financial reporting aspect of your institution? Do daily policies and procedures seem redundant or unnecessary? Would it be helpful to understand why the daily activities you perform within the operations area are key to protecting the institution from losses?