Webinars

This webinar will cover new and recent reporting revisions for the 2023 call reports as well as common questions and reporting errors.

Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete, yet keep it simple? If yes to either question, this webinar is for you!

Are you new to our industry and feeling a little lost? Don't worry, we've got you covered. Join us as we look at the ins and outs of the federal reserve system, regulations, regulators, and how banks make money. We'll also delve into the basic branch system and its function. You'll walk away from this webinar feeling confident and knowledgeable about the industry you've joined.

No financial institution WANTS to receive complaints, but even the most customer-oriented institutions WILL receive negative customer reviews! This session will explore what a complaints program is, how it should be constructed, and how it benefits the customers, employees, and the institution.

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.

This webinar will prepare the bank for an upcoming Safety and Soundness Examination focusing on overall credit administration, so that correction of deficiencies can be achieved before the regulators arrive.

Do you understand what an ACH Exception is and the requirements around them? Many exceptions are rare, and you may find yourself second guessing what you should do. Gain a better understanding of exception processing from returns to notifications, of changes to DNE, and more.

Don't let compliance confusion slow you down. Take this opportunity to deepen your knowledge of the current compliance rules and take your loan processing skills to the next level. With Anne's easy-to-follow explanations and real-life examples, you'll be armed with the tools you need to navigate even the most complex loan scenarios with ease.

The use of crypto and/or other virtual currencies (i.e., Bitcoin, etc.) has become more and more mainstream within the banking industry but there are significant risks that cannot be ignored. You need to understand the potential impact on your BSA/AML program.