Webinars

The goal of every financial institution is to develop tellers who acquire the necessary skills to proficiently deal with customers, utilize loss prevention techniques, and put a harmonious touch into every transaction. Whether the teller is new or a veteran, there is an opportunity during this webinar to learn tips and techniques that will make them more efficient, confident, and prepared to tackle their daily responsibilities.

Leading an exceptional branch is every branch manager’s goal, right? Unless the branch manager is burned out, burned up, or not well prepared.

This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.

This program provides an overview of the key components of CRE appraisals and where bankers can find important information to assist in underwriting and understanding the sustainability of cash flow and the stability of the value of a property.

This course helps you understand the flow of accounting, including identifying economic events and how they are reported in financial statements. The course will also demonstrate how the Balance Sheet, Income Statement, Reconciliation of Net Worth, and Cash Flow Statement are developed and connected to each other. Since the instructor is a banker, the approach to the credit analysis process will be from a banker’s perspective. Case studies will be used to reinforce concepts presented.

The FDIC has finally issued their final rule regarding modernizing the FDIC signage requirements at physical, as well as digital, locations where insured deposits may be received. The new signage must be in place by the beginning of 2025. Do you understand all the new requirements, and are the changes in place?

Don't let compliance traps trick you. Discover the best practices for business-entity documentation, underwriting documents, guarantors, and security interests to ensure your success!

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.

Before you can write policies, before you can schedule that next audit, and before you can assign your next training course, you must review and update your institution’s BSA/AML Risk Assessment. What new inherent risks are out there? How are you measuring your risks?