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HMDA Essentials

OnDemand
  • Recorded Tue, October 31, 2023
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$279.00

The 2018 modifications to HMDA were massive, and many financial institutions are still dealing with the challenges of collecting data under the burdensome new requirements. The partial exemption provisions resulting from EGRRCPA were a blessing and a curse. Now with a key exemption being revoked by the CFPB in December of 2022, knowing what to do and how to do it has never been more important.

Coaching Tellers to Excellence

OnDemand
  • Recorded Wed, November 15, 2023
  • Presented by Janice Branch
Janice Branch
$279.00

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?

Join us for an informative and engaging webinar on the fundamentals of the bond market! This webinar is designed to provide you and your team with a comprehensive understanding of key concepts, including types of U.S. treasury securities, credit, and interest rate risks. By attending this webinar, your team will gain valuable insights and practical knowledge to help enhance your institution’s investment strategy.


2024 Deposit Regulatory Update All Day Streaming

Live Stream OnDemand
  • Recorded Wed, February 21, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$849.00

This is a fast-paced class covering a myriad of issues your financial institution will be facing in 2024.

Let's Talk Testing for UDAAP

OnDemand
  • Recorded Thu, February 15, 2024
  • Presented by Molly Stull
Molly Stull
$299.00

The Dodd-Frank Act makes it unlawful for any provider of consumer financial products or services to engage in any unfair, deceptive or abusive acts or practices (UDAAP). While this is not new news, it is critical that your institution conducts testing across its product lines and services to ensure UDAAP issues are not quietly lurking!

Call Report: Loan Activities and Loan Schedules - 2 Part Series

OnDemand
  • Recorded Thu, February 22, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$549.00

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.


Opening Business Accounts - Beneficial Ownership Update

OnDemand
  • Recorded Tue, March 12, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

Understanding designations, rules, and authority on all different types of business accounts can ensure that you are taking the proper precautions and can assist you in avoiding errors that can be costly to your organization. An update on Beneficial Ownership will be included.

Building an IT Strategic Plan that Helps You Make Decisions

OnDemand
  • Recorded Wed, March 27, 2024
  • Presented by Joe Davis
Joe Davis
$299.00

Does your IT Strategic Plan work for you? Or is it simply a document you review once a year? Join us to learn how to turn your IT Strategic Plan into a tool that guides decision making.

Secrets of Being a Great Call Center Agent

OnDemand
  • Recorded Thu, April 18, 2024
  • Presented by Janice Branch
Janice Branch
$299.00

Call center agents, are you looking to take your performance and career opportunities to the next level? In this webinar, you’ll learn best practices that will help you turn customers into loyal and raving fans.

 

Fulfill your bank training needs with webinars

We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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