Webinars

How do you deliver value while creating amazing experiences for your depositors? Wow them with an exceptional service experience. Depositors who feel a connection to the people who wait on them feel valued. In this webinar, learn to practice depositor advocacy to earn client loyalty. ake your depThese are the customers who will and will not only increase their relationship with the institution but will also recommend the institution to their family and friends.

This webinar is an orientation for those of you who have joined our industry.

There are many types of business accounts with many different ways to do business at banking today. It can be challenging to determine who is authorized to open, close and transact business when dealing with so many business entities.

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

Security versus Convenience is the battle that every organization faces when leveraging technology today. If you lean too heavily on Security, performing routine business functions may become inefficient and frustrating. If you lean too heavily on Convenience, you risk exposing your network and data to hackers. To make matters worse, you need to have a separation between IT Operations (who is managing your technology) and Information Security (IS) Operations (who is making sure you are secure).

This program provides a review of both parts of the final Regulation F. The rules apply directly to financial institutions if the institution is collecting a debt owed to a third party or is collecting its own debt, but is using a different name.

Do you need an effective, easy and repeatable process for turning your current, happy clients into your personal advocates for building new relationships?

We’ll make sure that as either a Receiving Depository Financial Institution or an Originating Depository Financial Institution, you’ll know your responsibilities regarding ACH.

In this webinar, we'll explore the crucial difference between an average leader and an excellent leader: good communication. We won't just focus on the how - we dive into the what as well.