Webinars

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

With incorrect reporting having serious consequences, now is the time to upskill and take control of your financial reporting process. Join us as we delve into the reporting requirements and guide you through the proper & accurate completion of the RC & RI schedules.

This webinar will demonstrate how to utilize ratio analysis to determine the financial impact on changing metrics such as a change in the Working Capital Assets Turnover and Working Capital Liabilities Turnover and changes in the Gross Profit Operating and Net Profit Margins, This analysis will also allow the lenders to structure loans appropriately by determining the amount of funding needed to replace the cash flow losses caused by negative financial trends. When this specialized analysis is mastered, the lender can add the “WOW” factor to their analysis by not only describing trends but also the cash flow financial impact of those changing trends.

The front line is the first line of defense in the fight against financial fraud. As the eyes and ears on the ground, they play a critical role in protecting your institution and your customers from harm. This annual staff training is a must-attend event for anyone who interacts with customers.

Get ahead of the curve and ensure your financial institution is fully compliant with Fair Lending regulations! Join us for a must-see webinar on avoiding illegal discrimination and mitigating potential risks. Discover expert insights and practical tips to help you navigate the complex landscape of loan pricing and underwriting, and learn what your examiners will be looking for at your next exam. With compliance at the forefront of your operations, you can rest easy knowing your institution is well-prepared for any potential challenges.

During this webinar we will bring you up to speed on all the new intricacies with Limited Liability Companies (LLC).

Call Centers create a competitive advantage for organizations that learn to create them well and train their agents to know what to say, what not to say, and how to sell while maximizing productivity and quality.

Your institution has worked hard for the loan, and now it is critical to protect the collateral. In this webinar, learn about a cornerstone of all lending programs - how to properly secure collateral.

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 on?

This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.