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827 results

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Key Ratio Analysis: Calculating and Interpret...

OnDemand
  • Recorded Mon, April 12, 2021
  • Presented by David Osburn
David Osburn
$279.00

Key Ratio Analysis: Calculating and Interpreting the Numbers Correctly!

OnDemand
  • Recorded Mon, April 12, 2021
  • Presented by David Osburn

Lending, Management/Employee Development

Attend this proactive webinar and learn a “five-step” analysis plan to calculate the key ratios covering liquidity, activity, leverage, operating performance, and cash flow analysis and correctly interpret the financial condition of the business client.

Serve Well, Sell Right at the Branch

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Janice Branch
Janice Branch
$279.00

Serve Well, Sell Right at the Branch

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Janice Branch

Management/Employee Development, Sales

Branch personnel and call center agents typically interact with more customers every day than anyone else in your financial institution. It makes sense that banks expect high foot traffic locations and high call volume points of contact help to generate quality referrals that lead to product and service sales. Yet staff in these positions often struggle in making a smooth transition from handling the transaction to a short, needs-based discussion that can lead to a referral or a cross-sell.

Branch Manager Best Practices

OnDemand
  • Recorded Fri, July 16, 2021
  • Presented by Vicki Kraai
Vicki Kraai
$279.00

Branch Manager Best Practices

OnDemand
  • Recorded Fri, July 16, 2021
  • Presented by Vicki Kraai

Human Resources, Management/Employee Development

Learn how to build a team and coach them to success.

Regulation O - Lending to Insiders

OnDemand
  • Recorded Wed, November 17, 2021
  • Presented by Jack Holzknecht
Jack Holzknecht
$279.00

Regulation O - Lending to Insiders

OnDemand
  • Recorded Wed, November 17, 2021
  • Presented by Jack Holzknecht

Compliance, Lending

This program provides the information needed by the lending, compliance and audit staff to assure ongoing compliance with the regulation. The program and the materials have been updated to include the recent FAQs released by the Federal Reserve Board.

Loan Participations: What You Should Know

OnDemand
  • Recorded Thu, October 14, 2021
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Loan Participations: What You Should Know

OnDemand
  • Recorded Thu, October 14, 2021
  • Presented by Jeffery Johnson

Lending

Learn the basic requirements for successful loan participations or syndications.

Reg CC for Tellers

OnDemand
  • Recorded Thu, October 07, 2021
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

Reg CC for Tellers

OnDemand
  • Recorded Thu, October 07, 2021
  • Presented by Deborah Crawford

Compliance, Lending

There are many questions, such as can we place a hold on a cashier’s check? How many days can we hold checks on a new account? Does this apply to business accounts? Do we have to give the hold while the customer is there or can we mail it later? These questions will all be addressed in this informative and easy to follow webinar for the frontline. We will also take a look at the changes that are proposed--new disclosure format and new teller hold notices.

Understanding the Basics of Cryptocurrency In...

OnDemand
  • Recorded Tue, November 23, 2021
  • Presented by Molly Stull
Molly Stull
$279.00

Understanding the Basics of Cryptocurrency Including Red Flags

OnDemand
  • Recorded Tue, November 23, 2021
  • Presented by Molly Stull

BSA, Compliance, Risk Management/Legal

This session is designed to introduce you to the virtual currency world which can then be utilized to enhance the financial institution’s role in understanding, training, and monitoring for suspicious activity related to virtual assets.

Loan Structure, Documentation, and Compliance...

OnDemand
  • Recorded Mon, October 25, 2021
  • Presented by David Osburn
David Osburn
$279.00

Loan Structure, Documentation, and Compliance Training

OnDemand
  • Recorded Mon, October 25, 2021
  • Presented by David Osburn

Compliance, Lending

Attend this proactive webinar and receive a thorough overview of commercial lending requirements from a “loan” structure, documentation, and compliance perspective.

Commercial & Business Lending Basics for Supp...

OnDemand
  • Recorded Mon, December 06, 2021
  • Presented by Richard Hamm
Richard Hamm
$279.00

Commercial & Business Lending Basics for Support Personnel

OnDemand
  • Recorded Mon, December 06, 2021
  • Presented by Richard Hamm

Lending

This webinar is designed to take the "mystery" out of the commercial lending process and the confusing terminology often used by lenders.

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