Webinars

Don't let compliance confusion slow you down. Take this opportunity to expand your knowledge of current compliance rules and take your loan processing skills to the next level. With Anne's easy-to-follow explanations and real-life examples, you'll be armed with the tools you need to navigate even the most complex loan scenarios with ease.

Welcome to a 2-part series dedicated to unraveling the complexities of Schedule RC-R within the Call Report—a critical aspect of regulatory compliance for financial institutions. Part 1 will focus on essential reporting requirements in the first section of Schedule RC-R, while Part 2 will delve into the intricacies of the second section. Join us as we navigate through the nuances of regulatory capital reporting, providing clarity and guidance along the way.

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. This immersive 2-day live streaming webinar is designed to offer valuable insights into the latest developments in the Call Report.

Financial institutions increasingly relying on third-party providers to offer their products and services creates increased risk. This educational session provides best practices to help you develop a simple, yet comprehensive Vendor Management Program and a Model Risk Management Program.

Crypto and other virtual currencies are becoming more and more common. Understanding the risks involved and the regulatory expectations are an essential piece of your overall BSA/AML compliance program.

This webinar will provide market data and best practices information surrounding board compensation and compensation committee responsibilities.

In this webinar, we’ll go over the details of how the new rule will change your CRA objectives and operations. We’ll talk about some of the important decisions you’ll have to consider, both from a geographic as well as product perspective. What used to work before may not work as well now.

This webinar will cover the basics of how to craft an effective commercial loan write-up. The session will also cover additional important loan write-up items including assessing the company’s strategic plan: “marketing, financing, and management.” Also, the “risk assessment and mitigation” section will be used to summarize the loan presentation.

With financial institutions increasingly relying on third-party providers to offer their products and services, the associated risks also rise. This educational session will guide you through best practices for developing a simple yet comprehensive Vendor Management Program and a Model Risk Management Program.