We are seeing a rapid shift in the way financial institutions interact with their customers and conduct business to a more remote, online delivery model. Not that these capabilities haven’t always been present, but since the pandemic, much more business is conducted remotely, and this is a trend we can expect to continue. What are the requirements to keep in mind when conducting business in this fashion?
Webinars
Break the cycle of longer workdays and missed expectations by stopping these 5 common management mistakes. This is a results-oriented session focused on actionable, time-saving solutions.
This session explains in detail the most common pitfalls and challenges related to flood insurance. In addition to a more thorough understanding of how your institution should be handling flood insurance, you’ll also come away with a detailed manual that can serve as a flood insurance handbook long after you’ve completed the program.
Join us for an immersive, two-day live streaming experience that will equip you with the latest insights, skills, and confidence to excel in Call Report preparation. Whether you’re a seasoned pro or just starting out, this program delivers everything you need to navigate the complexities of Call Report filing like a boss.
While this new requirement is certainly a big deal, the rule comes with some caveats and more clearly defined standards for reporting.
Everyone appreciates exceptional customer service, but most people struggle in situations when it really matters. These essential techniques make memorable, positive customer experiences easy and effective. Don't miss this one!
During the webinar, participants will gain a basic understanding of ESG principles and practices and explore why banks are starting to integrate ESG into strategic priorities. In addition, attendees will learn about a set of universal, material ESG metrics along with recommended disclosures that could be reflected in the annual reports of financial institutions.
The banking regulators have jointly issued a proposal to "strengthen and modernize" the CRA regulations and examination process. The last substantive changes were 27 years ago and the 619-page proposal outlines important changes in key CRA measurements for assessment area evaluations and community development activities that qualify for consideration. Various tests for retail services, community development services, and small bank performance standards will be reviewed.
What is a fiduciary? How are they supposed to behave? What is acting in the best interests of the owner?
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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.
