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Overview & Key Components of the Proposed Int...

OnDemand
  • Recorded Wed, August 03, 2022
  • Presented by Susan Costonis
Susan Costonis
$279.00

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.

New Accounts Study Part 2: When One Person Ac...

OnDemand
  • Recorded Tue, January 17, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

What is a fiduciary? How are they supposed to behave? What is acting in the best interests of the owner?

Compliance Management

OnDemand
  • Recorded Thu, January 19, 2023
  • Presented by David Dickinson
David Dickinson
$279.00

This webinar will look at the expectations/requirements related to a financial institution’s Compliance Management System (CMS).


Mastering Participation Agreements: Unlocking...

OnDemand
  • Recorded Thu, April 13, 2023
  • Presented by Robin Russell
Robin Russell
$279.00

Discover the ultimate advantage for both the lead bank and participant bank and learn how to mitigate risks to protect your interests. Get the inside scoop on how to avoid the dangers of lack of information and involvement in negotiations. This is your chance to stay ahead of the competition and become an expert in Participation Agreements. Don't wait, enroll now and take your understanding to the next level!

Excel Explained: Speed Tips

OnDemand
  • Recorded Wed, September 20, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

This enlightening webinar presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.

Escrow Accounts A to Z

OnDemand
  • Recorded Thu, September 28, 2023
  • Presented by Jerod Moyer
Jerod Moyer
$279.00

This webinar will give you a clear understanding of how to set up and maintain compliant escrow accounts in plain English.


20 Legal Ownerships of Accounts

OnDemand
  • Recorded Tue, October 03, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

This program is an A-Z on account ownership and documentation.

Demystifying Trusts: A Guide to Establishing ...

OnDemand
  • Recorded Tue, October 10, 2023
  • Presented by Terri Thomas
Terri Thomas
$279.00

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

Unpacking the ACH Audit

OnDemand
  • Recorded Wed, November 08, 2023
  • Presented by Kate Cole
Kate Cole
$279.00

Who performs your annual ACH Audit? Whether it is performed in house or by an outside group, you should understand what the audit is and includes.

 

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