Webinars

During our business account training, we will look at what the secretary of state requires when opening business accounts.

Do you have what it takes to deliver memorable and meaningful training? Learn how to spark learner engagement from a design and delivery expert ready to share her secrets with you!

The purpose of this webinar is to remind us of our role as arbiters of risk in supporting the economy while making safe and sound loans that are in line with regulatory requirements. Sometimes, these objectives conflict with each other. During this session, we will present the Risk, Rewards, Control Factors and Common Mistakes made during the Commercial Lending Underwriting Process. We only have one-time to make a good or bad loan decision or face the consequences of the wrong decision, which has proven to be time-consuming and costly for the Financial Institution. Credit Analysis and Lenders can benefit from this knowledge because this should be their primary responsibility within the institution.

Utilizing various tools and features within readily available technology are a must for the compliance officer. Join us as we share many tools and tips to help the compliance officer tackle their responsibilities!

This webinar will cover the environmental aspects of the OCC’s risk management guidelines for commercial real estate lending as well as their practical implications for your bank.

During this webinar, we will discuss the current environment, the recent enhancements to the ACH network and the rules that have been created or amended from Nacha. We'll also review recent changes to the ACH rules and discuss upcoming changes that might impact your organization or specifically, your role.

Are you ready to tackle the complexities of Power of Attorney documents with confidence? This session will equip you with the knowledge and insights to navigate even the most challenging situations with ease. This webinar does not examine the laws of any particular state.

How do you deliver value while creating amazing experiences for your depositors? Wow them with an exceptional service experience. Depositors who feel a connection to the people who wait on them feel valued. In this webinar, learn to practice depositor advocacy to earn client loyalty. ake your depThese are the customers who will and will not only increase their relationship with the institution but will also recommend the institution to their family and friends.

The BSA exam identifies many services and customers as high risk for money laundering. In this webinar, we’ll look at what makes a customer or service high risk, and the extra due diligence required to protect your institution.