Webinars

The CFPB (finally) issued its long-awaited Final Rule on Small Business Lending Data Collection, which will require lenders to collect and submit to the CFPB data around small business loan applications by June 1st of each year. But wait a minute, didn’t a federal judge halt its implementation? Not so fast – the whole issue is up in the air a bit, but lenders should not take this as a sign that the rule is going away. Far from it – the extra time should be used to make sure things are right.

Is your front line a compliance asset or liability? This session will make them a compliance asset!

Are you ready? Just recently in September 2024, the Office of the Comptroller of the Currency (OCC) announced areas of supervisory priorities for 2025 that include allowance for credit losses, asset and liability management, and capital. These all translate to lines on your Call Report.

In this webinar, we’ll address what we do know as well as what we don’t – and try to peer into our crystal ball and determine the best course of action in 2025.

During this program we will cover all the junk fee issues, regulatory issues, and account ownership issues that have caused our institutions losses and exam problems.

Join us for guidance on critical compliance requirements for the FedNow® and RTP® networks. This session will delve into Regulation E compliance, focusing on error resolution and consumer protection to ensure your institution meets key regulatory expectations. Attendees will gain valuable insights into adhering to OFAC regulations, with best practices for preventing illicit transactions and maintaining compliance in real-time payment environments.

Stop spending hours staring at a blank screen. AI can help you create high-quality content faster, easier, and better than ever before. In this hands-on workshop, "Your Nerdy Best Friend", Beth Ziesenis, will show you exactly how to use a powerful stack of AI tools to generate, repurpose, and expand your ideas...turning one simple thought into a full suite of content you can use immediately.

This course is designed to build a foundational understanding of generative AI concepts tailored specifically for banking and financial professionals. Through a series of frequently asked questions, participants will deepen their knowledge of AI terminology, processes, and applications relevant to the banking and accounting field.

Attend this 10-step “commercial lending training series” to learn the basics, intermediate, and advanced concepts of commercial lending at a discounted price of $1895 (a $2,950 value)!