Webinars

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

Are you ready to achieve remarkable results and take your bank team from good to great? Imagine the incredible impact you could make with just a 5-10% improvement in performance. In this webinar, we will provide you with a proven 3-step approach to help your producers focus their efforts and develop their expertise for their targeted markets. You'll gain invaluable insights and practical strategies to help you cultivate a motivational mindset that will drive your team's success.

During the Biden Administration, it has become clear that enforcement of fair lending laws is a high priority. Enforcement actions are not limited to just one or two key issues; there is a broad assault on fair lending issues. Federal fair lending enforcement actions against financial institutions continue to happen and are a big risk to any financial institution, regardless of size or complexity. It often involves a financial institution's CRA program.

Elder financial exploitation robs our elder population of a nest egg that took years to accumulate. Join us as we discuss your financial institution's obligations in reporting exploitation and how to recognize signs of diminished financial capacity.

This webinar looks at the last four consent orders issued by FinCEN and how to stay on the right side of the compliance line.

As banks continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.

Complaint management focuses on resolving customer grievances, identifying areas of improvement, and developing better products or services. The training your employees receive is imperative for the success of both your customer support and customer service departments.

Fair banking sits at the intersection of corporate governance, compliance, and socially responsible business/banking practices. It is becoming increasingly important. This session shows how to move your institution beyond fair lending and into fair banking.

As financial institutions continue to deal directly with CRE loans plus indirectly through income-producing or rental real estate holdings that affect customers, it’s important to get beyond the numbers and assess the qualitative or non-financial factors that influence CRE performance over time.