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Nailing Your Job of Head Teller

Upcoming
  • Thu, December 18, 2025
  • Presented by Janice Branch
Janice Branch
$299.00

Every day your financial institution is on stage. The teller, for example, interacts with the audience most vital to your institution's reputation – your customer. The supervisor is either the excuse or the reason why a team functions or dysfunctions. Take the lead and take the responsibility for developing a dynamic staff.

Cybersecurity: C-Suite and Board Oversight

Upcoming
  • Thu, December 04, 2025
  • Presented by Dr. Kevin Streff
Dr. Kevin Streff
$299.00

Are you a board member or executive who struggles to manage or make sense of technology or security? The Gramm-Leach-Bliley Act of 1999 requires all financial institutions to implement an Information Security Program (ISP) commensurate with their size, complexity, and use of technology. This became a responsibility of the board and C-suite.

New 1071 Small Business Data Collection and S...

Upcoming
  • Mon, December 01, 2025
  • Presented by Carl Pry
Carl Pry
$299.00
After many fits and starts, whether from the courts, the new administration, or the CFPB itself, we finally have a new proposal to work with. The good news is many of the asks the industry has had with the CFPB have been answered, and in a good way. There’s a significant chance this proposal will be finalized the way it’s written, so it’s time to parse the requirements and figure out what we have to do.

You've Been Served: Best Practices in Process...

Upcoming
  • Tue, January 06, 2026
  • Presented by Terri Thomas
Terri Thomas
$299.00
This webinar will provide attendees with best practices and red flags for dealing with the various legal documents served upon financial institutions.

Processing Garnishments on Accounts Containin...

Upcoming
  • Wed, January 07, 2026
  • Presented by Terri Thomas
Terri Thomas
$299.00
This webinar provides participants with the federal rules that are applicable when processing garnishments on deposit accounts receiving federal benefit payments.

OFAC Record Retention Rules and Third Party V...

Upcoming
  • Thu, January 08, 2026
  • Presented by Deborah Crawford
Deborah Crawford
$299.00
The new record retention rules introduced in March 2025 bring focus to our OFAC programs. These new recordkeeping rules laser focus regulators on the documents and records we should be keeping.

Managing a Successful Call Center

Upcoming
  • Tue, January 13, 2026
  • Presented by Janice Branch
Janice Branch
$299.00
Call Centers create a competitive advantage for organizations that learn to create them well; whether there are two or two hundred people answering calls. In most instances, calls are answered by an (AVRS) automated voice response system allowing the caller to participate in determining where they need to be routed. This streamlines the process; routing the person to the agent best suited to assisting the caller. While this process makes sense for the business, do callers become frustrated with being stuck in an endless loop of options to choose from so that when an agent comes on the line they are met by a frustrated caller? This webinar is intended to assist Call Center Managers in ensuring they have well-trained agents in the Call Center who execute their responsibilities and duties effectively, the Call Center's internal processes are top-notch, and they know how to effectively use the technology.

Using AI as Your Writing Assistant

Upcoming
  • Mon, January 12, 2026
  • Presented by Philip Vassallo
Philip Vassallo
$299.00
This webinar looks at employing artificial intelligence ethically and efficiently in every step of the writing process: planning, drafting, revising, editing, and proofreading.

Empowering Success: Coaching Employees for Hi...

Upcoming
  • Wed, January 14, 2026
  • Presented by Karen Butcher
Karen Butcher
$299.00
Discover proven strategies for coaching Gen Z employees in this engaging webinar, designed to help leaders foster growth, inclusion, and well-being in the modern workplace. Join Karen to learn how to unlock Gen Z’s potential and build a stronger, future-ready team.
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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.

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