Webinars

This 2 day live streaming event will provide information on new, proposed, and revised changes to the Call Report with identification of specific Call Report line items impacting December 2023 and beyond. Accounting guidance and regulatory changes will be discussed and presented in order to update those with Call Report preparation and review responsibilities.

One in five workers have experienced discrimination or unfair treatment at work. In today's workplace environment, organizations need to face a reality gap and realize more work needs to be done in this area.

The business case for Diversity, Equity and Inclusion (DEI) is stronger than ever. This webinar will provide bankers a comprehensive review of the moral, economic and financial rationale for strategic investments in DEI policies, practices and programs.

Learn what these tripwires are and prepare your institution for inquiries from the agencies as well as consumers.

Every month, the federal financial institution regulatory agencies publish lists of enforcement actions taken against financial institutions. Enforcement actions can include civil monetary penalties, consent decrees, and cease and desist orders, just to name a few. This course will discuss those penalties, and how to keep you off of the list.

Our best strategy for keeping depositors loyal is deepening the relationship we have with them. In this webinar, frontline and call center staff will learn to take their customer service skills to the highest level by looking for opportunities to promote products and services that provide solutions for depositors.

What are your institution's responsibilities for compliance with the Fair Credit Reporting Act (FCRA)? The answer is more complex than you might expect. In this webinar, we'll discuss the nuances of compliance and some of the most common violations.

Alert for Loan Officers: Learn the critical skills to handle loan changes! Join us for a must-attend webinar on issuing revised Loan Estimates for valid changed circumstances. Don’t miss out on this opportunity to learn how to address and handle changes during the loan application process, reset tolerances, and avoid costly cures.

Prepare your frontline for the future of small business lending! This session focuses on preparing your institution’s frontline, including commercial loan officers, with a solid understanding of Section 1071 and how it will impact current processes, your organization, and their jobs.