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[Free Webinar] 5 Common Mistakes in Onboardin...

OnDemand
  • Recorded Fri, November 17, 2023
  • Presented by Bobbi McVey-Blath
Bobbi McVey-Blath
$0.00

In this webinar, we’ll discuss how onboarding is different from orientation, and help you build or revitalize onboarding in order to set your new employees up for success.

IRA Annual Update 2024 - Keeping up with the ...

OnDemand
  • Recorded Tue, January 23, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

In the last 3 years, we have had the most substantial changes to IRAs since 2002. The difference today is that there are still many outstanding issues that need to be resolved. This webinar is a thorough review of what's changed and what's in limbo.

New FLSA Overtime Exemption Regulations - Req...

OnDemand
  • Recorded Thu, May 30, 2024
  • Presented by Steven Greene
Steven Greene
$299.00

On April 23, the Biden Administration released final regulations which significantly limit overtime exemptions for financial institutions. The regulations, effective July 1, raise the salary requirement to $43,888 per year. Then the required salary payment increases further to $58,656 effective January 1, 2025. That is a dramatic change to the current $35,568 requirement. The new regulations include other changes such as automatic salary updates, which will also create compliance obstacles.


[Free Webinar] How to Build a Robust Security...

OnDemand
  • Recorded Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

Avoiding Check Fraud Liability: From Preventi...

OnDemand
  • Recorded Tue, September 19, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.

Beneficial Ownership Update - It’s Complicate...

OnDemand
  • Recorded Tue, February 13, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

What does 2024 bring for beneficial ownership rules? We’ll discuss which businesses have to register on FinCEN’s BOSS portal, and unpack other important updates in this webinar.


Avoiding Check Fraud Liability: From Preventi...

OnDemand
  • Recorded Wed, March 13, 2024
  • Presented by Terri D. Thomas
Terri D. Thomas
$299.00

This webinar provides attendees with tips to avoid check fraud losses, as well as an overview of the laws that apply to loss allocation when check fraud occurs.

IRA Update (IRS Notice 2023-54): Required Min...

OnDemand
  • Recorded Thu, August 10, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

Well, the IRS did it again. On July 14, 2023, they issued IRS Notice 2023-54 and kicked the can down the road for the second time by postponing the implementation of the Proposed Regulations that were released in February 2022 regarding mandatory distributions for non-spouse beneficiaries. In addition, the late signing of the SECURE Act 2.0 which raised the Required Minimum Distribution age for the second time in 3 years really created a lot of speculation and confusion on its effective date.

BSA Officer Summer Update

OnDemand
  • Recorded Thu, July 06, 2023
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

We will cover the hot topics for 2023.

 

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