Webinars

On December 4, 2024, the federal regulatory agencies issued a joint statement to provide supervised institutions with examples of risk management and other practices that may be effective in combatting elder financial exploitation. Learn what you need to know and do in light of this new guidance.

For at least 25 years, bankers have worked under multiple sets of rules and guidelines concerning the ordering and reviewing of appraisals. Appraisers have worked under the Uniform Standards of Appraisal Practice (USPAP) for even longer. This program provides a concise overview of the various rules and guidelines, plus key nuances that have created differences among the approaches taken by banks and are endorsed or supported by regulators.

Don't let compliance traps trick you. Discover the best practices for business-entity documentation, underwriting documents, guarantors, and security interests to ensure your success!

We are seeing a rapid shift in the way financial institutions interact with their customers and conduct business to a more remote, online delivery model. Not that these capabilities haven’t always been present, but since the pandemic, much more business is conducted remotely, and this is a trend we can expect to continue. What are the requirements to keep in mind when conducting business in this fashion?

This session explains in detail the most common pitfalls and challenges related to flood insurance. In addition to a more thorough understanding of how your institution should be handling flood insurance, you’ll also come away with a detailed manual that can serve as a flood insurance handbook long after you’ve completed the program.

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

Overdraft services continue to be a target for regulatory scrutiny in 2025 and financial institutions who’ve been cited can attest to the damage unchecked fee income practices can have on an organization. This 90-minute webinar provides an evaluative look into overdraft programs and the risks associated. You’ll come away with actionable best practices to avoid common pitfalls, potential fines, and reputational risks.

This program covers the key variables and concepts for determining commercial real estate (CRE) cash flow and transaction-level stress-testing. We'll discuss CRE cash flow factors beyond earnings before interest, taxes, depreciation and amortization (EBITDA) for a debt service coverage (DSC), and how to use cash flow to update the underlying collateral value as part of ongoing loan monitoring.