Webinars

Structuring credit facilities for short-term loans and lines of credit is more challenging for financial institutions compared to structuring long-term loans. This course is designed to demonstrate the factors required to consider in establishing the proper loan amount for short-term needs, and not rely solely upon a formula-driven approach. This is the essence of short-term loan structuring.

This program emphasizes the core skills necessary to review and analyze small business lending requests. It gives participants the financial skills and confidence to ask appropriate questions to uncover financing needs. The result is a more profitable customer relationship.

Examiners have their sights focused on one key issue - protecting the consumer and ensuring they are treated fairly throughout the loan process. Therefore, it should come as no surprise that the requirements set forth in TRID, RESPA and FDPA regulation are the source of an increasing number of exam violations. In this session, we will dive into the errors financial institutions are making during the consumer loan process and review guidance, advisories, and proposals that set forth examiner expectations for these regulatory hot buttons.

Top-performing financial institutions are arming their people with a transformative approach to initiating distinctive relationships with their clients and prospects, building trust through meaningful conversations.

This webinar will deal with the ins and outs of making changes to loans of all types. We’ll discuss the compliance and legal requirements, operational challenges, and impacts to borrowers, guarantors, and other parties to the loan.

This informative ninety (90) minute webinar will cover the basics of proper credit reporting and how best to respond to consumer credit reporting disputes.

Managers who develop strong coaching skills inspire and encourage employees in the workplace in a way that brings out the best in others. Are you the one expected to address behavior issues in the workplace and often feel like you are not getting anywhere when you do? Is part of your job to learn how to tactfully have difficult or dreaded conversations with other people from time to time?

This webinar covers the basics of Member Business Lending (commercial lending). The training session will begin with a brief overview of “conventional” commercial lending versus SBA lending products.

Despite news to the contrary, fair lending continues to be a very hot topic in 2025, even with a constant flow of new developments and expectations. Lenders continue to have important legal obligations to fulfill, and litigation is becoming more prevalent. As well, the states have begun acting to “fill in the gaps” in perceived retrenchment of enforcement. Over the past few years, we’ve seen new requirements and enhanced enforcement we must monitor.