Webinars

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

This two-hour webinar delves into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to trust, fiduciary, and minor accounts not only during lifetime but at the death of a signer as well.

This course is designed for bankers new to Call Report preparation, as well as those seeking a refresher course. This webinar series will primarily follow the structure of the Call Report, progressing through the schedules in order. However, to enhance the learning experience and better convey related reporting content, certain schedules will be grouped together within the curriculum. This approach ensures that attendees can grasp both the individual schedules and their interconnections, facilitating a comprehensive understanding of the reporting process.

As a banking sales manager, how do you make the transition from selling to coaching your team? Join this webinar to learn sales leadership activities you can put in place to lead your team to greater success.

How sound is your commercial lending training program and how do you manage it? This unique training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up. The program emphasizes the competencies needed to identify, interpret, and analyze risk.

Funds transfer fraud causes millions of dollars in losses for businesses and financial institutions every year. In 2023 alone, financial institutions filed over 400,000 Suspicious Activity Reports on incidents of wire fraud and/or suspicious funds transfers. Learn the steps you can take to protect your institution and your account holders!

Institutions have had third-party management guidance to follow for decades, but building, implementing, and managing a compliant third-party management program is no easy task. In this webinar, you’ll learn the essential elements every program should have, and why it’s critical to embed third-party management in all lines of business.

Don't let compliance confusion slow you down. Take this opportunity to expand your knowledge of current compliance rules and take your loan processing skills to the next level. With Anne's easy-to-follow explanations and real-life examples, you'll be armed with the tools you need to navigate even the most complex loan scenarios with ease.

This fast-paced interactive workshop will allow short periods for you to apply the techniques hands-on. Participants will enter virtual breakout rooms to work through Excel examples together with David's assistance. David will be answering questions throughout the sessions. Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 30 participants for a high-value learning experience, so register today!