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Lending

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What to Do When a Customer Dies

OnDemand
  • Recorded Wed, August 21, 2024
  • Presented by Terri Thomas
Terri Thomas
$299.00

This webinar focuses on the deposit and loan issues that arise when a customer dies.

TRID Hot Spots

OnDemand
  • Recorded Tue, June 20, 2023
  • Presented by Jerod Moyer
Jerod Moyer
$279.00

This webinar will look at hot spot areas related to TRID. Learn what examiners are citing as well as other common errors in plain English.

The Uniform Commercial Code (UCC) for Lenders

OnDemand
  • Recorded Wed, January 24, 2024
  • Presented by Robin Russell
Robin Russell
$299.00

Gain a thorough understanding of UCC-secured lending transactions and how they work in this comprehensive overview, which includes perfecting security interests, documentation, filing, analysis of lien positions, common mistakes, and more.


Loan Denials & Other Adverse Action Notices

OnDemand
  • Recorded Tue, February 27, 2024
  • Presented by Jerod Moyer
Jerod Moyer
$299.00

This webinar will cover compliance requirements and best practices for Adverse Action Notices under the Equal Credit Opportunity Act (ECOA) and Fair Credit Reporting Act (FCRA).

Fraudulent Cashier’s Checks - Best Practices ...

OnDemand
  • Recorded Wed, March 20, 2024
  • Presented by Terri Thomas
Terri Thomas
$299.00

Learn about the unique risk cashier's checks pose to banks and the best practices for limiting losses when processing these transactions.

Financial Statement Analysis

OnDemand
  • Recorded Fri, June 14, 2024
  • Presented by Tom Carlin
Tom Carlin
$299.00

This course addresses financial statements the way a branch banker would in the process of his or her work.


Basic Personal and Business Tax Return Analysis

OnDemand
  • Recorded Mon, May 05, 2025
  • Presented by David Osburn
David Osburn
$299.00

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

Cash Flow Analysis

OnDemand
  • Recorded Mon, April 22, 2024
  • Presented by Tom Carlin
Tom Carlin
$299.00

In this webinar, you'll learn the fundamentals of constructing and analyzing direct and indirect cash flow statements in order to enhance the quality and effectiveness of the entire credit decision process.

Dealing with Appraisals and Valuations: Regul...

OnDemand
  • Recorded Thu, February 20, 2025
  • Presented by Carl Pry
Carl Pry
$549.00

The past few years have seen significant developments in real estate appraisals and evaluation rules and regulations. Revised Interagency Guidelines, rules under Reg Z, additional requirements finalized due to Dodd-Frank, and changed thresholds have proposed some additional exceptions from the requirements. Do you know all the requirements?

 

Fulfill your credit union training needs with webinars

We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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