Your staff is required to have training on OFAC. In this program, we will learn what the OFAC program is all about.
Webinars
Upcoming
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.
Overdraft services continue to be a target for regulatory scrutiny in 2024 and financial institutions who’ve been cited can attest to the damage unchecked fee income practices can have on an organization. This livestreaming webinar provides an evaluative look into overdraft programs and the risks associated.
Keeping up with all the rules, regulations, and laws that affect financial institution operations can be daunting for the most seasoned compliance professional. For new compliance officers, it can be overwhelming. This session is designed to provide a new compliance officer with tools to help make the transition on their new role easier.
Flood insurance compliance can be complicated and it’s easy to get into hot water with your examiners. Let us set you on the right path!
Board packets can contain a massive amount of detail. This session will review the contents of a board packet, including policies, reporting, and how to best maximize the information you are providing to the board.
IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last four years have produced the most substantial changes to IRAs in over 20 years. What's the latest?
Everything you need to know about IRAs in a four-part webinar series.
Power BI is a Microsoft product that empowers you to create interactive business intelligence tools, such as dashboards. This session will explain the concept of dashboards, which allow you to summarize data while also being able to quickly drill down into the details. It will first show how to use Power Query to prep data for analysis in Excel or Power BI. It will then compare how you can summarize and present data both in Microsoft Excel and Power BI.
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.
