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BSA and OFAC Staff Training

Upcoming
  • Tue, March 26, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

The frontline is our eyes and ears on the ground. This includes tellers, new accounts, lenders, branch managers, and anyone who interacts with a customer. Give them the training and confidence they need to spot red flags and deal with other frontline issues.

Bank Accounting: Beyond the Basics - 5 Part S...

Upcoming
  • Tue, March 26, 2024
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,299.00

This course is designed for those who understand the basics of bank accounting and want a deeper understanding for more complex activities. In addition, members of the accounting team who participate in the audit process and work with the bank’s financial statement auditors will improve their understanding of the basic concepts behind the audit assertions and control activities that apply to key areas of the bank’s financial statements, including the basic concepts of consolidations and preparing a statement of cash flows.

Courageous Conversations

Upcoming
  • Wed, March 27, 2024
  • Presented by Karen Butcher
Karen Butcher
$299.00

Have you ever avoided a tough conversation because you don’t like conflict? Congratulations, you are among friends. Most people don’t jump out of bed in the morning thinking, “I hope I get into some conflict today!” Yet, many leaders avoid tough conversations for multiple reasons, generally boiling down to fear. Fear of the person’s reaction, hurting feelings, being taken advantage of, or the desire to be liked can get in the way of curious communication.


Building an IT Strategic Plan that Helps You ...

Upcoming
  • Wed, March 27, 2024
  • Presented by Joe Davis
Joe Davis
$299.00

Does your IT Strategic Plan work for you? Or is it simply a document you review once a year? Join us to learn how to turn your IT Strategic Plan into a tool that guides decision making.

ACH Rules Update

Upcoming
  • Thu, March 28, 2024
  • Presented by Kate Cole
Kate Cole
$299.00

The ACH Rules continue to evolve. In this webinar, you'll get expert insights into what's changed and what changes are coming so you can help your financial institution remain compliant.

Coaching Tellers to Excellence

Upcoming
  • Thu, March 28, 2024
  • Presented by Janice Branch
Janice Branch
$299.00

How successful do you expect your tellers to be? How successful do they want to be? How big is the gap between what you want and what they deliver on?

This program will help you see how you can put coaching techniques into your leadership skills and get positive and meaningful results.


10 Ways to Prevent New Account Fraud

Upcoming
  • Tue, April 02, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

Fraud is on the rise! In this webinar, new account personnel will learn to detect and prevent many of these frauds from the beginning.

Best-Ever Compliance Checklists for Consumer ...

Upcoming
  • Tue, April 02, 2024
  • Presented by Anne Lolley
Anne Lolley
$299.00

These colorful and easy-to-use checklists are designed to chronologically lead lenders and processors through the various lending compliance requirements.

Call Report Preparation - 2 Day Live Streaming

Live Stream
  • Wed, April 03, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$1,679.00

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes

 

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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