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Bi-Monthly Compliance Briefing - 6 Part Serie...

Upcoming
  • Thu, February 13, 2025
  • Presented by Carl Pry
Carl Pry
$1,409.00

A bi-monthly update to help you keep up with changes and deadlines in the compliance area in a quick and easy format.

Total TRID Training - 4 Part Series

Upcoming
  • Mon, July 07, 2025
  • Presented by Kimberly Boatwright
Kimberly Boatwright
$1,129.00

Though TRID has been a part of the compliance landscape for nearly a decade, its complexity makes it one of the most commonly cited violations year after year. To achieve compliance with TRID’s string of guidelines, and numerous amendments throughout the years, you need more than a cursory overview.

Credit Analysis Basics

Upcoming
  • Mon, July 14, 2025
  • Presented by David Osburn
David Osburn
$299.00

Attend this proactive webinar and learn how institutions make lending decisions based on the five C’s of credit – capacity, capital, collateral, conditions, and character!


Consumer Lending Training Program

Upcoming
  • Tue, July 15, 2025
  • Presented by Tom Carlin
Tom Carlin
$1,850.00

This unique new training program gives your consumer lending-focused employees the tools they need to verify key client information, understand consumer regulations, underwrite the loan, and follow up to minimize fraud. The program emphasizes the competencies needed to review and analyze consumer lending requests.

BSA/AML Training for Staff

Upcoming
  • Tue, July 15, 2025
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

2025 brings many new issues for the BSA team. Beneficial ownership rules continue to drop out in increments. We have heightened security on OFAC matches in our system because of the world’s political climate. We continue to deal with new areas such as marijuana and convertible virtual currency.

Courageous Conversations Workshop: How to Com...

Upcoming
  • Wed, July 16, 2025
  • Presented by Karen Butcher
Karen Butcher
$450.00

Dive into the transformative world of Courageous Conversations! This dynamic session empowers you to speak up with purpose and honesty. Learn why handling crucial conversations is vital for trust and productivity, and discover techniques to avoid common pitfalls.


8 Keys to Teller Excellence

Upcoming
  • Wed, July 16, 2025
  • Presented by Janice Branch
Janice Branch
$299.00

The Eight Keys to Teller Excellence webinar is designed to develop alert, capable tellers who can minimize losses, follow explicit instructions, and provide quality customer service.

Compliance for Beginners

Upcoming
  • Thu, July 17, 2025
  • Presented by Carl Pry
Carl Pry
$299.00

Getting started in compliance can be a daunting endeavor. Where to even start? What are the laws, regulations, and guidance that apply financial services? Where can I find all this information to better help me do my job?

The Right of Setoff: What Financial Instituti...

Upcoming
  • Thu, July 17, 2025
  • Presented by Terri Thomas
Terri Thomas
$299.00

The right of setoff is a complicated, but very effective, tool for collecting debts owed to a financial institution. Learn the best practices and dangers that can arise when using this process.

 

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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