Training

This webinar series will encompass opening personal, business, trust, minor, power of attorney, estate accounts, and much more! Although not customized to specific state law, it will answer the more complicated and challenging questions customers and employees ask. Whether you are new to new accounts or have decades of experience, you will gain more confidence and be prepared to handle even the most complicated scenario!

This two-hour webinar focuses on the risks, procedures, best practices, and compliance requirements for opening personal and consumer accounts.

Cyberattacks on financial institutions are a growing concern—not just for institutions themselves, but for federal regulators as well. This session explores the evolving cybersecurity threats facing financial institutions and third-party vendors and offers practical steps to strengthen defenses. Financial institutions will gain insight into how federal regulators gather intelligence on cyber threats, how that information is shared with industry, and the existing gaps in communication and security.

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your bank’s general ledger?

Are you in need of basic training on accounting matters? Or a refresher on the common transactions that roll through your bank’s general ledger?

Gain the knowledge and confidence to navigate IRAs with this comprehensive four-part series covering account fundamentals, rollovers, distribution rules, and audit best practices.

Welcome to the world of IRAs. To be honest, these retirement accounts can be one of the most challenging products offered by the financial institution. There are so many rules to follow, and they constantly change. How can we keep up?