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2026 Annual IRA - 4 Part Series

Upcoming
  • Wed, October 14, 2026
  • Presented by Patrice Konarik
  • Webinar
$1,129.00

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

IRA Part 3

Upcoming
  • Wed, October 14, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
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 six years have produced the most substantial changes to IRAs in over 20 years. It is imperative that you know the difference between the “old rules” and the “new rules.”

IRA Part 4

Upcoming
  • Tue, October 20, 2026
  • Presented by Patrice Konarik
  • Webinar
$299.00
Now here's a job that nobody wants: auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.

Controlling the Risks of Power of Attorney Documents

Upcoming
  • Thu, November 12, 2026
  • Presented by Terri Thomas
  • Webinar
$299.00
Are you ready to tackle the complexities of Power of Attorney documents with confidence? This session will equip you with the knowledge and insights to navigate even the most challenging situations with ease.

AI and the Future of Relationship Banking

Upcoming
  • Wed, November 18, 2026
  • Presented by Skip Willcox
  • Webinar
$299.00

Discover how financial institutions can use AI to reduce friction, improve service and support employees without sacrificing the judgment, accountability and personal relationships customers value.

The Intersection of AI & Finance: Practical Applications for Financial Institutions

Upcoming

Beginner Friendly

  • Fri, April 02, 2027
  • Presented by Driti Bafna
  • Webinar
$299.00

This webinar provides a practical overview of how artificial intelligence is reshaping banking and credit union operations, from credit and fraud to member engagement and efficiency.

Attendees will gain a clear understanding of where AI is being used today, what’s coming next, and how to apply it responsibly within a regulated environment.

 

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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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