Webinars

Excel Explained: Speed Tips

• Recorded Wed, September 20, 2023
• Presented by David Ringstrom

This enlightening webinar presented by David Ringstrom, CPA, will empower you to quickly accomplish tasks that might currently be taking you several minutes or even hours to complete. David explains a variety of Excel’s time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, and access folders and workbooks easily.

RC-C Loan Coding and RC-R Risk Weighting Loans

• Recorded Tue, October 10, 2023
• Presented by Cynthia Dopjera, Andrea Lambert

Loan information on the Call Report provides critical information for bank management and regulators. The rules for coding loans reported on Schedule RC-C dictate how loans are to be reported on all loan schedules in the Call Report, including the income statement, charge-offs and recoveries, averages, past due loans and non-accrual loans.

The Fair Credit Reporting Act (FCRA) and Related Issues

• Recorded Fri, September 22, 2023
• Presented by Carl Pry

Learn what these tripwires are and prepare your institution for inquiries from the agencies as well as consumers Be sure to be prepared.

Commercial Lending Program

• Recorded Fri, June 16, 2023
• Presented by Tom Carlin

This program consists of ten online self-paced courses and two Q&A webinars.

How sound is your commercial lending training program and how do you manage it? This unique new training program will equip your lenders with the comprehensive credit skills they need to analyze a commercial lending request and prepare a highly effective credit write-up.

The program emphasizes the competencies needed to identify, interpret, and analyze risk.

FDIC Insurance: How Much of My Deposits are Covered?

• Recorded Fri, September 08, 2023
• Presented by Carl Pry

In this webinar, we’ll go through the FDIC deposit insurance regulations in detail, so that customers’ questions can be answered accurately and they can make appropriate decisions for their situations. These rules impact how accounts are established as well as how they are maintained. This is a webinar appropriate not only for compliance professionals but also front-line staff that responds to the many questions customers have about the safety and security of their deposit funds. We’ll provide many examples to see how this all works, and also provide valuable resources so that insurance amounts can be calculated, and the rules detailed.

BSA Exam Hot Spots

• Recorded Tue, April 05, 2022
• Presented by Deborah Crawford

During this webinar we will focus on the hot spots of your BSA program.

BSA Fall Update

• Recorded Wed, October 26, 2022
• Presented by Deborah Crawford

During this program, we will cover the key elements of BSA.

The Rapidly Evolving Cyber Threat Landscape

• Recorded Mon, September 18, 2023
• Presented by Dave Detweiler

The cybersecurity threat landscape is rapidly changing. Financial firms are regularly targeted, and the profile of threat actors has continually evolved. While commodity hackers and clever criminals persist as a threat, increasingly the danger is coming from organized threat groups that operate like a business.

20 Legal Ownerships of Accounts

• Recorded Tue, October 03, 2023
• Presented by Deborah Crawford

This program is an A-Z on account ownership and documentation.