Webinars

This webinar will deal with the ins and outs of making changes to loans of all types. We’ll discuss the compliance and legal requirements, operational challenges, and impacts to borrowers, guarantors, and other parties to the loan.

Back by popular demand!  Beneficiary options have had significant changes in the last four years – more so than they’ve had in over 20 years. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop, you will learn the most important questions to be asked to solve the more complicated scenarios.

What does onboarding look like in your institution? What do you want it to look like? Join us to learn how to raise the bar with new hire onboarding, and how to wow new hires with a genuine interest in their success with your institution.

Are you new to data privacy? Have you been assigned some responsibilities at your institution but are concerned about your background and preparation? Attend this session to understand the principles of data privacy, review the common data privacy threats which concern your institution, and review practical data privacy controls which can safeguard your financial institution.

This informative webinar is designed to provide an understanding of the ACH Network and its pivotal role in the financial ecosystem. You will receive a foundational overview of ACH, including its functions in delivering electronic payments. You’ll gain insights into the key participants in the ACH process, such as ODFIs, RDFIs, and third-party service providers, and understand how they collaborate to process transactions seamlessly.

Regulation E error resolution requirements are very detailed and must be handled in a timely manner. Join us as we explain the process to resolve disputes in a compliant manner!

This webinar provides insight into the murky areas of HMDA which may result in the failure to report the appropriate loans on the LAR or errors in reported data fields. Participants receive a detailed manual that serves as a handbook long after the program is completed.

The agenda for this webinar includes coaching, confronting, and counseling your staff on how to build an individualized plan that reinforces positive performance and corrects poor performance. You will learn the importance of documenting coaching and follow through.

In recent years, the regulatory agencies have shined a spotlight on discriminatory appraisals. To mitigate these risks, your institution should have a thorough appraisal review process in which appraisals are independently assessed to ensure the quality is commensurate with the complexity of the subject property and risk of the transaction, and are free of appraiser bias.