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Excel Explained: Speed Tips

OnDemand
  • Recorded Wed, September 20, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

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.

Demystifying Trusts: A Guide to Establishing ...

OnDemand
  • Recorded Tue, October 10, 2023
  • Presented by Terri D. Thomas
Terri D. Thomas
$279.00

This webinar will provide attendees with information on doing business with trusts, including the best practices in establishing deposit account and loan relationships.

FDIC Insurance: How Much of My Deposits are C...

OnDemand
  • Recorded Fri, September 08, 2023
  • Presented by Carl Pry
Carl Pry
$279.00

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.


Compliance Management

OnDemand
  • Recorded Thu, January 18, 2024
  • Presented by David Dickinson
David Dickinson
$299.00

This webinar will look at the expectations and requirements related to a financial institution’s Compliance Management System (CMS). You will learn how best to utilize your resources to create an effective CMS or enhance your current CMS.

Fair Lending – Key Components & Current Agenc...

OnDemand
  • Recorded Wed, February 28, 2024
  • Presented by Molly Stull
Molly Stull
$299.00

The message from the regulatory agencies is clear: Fair lending is an area of emphasis. Join us as we dive into the current fair lending materials issued from the regulatory agencies to ensure you have the most up-to-date resources and training materials at your fingertips.

Three Key Risk Assessments in Your ERM Progra...

OnDemand
  • Recorded Thu, March 21, 2024
  • Presented by Marci Malzahn
Marci Malzahn
$299.00

This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete the three important Risk Assessments - ERM, IT, and Internal Controls.


Update on Overdraft Services and Junk Fees

OnDemand
  • Recorded Tue, May 14, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

CFPB has been hot on the trail of junk fees - is your institution at risk? Join us as we look at supervisory guidance from the regulators and lessons learned on consent orders.

BSA Fall Update

OnDemand
  • Recorded Wed, October 26, 2022
  • Presented by Deborah Crawford
Deborah Crawford
$279.00

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

Commercial Lending Program

OnDemand
  • Recorded Fri, July 07, 2023
  • Presented by Tom Carlin
Tom Carlin
$1,850.00

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.

 

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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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